Transcript
Integrate all functions to get maximum value from Customers
REVOLUTIONARYPLATFORM TO
TRANSFORM YOUR BUSINESS
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WHY CRM4SURE
FLEXIBLE AND CONFIGURABLE
UNMATCHED ECONOMY
Leading-edge flexibility to custom-configure your enterprise CRM for your own specific needs.
QUICK GO-TO MARKETDeploy company-wide CRM with in few days through our SWIFT deployment methodology.
Zero-Infrastructure, Cloud-Based Pay per Use commercials for single-point cross-functional CRM
ROBUST DESIGNModular and Functional Granules based Archi-tecture for high scalability and extensibility
WIDE-RANGING INDUSTRIESBanking, Financial Services, Insurance, Health, FMCG, Eduction, Pharma, Retail Distribution, Consumer Products and many others
CROSS-FUNCTIONAL SOLUTIONSExcel in Sales, Customer Service, HR, Receivables, Channel Development, Knowledge and Employee Learning.
CRM 'MAKING IT HAPPEN'EXPERIENCEProprietary fail-safe methods to ensure that CRM is successfully implemented, institution-alized and bring you desired benefits
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PLATFORM
PRACTICAL CRM- Set-up CRM4Sure as per your ground realities, so that it fits seamlessly into your buisness engine
as per your Context
Pro-active and Predictive Planning
& Standards
Enterprise Master Data Management
Multiple Alloca-tions, Assignments
& Hierarchies
Business Process Work-Flow Auto-
mation
Multi-Dimensional Security and
Access
INTENSE CRM-Ensure disciplined, Consistent, Intense and well-Organized CRM Machinery
Work-Oriented Front-End Engine
Daily Activity Report with Ground Intelli-
gence
Daily-Week-ly-Monthly Work
Management
Intelligent Field Trip-Tour Planning
Tasks, Follow-ups and Calendar
Scheduling
Online 3rd Party Access
EMPLOYEE-FRIENDLY CRM-Provide a highly convenient and online learning & development Platform
Make People Successful
Enterprise Content and Knowledge
Repository
Virtual and Interac-tive Learning Management
Enterprise CRM on Mobile
Geo-Location GPS tracking
MS-Outlook Integration
INFORMED CRM-Get the on-time, on-place answers to what is happening? Why, Where and When?
Real-time holistic Ground-Intelligence
360 Degree Holistic Customer
View
Notification and Alerts
Reporting & Dashboards
Action-Oriented Analytics
External Systems Integration
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SOLUTIONS
SALESLeads Capture (Direct Sales, Channel, References, Web, Events)
Capture to Conversion Leads Life-Cycle
Sales Work and Activity Norms
Online Sales Activity Report & Alerts
Sales Trip-Tour Planning
Sales Process Automation
Sales Reporting & Analytics
Targeted Campaigns of Cross-Sell and Up-Sell
Customer Relationship Activity Planning and Norms
Building Business through Customer References
Partner Support (Training, Events, BTL)
Partner Hand-holding in stabilization phase
Capturing and Resolving Partner Issues
Customer Profiling and Segmentation
CUSTOMER RELATIONSHIP MANAGEMENT
CHANNEL DEVELOPMENTNetwork Development Planning- Add/Maintain/Replace/Re-assign
Potential Channel Partner Leads Capture
Potential Partner Evaluation and Contracting
New Partner set-up (stock, Collatoral, tools)
Partner Support (Training, Events, BTL)
Partner Hand-holding in stabilization phase
Capturing and Resolving Partner Issues
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SOLUTIONS
RECEIVABLESReceivables Classification-Allocation
Days Past Due based Activity Planning
Risk-Based Defaulter follow-up
Pro-Active Collections Calls
Customer Profiling for Credit Control
Re-possession and Legal Recourse Work-Flow
Tele, Direct and Agent-driven collections
Service Level Agreements and Standards
Real-time Service Activity Report
Service CRM on Mobile
Service Process Automation
Service Status Alerts & Escalation
Service Reporting & Analytics
Multi-Source Service Request Life-Cycle
CUSTOMER SERVICE
KNOWLEDGE AND LEARNING MANAGEMENTEnterprise Cross-functional Content Repository
Structured and Unstructured Content
World-Class Search & Navigation
Advanced Role-Based Knowledge Publishing
Context-based On-Mobile and On-Time Expertise
Learning Modules and Quizzes
Integrating Employee Learning and Performance
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Set-up CRM4Sure as per your ground realities, so that it fits seamlessly into your buisness engine
INDUSTRIES
Non-Banking Finance Companies-NBFCGet a single-point CRM solution for Non-Banking Finance Companies for Financial Lending, Deposits, Trading, Money Transfer and advisory. Ensure an integrated capability of Sales, Service, Collections, Channel Develop-ment, HR and other front-end-field functions for NBFCs.
BankingFor both LIFE and GENERAL insurance, manage brokers, individual
agents, corporate-agents and direct sales force. Maximize policy renew-als and customer satisfaction. Maximize Customer relationship and life-stage based up-sell & cross-sell activities through multiple touch
points.
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Health-CareWorld-class CRM platform for Hospitals, Nursing Homes, Specialty Centers, Ambulance and Diagnostics. Custom-configure sales, service and customer relationship for highly unique health-care sector. Manage diverse channels and segments like Corporates, Individuals, Doctors and allied health providers.
FMCG IndustryCRM4SURE provides comprehensive field-effectiveness solution for
FMCG including Planogram tracking, outlet coverage, dealer equipment usage, outlet display standards, new product launch, field movement
monitoring, outlet set-up and development, Dealer Training and Dealer Servicing.
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EducationCRM for Colleges, Schools, coaching Centers and Training organiza-tions. Maximize channels, conduct road-shows, manage student regis-tration, servicing, student reference programs and sales leads. Manage placement and industry-connect. Fully leverage CRM4Sure Knowledge Management and Learning Management.
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INDUSTRIES
InsuranceFor both LIFE and GENERAL insurance, manage brokers, individual
agents, corporate-agents and direct sales force. Maximize policy renew-als and customer satisfaction. Maximize Customer relationship and life-stage based up-sell & cross-sell activities through multiple touch
points.
Pharmaceuticals and Health ProductsSignificantly enhance effectiveness, via having smart lead allocations, treat-ment-specific client coverage, medicine-specific sales targets, working across multiplicity of targets segments like Doctors, Hospitals and Chemists. Leverage Knowledge management to train people on the job on medicines, handling objections and right pitch.
Retail Distribution- Consumer ProductsExpand and develop Dealers and Distributor network, through proper outlet set-up and support. Track Primary, Secondary and Tertiary sales to pro-actively build the sales pipeline. Ensure appropriate product display,
point-of-sale advertising, local events and campaigns.
AutomobilesGet the best out of your dealer sales & service Network, by ensuring robust chan-nel evaluation, contracting, set-up, service-centre set-up, sales & service training, customer experience management, events, banners & displays and many other aspects. Integrate with your channels through online 3rd party access.
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Business-2-Business ManagementEstablish a result-oriented corporate/key accounts through leads funnel management, personalized customer service and support, a disciplines customer relationship management for a long-term engagement, exten-sive customer profiling for cross-sell and up-sell, customer value-based
schemes & offerings and much more.
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Contact Details For Any Sales Related Queriessales@firstoption4crm.com
vikas.dhat@firstoption4crm.com
For Any Services Related Queriesservice@firstoption4crm.com
+91-8551859888
www.firstoption4crm.com
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