1. simply effective Strike the right chord with your customers Impel Lead Management and Routing Portal

2. simply effective Adaptable, Affordable, Adjustable – CRM for India Agenda  Problem Statement  The Impel LMRP Solution  USPs  Benefits  Features of Impel LMRP

3. simply effective The problem statement Common problems related to Lead Management

4. simply effective Adaptable, Affordable, Adjustable – CRM for India Challenges  Consistently track what stage of your sales process the lead is in  Not enough visibility in the sales process  Failure to track lead assignments and lead status  Flawed sales forecasts and ineffective campaigns  Tracking leads from multiple sources is tough

5. simply effective Impel Lead Management Routing Portal Impel LMRP - The Solution

6. simply effective Adaptable, Affordable, Adjustable – CRM for India Why Impel LMRP  Web-based LMRP solution - No special software needed on the client  Automated rules for business process implementation  Multi-lingual support  Ideal for low-to-mid size businesses

7. simply effective Adaptable, Affordable, Adjustable – CRM for India The Impel LMRP advantage

8. simply effective Adaptable, Affordable, Adjustable – CRM for India Key attractions  24/7/365 a ccess via web, Wireless devices, PDAs, Cell-phone or laptop  Create personalized dashboards, menus, queries and color themes  Import data from multiple sources  Export data to multiple files  Build tabular or graphical reports  Sync with MS Outlook  Pay less for more

9. simply effective Adaptable, Affordable, Adjustable – CRM for India The USPs  Configure it to meet your specific needs  Integrate with third-party software or legacy apps  Consistently increase functionality on your own  Custom define your own processes and business rules  Allow your partners to enhance the product

10. simply effective Adaptable, Affordable, Adjustable – CRM for India Benefits  Exponentially increase your lead closure rate  Route your leads automatically for quick action  Formulate your own complex lead analysis and assignment models  Access real-time status updates and reports from any location  Increase the percentage of lead conversion  Deploy, enhance and configure - all in days, not months or years  Reduce your TCO and increase your ROI

11. simply effective Impel LMRP feature set A look at LMRP’s functional capabilities

12. simply effective Adaptable, Affordable, Adjustable – CRM for India Impel LMRP Lead Management & Routing Portal  Lead Management configuration  Rule Processing  Lead Generation  Lead Routing  Activity management  Lead Tracking  Calendaring & scheduling  Opportunity management  Reports & Analysis

13. simply effective Adaptable, Affordable, Adjustable – CRM for India Impel LMRP Overview  Create automated processes for lead routing  Assign leads to specific user/user groups based on location, product, order value etc.  Alerts/notifications using email/SMS/fax for every new lead assigned  Route new leads from the website directly to Impel users (sales reps, partners etc.)  Lead tracking for optimizing sales performance

14. simply effective Adaptable, Affordable, Adjustable – CRM for India Impel LMRP - System Overview Leads from Multiple sources Automated Evaluation & Distribution Sales rep/Partner Assigned Websites, Telesales, campaigns, sales reps, ads, etc. Rule Processing, Lead Routing, Lead History, Lead Status Reports Multiple databases

15. simply effective Adaptable, Affordable, Adjustable – CRM for India Key Features  Lead sourcing Generate leads from multiple sources -  Web sites, Emails  Telemarketing efforts  Campaign responses  Purchased Lists  Data Entry by sales reps or others  Lead classification Classify your leads using several criteria -  Probability of closing sale  Time frame for closing sales  Geographic region  Product-line

16. simply effective Adaptable, Affordable, Adjustable – CRM for India Key Features Lead Assignment  Automate lead processing at the database level  Assign leads to individual sales rep/sales channel/contract organization  Custom configure workflow rules  Define Lead Assignment rules based on  Ranking (from lead evaluation)  Product type  Geographic location  Type of organization (end user, government, re-seller, VAR, etc.)  Vertical market etc.

