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Agenda of the meeting  Challenges facing CRM today  New choices for managing customer relationships  Infinity’s CRM solution  CRM with Infinity’s.

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Presentation on theme: "Agenda of the meeting  Challenges facing CRM today  New choices for managing customer relationships  Infinity’s CRM solution  CRM with Infinity’s."— Presentation transcript:

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2 Agenda of the meeting  Challenges facing CRM today  New choices for managing customer relationships  Infinity’s CRM solution  CRM with Infinity’s SaleStar®  Screenshots  Challenges facing CRM today  New choices for managing customer relationships  Infinity’s CRM solution  CRM with Infinity’s SaleStar®  Screenshots

3 Key Challenges in CRM Marketing Effectively manage campaigns Distribute Leads Correctness of prospect data Proper & timely follow-ups Effectively manage Schemes Correct Info to prospects Sales Control of discounts Correct pricing Proper allocation of units Proper allocation of car parks Correct calculation of down payment Correctness of documents Correctness of agreement Collections Demand letters on time Reminders on time Accurate outstanding list Accurate cash flow statement Proper follow-ups for payments Data sync with accounts dept Support Correctness of Customer History Response time to customer queries Escalation of unresolved issues Correct handling of modifications Correct handling of transfers Correct handling of other issues like Changes in customer info Changes in Units / car parks Changes in payment schedule

4 Creates a customer-focused culture Makes it easier for employees to collaborate with internally and externally Helps your employees analyze and act upon customer information at the right time Includes an end-to-end process that allows you to collect actionable information about each customer A Winning CRM Strategy How to manage the Challenges in CRM

5 What do Businesses need from CRM Systems? Reliable user adoption Great business fit Fast, flexible, and affordable technology

6 New Choice of CRM Systems Yesterday’s Choice Infinity’s SaleStar® End to End CRM System End to End CRM System Easy to use Easy to use Affordable Affordable Customizable to suit your business Customizable to suit your business On-premise and/or Hosted On-premise and/or Hosted Today’s Choice Manual Systems Difficult to Maintain Difficult to Search Cannot analyze data Manual Systems Difficult to Maintain Difficult to Search Cannot analyze data MS Office No link between databases Cannot maintain large data Difficult to analyze MS Office No link between databases Cannot maintain large data Difficult to analyze ERP Systems Less focus on CRM Expensive to modify ERP Systems Less focus on CRM Expensive to modify

7 Infinity’s SaleStar at a Glance  Full suite of Marketing, Sales, Collections and Support  Covers all customer touch points  Single point of communication for all customer related communication  Customizable to exactly fit your business requirements  Easy to learn and easy to use  Low cost of ownership, implementation and maintenance  In-line with technology  Full suite of Marketing, Sales, Collections and Support  Covers all customer touch points  Single point of communication for all customer related communication  Customizable to exactly fit your business requirements  Easy to learn and easy to use  Low cost of ownership, implementation and maintenance  In-line with technology Works the way your business does –It can be tailored to fit each business Works the way technology should –It is fast, flexible, and affordable –Customer focused –Process focused –Team Oriented

8 Infinity’s SaleStar | Marketing & Presales – Key benefits Plan proactively by turning customer information into clear, actionable knowledge Understand your customers by having a total view of their history, instantly accessible by the entire organization Make better business decisions with robust reporting and analytical tools that offer real- time visibility into customer behavior Reach the right prospects by executing campaigns built with intelligent list and segmentation tools Ensure better follow-ups by using reminders and by having instant access the entire follow-up history Create a knowledge bank of your products to be accessed during trainings and customer interactions by any member of your organization Plan proactively by turning customer information into clear, actionable knowledge Understand your customers by having a total view of their history, instantly accessible by the entire organization Make better business decisions with robust reporting and analytical tools that offer real- time visibility into customer behavior Reach the right prospects by executing campaigns built with intelligent list and segmentation tools Ensure better follow-ups by using reminders and by having instant access the entire follow-up history Create a knowledge bank of your products to be accessed during trainings and customer interactions by any member of your organization

9 Infinity’s SaleStar | Marketing & Presales - Plan Proactively plan your sales strategy based on History data Set target for Sales, Enquiries and Collections for each monthBased on history data e.g. Enquiry Vs Sales for six months

10 Infinity’s SaleStar | Marketing & Presales - Campaigns Run marketing campaigns, define activities and analyze success of campaigns Run different types of campaignsRun based campaigns

11 Infinity’s SaleStar | Marketing & Presales – Follow-ups Ensure better follow-ups and complete access to customer information Have complete follow-up history on handGet follow-up reminders

12 Infinity’s SaleStar | Sales – Key benefits Stay in control of discounts by fixing the discount ceiling for each role and escalating discount requests Ensure correct price calculations and payments schedules by centrally controlling calculations, price raises and schedules Remove errors in allocation of units and car parks through automated availability maintenance system Improve employee productivity through “click of a button” generation of all sale related documents, including sale agreements Build a smooth work flow by using pop-ups, approvals and s Secure and strengthen processes by providing transaction level, role based security Stay in control of discounts by fixing the discount ceiling for each role and escalating discount requests Ensure correct price calculations and payments schedules by centrally controlling calculations, price raises and schedules Remove errors in allocation of units and car parks through automated availability maintenance system Improve employee productivity through “click of a button” generation of all sale related documents, including sale agreements Build a smooth work flow by using pop-ups, approvals and s Secure and strengthen processes by providing transaction level, role based security

13 Infinity’s SaleStar | Sales – Availability Status Automated allocation with graphical representation of sold, blocked, available and owner share

