second crm a functional introduction
TRANSCRIPT
© 2014 Soft Solvers Solutions. All Rights Reserved.
Cloud CRM Solution for Small Businesses
Second CRM – A Functional Introduction June 2014
© 2014 Soft Solvers Solutions. All Rights Reserved.
Introduction Second CRM – Cloud CRM Solution for Small Businesses
SoftSolvers – MSC Malaysia Status company in Cyberjaya
Designed for Small to Midsize Businesses, as a viable
alternative to more expensive overseas solutions
Helps in Managing Sales, Marketing and Customer Service
On Demand, No investment on server/software, No need
IT guys, Highly Secure, Daily backups, Never lose any data
Easy-to-use, customizable, Access it any time, any where
or on any device (desktop, tablet, or phone)
© 2014 Soft Solvers Solutions. All Rights Reserved.
Second CRM Features Second CRM drives sales performance by
allowing sales representatives to track and
share potentials, manage and upsell into
existing accounts, coordinate activities across
teams.
With Second CRM you can monitor pipeline
stages through dashboards and collaborate
through alerts & notifications and integration
with Website for capturing online leads.
It supports the complete sales process of your
organization, starting from Lead Management,
Potentials, Account & Contact Management,
Sales Pipeline Management, Quotations, Sales
Orders, Invoicing, and others.
Benefits
Share sales data across individuals and teams
Bring new sales representatives up to speed
Present effective presentations and proposals to customers
Increase productivity by automating quotes, and invoicing
Sales Force Automation
Leads Management
Account Management
Sales Pipeline Tracking
Quotation to Sales Order
Management
Services & Service Contracts
Capture Website Leads
© 2014 Soft Solvers Solutions. All Rights Reserved.
Second CRM Features Manage leads from multiple sources, build and
track marketing campaigns, manage multiple
email marketing offers, and ensure marketing
and sales reps have up-to-date information
necessary to close the deal.
Using Second CRM, companies are more
productive with whole integrated approach with
Emails, SMS and Google apps that highly
supports the top and bottom lines.
Second CRM provides E-mail Marketing, Online
Web Forms, Product Management specifically
useful for marketing team, along with other
marketing-related modules, such as Activities,
Calendaring and Contact Management.
Benefits
Close the gap between lead
generation and deal closure
Segment customers to target the right
customer with the right message
Generate and monitor campaigns
across all customer channels
Integration into Google Apps for
enhanced collaboration
Marketing Automation
Campaign Management
Mass Mail with Email Templates
Send & receive SMS in CRM
Google Apps Integration
Calendaring & To Do
Management
Document Management
© 2014 Soft Solvers Solutions. All Rights Reserved.
Second CRM Features Acquiring new customers is much more expensive than selling to existing ones.
With Second CRM customer support, companies have the confidence that
customer cases will be handled quickly and effectively.
Second CRM customer support centralizes customer service requests across
channels to allow companies to diagnose bugs, assign and escalate customer
issues to resolution.
Second CRM provides enterprise quality Customer Support & Service features,
such as Ticket Management, Service Contracts Management, Customer Self-
Benefits
Centrally manage and share all customer service issues
Manage Service Contracts better, with expiry alerts and timely follow ups
Understand frequency of incidents to improve product quality
Measure the responsiveness of customer support
Manage schedules, calls, meetings and emails from a single location
Service Portal, Reports & Statistics specifically useful
for your organization's customer support force. Customer Support
Account Management
Manage Service Contracts
Customer Issue Management
Customer Survey
Customer Portal
Knowledgebase, FAQ’s
© 2014 Soft Solvers Solutions. All Rights Reserved.
Second CRM Features Second CRM offers lot more than normal CRM software offer, as we believe,
most of the small and mid size companies will improve the productivity of their
internal operations, if its is integrated with the CRM.
Second CRM offers features like Project Management, Inventory Management,
Payments & Receipts, Purchasing Management, dealing with vendors, Asset
Management and much more, to give maximum returns for your investment.
Second CRM streamlines common operations tasks and promotes effective
communication across the company from marketing, sales, operations to
finance.
