PLATFORM TO TRANSFORM YOUR BUSINESS

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1 REVOLUTIONARY PLATFORM TO TRANSFORM YOUR BUSINESS Integrate all functions to get maximum value from Customers

2 Why CRM4Sure? FLEXIBLE AND CONFIGURABLE Leading-edge flexibility to custom-configure your enterprise CRM for your own specific needs. UNMATCHED ECONOMY Zero-Infrastructure, Cloud-Based Pay per Use commercials for single-point cross-functional CRM QUICK GO-TO MARKET Deploy company-wide CRM with in few days through our SWIFT deployment methodology. ROBUST DESIGN Modular and Functional Granules based Architecture for high scalability and extensibility WIDE-RANGING INDUSTRIES Banking, Financial Services, Insurance, Health, FMCG, Eduction, Pharma, Retail Distribution, Consumer Products and many others CROSS-FUNCTIONAL SOLUTIONS Excel in Sales, Customer Service, HR, Receivables, Channel Development, Knowledge and Employee Learning. CRM 'MAKING IT HAPPEN' EXPERIENCE Proprietary fail-safe methods to ensure that CRM is successfully implemented, institutionalized and bring you desired benefits

3 PLATFORM PRACTICAL CRM- as per your Context Set-up CRM4Sure as per your ground realities, so that it fits seamlessly into your buisness engine Pro-active and Predictive Planning & Standards Enterprise Master Data Management Multiple Allocations, Assignments & Hierarchies Business Process Work-Flow Automation 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 Intelligence Daily-Weekly-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 Interactive 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

4 Solutions Sales:-BOOST YOUR SALES WITH HIGHER QUANTITY, QUALITY AND SPEED OF LEADS Maximize Sales Leads Sales Productivity Sales Function Management Sales Web, mail, Tele- Calls, Field Sales Online Sales Organizer Sales Planning & Target Setting Sales Campaigns Field Geo-Location Tracking Dynamic Reports & Dashboard References-Repeat Orders Sales Trip-Tour Planning Sales Analytics & Drill Down Channel Network Sales Daily Sales Activity Track Tasks, Calendar & Contacts Leads Funnel Management Sales CRM on Mobile Sales Notification and Alerts 100% Sales Productivity Leads Funnel Leads Conversion Ratio 100% Conversion Speed :- Service BECOME A SERVICE-FOCUSED ORGANIZATON AND MAXIMIZE CUSTOMER SATISFACTION Maximize Service Coverage Service Productivity Sales Function Management Single-Window Service Platform Service Planner & Organizer Service Standards and Targets Complaints-Service Requests Field Engineers Geo-Location Service Reports & Dashboard Web, Mail, Tele-Calls & Field Field Engineer Trip Planning Service Analytics & Drill Down SR Work-Flow Management Daily Activities Record Tasks, Calendar & Contacts 360 Degree Service Execution Service Ageing Escalation SR Status Alerts to Customers 100% SR Productivity Service SLA Compliance 75% SR Closure Quality 75% SR Closure Quality Service:- Customer:- :- Customer MAXIMIZE CUSTOMER VALUE, RETENTION AND LOYALTY Knowing your Customers Maximize Customer Value Customer Management Customer Profiling Customer Cross-Sell/Up-Sell Relationship Management Segmentation & Classfication References form Customer Customer Contact Planning Customer Single-View Revenue & Profitability Customer Life-Stage Tracking Customer Touch-Points Customer Exit Barriers Customer Dashboard & Analytics Customer Ground-Intelligence Gold-Silver-Bronze Customers Customer Contact Record 50 % Customer Satisfaction Customer Retention 60% Customer Cross-Sell Up-Sell Customer References

