Customer Relationship Management Software A proposal by Virtual Dimensions ©Copyright Virtual Dimensions 2010 15-May-2010.

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Presentation transcript:

Customer Relationship Management Software A proposal by Virtual Dimensions ©Copyright Virtual Dimensions May-2010

Overview Why use CRM? What benefits does it drive? Organizational overview Our competencies How we address CRM? Development phase overview Sample CRM software's Financials for CRM software Terms and conditions Acceptance

Why use CRM? Customer Relationship Management (CRM) software creates a central repository for all customer-facing activities, from marketing to sales to customer service/support. The benefits of having this single view of the customer are many, yet certainly different from one company to the next. Company A may benefit from having its sales force know about a pending support issue or shipment delay. Company B may benefit from being able to drive sales from consistent marketing activities to target prospects. Company C may benefit from establishing a consistent and reliable forecasting system. Companies that have never had an enterprise-wide system for managing prospect and customer information will need to focus on several issues prior to software selection and implementation.

What benefits does it drive? Measurement of successTrack of market trends In-depth view of customer needs Better opportunities for future market needs and ways to fulfill them

Organizational Overview Virtual Dimensions Software & Hardware development & integration Product & process Re- Engineering Strategic Brand Management Simple & cost- effective business solutions

Our competencies LocalSimpleCost-Effective

How we address CRM? Unlike ERP implementations, where processes such as Accounts Payable, Order Entry, and Manufacturing are well defined, sales and marketing processes are sometimes ad hoc. With a CRM system, processes will need to be consistent, because they will be built into the CRM system. Some examples of processes to be examined would include: Marketing Sales Service Finance

How we address CRM? Marketing Campaign Management Lead Qualification Lead Distribution Channel (third party issues) Sales Sales Process Sales Methodology Territories Forecast Process Forecast Methodology Service Service Process Escalation Procedures

Development Phase Overview Requirement Definition Resource Evaluation Software Development and Trial Debugging and Implementation

Sample CRM software's

Financials for CRM Price Quality Delivery

Financials for CRM To be filled in by Client ASAP PKR ________________ Deadline : ___________

Terms and Conditions Copyright The VIRTUAL DIMENSIONS programs and documentation are proprietary products of VIRTUAL DIMENSIONS and are protected under copyright laws. The Licensee may make copies of the VIRTUAL DIMENSIONS software solely for backup or archival purposes, The Licensee may not copy the product manual or written materials accompanying the VIRTUAL DIMENSIONS software except for use by other licensed users. The Licensee may not translate, reverse engineer, decompile or disassemble the VIRTUAL DIMENSIONS software.

Terms and Conditions Licensing This license is effective from the date of installation and shall remain in force until terminated. The Licensee may terminate the license and this agreement at any time by destroying the program and its documentation, together with all copies in any form. VIRTUAL DIMENSIONS may terminate this agreement if the Licensee fails to comply with any of its terms or conditions. Upon any termination of this license, the Licensee agrees to destroy the licensed software, and its documentation together with all copies, modifications or portions of them in any form, and provide VIRTUAL DIMENSIONS with written certification of such destruction.

Terms and Conditions Title Title to the software shall at all times remain with VIRTUAL DIMENSIONS and the Licensee shall refrain from interfering therewith in any manner whatsoever. The Licensee shall do all things reasonably requested by VIRTUAL DIMENSIONS in defense of its title.

Acceptance Acceptance of the Agreement and all detailed terms and conditions herein is indicated by the Licensee and VIRTUAL DIMENSIONS signing the Agreement or the installation or the use by the Licensee of the VIRTUAL DIMENSIONS software