PragmasysConsulting

Pragmasys Turning Customers into Fans

Pragmasys Consulting is boutique firm specializing in

space.

Pragmasys offers an exclusive blend of consulting and

technical expertise to by

bringing existing applications and systems together into

a that supports the

reuse of existing applications and data.

Pragmasys

Trusted Customer Advocate - 100 % reference able customers

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Turn Key Implementation Complete implementation of CRM / BI packaged application starting from Requirements analysis,

design, development, testing, training and deployment

Implementation Advisory

Be the “Know-How” source of customer to monitor the CRM implementation

project carried out by any other IT company. This is more of expert services and

audit work to bridge the knowledge gap the customers implementing CRM

applications have within their organization.

ISV Solutions

Our own CRM solutions specific to

industry verticals / functional modules

built on top of Microsoft Dynamics CRM

product. Pragmassurance,

PragmaBanco, PragmaSurvey are some

of the solutions we have developed.

Reliance Life is using Pragmassurance,

Kaya is using PragmaCMS, Tata

Technologies is using PragmaSurvey.

SAS

Software as a service. We also

offer subscription model option to

our customers where they can

pay per user per month instead of

buying hardware and software

upfront. Customers line Mahindra

Two wheelers and BMW India are

enjoying our solutions in

subscription model.

CRM Consulting Services

To define efficient and

effective CRM processes

and evaluation the right

software solution, creating

RFP, Vendor evaluation

AMS

Application management services.

A typical lifecycle management of

the application in terms of support

to end users, fixes and

enhancements in the application.

Our Insurance and Banking solution comes with a single view to provide information on all

historical interaction required to service customer better and faster

Key Features

View all interaction such email,

phone, SMS in single view

Ability to create new

interaction

Know open action items

Assignment

Quick links to access

frequently accessed areas

Strong self service capabilities

Solution Capabilities Corporate Brokerage

• Key Account Management

• RFQ – to closure end to

end process automation

• Customer dashboard

• Broker Dashboard

• Email alerts

• Quantitative MIS

• Automation of

underwriting approval

process for all Line of

businesses

Sales Force Automation

Retail

• Lead Management through

various channels – web,

walk-in, SMS, Inbound /

outbound calls for New

Business as well as renewals

• Assignment of leads to

Branch / Field Sales force

based on business rules

• Monitoring of Turn around

Time by Branches

• Managing Sales lifecycle

stages with various

activities

• Automation of Lead to

Customer to Appointment

scheduling

Contact / Account

Management

• Complete demographic

and detailed customer

profile and need analysis

• Key Contact List

• Individual Policy Details /

Corporate policy details

• Tracking of all customer

interactions across all

channels

• Welcome Call

• Referrals

• 360 degree view

Marketing Management

• Roadshows / Events / Fairs

• Special Campaigns –

Retention, Cross Sell / Up –

sell using various channels

such as online, social, SMS,

Phone, email etc.

