epratikshana zoho crm-flow chart
TRANSCRIPT
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What Problems do you Face?
Sales Persons Expenses and Tracking of their activities Performance Metrics for Sales based on Territories,
Products etc. Enquiry from Customers till the stage of Order Booming business and Requirements for managing
Information Reports creation and comprehensive analysis Management of Distribution Channels Customer gets a better Experience of your company Scattered information making it difficult to serve
customers
Incomplete view of business
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True 360 View of Customer InteractionsReceiveMarketing Promotion
Browse Site,Request Information
SaC
In PerMeeti
Approve Quote,
Place Order
Receive Notificationof Fulfilled Order
Track OrderShipment
Re-orderOnline
ServiceInquiry
ZOHO CRM & SCMSuite
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What is the Business Suite?CRM Customer Relationship Management
The interactions with Customers are very important inBusiness1. Enquiry Details, Contact Details, Company Details2. Opportunity Details3. Products or Services to be offered4. Quotation, Sales Order and Invoicing5. Service or Complaint Management
SCM Supply Chain Management1. Inventory Management2. Relation with Suppliers and Dealers3. Purchase Order Management, Logistics Management
4. Integration with Sales and Complete Organization
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Headquarters
Warehouse 2
StrategicPartners
Preferred
Customer
Warehouse 1
Small to Medium Enterprise
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ZOHO CRM & SCM Suite = Business Growth
Benefits for youSee 360 degree view of Your Business Online
Identify Business Bottlenecks & Trends
Integrated Invoicing - reducing Payment Transaction Time
Centralize Customer Conversations
Visualize your ROI as Reports and Dashboards
Only Operating Expenses not Capital ExpenditureLowest TCO and Fast ROI
Flexibility & Responsiveness
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Features of SAAS Software delivered via web
browser.
Infrastructure hosted @ ZOHOsdata center.
No requirements for hardware,software installations andupgrades.
Multi-Tenant - Multiple customersdata stored in a single database
Introducing ZOHO CRM & SCM Suite
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Manage it yourselfStep 1
HARDWARE SERVER OS
Manage it Yourself Style
LicenseMaintainPatchReplace
LicenseMaintainPatchUpgrade
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HARDWARE SERVER OS DATABASE
LicenseMaintainPatchReplace
LicenseMaintainPatchUpgrade
LicenseMaintainTuneUpgrade
Manage it Yourself Style
Manage it yourselfStep 2
lf
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HARDWARE SERVER OS DATABASE APPLICATION
LicenseBack-upUpgradeMigrate
LicenseMaintainPatchReplace
LicenseMaintainPatchUpgrade
LicenseMaintainTuneUpgrade
Manage it Yourself Style
Manage it yourselfStep 3
M i lf D i A i
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HARDWARE SERVER OS DATABASE APPLICATION
LicenseBack-upUpgradeMigrate
LicenseMaintainPatchReplace
LicenseMaintainPatchUpgrade
LicenseMaintainTuneUpgrade
LicenseMaintainPatchReplace
LicenseMaintainPatchUpgrade
LicenseMaintainTuneUpgrade
LBUM
Manage it Yourself Style X 2-3 apps
Manage it yourselfDo it Again
ZOHO CRM Eli i S 1 6
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LicenseMaintainPatchReplace
LicenseMaintainPatchUpgrade
LicenseMaintainTuneUpgrade
LicenseMaintainPatchReplace
LicenseMaintainPatchUpgrade
LicenseMaintainTuneUpgrade
LicenseBack-upUpgradeMigrate
LBUM
HARDWARE SERVER OS DATABASE APPLICATIO
Subscrib
ZOHO Business Style
ZOHO CRM: Eliminate Steps 1-6
T diti l V H t d S l ti
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Manageit
Yourself ?
Traditional Versus Hosted Solution
ZOHO
CRM & SCM
SuiteOnDemand
Style
The f nctionalities A ailable
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Email Marketing OnDemand Management
Service Management
Managerial Reporting, Dashboards & ControlIntegration with ZOHO EBS & Customisation
Sales Automation
Marketing Automation
Mail Integration
ZOHO Additional Mail & Portal Service
The functionalities Available
How it works?
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How it works?