Benefits
Tracking the Post Sales activities, to give holistic view of the
customer
Complete cycle from Lead to Sale, and Invoice to Receipt
Manage your stock, with Purchase Orders and Sales Orders
Operations Management
Project Management
PO & Vendor Management
Invoicing, Payment & Receipt
Customer Asset Management
Computer Telephony
Integration
© 2014 Soft Solvers Solutions. All Rights Reserved.
Second CRM Features
Second CRM BI Reporting enables you quickly assess your reported data and
take immediate action to make smarter and timely business decisions. This
includes business intelligence functionality that extends beyond other CRM
vendors’ solutions and is easier to use.
With Second CRM you can assess customer and competitive trends—all to
help you make faster, more profitable decisions.
Second CRM reporting turns data into actionable information. Managers can
monitor business performance across customer segments, marketing
campaigns, sales opportunities and customer satisfaction levels.
Benefits
Segment prospects and customers based on attributes that drive your business
Benchmark campaigns to understand which efforts produce the most revenue
Benefits
Roll-up and analyze sales opportunities across your organization
Monitor the customer satisfaction of accounts
Business Intelligence
Dashboard & Charts
Advanced Reporting
Alerts & Notification
Scheduled Reports
Data Analysis
© 2014 Soft Solvers Solutions. All Rights Reserved.
Second CRM Features eXRM is the natural evolution of CRM (Customer Relationship Management).
In today’s dynamic business environment companies demand the ability to
manage anything (X=anything), not just relationships with customers.
Second CRM’s Open platform and flexible architecture makes it is much more
than a traditional CRM product. Instead, a better way to think of Second CRM
is as a rapid development application with out-of-the-box CRM functionality.
Second CRM Extensibility features include, fully documented Web API,
Configurable workflows and integrations available for popular CMS.
Benefits
Able to quickly customise CRM as per the organisation needs, without any IT support
Integrate with corporate website for online leads, and complaints management
Benefits
Easily export the data for external analysis and reporting.
Integrate the CRM System with other backend systems for single version of organisation data
Extensible
Modular Architecture
Web Services API
Tablet & Mobile friendly
Interface
Import / Export Data
Configurable Workflow
© 2014 Soft Solvers Solutions. All Rights Reserved.
Second CRM Features Sales Force Automation
Leads Management
Account Management
Sales Pipeline Tracking
Quotation to Sales Order
Management
Services & Service Contracts
Capture Website Leads
Customer Support
Account Management
Manage Service Contracts
Customer Issue Management
Customer Survey
Customer Portal
Knowledgebase, FAQ’s
Marketing Automation
Campaign Management
Mass Mail with Email Templates
Send & receive SMS in CRM
Google Apps Integration
Calendaring & To Do
Management
Document Management
Business Intelligence
Dashboard & Charts
Advanced Reporting
Alerts & Notification
Scheduled Reports
Data Analysis
Operations Management
Project Management
PO & Vendor Management
Invoicing, Payment & Receipt
Customer Asset Management
Computer Telephony
Integration
Extensible
Modular Architecture
Web Services API
Tablet & Mobile friendly
Interface
Import / Export Data
Configurable Workflow
Second CRM can be customised and extended to meet most of the business requirements.
© 2014 Soft Solvers Solutions. All Rights Reserved.
Second CRM: Dashboard
© 2014 Soft Solvers Solutions. All Rights Reserved.
Second CRM: Quotation
© 2014 Soft Solvers Solutions. All Rights Reserved.
Editions & Pricing Second CRM Express Second CRM Standard Second CRM Professional
RM20 /user /month RM50 /user /month RM85 /user /month
Manage Customers and Track Sales Activities
Manage Complete Sales & Marketing Activities
Manage Entire Business for enhanced Productivity
Centralised Customer database, track every interaction and manage
sales leads and pipeline
Everything Express has, plus ability to generate online quotes and
invoices and manage campaigns
Everything Standard has, plus features to manage customer
support and after sales activities
Leads & Sales Pipeline Management
Account & Contact Management
Sales Activity Tracking
Standard & Custom Reports
Web Mail with Email Templates
Calendaring & To Do Management
Google Apps Integration
SMS Messaging
Mobile friendly interface
Role permissions
Product & Services Management
Quotation Management
Mass Email & SMS Campaigns
Content Library
Customer Survey
Sales Order & Invoicing
Custom Dashboard & Charts
Capture Web site leads
Configurable Workflows
Manage Service Contracts
Track Service Requests
Purchase Orders & Vendor Management
Payment & Receipts
Project Management
Asset Management
Unlimited application customisations
API for Application Integration
* Minimum 5 Users.
