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CAS Software AG
Success with Customer Excellence




Why CRM, Is it really necessary ?




Mircea Prelipceanu
International Business Manager
CRM TRENDS 2011
07.10.2011
What can you expect today?

Agenda


1. CAS Software AG

2. The Increasing Importance of CRM

3. CRM – so what now?

4. Live with CRM
CAS Software AG
Success with Customer Excellence




                             CAS Software AG
CAS Software AG – At a Glance


 Facts
    Established     1986
    Headquarters    Karlsruhe - Germany
    Ownership       Executive board and employees
    Employees       CAS group: ~330 (Dec 2008)
                     CAS Software AG: ~190
    Turnover        ~33 Mio. Euro


 Growth in 2008
    Employees       +16%
    Turnover        +34.0% with CRM standard products
                     +18.2% CAS-Group


 Investments in the future
    in innovation   over 25% of the turnover goes into R&D
    in employees    CAS model:       earnings shared with employees
                     CAS academy:     continuing on-the-job training,
                                      CAS leadership compass
                     CAS new blood: close contacts with universities,
                                      research facilities, etc.
CAS Software AG – A Few Facts


        More than 140 partners in DE and 55 worldwide and over
         150.000 users of CAS products
        CAS is active in more than 24 countries on 4 continents:
        Focus on EMEA and LATAM
        In Turkey presence since 2007
        CAS genesisWorld is available in 12 languages
         D, EN, FR, IT, RO, HU, HR, CZ, ES, NL, TR, PL
        Several CRM products and dedicated CRM branch solutions
        Hundred add-on solutions to common systems
        Numerous awards: CAS recently won the CRM Best Practice
         Award (for the 5th time ) with customer OKI Printing Solutions
CAS Software AG
Success with Customer Excellence




       The Increasing Importance of
    Customer Relationship Management
Current situation




       Enterprise   Products
                    Services   Customer
CRM – what is that ?


•CRM is a long-term business strategy to growth and
improve profitability through a better understanding of
                                                          CONFUSED ?
customer behavior.

•Customer Relationship Management - those aspects
of a business strategy which relate to techniques and
methods for attracting and retaining customers.

•There is no agreed definition, but CRM is a blend of
operational processes, methodologies and
techniques that helps organizations create two-way
interactions with customers, thereby enabling them to
better understand and anticipate the behaviors,
needs and wants of existing and potential customers.

•CRM is a straightforward concept...
Drivers of CRM




  Product & Competition
    Products become more
    and more comparable!
   Increasing Competition!




                             CRM
In Past - Sales process




- PRODUCT was in the middle
- Selection was not so great , were mostly regional providers
- Lack of market overview and actions to attract new customers was not necessary,
Today - Purchasing process




- Customer have more power is well informed, market is transparent
- Customer have HIGH expectations from products/services and become disloyal
- We all run for customers, the product is not in middle anymore but CUSTOMER get in
focus
Competitive advantage through
customer orientation

 Evaluation of future opportunities for competitive differentiation


   Services/Customer orientation                                              76,9%


                 Product quality                           57,4%

            Technical/Innovation                          56,5%

              Price-Performance                  42,6%


                Image/Publicity         21,3%

                          Sales         21,3%


                    Price/Costs      14,8%
                                                    Source: Simon, Kucher & Partner



     Services & customer orientation bear the greatest
    potential to differentiate from the competition
Competitive advantage through
customer orientation

Evaluation of corporate strategies, which promise the
largest competitive advantage on a long-term basis
(Number of points:500 = high potential, 300 = little potential, 100 = low potential)



     Customer Relationship Management                                                           422

                        Growth strategies                                                      407

        Core competencies management                                                      380

                             E-Business                                                   376
              Knowledge Management /
         optimized information processes                                                 370

            Business Process Outsourcing                                           340

                Total Quality Management                                           335

                        Lean Management                                            332

         Business Process Reengineering                                      293

         Shareholder Value Management                                   270

                        Virtual Companies                              256               Source: Institute of Management and
                                                                                         Consulting Sciences; Prof.Dietmar Fink
Top 10 challenges for SME

          Top 10 of the challenges for medium-size enterprises from advisors point of view


          Customer relationship management                                     52                        42


         Recruitment / Employee qualification                                  50                       43
                                                                                                             48
                                     Innovation                           42                           48


                     International competition                           41                       41     42

 Globalization (new markets and competitors)                             37                        47
                                                                                                                  42

                Changing business strategies                        32                            50