ZOHO CRM Features
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ZOHO CRM - Features Marketing Automation
Campaigns ,E-mail Marketing Sales Force Automation
Leads, Accounts, Contacts Opportunities
Service Management Customer Support Cases, Solutions Web Forms
Inventory Management Quotes, Price Books, Vendors, Purchase Orders Sales Orders & Invoices
Build the Relationship and Business
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Campaigns Quali
fyLeads Disqualified Leads
Opportunities
Convert Leads
Quantif y Leads
Rejected/Archive Leads
Auto-Create
Records
Accounts/Customer Contact Opportunities
Yes
Yes
No
No
Quotes
Convertto Sales
Order
No
Yes
Convertto
Invoices
Upsell/Cross-sell
Build the Relationship and Business
ZOHO CRM B2B Process
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ZOHO CRM B2B Process
ZOHO CRM - B2C Process
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ZOHO CRM - B2C Process
ZOHO CRM - Features
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ZOHO CRM Features
Reports & Dashboards 25 + Standard reports, Fully customizableWorkflow Rules Trigger e-mail to Leads & ContactsOutlook Plug-in Sync Contacts, Tasks & CalendarOut-of-box Customization
Custom fields, Rename Tabs, Page layoutsRole-based Security
Roles & Profiles Groups, Sharing rules
Central Single Data Management & Storage
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Central Single Data Management & Storage
Role-based Security
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Role based Security
Product Customization
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Product Customization
Steps in Implementation
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Steps in Implementation
Implementation Methodology
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Implementation Methodology
Data Security
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y
Default HTTPS mode Daily back-up of all the
data Hosted in Equinox data
center, USA Suspicious Traffic
Scanning
Individual NodeScanning
What are your CRM & SCM Suite Objectives?
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y j
Cross-sell based on policy and customer profileUp-sell based on policy renewal informationDemographic segmentation & Purchase trends analysisBetter policy and customer servicing with quick turn-around time
Pipeline Analysis and Performance DashboardsRegion, Branch & Product-wise Sales PerformanceWin/Loss reason analysis and Business TrendsClosed loops marketing
Vertical Best Practices360 view of customer across all touch pointsImprove lead conversion by ensuring zero lead slippageIndividual sales performance analysisIntuitive, Internet-driven User InterfaceSales coaching and assessment toolsVirtual call center, Multi-channel service
Our Customers
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Customer Testimonial
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Adam StonePresident, D-Tools, In c
I first looked at ZOHO CRMbecause of the price. I decided toimplement it for my companybecause of the quality. I decided toinvest in the platform because ofthe innovation. In my experience implementing anumber of CRM systems fromSalesforce.com to NetSuite,ZOHO's feature set and ease ofuse made it the best fit for my
company regardless of price.
ZOHO CRM is simply the best. Witreading ANY help files I was up in runwith the ZOHO CRM system in dayday #4 I had trained my entire team all processes and functionality and sea series of automated actions streamline my operations.
The 3 things make ZOHO a winnerthat its easy to setup, its easy customize as your business evolves, its easy to use and train employees on
Steve Giovi,CEO, ImplantVisionCommunications LLC
The Great Unbeatable Offers
http://www.d-tools.com/http://www.d-tools.com/ -
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Edition Free Users 4 th User or More
Free EditionOnly CRM
Professional EditionCRM +SCM
Enterprise EditionCRM +SCM
USD12 /user/month
USD25 /user/monthFirst 3 users
First 3 users
3 users
Why ZOHO CRM? Cont.
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Internet Power in Your Hands
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ZOHO Suite
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ZOHO Suite
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ZOHO Projects
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Queries?
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Security
Uptime Guarantee Disaster Recovery Future Vision
ZOHO CRM & SCM SuiteOD Differentiators
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1. Simple Licensing Policy One CRM & SCM Suite for allcustomers. All functionality enabled in the base productunlike competition that has different editions like Group,
Professional, Enterprise and Unlimited that have differentfunctionality turned on/off.2. Product Functionality
1. Built-in data warehouse for historical analysis and drill downanalytics
2. Customizable Layouts with no limits in number of fields3. ZOHO Tools to do many things online ZOHO Projects
3. Rapid Implementation 3 weeks maximum forCustomization
4. Flexible Deployment Options5. One vendor technology, hosting, application and online
tools
Intellectual Property / Confidentiality Statement
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The information in this document has been madeavailable to any company on the strictunderstanding that it, or the information herein,will not be shown, read, or passed to any personwho is not a current employee of your company.
