Corporateclientswhomustconsultmultiplestakeholdersintheirbuyingprocessarequitedifferent

fromretailconsumerswhotakethebuyingdecisionontheirownorafterconsultingfewnearones.

Anotherthingthatdistinguishescorporateclientsfromretailcustomersisthattheyaremore

informedaboutofferings.Corporatesofteninitiateresearchbeforefinalizingthedealandhavean

in-depthknowledgeabouttheproductorservicetheyareinvestingin.Theyhavemoreresources

togetadetailedanalysisofproductsandservicesthanretailcustomersdo.Anothermajordiffer-

encebetweencorporateclientsandretailconsumersisthesupportprocess.Thisprocessiscrucial

toprovidecorporateclientsandconsumersorclientstheassistancethattheymightfrequently

require.Consumersareoftenhandledbyretailcallcenterrepresentativeswhilecorporateclients

aremostlyhandledbyseasonedbusinessdevelopmentprofessionals.Theorganizationsthatare

engagedincorporateclientbusinesscannotaffordtoleaveanystoneunturnedasfarasclient

supportisconcerned;therefore,allthecommunicationswiththecorporateclientsareaccom-

plishedbycompetentprofessionals,whohaveanin-depthknowledgeofvariousprojects.

CRM

HighEndCRMforCorporateClientBusiness

2

8ＭanageCRM_CorporateClientCRM

8ManageCorporateClientBusinessCRMcontainsthefollowingmajorfunctionalityspecially

designedforhigh-volumebusinessesusingappsandbrowsersacrossregionswithstrong

centralizedmanagementandcontrol:

MarketingAutomation

•Campaignmanagement

•Socialmarketing

•Eventmarketing

•Leadmanagement

SalesforceAutomation

•Salesregionsandteamstructure

•Revenue,quota,pipeline&commissionmanagement

•Presalesopportunitymanagement

•Salesorder&contractmanagement

Client&ContactManagement

•Informationmaster&updatemanagement

•Communicationmanagement

•Account&relationshipmanagement

ProductManagement

•Productfamily,type&componentstructuremanagement

•Regionalprice,discount&inventorymanagement

•Productmaster&updatemanagement

CorporateClientSalesTeam

PartnersServiceTeam

CorporateClient

CRM

BusinessIntelligence

•e-Survey&marketintelligence

•ProductIntelligence

•KPIdashboards

ServiceAutomation

•Serviceplanmanagement

•Clientonlinequeryandserviceticketsubmission

•Servicedeskautomation

Membership&LoyaltyManagement

•Allowtodefinedifferenttypesofmembershipwithdifferentprivileges

•Auto-triggeringdifferentlevelsofcares&rewardsbasedonprivilegesandspendings

•Memberself-serviceandpromotion

8ManageCorporateClientBusinessCRMalsohasbuilt-inmarketing,BIandfinancialmanage-

mentandishighlycustomizable.

3

8ＭanageCRM_CorporateClientCRM

1.ClientInfoManagement

Whenyouuncoveranewopportunity,youwantto

knowwhethertheyarequalifiedintermsoflegal,

financial/creditstanding,andiftheyhavepurchased

similarproductsorservicesbefore.Ifyouhavewon

similardealsfromthisaccount,whyhaveyouwonand

canyourepeatthatsuccess;ifyouhadlost,whatdo

youhavetodotowinthistime?

Theinformationshallcovertheclientsorganization

structureandtherolesoftheirkeyindividuals;the

companysbuyingbehaviorandtransactionrecords.

Withaccesstosuchinformation,youwillunderstand

thebenefits,liabilities,obligationsandrisksinvolved

andbeinabetterpositiontodevisestrategiesanda

gameplantopursueit.

360o

4

2.SalesForceAutomation

3.MarketingCampaign

Using8ManageCRMcampaignmanagement,you

arefullyequippedtodesign,schedule,execute

andtracktheperformanceoftheplannedcam-

paignsintermsofactualreturnoninvestment

(ROI).

