we build salesforces with our clients mobile- crm powered by microsoft- dynamics crm-2011 now- also...

We build SalesForces with our clients

Mobile-CRM

Powered by Microsoft- Dynamics CRM-2011

Now- also on all E-Pads: i-Pad, HP-

Slate, Samsung Pad, Blackberry

Playbook, etc. etc.


The Cura Group, Inc.

Mobile-CRM

Drive Sales, Shrink Sales Cyclesmore efficiently ServiceCustomers.

For: Sales, Customer Service, Marketing, Quality, Engineering & Operations


Mobile-CRM

CRM’s normally become shelf ware (not used) in 12 months-or less…too complex, do not reflect user needs, do not provide info-value, not mobile

Mobile-CRM is designed to give sales persons (and others) the data and functionality they want - when they need it. Users love it and use it.

Result: Accounts will be serviced quicker and sales cycles reduced resulting in increased revenue.

Mobile-CRM Research - The Aberdeen Group


The Cura ApproachMobile-CRM

– Cura has 25 years experience re-engineering SalesForces – 1500 SalesForces - we understand SalesForces like few others

– MobileCRM is customized to meet your requirements and the wants and needs of your users….you get what you need

– Powered by Microsoft CRM Dynamics (over 1,000,000 users)

– Cura provides complete turnkey installations – design, configuration, integration, data import, hardware and server set-up, training and ongoing support (over 100 installations)

– Affordable hosting or on premise – software assurance (maintenance and no cost upgrades) – always stay in the game

– Full Financing


• Delivers all functionality at point of customer contact

• Provides SalesForce with critical updated data they want and need in a single appliccation, when-where they need it (examples: customers, inventory, receivables, supply chain, sales history, invoices)

• Keeps your salesforce connected seamlessly• Manages email and work processes• Integrated into Outlook, through a browser, on smart

phones, synchronzied for use off line on Airplanes, Now On I-pads.

Mobile-CRM


• Launches from within Outlook to give synchronized Calendars, Tasks, Contacts and auto email management

• Companies, Contacts, Activities, Opportunities, Sales-Data, Account Data, Supply Chain Information• Mobile web-based access on: desktops, laptops, smart phones (blackberries, i-phones, droids, i-

pads, etc.)

• Integration with other existing systems and data bases

• Custom Configured to supplement and or replace aging

systems (XRM)

• Full reporting and Dashboards

Mobile-CRM


• Customer and Prospect Data• Opportunity tracking and management

– Track opportunities through the sales cycle

• Automated Work Processes

• E-mail Management

• Updated Critical Data by Customer from other systems

• Marketing Tracking and Digital Marketing functions

• Flexible and Powerful Reporting

The Cura Approach Mobile-CRM

Functionality to ENHANCE Sales Management


• Technology selection – Cura matches the technology with your requirements

• Design and Configuartion – Cura works intensly with the users and management to develop the configuration needed for your business

• Integration– Cura integrates Mobile-CRM with your existing systems

• Data Import – Cura imports all your data

• Hardware and Server Setup Support– Cura gets you up and running

• Training – Cura provides full on-site training for all user and support personnel

• Technical Support – Cura provides ongoing support

• Financing – Flexible financing options are available


Turnkey Project Management Insures Smooth Implementation


• We know and understand SalesForces and Mobile-CRM– 25+ years experience focused on Re-Engineering and building SalesForces– 1500 Sales clients - Manufacturers, Distributors and Service Organizations– Installed CRM and Sales Force software in 100 companies – 4000 users

• We use flexible, disciplined and repeatable processes that leverage best practices from all engagements

• Insure that technology remains up to date and supported by:– Maintaining a staff of in-house CRM designers highly experienced in developing and

customizing sales applications – Powered by Microsoft , Vaultus (RIM) and other software platform vendors

• We can integrate your Mobile-CRM solution(s) into a Re-Engineering of your SalesForce to maximize the value of your CRM investment


Why select Cura?


• We know and understand SalesForces and CRM– 25+ years experience focused on Re-Engineering and building SalesForces– 1500 Sales clients - Manufacturers, Distributors and Service Organizations– Installed CRM and Sales Force software in 100 companies – 4000 users

• We use flexible, disciplined and repeatable processes that leverage best practices from all engagements

• Insure that technology remains up to date and supported by:– Maintaining a staff of in-house CRM designers highly experienced in developing and

customizing sales applications – Powered by Microsoft Dynamics CRM 4.0

• We can integrate your Mobile-CRM solution(s) into a Re-Engineering of your SalesForce to maximize the value of your CRM investment

The Cura Approach Mobile-SalesPlus CRM’s

Why select Cura?


Mobile-CRM

Turn-keyed for your Organization


Mobile-CRMTurnkey

• Turnkey the design, configuration, integration, data import, training and support of MobileCRM (powered by Microsoft Dynamics CRM) on a hosted or on premises basis

• Take MS-CRM and configure-develop it so it is truly functional sales and service centerpiece for users and management and to achieve good utilization and the benefits of a single Mobile-CRM sales and customer appliccation


Mobile-CRMTurnkey

• Application-– Simple Outlook like formats

– Launches from within Outlook-fully integrated

• Strong and Complete Security-share with care-by geography, responsibility, vertical market, national accounts-as required

• Configured for ease of use – eliminate fields-forms not needed, use your nomenclature, custom drop downs-reduce entries….as wanted-needed for your business,

– Give the users-salespersons, salesmanagement, inside sales, customer service, marketing, operations etc. the info and functionality they want and need

• Integration: Outlook, calendar, tasks, contacts, email, receivables, orders (summary and detail) sales data, sales literature, sales forms – a single place for all sales related data;

• Companies, Contacts, Activities, Opportunities, Proposals, Cases, Marketing , Work Flows, Usage monitoring, Dashboards, Reports-configured with custom fields as appropriate

• Full Digital Marketing Capabilities-when integrated with Saas email tracking• Custom CRM Entities for your special data and processes (example: inventory, quality,

project management)• XRM capability for custom applications (future)


Mobile-CRMTurnkey

• Choice– Access from Outlook, Browser, any Smart Phone, cached for Air Travel, i-pads : e-pads – Cloud or on premises – switch when necessary

• Expertise– The Cura Group, inc.

• Dedicated CRM Team to configure, integrate, install, train and support • use rapid deployment (RDD) process over 7-10 working days (see attachment) in order that CRM

can be launched as early – Project Management and Planning-Frank Masie and Rob Burks

– Design, Configuration & Integration– Paul Disbrow, Terry Rizzo,

– Training and Support – Scott Roberts and Amy Childs

– 1500 SalesForce Re-Engineering Clients; 100 SalesForce Automation-CRM Installations• Cura knows SalesForces, Sales-Systems, MS-CRM, Integration, Marketing, Customer Service,

Project Management– 25 years in SalesForce and CRM; deep experience as experts and consultants

• can do–client centric-driven• Clients nationally and globally• Gold Microsoft Partner-certified in CRM


3000 Atrium WaySuite 249

Mt. Laurel, NJ 08054

Phone 856.439.1113 Fax 856.439.1115

[email protected]

we build salesforces with our clients mobile- crm powered by microsoft- dynamics crm-2011 now- also...

Documents

mobile mobilecrm

clients mobile crm

mobilecrm drive sales

clients mobilecrm crms

dashboards mobilecrm

mobilecrm research

cura approach mobilecrm

sales management slide