5 Solutions Collections-Renewals:-Manage all Recurring Business and Relationship Activities Contract Renewals Collections & Receivables Recurring Relationship Receivables Annual Maintance Contracts EMI Reminders Regular Service Visits Insurance Policy Renewals Delayed Payment Collections Service Usage Prompts Membership Re-Registrations Bad-Debt Management Periodic Customer Reminders Subscriptions Re-Enrollments Asset Re-possession Seasonal Sales Campaigns Retainership Extensions Legal Case Management Event-Based Customer Contact 75% Collections Productivity Reduction in Bad-Debts Leads Conversion Ratio Collections Speed :- Channel Maximize Channel Recruitment, Producitivty and Retention Channel Network Expansion Channel Relationship Potential Channel Lead Help-items & Issues Channel Appointment Partner Training Channel Productivity Tracking Secondary Business Channel Management Contracting & Administration Employee Recruitment Channel Reports & Dashboards Initiation and Set-up Channel Incentives & Schemes 3rd Party CRM4Sure Access Business Stabilization Channel Contact Record Channel Notifications Channel Satisfaction Channel Retention 60% Channel Productivity Network Expansion Speed Channel:- Knowledge-HR:- :- Knowledge Maximize employee Satisfaction, retention and productivity Knowledge & Learning Employee Management Recruitment & Staffing Content Repository Employee Single View Recruitment Requisitions Multi-Format Knowledge Employee Targets & Actuals Organization Structure Set-up Intuitive Navigation & Search Appraisal & Assessments Staffing Targets and Planning Customized Training Modules Customer Exit Barriers Candidate Hiring & Evaluation Quizzes & Evaluation Learning & Development Plans New-Joinee on-boarding 50 % Employee Development Learning Efficiency 60% Employee Performance Employee Satisfaction

6 Industries Non-Banking Finance Companies-NBFC Get 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 Development, HR and other front-end-field functions for NBFC Banking For both LIFE and GENERAL insurance, manage brokers, individual agents, corporate-agents and direct sales force. Maximize policy renewals and customer satisfaction. Maximize Customer relationship and life-stage based up-sell & cross-sell activities through multiple touch points. Health-Care World-class CRM platform for Hospitals, Nursing Homes, Specialty Centers, Ambulance and Diagnostics. Custom-configure sales, 24 service and customer relationship for highly unique health-care sector. Manage diverse channels and segments like Corporates, Individuals, Doctors and allied health providers. FMCG Industry CRM4SURE 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. Education CRM for Colleges, Schools, coaching Centers and Training organizations. Maximize channels, conduct road-shows, manage student registration, servicing, student reference programs and sales leads. Manage placement and industry-connect. Fully leverage CRM4Sure Knowledge Management and Learning Management.

7 Industries Insurance For both LIFE and GENERAL insurance, manage brokers, individual agents, corporate-agents and direct sales force. Maximize policy renewals and customer satisfaction. Maximize Customer relationship and life-stage based up-sell & cross-sell activities through multiple touch points. Pharmaceuticals And Health Products Significantly enhance effectiveness, via having smart lead allocations, treatment-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 Products Expand 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. Automobiles Get the best out of your dealer sales & service Network, by ensuring robust channel 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. Business-2-Business Management Establish 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, extensive customer profiling for cross-sell and up-sell, customer value-based schemes & offerings and much more

8 Software as a service So far you have seen world-class Capabilities of CRM4Sure platform- Let s look at how we complete the picture by delivering our CRM system in Software-as-a-Service (SaaS) Model. Also Called as **cloud-hosted Solution, CRM4Sure as a Web-Based Service takes away ALL of your system management overheads. CRM4sure platform is hosted in our Data-Centres, managed by a team of highly-trained specialists. We provide flexible storage space and bandwidth. Our administrators ensure excellent response time and availability. Our servers have three layer security of Firewall, Anti-Virus and SSL encrypted communications. We also ensure that your system has latest upgrades for seamless operations. In other words, all you have to do is to access the system through your internet browser and start using. AVAILABLE ONLINE No Risk No It Investment Highly Economic Quick- Deployment CRM4sure.com Software As a Service Model, gives you an unmatched proposition of Availability, Economy and Speed. Access the system anywhere, and on any device including Laptops, Mobile, Tablets and Desktops. There is No need for local servers and software, which means no investments or Annual Maintenance costs for you. Additionally, you will save a lot of stress and money to maintain expensive IT staff. Being centrally managed, we can deploy a large, custom-configured system, within a matter of few days. If this was not enough, we bring you the Industry-Leading commercial proposition. First-A Pay-Per-Use monthly Subscription fee. Which means that you get the system, hosting and three sixty degree services, for a small Subscription fee every month, only to the extent you use the system. This makes the system pay for itself multi-times over from DAY ONE. SECOND- We give you a Zero-Risk offer, where you can terminate the subscription, as and when you want- with No questions asked. No It Skills

9 Sales Related:- Services Related:- Partnership facebook.com/crm4sure twitter.com/crm4sure linkedin.com/company/crm4sure-com plus.google.com/ skype:crm4sure

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