1. Digital-Clay Media Billing,
CRM and BI Solutions
Roy Daya, CEO
Digital-Clay

2. Solution Components
• CRM Modules
• BI Modules
• Billing Modules
• Generic Modules
• External Data Integration Tools
• Additional modules can be added as needed using our flexible
application engine technology by us or by the customer after
minimal training.

3. CRM Modules - Common
• Customer Management
• Corporate Customers
• Leads
• Contacts
• Tasks
• Projects
• Sales Opportunities
• Sales Opportunities – Product Details
• Products / Services
• Subscriptions
• Product Packages
• Users
• User Workgroups
• Customer Profiling

4. CRM Modules - Sales
• Lead management
• Auto assignment of leads to relevant rep
• Auto scoring for leads to invest time in highest potential first
• Automatic integration with internet information sources to extract and use background info for lead scoring
• Lead pipeline management
• Lead yield management taking into account partners and affiliates.
• Team security roles to allow different teams to work with competing organizations without risking exposing one
company’s confidential information to another or to unauthorized personnel
• NDA management
• Produce price quotes
• Agreement Term management
• Sales cost management for direct and indirect costs with ROI analytics.
• Sales Force management
• Sales FAQ and knowledgebase for internal use
• Sales approval mechanism for sale prospects with non-standard terms.
• Sales predictions
• Sales growth scenarios
• Collection management
• Automated sales letters
• Automated sales management dashboards and status reports

5. CRM Modules - Marketing
• Integrate external data for sales leads
• Create central repository of customer case studies and customer stories.
• Create a repository of product slides and presentations / whitepapers and other
supporting marketing docs
• Create a repository or graphic items to be used by Marcom teams.
• Manage the Marcom team tasks and priorities
• Manage events and marketing campaigns
• Manage external or outsourced marketing or advertizing consultants.
• Manage advertizing budget and projects internally or jointly with external teams.
• Manage PR efforts such as story ideas, story production, story sending and track
publications and end customer responses.
• Analyze sales behavior changes as it relates to marketing campaigns both directly
related as well as affluence marketing effect.
• Manage word of mouth campaigns and WOM affectivity
• Use sales lead results to fine tune marketing positioning and targeting.
• Manage product features and packages against market targets.
• Manage product managers and interact with R&D on feature traceability matrices /
screen shots and customer scenarios.

6. CRM Modules - Service
• Build and manage different service layer agreements
• Manage customer contract terms and service response alerts
• Manage service agreement sales with the sales team
• Manage tickets and responses with customers and internal support teams
• Manage an internal database of tasks and projects to be performed by
service personnel when idle
• Analyze customer impact and ROI according to sales prediction and
actual usage.
• Manage service calls online, offline, on site.
• Gather service insights by service personnel regarding a client to be
shared with sales and marketing to better understand the market and
better address the specific client needs.
• Manage a customer support portal
• Integrate with service personnel Outlook appointments and tasks as
needed for easy recording of on going tasks.

7. Business Intelligence / Analytics
Modules
• Advanced Real Time Query tools
• Dashboards
• Gauges
• Scorecards
• Custom KPI functions
• Integrate into formulas data from external processes and sources
• Graphs (Bar, Line, Pie, Scatter, Spider, Bubbles, Area) in 2D/3D
• Statistics
• Pivot Tables
• Drill-Into and Drill-Through data items
• Display hierarchical data as Charts (e.g. Org Charts)
• Display Time related performance in a Gantt Chart
• Export Data to Excel
• Save images for use in other documents
• Create Alerts
• Create Documents and Reports in HTML / MHTML / WORD / EXCEL
• Dynamic Filters
• Group Related Filters Together
• Analyses Data from multiple modules at the same time (e.g. Sales, Marketing and Service Spending growth
Vs. Profit Growth over time)
• Automated reporting for various roles with alerts
• Automate value creation and modification using Business Rules (i.e. customer category or lead scoring).

8. Billing Modules
• Setting up hierarchical service / product terms
• Promotions Management
• Product / Device Management
• One Time Charges
• Rebates
• Periodical Charges
• Volume based charges
• Promotional codes management
• In Package and over package rates
• Customized ROI alerts
• Usage Alerts
• Billing Status Alert
• Create bill estimate for daily charges or charges to date
• Create bill for monthly invoicing
• Corporate customer portal for multiple bills and bill analytics
• Bill reports with cost breakdown with lists, graphs etc.
• Identify bundles for reduced price product packages
• Integrate with third party payment / accounting gateways
• Email order receipts / bill / notices / alerts / custom promotions / etc. automatically to customer
• Apply a set of logical business rules to create any custom billing / alerting / analytical action to create / modify
records or send message to internal or external contacts.
• Credit Scoring

9. Generic Modules
• Users – control who can login to the software and what kind of data they can see. Complete
control in creating permissions by roles, modules, fields, workgroups and with complete
auditing trail for changes.
• Assets – manage assets such as equipment and usage / service history including alerts.
• Contracts – Manage terms with dates and milestones for customers / employees /
contractors / vendors etc.
• Document Repository – manage files in common role controlled libraries or attached to any
item in the system.
• Outlook integration add-in for contacts, tasks, appointments, emails and attachments. Link any
Outlook entity to any System entity (i.e. emails, contacts and tasks to a customer).
• Report Template Builder
• Form Designer
• Business Rules Editor
• Gantt Chart Editor
• Pipeline Chart
• Calendar Views
• Org and Hierarchy Chart Editor
• Auditing Trail
• Administrative System Performance Analysis Module
• Administrative Tools

10. External Data Integration Tools
• Create a central uniform data model
• Import external Data
– Import data from any ODBC compliant database (e.g. MySQL, SQL Server, Access, Oracle etc.)
– Import Data from excel files
– Import data from delimited, fixed width text files
– Import XML data
– Import data from web link
– Import data via a database function call
– Import Data from Outlook Tasks
– Import Data from Outlook Appointments
– Import Data from Outlook Contacts
– Import Data from Outlook emails and attachments
– Import Data from html / JavaScript / flash forms
• Use auto created data entry forms to input data into new entities created
• Create reports and business intelligence views on the uniform data model
• Allow users to interact with an application or web interface that contains the uniform data and
any additional data.
• Create alerts and reports on merged data.
• Create user profiles to control information visibility.