                                  Capital raising                30                           49

            Intensifying national competition                   29                              51

                       Demographical changes                    28                         46                 Importance in %:

                                                                                                                       very important
                                                                                                                       important
                                       Costs cut               27                            51



                                                      Source: Facts & Figures from advisors market 2007/2008,
                                                      BDU e.V. 2008
Drivers of CRM


                      Customer behavior
                        Decreasing loyalty
      Product &       Sources of information
     Competition       Demanding attitude
    Products become
     more and more
       comparable
        Increasing
      Competition




                       CRM
A closer look to customer
Customer



           1 happy customer shares its positive
             experiences with 4 other persons
     :)



             4
Customer



     1 unhappy customer shares its bad experiences with
        another 8-10 persons, (potentially) customers
     :(



                10
Customer



       12 positive actions are necessary to be done,
           in order to adjust a negative situation




  12                            
Drivers of CRM


                    Customer behavior
                      Decreasing loyalty
                    Sources of information
                     Demanding attitude
                                             Getting new customers
    Product &
                                                        vs
   Competition
                                             Taking care about the
  Products become                                 existing ones
   more and more
     comparable                              Getting new customers is
                                               more expensive than
      Increasing                             improving relations with
    Competition                                    existing ones




                      CRM
Increasing revenues through customer loyalty


     Revenue


               Loyal customers
                                                             20% Costs
                                                             80% Sales
                   Multiple customers




                     One time customers
                             Interested customers
                                                             80% Costs
                                                             20% Sales
                                    Potential customers


                                                     Costs
Customer relations and confidence

   Trust,
   operations
   costs


                Operations costs                                                                                Trust




                                                                                                                        Time

                 Costs and trust in the process of a successful business relationship

                Source: Tech. University Berlin, Inst. f. BWL, Business und Services marketing, Prof. Dr. E. Kuhlmann
Important Questions?
1.   Do you know your customers ?
2. What information do you have about them? Also personal data ?
3. Who is having this information?
4. Is your customer aware about your company and what u do?
5. Is your customer satisfied with your company?
6. Is your customer enthusiastic about your company?
7. Would your customer recommend you to others?
CAS Software AG
Success with Customer Excellence




                    CRM – SO WHAT NOW?
Short Motivation, Part I
Short Motivation, Part II
Starting point: Address Management

Annoying situations:

•   Time intensive data input
    result in incorrect address
    entries incomplete custo -
    mer data
•   duplicate copies
•   missing, wrong or old
    data of contact persons
•   poor additional information
                                                 Quelle: Riek, direkt Marketing Fairmarktung GmbH & Co. Service KG
•   no addresses of decision makers
•   no transparency regarding data quality


 According to statistics, in Germany, between 10 - 30% of the customer data
   inserted in a CRM systems is corrupted.
Address management in the future




                           Structured process of Address
                                   Management
                         Responsibility and Transparency over
                         address quality


                                                                Notifications on changes
           Correct Addresses
                                                                Persons will be notified about
   Always updated and completed
                                                                changes immediately



                                   Complete Information
                         Enhancements for better decisions
Revolution in address management


Gathering addresses                  CAS
                                              Manually or Import
                                              with address wizard /
                      Madam        Software
                                      AG      Other databases
                      Janine
                       Black

                                              Examination and correction
Duplicate check                   OKI
                                Printing
                               Solutions


Allocation/
Reference database

                                Supervise




                      Enrich

                           Regelkreis
                                    Update
Address wizard
Just one mouse click: The address is arranged!
Address Revolution: Correction and Enhancement

                    WebService


Customer database                  Reference database



 Status Quo:

 • incorrect                        •   bedirect
 • incomplete                       •   Yellowmap
 • wrong contact                    •   Schober
   persons                          •   Deutsche Telekom
                                    •   Others
Summary: Revolution in Address Management
Address Management



                              Address acquisition
                               Address assistant




        Address monitoring                              Duplicate check
         automatic address                            when entering the
             update                                 address/ for all databases




                          Validating and enhancing
                           addresses  with WEB
                                  Servicess
Reaching and serving customers


           Customers        Multi Channel         Event           Marketing               Customer
          segmentation       campaigns         organization     Budgets tracking     Interaction analysis



          Lead        Responsible        Competition            Winning                 Sales
       management      workflows           analyze            probabilities      Report and analysis




          SLA             Hotline &         Help-Desk       Ticketing           Responses and
       management         Call Center         Portal         System           satisfaction analysis




