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Simply Initiate dynamic CRM & E-commerce Integration 
Overview 
• Objectives 
• Process Flow 
• Feedback, Changes and Updates 
• Benefits and Impact
Objectives 
• Understanding client requirements and needs 
• Designing process flow with clients input, 
business workflow and decision making 
• Integrating dynamic CRM and E-commerce 
and existing database 
• Validation of work and tech support
Process Flow 
Start 
Understanding Client 
Requirements and 
Build As-Is Client Business 
Process 
Identify Functional 
Gaps 
Develop To-Be 
Processes 
Defining clear 
objectives 
Alignment of Business 
Process 
Validate multi channel 
stakeholder Solutions 
Integrate existing system 
with dynamic CRM and E-commerce 
Test System Configuration 
and Customization 
Prototype with Data 
Integration 
Deployment and 
Tech Training and Support End
Knowledge 
Management 
CRM 
Accounts 
Management 
E-COMMERCE 
PR and 
Marketing 
Service and 
Support 
Project and 
Staff 
Management 
Procurement 
and Supply 
Chain 
Anytime/ 
Anywhere 
Access & 
Appointment 
Calendar 
Mobile & 
Social Media
Benefits and Advantages 
• Cloud 
• Mobile 
• Database 
• Internet of Things 
• Social Media 
CRM AND E-COMMERCE 
Digital 
Engagement 
Optimized 
Service 
Automation 
Holistic Customer 
Experience 
Inquiry, Leads, 
Feedback, Retention, 
Support, Interactions 
Insights, Intelligence, 
Analysis, Planning, 
Indicators, Competitors, 
Demographics, 
Predictions, Education 
Knowledge Management, 
Executive Decisions, 
SOP’s, Inventory & 
Logistics, PR & Marketing, 
Sales & Admin Reports 
and KPI designs, B2B, B2C
Traditional 
CRM 
Enhanced 
Digital 
Engagement 
Social CRM 
Now and Then
Business Impact 
Strategic and 
Tactical 
Knowledge 
Management 
Innovation 
Smart 
Application
Thank You!
Contact us for more information 
Irene Zanoria, Digital Strategist 
contact@simplyinitiate.com 
+65 8319-4376 
+1(646) 499-6252 
Visit us on our website 
www.simplyinitiate.com 
Follow us

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Simply Initiate Pte Ltd CRM and E-Commerce Systems Integration

  • 1.
  • 2. Simply Initiate dynamic CRM & E-commerce Integration Overview • Objectives • Process Flow • Feedback, Changes and Updates • Benefits and Impact
  • 3. Objectives • Understanding client requirements and needs • Designing process flow with clients input, business workflow and decision making • Integrating dynamic CRM and E-commerce and existing database • Validation of work and tech support
  • 4. Process Flow Start Understanding Client Requirements and Build As-Is Client Business Process Identify Functional Gaps Develop To-Be Processes Defining clear objectives Alignment of Business Process Validate multi channel stakeholder Solutions Integrate existing system with dynamic CRM and E-commerce Test System Configuration and Customization Prototype with Data Integration Deployment and Tech Training and Support End
  • 5. Knowledge Management CRM Accounts Management E-COMMERCE PR and Marketing Service and Support Project and Staff Management Procurement and Supply Chain Anytime/ Anywhere Access & Appointment Calendar Mobile & Social Media
  • 6. Benefits and Advantages • Cloud • Mobile • Database • Internet of Things • Social Media CRM AND E-COMMERCE Digital Engagement Optimized Service Automation Holistic Customer Experience Inquiry, Leads, Feedback, Retention, Support, Interactions Insights, Intelligence, Analysis, Planning, Indicators, Competitors, Demographics, Predictions, Education Knowledge Management, Executive Decisions, SOP’s, Inventory & Logistics, PR & Marketing, Sales & Admin Reports and KPI designs, B2B, B2C
  • 7. Traditional CRM Enhanced Digital Engagement Social CRM Now and Then
  • 8. Business Impact Strategic and Tactical Knowledge Management Innovation Smart Application
  • 10. Contact us for more information Irene Zanoria, Digital Strategist contact@simplyinitiate.com +65 8319-4376 +1(646) 499-6252 Visit us on our website www.simplyinitiate.com Follow us