Assalesteammembers,youcancounton8Managetohelpyoulook-upclientandcontactpro-

fileandperformanceinformation,manageandtracksalesleadsandopportunities,manageclient

appointments,activitiesandtasks,preparequotationsaswellasprepareclientinteraction

reports,salesperformancereportsandforecasts.

Assalesmanagersandexecutives,yourbusinessobjectivesaretoguidethedeliveryofthe

plannedrevenue,profitandcash-flowontargetandon-timeandtogrowthesalesteamsin

skills,expertiseandperformance.8Manageprovidesaholisticviewofyourbusinessasawhole

withlinksthatyoucandrilldowntoanylevelofdetailforsalesopportunityreports,andSales

performancereportsbyterritoryandbysalespersons.

报价

主合同

FRN (Fractional Routing Number)

PAY TO THEORDER OF

2000$***** ********** ***

Process

Managem

entRevenueTarger&Pipeline

Find PotentialBuyers

VerifyAbilitytoBuy

InvestigateRequirements

HighlightFeatures&

Benefits

DiscussPrice,Terms&

Coditions

SignAgreement

Prospect

Qualify

NeedsAnalysis

Proposal

Negotiation

Deal

TerritoryManagement

ActivityManagement IncentiveManagement

TeamworkManagement

@

8ＭanageCRM_CorporateClientCRM

4.ProductManagement

5

8Manageprovidesthefollowingforyoutomanageyourproducts:

•ProductMastertoallowyoutodefineproducttypesandsubtypes,families,attributesand

prices

•ProductComponenttoallowyoutodefineproductstructure,components,bundleand

costs

•Cross-sellandUp-selltoallowyoutodefinerelationshipswithotherproductsandservices

•Pick-Pack-Shiptoallowyoutodefinetheleadtime,storage,inventory,packagingand

transportationinfo

TheProductmodulein8ManageistheheartofCRMinthesensethatitlinkstoallclientorders,

returnsandsatisfactions/complainsassociatedwithproducts.Itisalsothebackboneforclient,

businessandoperationbigdataanalysis.

ProductB

ProductA

Boat

Hydrofoil Yacht

Sportfish MegaYachtCruiser

StarboardPort mosnarTnretSwoB

Inventory POPricing

SpeedBoat

ProductType

ProductFamily

Products

Components

Details

Inimplementingemailcampaigns,unlikeoutsourcingtoanemailmarketingservice,youdonot

exposeyourconfidentialcustomerlisttooutsideparties;youcanstagemultipleemailsina

multi-touchsequenceatpracticallynoincrementalcost.With8ManageembeddedBItechnolo-

gydrivingtheemailcampaignengine,youcanselectivelyseekoutspecificgroupofclientsor

prospectshavingcommonrequirementsandinterest,andtodeliverawellpreparedpersonal-

izedmessagethatwillappealstronglytothetargetaudiences.

8ＭanageCRM_CorporateClientCRM

6

6.Membership&Loyalty

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CCCLLUUUSSSSIIVVVEEE MMMMMMEEEMMMMMMBBBEEEERRRRSSHSHIIP

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EXCLUSIVEMEMBERSHIP

Using8ManageCRMMembershipManagement,youcandesignyourownmembershipand

loyaltyprogramstoretaincustomersandpromoteadditionalbusinesses.8ManageCRMMem-

bershipManagementcanhelpyougetclosertoyourhighvaluecustomersandmoreeffectively

influencetheirchoicesandbehaviors.

8ManageCRMMembershipManagementallowsyoutodesigndifferenttypesofmemberships

andprivilegesanditcanautomaticallyperformdifferentlevelsofcustomercares,recordmem-

bershippointsandnotifymembersonspecialevents,giftsanddiscounts.8ManageCRM

MembershipManagementallowsyoutosetpromotionrulesfordifferenttypesofmember-

shipsindifferentgeographicallocationsandmanagemembership-relatedgifts,couponsand

discounts.