            Time load          Expenses         Resource          Milestones              Complete
           calculations    internal/external    planning         targets/risks        Project reporting




        Document              3rd party systems
                                                           Groupware                  Workflows
       management           integrations (eg.ERP)

    Task & Appointment                                                                Intelligent
                                   E-Mail               Form designers
          planning                                                               Address Management
Let's Go Live with CRM…
For further information please contact us:

                           www.stone.com.co
Bogotá: 57 1 618 01 41                        Bucaramanga: 57 7 6497063
Cra 15 No. 98-42 Ofc 402                      Calle 49 No. 27 A- 65 Ofc. 503
Bogotá – Colombia                             Bucaramanga – Colombia
ventas@stone.com.co                           ventas@stone.com.co

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WHY CRM, Is it really Necessary?

  • 1. CAS Software AG Success with Customer Excellence Why CRM, Is it really necessary ? Mircea Prelipceanu International Business Manager CRM TRENDS 2011 07.10.2011
  • 2. What can you expect today? Agenda 1. CAS Software AG 2. The Increasing Importance of CRM 3. CRM – so what now? 4. Live with CRM
  • 3. CAS Software AG Success with Customer Excellence CAS Software AG
  • 4. CAS Software AG – At a Glance Facts  Established 1986  Headquarters Karlsruhe - Germany  Ownership Executive board and employees  Employees CAS group: ~330 (Dec 2008) CAS Software AG: ~190  Turnover ~33 Mio. Euro Growth in 2008  Employees +16%  Turnover +34.0% with CRM standard products +18.2% CAS-Group Investments in the future  in innovation over 25% of the turnover goes into R&D  in employees CAS model: earnings shared with employees CAS academy: continuing on-the-job training, CAS leadership compass CAS new blood: close contacts with universities, research facilities, etc.
  • 5. CAS Software AG – A Few Facts  More than 140 partners in DE and 55 worldwide and over 150.000 users of CAS products  CAS is active in more than 24 countries on 4 continents:  Focus on EMEA and LATAM  In Turkey presence since 2007  CAS genesisWorld is available in 12 languages D, EN, FR, IT, RO, HU, HR, CZ, ES, NL, TR, PL  Several CRM products and dedicated CRM branch solutions  Hundred add-on solutions to common systems  Numerous awards: CAS recently won the CRM Best Practice Award (for the 5th time ) with customer OKI Printing Solutions
  • 6. CAS Software AG Success with Customer Excellence The Increasing Importance of Customer Relationship Management
  • 7. Current situation Enterprise Products Services Customer
  • 8. CRM – what is that ? •CRM is a long-term business strategy to growth and improve profitability through a better understanding of CONFUSED ? customer behavior. •Customer Relationship Management - those aspects of a business strategy which relate to techniques and methods for attracting and retaining customers. •There is no agreed definition, but CRM is a blend of operational processes, methodologies and techniques that helps organizations create two-way interactions with customers, thereby enabling them to better understand and anticipate the behaviors, needs and wants of existing and potential customers. •CRM is a straightforward concept...
  • 9. Drivers of CRM Product & Competition Products become more and more comparable! Increasing Competition! CRM
  • 10. In Past - Sales process - PRODUCT was in the middle - Selection was not so great , were mostly regional providers - Lack of market overview and actions to attract new customers was not necessary,
  • 11. Today - Purchasing process - Customer have more power is well informed, market is transparent - Customer have HIGH expectations from products/services and become disloyal - We all run for customers, the product is not in middle anymore but CUSTOMER get in focus
  • 12. Competitive advantage through customer orientation Evaluation of future opportunities for competitive differentiation Services/Customer orientation 76,9% Product quality 57,4% Technical/Innovation 56,5% Price-Performance 42,6% Image/Publicity 21,3% Sales 21,3% Price/Costs 14,8% Source: Simon, Kucher & Partner  Services & customer orientation bear the greatest potential to differentiate from the competition
  • 13. Competitive advantage through customer orientation Evaluation of corporate strategies, which promise the largest competitive advantage on a long-term basis (Number of points:500 = high potential, 300 = little potential, 100 = low potential) Customer Relationship Management 422 Growth strategies 407 Core competencies management 380 E-Business 376 Knowledge Management / optimized information processes 370 Business Process Outsourcing 340 Total Quality Management 335 Lean Management 332 Business Process Reengineering 293 Shareholder Value Management 270 Virtual Companies 256 Source: Institute of Management and Consulting Sciences; Prof.Dietmar Fink
