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Customer Relationship Management
(CRM) Solution



How do you command the loyalty of your customers in a competitive market? How do you achieve
an increase in sales? To help you answer these questions, we, at Tata Consultancy Services (TCS), offer our
iON Customer Relationship Management (CRM) Solution. Our solution assists you with the different
activities necessary to manage your customers better and cater to their requirements. iON CRM helps
you with various aspects of sales and marketing and lets you build a strong network of loyal
customers to support your business growth.

Overview
In a bid to track customer data, enterprises involved in CRM activities   business goals. Eliminating unproductive activities, the solution
are careful about manually-intensive, slow processes. There is also a     quickens processes, minimises errors and helps increase sales
need to be watchful about accidental bypassing of crucial tasks and       and cash in-flow.
information. Enterprises, therefore, seek to deploy the right tool to     Our secure, highly configurable, cost-efficient and scalable
manage the CRM activities efficiently, to gain from a positive impact     web-based solution also comes with:
on customer satisfaction and the resulting patronage.
                                                                          A strong business analytical layer;
                                                                          n
Our on-demand CRM solution integrates all the customer-related
                                                                          n and easy deployment features;
                                                                          Instant
information in your company and gives you a 360-degree view of
customers to understand their behaviour and needs. A web-based            A user-friendly interface;
                                                                          n
solution that automates your CRM operations, our offering manages
                                                                          Configurable workflow.
                                                                          n
the CRM workflow and aligns your sales and marketing strategies to




                                                          iON CRM Solution Overview
Benefits
Our comprehensive solution brings in not only CRM           Member management: Defines the target audience;
                                                            n
functionalities, but also the provision of assigning,       Execution management: Sends mailers, which include
                                                            n
scheduling and tracking of marketing campaign activities      existing leads and contacts;
and measuring their performance. Allowing access to
                                                            Campaign analysis: Involves real-time tracking of
                                                            n
customer data in real-time, the solution helps you:
                                                              campaigns and monitoring the effectiveness of
Increase customer satisfaction and consequently,
n                                                             campaigns.
  customer loyalty;
                                                            Contact management
Leverage cross/ up-selling opportunities to increase
n
                                                            Contact creation: The contact may or may not be
                                                            n
  revenue per customer;
                                                              tagged to a client. This includes contact details of
nhidden sales opportunities;
Spot                                                          individual as well as business clients with several
Automate and enhance sales and service activities;
n
                                                              accounts;
                                                            Contact analysis: This includes analysing contacts in
                                                            n
n that all sales activities are completed on time;
Ensure
                                                              the system or client-wise.
Increase sales closure rates;
n
                                                            Case management
n continuous feature enhancements.
Enjoy
                                                            Capture case: A case is a detailed description of a
                                                            n
                                                              customer’s feedback, problem or question. Customer
iON CRM Solution – Functionalities                            issues are tracked and solved;
Centralised administration                                  nprocessing: This includes handling complaints
                                                            Case
Capability to define organization specific
n
                                                              in the best way possible to satisfy customer queries,
  nomenclature.                                               defining workflow to handle critical cases and
                                                              tracking response time to such cases;
Client management
                                                            nanalysis: After capturing and analysing cases,
                                                            Case
Individual client and business client creation: Creates
n
                                                              it is vital to make effective changes to increase
  client profiles through various interaction channels at
                                                              efficiencies, develop and improve products and
  multiple stages of customer lifecycle management.
                                                              services and ensure competitive advantage;
  Enables capturing of profiles relevant to a particular
  customer;                                                 SLA management: SLA can be managed based
                                                            n
                                                              on following three factors - Contact type of
Individual client and business client lifecycle
n
                                                              customer, Service class and Support type
  management: Provides for communication with the
                                                              committed to the customer.
  customer from time-to-time, and provides tracking and
  updating services;                                        Communication management
                                                            n and SMS: Provides the ability to send
                                                            Emails
Individual client and business client analysis: Analyses
n
  customer’s changing needs and preferences and               scheduled emails and SMS;
  classifies customers based on profile.                    n Allows you to check the communication
                                                            Status:
Lead management                                               status anytime.