8ManageCRMMembershipManagementalsoprovideweb-basedmemberself-serviceto

allowsmemberstoviewtheirtransactionandaccumulatedpointsummaryandusetheirpoints

toexchangetherewardsthattheywant.

8ＭanageCRM_CorporateClientCRM

7

7.BIClientAnalysis

1

ServiceTickets

6.CustomerService

In8ManageCRM’sStandardServiceSupport,your

customerisset-upasan8ManageCRMexternal

log-onuser.Thecustomermayviewalistofservice

requeststhatheorshesubmittedpreviously.By

clickingonlinks,heorshecanviewresponsesfor

individualrequests.

Anew"serviceticket"willbetrackedautomatically.In

theeventaresponseisnotreceivedbythecustomer

withinapresetperiod,anescalationemailwillbe

senttotheservicerepsmanager.Additionally,ifthe

customerisnotsatisfiedwiththeserviceresponse,

heorshehastheoptionfrominsidetheserviceticket

pagetomanuallyinitiateanescalationemailtothe

servicerepresentative’smanagerwithacctothe

servicerepresentative.

8Manageprovidestheuserthefollowingfeaturesforconductingclientsurveys:

•User-definedquestiontypes&questions

•Questionpoolmanagement

•Participantpool&selectionmanagement

•Anonymous,required&optionalparticipationmanagement

•One-timeandrepetitiveeSurveysetup

•AutomaticeSurveynotificationandanswercollection

•Automaticresultanalysis&reporting

Usingthestandard8ManageeSurveycapability,ausercanreadilysetupawebsitecontaining

aneasy-touse,multi-check-boxweb-formthatfeedscollecteddatatoanEmbeddedBIbehav-

ioraldatabase.Using8Manageemailcampaigncapability,theusersendsemailtoatarget

surveyaudience,invitingthemtoparticipatewiththesurveyonline.Thiswayaclientbehavioral

databasewillbebuiltquicklywithoutanysoftwaredevelopment.

8ＭanageCRM_CorporateClientCRM

8

Oncethebehavioraldatabaseisbuilt,theusercanusethe8ManagePoint-and-ClickReportGen-

eratortogenerateclientanalysisreports,orwhencoupledwith8ManageCRMemailcampaign

engine,thebehavioraldatabasemaybeusedforpersonalizedemailcampaignexecution.

123

?

QuestionPool

CollectInformation

SurveyResult

MostPopular

ResultAnalysis

8ＭanageCRM_CorporateClientCRM

CRM

CRM

BIClientAnalysis

CustomerService

SalesForceAutomation

MarketingCampaign

ClientInfoManagement

Membership&Loyalty

ProductManagement

www.8manage.com

Wisage Technology is an international software product company with clients in many countries and regions, including the U.S., Canada, China mainland, Dubai, Hong Kong, Macau, Phil ippines, Taiwan, Malaysia and Singapore. All i ts products are mobile internet ready and can be accessed with IE, Firefox, Safari and Chrome browsers and we also provide different apps on Android and iOS. It offers SaaS and perpetual l icenses for all regions for the following products:

Emailing info@wisagetech.com , or calling +852-6969-6665 or +86-20-3873 2922 .

8Manage e-Expense : Web & Smartphone Expense Report System8Manage e-Leave : e-Leave & Leave Management8Manage e-Timesheet : Web & App Timesheet System8Manage e-DMS : e-Document Management

8Manage CRM : Mobile Internet CRM8Manage SRM : Supplier Management, e-Procurement & e-Tender8Manage Simple PM : Simple to Start & Extend PM 8Manage PM : Advanced Tool for Project Planning & Execution 8Manage PMO : High Performance PMO 8Manage HCM : Human Capital Management 8Manage OA : New Generation Office Automation 8Manage FAS : Enterprise Management Full Automation Suite