  • 14. Top 10 challenges for SME Top 10 of the challenges for medium-size enterprises from advisors point of view Customer relationship management 52 42 Recruitment / Employee qualification 50 43 48 Innovation 42 48 International competition 41 41 42 Globalization (new markets and competitors) 37 47 42 Changing business strategies 32 50 Capital raising 30 49 Intensifying national competition 29 51 Demographical changes 28 46 Importance in %: very important important Costs cut 27 51 Source: Facts & Figures from advisors market 2007/2008, BDU e.V. 2008
  • 15. Drivers of CRM Customer behavior Decreasing loyalty Product & Sources of information Competition Demanding attitude Products become more and more comparable Increasing Competition CRM
  • 16. A closer look to customer
  • 17. Customer 1 happy customer shares its positive experiences with 4 other persons :) 4
  • 18. Customer 1 unhappy customer shares its bad experiences with another 8-10 persons, (potentially) customers :(  10
  • 19. Customer 12 positive actions are necessary to be done, in order to adjust a negative situation 12 
  • 20. Drivers of CRM Customer behavior Decreasing loyalty Sources of information Demanding attitude Getting new customers Product & vs Competition Taking care about the Products become existing ones more and more comparable Getting new customers is more expensive than Increasing improving relations with Competition existing ones CRM
  • 21. Increasing revenues through customer loyalty Revenue Loyal customers 20% Costs 80% Sales Multiple customers One time customers Interested customers 80% Costs 20% Sales Potential customers Costs
  • 22. Customer relations and confidence Trust, operations costs Operations costs Trust Time Costs and trust in the process of a successful business relationship Source: Tech. University Berlin, Inst. f. BWL, Business und Services marketing, Prof. Dr. E. Kuhlmann
  • 23. Important Questions? 1. Do you know your customers ? 2. What information do you have about them? Also personal data ? 3. Who is having this information? 4. Is your customer aware about your company and what u do? 5. Is your customer satisfied with your company? 6. Is your customer enthusiastic about your company? 7. Would your customer recommend you to others?
  • 24. CAS Software AG Success with Customer Excellence CRM – SO WHAT NOW?
  • 27. Starting point: Address Management Annoying situations: • Time intensive data input result in incorrect address entries incomplete custo - mer data • duplicate copies • missing, wrong or old data of contact persons • poor additional information Quelle: Riek, direkt Marketing Fairmarktung GmbH & Co. Service KG • no addresses of decision makers • no transparency regarding data quality  According to statistics, in Germany, between 10 - 30% of the customer data inserted in a CRM systems is corrupted.
  • 28. Address management in the future Structured process of Address Management Responsibility and Transparency over address quality Notifications on changes Correct Addresses Persons will be notified about Always updated and completed changes immediately Complete Information Enhancements for better decisions
  • 29. Revolution in address management Gathering addresses CAS Manually or Import with address wizard / Madam Software AG Other databases Janine Black Examination and correction Duplicate check OKI Printing Solutions Allocation/ Reference database Supervise Enrich Regelkreis Update
  • 31. Just one mouse click: The address is arranged!
  • 32. Address Revolution: Correction and Enhancement WebService Customer database Reference database Status Quo: • incorrect • bedirect • incomplete • Yellowmap • wrong contact • Schober persons • Deutsche Telekom • Others
  • 33. Summary: Revolution in Address Management
  • 34. Address Management Address acquisition  Address assistant Address monitoring Duplicate check  automatic address  when entering the update address/ for all databases Validating and enhancing addresses  with WEB Servicess
  • 35. Reaching and serving customers Customers Multi Channel Event Marketing Customer segmentation campaigns organization Budgets tracking Interaction analysis Lead Responsible Competition Winning Sales management workflows analyze probabilities Report and analysis SLA Hotline & Help-Desk Ticketing Responses and management Call Center Portal System satisfaction analysis Time load Expenses Resource Milestones Complete calculations internal/external planning targets/risks Project reporting Document 3rd party systems Groupware Workflows management integrations (eg.ERP) Task & Appointment Intelligent E-Mail Form designers planning Address Management
  • 36. Let's Go Live with CRM…
  • 37. For further information please contact us: www.stone.com.co Bogotá: 57 1 618 01 41 Bucaramanga: 57 7 6497063 Cra 15 No. 98-42 Ofc 402 Calle 49 No. 27 A- 65 Ofc. 503 Bogotá – Colombia Bucaramanga – Colombia ventas@stone.com.co ventas@stone.com.co