ncapture: Allows management of lead. Campaigns
Lead                                                        Daily communication
  are used to trigger the sources for lead generation,      Provides automated daily communication
                                                            n
  which become the channel for the customer to reach          to segmentation and target group.
  the organisation. Once the customer shows interest,       Appointment scheduler
  the information is captured and then consolidated.
                                                            Appointments: Provides the ability to create new
                                                            n
  Leads can also be imported directly from external
                                                              appointments. Booked appointments may be
  sources such as the web;
                                                              cancelled, rescheduled, or reconfirmed;
nconversion: Converts lead into a client when
Lead
                                                            Manage appointments: Provides a dynamic diary
                                                            n
  purchase interest is shown after communication;
                                                              view calendar to manage appointments easily
nanalysis: Analyses sources including maximum
Lead                                                          and effectively;
  leads, conversion rates, etc.
                                                            n management: Provides the ability to
                                                            Waitlist
Campaign management                                           manage and confirm waitlisted appointments.
Planning management: Shortlists campaigns based
n
  on segmentation and past trends, sets budgets and
  compares with actual and finalises the channel to
  execute the campaign;
Why iON
iON provides comprehensive solutions that address         A pay-as-you-use model
varied IT requirements. From network to ERP, iON is
offered as a single service, in a pay-per-use model,      This model eliminates capital investment as we
allowing you to leverage the solution’s true potential.   provide the IT infrastructure and software on rent.
iON ensures integration of all processes along with       You pay as you use and only for the number of users
ease of use.                                              who actually use the software. The rent is charged
                                                          monthly. Typically, the cumulative rental for three
iON promises:                                             years is equal to the capital cost of acquiring similar or
                                                          lesser software with one-time payment. Usually, the
nperformance in normal broadband;
High                                                      ROI exceeds rental within three months, when best
                                                          practices are well followed. The rental includes
Stringent security and data privacy;
n
                                                          maintenance and training, with no hidden costs.
Guaranteed availability (99 per cent uptime);
n
                                                          Personalised solutions
Disaster recovery;
n
                                                          Although this is a cloud service, the software is
Reduced need for IT staff.
n                                                         configurable to each business. You will always get the
                                                          flavour of your own business by picking and choosing
iON, therefore, manages your processes while you use      what processes you would need.
the software. You gain from:
                                                          Automatic upgrades
Integrated solutions
                                                          We continuously invest in our solutions to ensure best
We ensure that all your solutions are connected. For      practices. We enrich the software based on user
example, if you are using a CRM along with an ERP,        feedback and business and statutory changes.
and have a document management system to                  We ensure the upgrade without disrupting the user.
organise your files, we ensure that these solutions are
connected and work as one. So for you, it is simply IT
and not applications.

Increased agility

We bring in the agility to keep pace with changing
processes or a new line of business. We help you
configure the processes to work differently or simply
choose new practices recommended by the software.
Our activation system flags on best practices while the
system is running. As you pick and choose, we give you
more options to choose from.
About iON
iON is Tata Consultancy Services’ strategic unit for Small and Medium Business. iON provides
end - to - end business solutions to the SMB segment, the growth engine of the economy.
iON caters to the needs of multiple industry segments with best practices gained through TCS’
global experience, domestic market reach, skills, know-how and delivery capabilities.

For more information, visit us at www.tcsion.com



Contact
To know more about the iON Customer Relationship Management (CRM) Solution,
Toll Free Number 1800 209 6030
Email            ion.salessupport@tcs.com



About Tata Consultancy Services Ltd (TCS)
Tata Consultancy Services is an IT services, consulting and business solutions organization that
delivers real results to global business, ensuring a level of certainty no other firm can match.
TCS offers a consulting-led, integrated portfolio of IT and IT-enabled infrastructure, engineering
and assurance services. This is delivered through its unique Global Network Delivery ModelTM,
recognized as the benchmark of excellence in software development. A part of the Tata Group,
India’s largest industrial conglomerate, TCS has a global footprint and is listed on the National
Stock Exchange and Bombay Stock Exchange in India.