17. simply effective Adaptable, Affordable, Adjustable – CRM for India Key Features  Activity Management.  Tie activities, tasks and calendar events to leads  Set up automatic reminders or notifications  Lead tracking  Track information on prospective customers  Qualify and set up activities for assigned leads  Schedule follow-up activities as  Access real-time updates  Use reports for optimizing the sales processes.

18. simply effective Adaptable, Affordable, Adjustable – CRM for India Associated modules  Outlook Integration – for calendaring, schedule and task management  SFA - for sales forecasting, sales activity tracking, Opportunity management  Query manager – search for all key transactions/activities w.r.t any lead  Reports & Analysis  Mobile access – access via PDA, wireless, laptop, cell phone etc.

19. simply effective Adaptable, Affordable, Adjustable – CRM for India Generating reports  Generate query based reports  Report type can be tabular, graphical, list or matrix  Access standard set of reports or create your own reports

20. simply effective Adaptable, Affordable, Adjustable – CRM for India Report Types  Total # of calls - by sales person, geographic region, products etc.,  Follow-up statistics - total number of visits, meetings, demos etc.  Statistics on sampling/evaluation, invoices raised, time lag for payment collection, closing sales etc.  Reports for behavior study & analytics  Statistics on time taken for lead conversion  Reports on percentage of conversion

21. simply effective Adaptable, Affordable, Adjustable – CRM for India Email integration  Server Interface to MS-Exchange for email reading/sending from the inbuilt web-client  Automated copies of emails as links to relevant Contacts or Accounts  Sync MS-Exchange Contacts, Tasks, In-Out Emails and schedules to Impel  Search for specific emails from/to specific Contacts/Accounts  Provision for reading/sending emails from wireless PDA  Integrate with any SMTP-POP

22. simply effective Adaptable, Affordable, Adjustable – CRM for India Automated Processes  Pre-emptive lead-management processes to achieve specific tasks E.g.,move all lead-related, unfinished activities of sales rep to the next day at 12:00 AM  Automated processes defined by the administrator  Set alerts for any data conditions or event based conditions for any lead-related activity  Alerts to users/others by email or pop-up, based on specific conditions of database values/events across multiple tables or external applications

23. simply effective Adaptable, Affordable, Adjustable – CRM for India Wireless, PDA/cell phone access  Access complete LMRP functionality through wireless devices  Access emails and send emails using the server based SMTP functionality  Wireless devices can be Palm/Pocket PC/Linux PDAs or WAP based J2ME enabled cell phones or BREW based CDMA phones

24. simply effective Adaptable, Affordable, Adjustable – CRM for India Import/Export  Access to MS-WORD from the Activity to generate individual letters with lead info pre-filled in  Access to MS-WORD for multiple lead letters (using WORD’s mail merge capabilities)  Export Reports to Excel spreadsheets  Import data from Excel spreadsheets to any Impel LMRP table

25. simply effective Adaptable, Affordable, Adjustable – CRM for India Reports & Analysis  Use over 50 out-of-the-box reports created for each table or combination of tables  Create new reports on the fly across multiple tables or even external apps databases  Subscribe to specific reports sent on a periodic basis without your intervention  Easy to use interface – no need to learn Crystal reports

26. simply effective Adaptable, Affordable, Adjustable – CRM for India Impel LMRP - Workflow Set Up Reports and Analytics Administrator Sales reps Sales Managers Lead Management Partners Activity Mgmt Generation Routing Mobile Access SFA Query Manager Tracking Reports Impel SDK LMRP Modules Associated Modules Customer Support

27. simply effective Adaptable, Affordable, Adjustable – CRM for India On the anvil  Automated process configuration at the user- level  Offline Laptop client sync with corporate DB  Event-based alerts via SMS, Fax or Voice  Over 200 out-of-the-box reports  Multiple-dashboard access for a single user …..and much more!!

28. simply effective Impel LMRP Focused on building customer centricity

29. simply effective Impel LMRP PK4 Software Technologies Pvt. Ltd. No. 37 Kempapura, Hebbal, Bangalore 560024 Phone: +91-80-3008-0000 www.impelcrm.in