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Integrate all functions to get maximum value from Customers REVOLUTIONARY PLATFORM TO TRANSFORM YOUR BUSINESS First Option 4
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Brochure - First Option 4 CRM

Feb 15, 2017

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Vikas Dhat
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Page 1: Brochure - First Option 4 CRM

Integrate all functions to get maximum value from Customers

REVOLUTIONARYPLATFORM TO

TRANSFORM YOUR BUSINESS

First Option 4

Page 2: Brochure - First Option 4 CRM

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

First Option 4

Page 3: Brochure - First Option 4 CRM

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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Page 4: Brochure - First Option 4 CRM

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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Page 5: Brochure - First Option 4 CRM

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

First Option 4

Page 6: Brochure - First Option 4 CRM

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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Page 7: Brochure - First Option 4 CRM

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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First Option 4

Page 8: Brochure - First Option 4 CRM

Contact Details For Any Sales Related [email protected]

[email protected]

For Any Services Related [email protected]

+91-8551859888

www.firstoption4crm.com

First Option 4