For more information, visit us at www.tcs.com




IT Services
Business Solutions
                                                                                                                                                           TCS Design Services I P I 09 I 11




Outsourcing

All content / information present here is the exclusive property of Tata Consultancy Services Limited (TCS). The content / information contained here is
correct at the time of publishing. No material from here may be copied, modified, reproduced, republished, uploaded, transmitted, posted or
distributed in any form without prior written permission from TCS. Unauthorized use of the content / information appearing here may violate copyright,
trademark and other applicable laws, and could result in criminal or civil penalties.
Copyright © 2011 Tata Consultancy Services Limited

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CustomerRelationshipManagement(CRM)Solution_SaaSPaaSIaaSITasaService_EndtoEndERP

  • 1. Customer Relationship Management (CRM) Solution How do you command the loyalty of your customers in a competitive market? How do you achieve an increase in sales? To help you answer these questions, we, at Tata Consultancy Services (TCS), offer our iON Customer Relationship Management (CRM) Solution. Our solution assists you with the different activities necessary to manage your customers better and cater to their requirements. iON CRM helps you with various aspects of sales and marketing and lets you build a strong network of loyal customers to support your business growth. Overview In a bid to track customer data, enterprises involved in CRM activities business goals. Eliminating unproductive activities, the solution are careful about manually-intensive, slow processes. There is also a quickens processes, minimises errors and helps increase sales need to be watchful about accidental bypassing of crucial tasks and and cash in-flow. information. Enterprises, therefore, seek to deploy the right tool to Our secure, highly configurable, cost-efficient and scalable manage the CRM activities efficiently, to gain from a positive impact web-based solution also comes with: on customer satisfaction and the resulting patronage. A strong business analytical layer; n Our on-demand CRM solution integrates all the customer-related n and easy deployment features; Instant information in your company and gives you a 360-degree view of customers to understand their behaviour and needs. A web-based A user-friendly interface; n solution that automates your CRM operations, our offering manages Configurable workflow. n the CRM workflow and aligns your sales and marketing strategies to iON CRM Solution Overview
  • 2. Benefits Our comprehensive solution brings in not only CRM Member management: Defines the target audience; n functionalities, but also the provision of assigning, Execution management: Sends mailers, which include n scheduling and tracking of marketing campaign activities existing leads and contacts; and measuring their performance. Allowing access to Campaign analysis: Involves real-time tracking of n customer data in real-time, the solution helps you: campaigns and monitoring the effectiveness of Increase customer satisfaction and consequently, n campaigns. customer loyalty; Contact management Leverage cross/ up-selling opportunities to increase n Contact creation: The contact may or may not be n revenue per customer; tagged to a client. This includes contact details of nhidden sales opportunities; Spot individual as well as business clients with several Automate and enhance sales and service activities; n accounts; Contact analysis: This includes analysing contacts in n n that all sales activities are completed on time; Ensure the system or client-wise. Increase sales closure rates; n Case management n continuous feature enhancements. Enjoy Capture case: A case is a detailed description of a n customer’s feedback, problem or question. Customer iON CRM Solution – Functionalities issues are tracked and solved; Centralised administration nprocessing: This includes handling complaints Case Capability to define organization specific n in the best way possible to satisfy customer queries, nomenclature. defining workflow to handle critical cases and tracking response time to such cases; Client management nanalysis: After capturing and analysing cases, Case Individual client and business client creation: Creates n it is vital to make effective changes to increase client profiles through various interaction channels at efficiencies, develop and improve products and multiple stages of customer lifecycle management. services and ensure competitive advantage; Enables capturing of profiles relevant to a particular customer; SLA management: SLA can be managed based n on following three factors - Contact type of Individual client and business client lifecycle n customer, Service class and Support type management: Provides for communication with the committed to the customer. customer from time-to-time, and provides tracking and updating services; Communication management n and SMS: Provides the ability to send Emails Individual client and business client analysis: Analyses n customer’s changing needs and preferences and scheduled emails and SMS; classifies customers based on profile. n Allows