Key Take Away
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Why Doctors Should Be Worried?
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We have SAAS solution for EHRElectronic Health Records
EHRClinical & Ambulatory Practices
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It is advantageous for Indian Health System to wait.Within 12-18
months they will likely have the opportunity to acquire aplug-and-play
EHR In-house or SAAS.For HER, the US and CANADA will be making it
mandatory for Hospitalsto maintain these records.We are providing a very cheap solution to that for you
using the ZOHOSuite.
The need for change is real and mandated
In the US there are more than 20,000 healthcaretransactions each
Electronic Health Record (EHR)
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In Canada, in the absence of a comprehensive EHRsystem, for every
1,000 the figures are revealing. Hospital admissions, 75 people will suffer an adverse
drug event; Patients with an ambulatory encounter, 20 will suffer a
serious drug event; Laboratory tests performed, up to 150 will be
unnecessary; Emergency room visits, 320 patients will have an
information gap, resulting in an average increasedstay of 1.2 hours.
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EHRWhat Should I Know?
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What is the Network Effect of Networked EHRs? The network of EHRs could act as a value multiplier. Without a network the value multiplier is zero. One EHR is worth nothing Two EHRs connected to each other are worth
something A network of EHRs is very valuable.
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Our Expertise
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We are team of people with expertise
Enterprise Resources Planning Suites Customer Relationship Management Suite Supply Chain Management SAAS Software As A Service Solutions or OnDemand
solutions Expert in implementation of ERP and CRM suites with domain
knowledge of various industries. Expert in leveraging latest innovation in Computer Technology Software Training for Industries and Top level Executives Annual Maintenance Contracts Software Consulting for ISO Certification
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What's new? (September/October 2009 edition) Zoho has been focused on integrations across our different services
so that users can have a consistent and meaningful workflow whiledoing their daily tasks. Some of the integrations to date are:
Sheet integration with CRM Mail integration with CRM Writer & Sheet integration in Zoho Projects Meeting & Chat integration in Zoho Show Creator Integration in People
Projects integration in Invoice Writer, Sheet & Show integration in Notebook Writer, Sheet & Show integration into Wiki Chat integration in Writer, Sheet, Show, Notebook, Meeting etc
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Why should you care about this as a partner? In a word, Opportunity.While many partners focus on a single app like Z CRM to generatetheir revenues with Zoho, there are alot more upselling possibilitiesonce you see the whole picture. For example, many customers are
willing to look at Z CRM AND consider swapping out their Exchangeenvironment for Z Mail in order to save more money and move to acompletely hosted and integrated environment. Here are some ideasfor you to generate services revenue:
Email Setup for Custom Domain(s) for Org Migrate Email Accounts from Existing Systems (Exchange & Others)
POP/IMAP Setup & Configuration Setup & Config of Mail clients (Web, Desktop & Mobile) Mail aliases for the org Multi-domain email configurations Email Sync Setup (with CRM etc)
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So in addition to the CRM set-up and configuration revenues, you canupsell your clients to Z Business and provide a host of services likethe above. Our product team will be more than happy to walk youthrough these scenarios to help you boost your services practice
around Zoho applications. Regarding Google; there are many users who have accounts in both
Google and Zoho. with our Sign-in integration, users don't have tobother signing in with two accounts. They can simple use their GoogleID and start to use Zoho as well. One example of a blend is Gmail andZ CRM. Our Partner Virus Woman is successfully targeting Googleusers with Z CRM and providing turnkey services to ensure they areinteroperating properly using GMail as a POP account inside Z CRM.
You will soon see an integration with Google Docs and one of our coreservices - which will provide additional selling opportunity for you.
I hope this introduction to cross selling and upselling Zoho is useful.As SaaS continues to gain traction in the marketplace, barriers forintegration and access are being removed. Seeming competitors likeZoho and Google can compliment one another and our partners canbenefit once you see the holistic perspective and great opportunitiesemerging from this fantastic shift we are witnessing in the software
http://www.viruswoman.com/http://www.viruswoman.com/