© 2014 Soft Solvers Solutions. All Rights Reserved.
Implementation & Support To keep the process simple Second CRM is all online starting from registering
for 30-Day Free Trail to pay using credit card for the Paid version.
Visit www.secondcrm.com website
View Demos and Compare Editions
Register for 30-Day Free Trail
Access Support Portal and Getting Started guides to learn
basics and ask questions on forums to clear doubts
Upgrade to Paid Version and Go Live
Estimated Implementation Time < 30 days*
Continuous Support during Subscription Period
Application Hosting at SoftSolvers Cloud (Guaranteed Uptime 99.9%)
Server & Application Maintenance (Backup, Patches, Upgrades, etc)
Dedicated Customer Support (SLA, Toll Free No, Contact Centre, Online Support)
Minor Changes and Bug Fixing
* Standard implementation.
© 2014 Soft Solvers Solutions. All Rights Reserved.
Traditional (On Premise) CRM
Second CRM Professional Edition
Comparing Second CRM Professional Edition with traditional On Premise CRM
implementation, over a period of Three years, assuming Ten active users.
Comparison with Traditional CRM
Feature Unit Price Total Cost
Software License – 10 Users (assuming client buying a mid range CRM solution)
20,000
Server Hardware (assuming a single machine) 5,000
Server Hosting (per month for data centre) 300 10,800
System Admin (avg monthly salary) 2,500 90,000
Total Cost in RM (For Three Years) 125,800
Feature Unit Price Total Cost
Server & Application Setup Nil
Second CRM Subscription fee (per user per month) 85 30,600
Rest Everything Nil
Total Cost in RM (For Three Years) 30,600
Few Considerations
With own Hardware
there is no scalability, if
more users are required
After 3 years, most of
hardware need upgrades
or even replacement
For any reason replacing
a trained System Admin
could be a nightmare for
any Company
Second CRM grows with
your Company, keeps
you always Lean & Agile
© 2014 Soft Solvers Solutions. All Rights Reserved.
Second CRM has more than 100 active customers across Asia, from small to large size companies and has a very high customer retention rate.
Second CRM encourages try before you buy, without even swiping any credit card. Second CRM allows rebalance users up or down to meet business needs.
Second CRM is highly cost competitive, both in terms of subscription and the professional services fee. Open platform, Cloud computing, Malaysia cost advantage.
No capital investments on servers or software, Secure servers, Daily backups, Patches and updates, etc all taken care off. Just focus on your business.
On Demand, Subscription Based
Proven track record
Best Price Value Package
Zero Risk Trial, Highly Flexible Subscription
Going Beyond Criteria
Second CRM – Key Differentiators
© 2014 Soft Solvers Solutions. All Rights Reserved.
Success with Second CRM
2010 Silver Award for Best CRM Programme Implementation
Case Study: MYOB South Asia
Growing with them
Working for 4 years now, reached more than 100k customers
Later added HK region also
Continous Product improvement
Implementation & Launch
40k Customers across Asia Pacific
Sales, Marketing, Customer Support
Migration from Siebel CRM
Zero to Live in < 3 weeks
© 2014 Soft Solvers Solutions. All Rights Reserved.
Customers & Achievements
Echelon Finalist 2011, Asia’s largest Startup
event
Asia Top 50 Apps
2010 - E27 Singapore
Silver award for Best CRM Implementation - CCAM Malaysia, 2010
CRM Idol Semi-finalist 2012 &
2013
Achievements
Customers
* Second CRM has more than 100 active Customers in Asia.
© 2014 Soft Solvers Solutions. All Rights Reserved.
We are NOT Alone Partners
© 2014 Soft Solvers Solutions. All Rights Reserved.
Soft Solvers Solutions Sdn Bhd
C-G-17, SME Technopreneur Centre, 2270
Jalan Usahawan 2, Cyberjaya, 63000, Selangor, MALAYSIA
Tel: +603 8315 6101 Fax: +603 8315 6102
Web: www.secondcrm.com Email: [email protected]
Thank You Questions & Answers