• Rich HTML email support

• Capture click responses

• Automation of converting

campaign responses to

leads

Customer Service Retail

/ Corporate

• Ability to create cases

based on SR Type / Sub

Type

• Automatic routing to

queue based on the case

stage and Call Types

• User Configurable

Customer Service process

flow

• Ability To define Turn

Around Time based on SR

Types

• Set Case Due date based

on TAT

• Automatic Case Escalation

• Ability to send SMS / email

to the customer based on

case stage

9

MIS Reports & Analytics

Efficient Case

Management

Streamlined

Origination

and

Processing

Customer

Centric

Solution

Intelligence

Driven

Marketing Collaborative

Promotion

Strategy, ROI

Planning and

Resource

Management

Refined Customer

Segmentation

Compelling

Customer Loyalty

Lead Management

and renewals

Integrated view to

display customer

using CCA

Customer 360°

View

Closed Loop Lead

Management

Demographics

Household info

preferences

De-dupe and

Qualification

Self Service Portal

Efficient resource

utilization

Integration with

Partner

Applications TAT & Alerts

Case management

Engine

Efficient tracking

using reports &

dashboard

Rule Based

efficient lead

assignment

Well Defined

movement &

tracking

Efficient

Document

Handling

Credit

Appraisal &

Operation

Streamlined

Origination

and

Processing

Value Driven

Collections

Customer

Centric

Solution

Intelligence

Driven

Marketing Collaborative

Promotion

Strategy, ROI

Planning and

Resource

Management

Refined Customer

Segmentation

Compelling

Customer Loyalty

Lead Management

Integrated view to

display account

transactions

Customer 360°

View

Closed Loop Lead

Management

Demographics

Household info

preferences

De-dupe and

Qualification

Self Service Portal

REAL TIME ANALYTICS

Credit Risk

Management

Eligibility, Ratio

Analysis & Credit

Parameters TAT & Alerts

Application and

Document

Verification

Real Time

Collections

Analytics

Balanced

Collection

Strategy

Development

Deviation Matrix

Management

Optimized

Collection

Contacts

Integration for

Credit Check

Well Defined

movement &

tracking

Efficient

Document

Handling

Collaborative Collections Outsourcing

Candidate Management

Talent Pool Management

Skill Classification

Right Candidate Search

Past Interactions

Applicant Tracking

Candidates tagging as per job

description

Jobs

Job Creation & Posting

Sourcing from various channels

Resume Indexing & Shortlisting

Interview Coordination & Selection

workflow

Job Approval Workflow

Job association with candidates’

profiles

Employee self service

Integration with HRMS

Employee 360º View

Service Request / Case

Management

Assignments

TAT(SLA) and Escalations

Resolution

Vendor Portal

Vendor Creation

Segmentation

Vendor Portal

Manage offers/payments etc. in

Portal

Communication

View vendor details, history etc

Reporting & BI

Conversion Metrics

SLA Tracking

Head Count management

Reports & Analytics

Offer Management

Offer generation

Offer Acceptance

Integration with Payroll management

Integration | Migration | Reports

Marketing Management

Campaign Creation

Marketing Lists

Campaign Execution

Campaign Responses

Lead Management

Campaign Creation

Marketing Lists

Campaign Execution

Campaign Responses

Customer Service

Customer 360º View

Service Request / Case

Management

Assignments

TAT(SLA) and Escalations

Resolution

Broker Management

Broker Creation

Segmentation

Broker Portal

Manage leads/payments etc. in

Portal

Communication

View its customer details

Inventory Management

Manage real-estate inventory

Manage Payment schedule

Manage Payment

Reminders

Document Management

Facility Management

Customer Portal

Customer Portal

View critical information – Activities,

payment, properties, Service

request

Create enquiries

Integration | Migration | Reports

Pragmasys Channel Management

System helps to increase your

channel sales.

Communication becomes so

simple and effective with

vendors, partners, and internal

stakeholders of organization that

it gives a sense of loyalty, and

enables you to drive more deals.

This system enables

organizations to manage

partnerships, interfacing and

collaboration.

Partner Management

• Registration

• Opportunity –

assignment & tracking

• Discount approvals

• Order Approvals

Quote &

Order

Managemen

t • Inventory Management

• Product Configuration

& Pricing

Campaign

Management

• Collaborative

Campaigns

• Campaign Approvals

• Campaign Effectiveness

CRM Advantage

Configurable Case management engine – capable of managing very complex processes

Assignment and Queue Management based on Service request type and subtypes

Integration capabilities – Applications, IVR etc

Ability to manage TAT at process and stage level

Strong analytics

Dynamic forms based Type and Sub Type to capture complete information

• Managing SLA’s

• Integration with CTI

• Managing activities

Service Management Components • Manage complex processes

• Escalation management

• Send SMS/Email to customer

To have a Customer Service module which

is designed to manage complex spanning

multiple teams to ensure faster resolution to

customer/s queries

Set Questionnaire Distribute Survey Define Template

17

18

Multiple application

accessed – Enabling

team to access

customer data from

different applications

19

IVR helps you accept payments through credit cards as well as debit cards. Given below is a brief

description of how the IVR system works:

• Customer executive places a call to the customer.

• The executive provides the customer with product information and gets order details from him.

• The executive creates a purchase order and Order ID and connects to the Payment IVR system,

during which the customer is put on hold.

• The executive enters the merchant ID and order details, after which customer is reconnected to the

call.

• The customer enters his card details and OTP (one-time password) required to process the

transaction.

• Payment gateway then verifies this information and the IVR returns a Success/Failure message.

• The executive then disconnects the IVR and proceeds to close the call with customer.

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Customer Portal

Lead Generation

View Customer products

Create Service Request

Tracking

Using IVR

Integration with IVR

Auto Creation of service request

using IVR Options

Auto Processing of possible service

request

Closure of service request

Provide information

Mobile

Extending customer portal

functionality on mobile device

Available in online mode

Built using HTML 5

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CRM Entity / Attribute Mapping using web based UI

Schedule job for batch data imports

Supports Insert / Update / Upsert modes

Allows creation of lookup records in case lookup record is not available – configurable

Allows re-import of failed records after error resolution

Upload data from csv file in staging table

We Thank You for your time.