you to check the communication Status: Lead management status anytime. ncapture: Allows management of lead. Campaigns Lead Daily communication are used to trigger the sources for lead generation, Provides automated daily communication n which become the channel for the customer to reach to segmentation and target group. the organisation. Once the customer shows interest, Appointment scheduler the information is captured and then consolidated. Appointments: Provides the ability to create new n Leads can also be imported directly from external appointments. Booked appointments may be sources such as the web; cancelled, rescheduled, or reconfirmed; nconversion: Converts lead into a client when Lead Manage appointments: Provides a dynamic diary n purchase interest is shown after communication; view calendar to manage appointments easily nanalysis: Analyses sources including maximum Lead and effectively; leads, conversion rates, etc. n management: Provides the ability to Waitlist Campaign management manage and confirm waitlisted appointments. Planning management: Shortlists campaigns based n on segmentation and past trends, sets budgets and compares with actual and finalises the channel to execute the campaign;
  • 3. Why iON iON provides comprehensive solutions that address A pay-as-you-use model varied IT requirements. From network to ERP, iON is offered as a single service, in a pay-per-use model, This model eliminates capital investment as we allowing you to leverage the solution’s true potential. provide the IT infrastructure and software on rent. iON ensures integration of all processes along with You pay as you use and only for the number of users ease of use. who actually use the software. The rent is charged monthly. Typically, the cumulative rental for three iON promises: years is equal to the capital cost of acquiring similar or lesser software with one-time payment. Usually, the nperformance in normal broadband; High ROI exceeds rental within three months, when best practices are well followed. The rental includes Stringent security and data privacy; n maintenance and training, with no hidden costs. Guaranteed availability (99 per cent uptime); n Personalised solutions Disaster recovery; n Although this is a cloud service, the software is Reduced need for IT staff. n configurable to each business. You will always get the flavour of your own business by picking and choosing iON, therefore, manages your processes while you use what processes you would need. the software. You gain from: Automatic upgrades Integrated solutions We continuously invest in our solutions to ensure best We ensure that all your solutions are connected. For practices. We enrich the software based on user example, if you are using a CRM along with an ERP, feedback and business and statutory changes. and have a document management system to We ensure the upgrade without disrupting the user. organise your files, we ensure that these solutions are connected and work as one. So for you, it is simply IT and not applications. Increased agility We bring in the agility to keep pace with changing processes or a new line of business. We help you configure the processes to work differently or simply choose new practices recommended by the software. Our activation system flags on best practices while the system is running. As you pick and choose, we give you more options to choose from.
  • 4. About iON iON is Tata Consultancy Services’ strategic unit for Small and Medium Business. iON provides end - to - end business solutions to the SMB segment, the growth engine of the economy. iON caters to the needs of multiple industry segments with best practices gained through TCS’ global experience, domestic market reach, skills, know-how and delivery capabilities. For more information, visit us at www.tcsion.com Contact To know more about the iON Customer Relationship Management (CRM) Solution, Toll Free Number 1800 209 6030 Email ion.salessupport@tcs.com About Tata Consultancy Services Ltd (TCS) Tata Consultancy Services is an IT services, consulting and business solutions organization that delivers real results to global business, ensuring a level of certainty no other firm can match. TCS offers a consulting-led, integrated portfolio of IT and IT-enabled infrastructure, engineering and assurance services. This is delivered through its unique Global Network Delivery ModelTM, recognized as the benchmark of excellence in software development. A part of the Tata Group, India’s largest industrial conglomerate, TCS has a global footprint and is listed on the National Stock Exchange and Bombay Stock Exchange in India. For more information, visit us at www.tcs.com IT Services Business Solutions TCS Design Services I P I 09 I 11 Outsourcing All content / information present here is the exclusive property of Tata Consultancy Services Limited (TCS). The content / information contained here is correct at the time of publishing. No material from here may be copied, modified, reproduced, republished, uploaded, transmitted, posted or distributed in any form without prior written permission from TCS. Unauthorized use of the content / information appearing here may violate copyright, trademark and other applicable laws, and could result in criminal or civil penalties. Copyright © 2011 Tata Consultancy Services Limited