1. Covers business Scope ..with Balance

2. COMMON MODULE + DEVELOPMENT FRAMEWORK
SCOBAL Modules 1 2 3 4 5
COMMON MODULE + DEVELOPMENT FRAMEWORK

3. CRM Modules Sales Force Marketing Campaigns Leads Management
Customer Accounts
Customer Service
Comprehensive KPI’s

4. CRM – Flow Diagram Sales Force Activities Activities
Marketing Campaign
Lead
Quotations
Account
Quotation
Receive P.O.
Contract
Opportunities
Opportunities
Invoicing
Competitor Analysis
Customer Service

5. Sales Force N-Level of Sales Force Teams
Team Leader
Multiple Sales Rep.
Data Access based on Team Scope
Reports based on Scope
Sales Team A
Sales Team B
Sales Team C

6. Marketing Campaigns All Types of Campaigns Planned Period
Advertisement
Telemarketing
Shots
AdWords
Conferences
Pinballs
…etc
Planned Period
Expectations (Revenue / Quantity)
Cost (Budgeted vs. Actual)
Campaigns KPI’s
Link to Leads and Accounts

7. Leads Management Quick Lead Creation Lead Source
Name
Mobile #
Lead Source
Marketing Campaign
Other Sources
Sales Force Activities
Meetings
Presentations
Inbound / Outbound Calls …
Opportunities
Probability, Amount, Revenue
Competitor Analysis
Win / Loss Report
Quotations
Products / Services Integration
Print out
Convert it to Account

8. Customer’s Accounts Full Customer Account Info. Account Source
Convert Lead to Account
Account Source
Marketing Campaign
Other Sources
Opportunities
Probability, Amount, Revenue
Competitor Analysis
Win / Loss Report
Quotations
Products / Services Integration
Print out
Contracts

9. Customer Service Keep Healthy Communication with Your Clients
By proper follow-up
Customer Service Ticket
Categorized by Project
Assigned to Customer Service Team Members
Priorities (Low / Mid / High)
Ticket Status (Open / For Review / Closed)

10. Thank you