14 Infinity’s SaleStar | Sales – Pricing & Discount control Observe that the pricing is automatically generated once the unit is selected (grayed items are locked and cannot be altered). Pricing formula is centrally defined. The user can only enter discounts. The maximum discount that can be given is controlled by the designation of the user

15 Infinity’s SaleStar | Sales – Process & Documentation The sales process is clearly defined as Booking, Sale confirmation, Allotment, Payment Schedule and Agreement. Each process has a document attached which is created on click of a button, including the agreement

16 Infinity’s SaleStar | Collections – Key benefits Provide better customer experience through automated generation of progress letters Keep cash flow healthy by automated generation of demand letters and payment reminders Synergize working of accounts and collection team by creating a smooth flow of information between demands, receipts and allocations Manage finances better with robust reporting and analytical tools that offer clear view of the cash flow Improve employee productivity through automated mail merging and systems that generate and mass mail demands and reminders to customers Gain more control on customer receivables through including all receivables i.e. EMI, penalties, modifications, extra charges and other charges, in a single statement of account Provide better customer experience through automated generation of progress letters Keep cash flow healthy by automated generation of demand letters and payment reminders Synergize working of accounts and collection team by creating a smooth flow of information between demands, receipts and allocations Manage finances better with robust reporting and analytical tools that offer clear view of the cash flow Improve employee productivity through automated mail merging and systems that generate and mass mail demands and reminders to customers Gain more control on customer receivables through including all receivables i.e. EMI, penalties, modifications, extra charges and other charges, in a single statement of account

17 Infinity’s SaleStar | Collections – Demand Letters Generate demand letter on time with previous balance, interest and tax. Mail merge and mass demand letters. Generate reminders for non-payments

18 Infinity’s SaleStar | Collections – Receivables Maintain better control of customer receivables Analyze outstanding statement in various ways. View collection statements Generate collection forecasts Collection forecast for next six months. Forecast can also be generated for next five weeks

19 Infinity’s SaleStar | Support – Key benefits Provide better customer service by having instant accessibility to complete customer related information across the organization and providing a faster response time to customer queries Handle Modifications better by maintaining the modification history for each unit Plan proactively for future projects with analysis of modifications that provide insight into general requirements of your customer bases Improve employee productivity through “click of a button” access to any information required by the customer and inbuilt links to system Provide better customer experience through a customer window that gives the customer access to customer specific information Provide better customer service by having instant accessibility to complete customer related information across the organization and providing a faster response time to customer queries Handle Modifications better by maintaining the modification history for each unit Plan proactively for future projects with analysis of modifications that provide insight into general requirements of your customer bases Improve employee productivity through “click of a button” access to any information required by the customer and inbuilt links to system Provide better customer experience through a customer window that gives the customer access to customer specific information

20 Infinity’s SaleStar | Support – Single Customer window All customer related information is available through a single window, making it easier for your team to learn & use the software and provide better customer response times. Any document required by the customer can be to the customer on click of a button

21 Infinity’s SaleStar | Support – Modifications Organize and maintain customer modifications

22 Infinity’s SaleStar | Data Security Data is stored on a sturdy database server that has its own password protection system Daily backups are automatically taken at a scheduled time to ensure protection against server crashes Data access through the software is set based on the designated role of the user. Data access can be set at “Read, Create, Modify, Print, Delete” levels Enquiry data of one salesperson is not available to another salesperson Data is stored on a sturdy database server that has its own password protection system Daily backups are automatically taken at a scheduled time to ensure protection against server crashes Data access through the software is set based on the designated role of the user. Data access can be set at “Read, Create, Modify, Print, Delete” levels Enquiry data of one salesperson is not available to another salesperson

23 Customer talk More than 25 builders using the software across Bangalore Software being used online from branch offices and site offices connecting to HO More than 25 builders using the software across Bangalore Software being used online from branch offices and site offices connecting to HO Some of our customers “Infinity Services have excelled in their performance by delivering the package within set time limits” - Mr. Mohan, GM Sales, Salarpuria Properties “Infinity Services have excelled in their performance by delivering the package within set time limits” - Mr. Mohan, GM Sales, Salarpuria Properties “Infinity’s CRM has been very helpful in streamlining the processes. We are happy with the quality of the software and support of Infinity Services” - Mr. Shivaprasad, IT Manager, Oceanus dwellings “Infinity’s CRM has been very helpful in streamlining the processes. We are happy with the quality of the software and support of Infinity Services” - Mr. Shivaprasad, IT Manager, Oceanus dwellings “Infinity’s CRM has been very helpful in streamlining the processes. We are happy with the quality of the software and support of Infinity Services” - Mr. H N Mohan, VP Sales, Skyline Properties “Infinity’s CRM has been very helpful in streamlining the processes. We are happy with the quality of the software and support of Infinity Services” - Mr. H N Mohan, VP Sales, Skyline Properties

24 Infinity’s SaleStar | Next Steps Choose Infinity’s SaleStar for the technology and platform to manage CRM in your business Outstanding user experience and user adoption Great business fit and visibility into results Scalable and secure platform with great extensibility Define a complete CRM solution and plan that includes people, process, and technology Infinity and its team are committed to your success Choose Infinity’s SaleStar for the technology and platform to manage CRM in your business Outstanding user experience and user adoption Great business fit and visibility into results Scalable and secure platform with great extensibility Define a complete CRM solution and plan that includes people, process, and technology Infinity and its team are committed to your success

25 Powering your Business with Information © 2008 Infinity Services. All rights reserved. This presentation is for informational purposes only. Infinity makes no warranties, express or implied, in this summary.


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