//CONTROL YOUR BUSINESS DAY BY DAY

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1 INsite2 CRM

2 //CONTROL YOUR BUSINESS DAY BY DAY REALITY Throughout the course of operations, business leaders set goals and objectives for their enterprise, and they rally teams to work hard and deliver on them. These goals and objectives are business needs; they are the things the business must have or achieve to run, to be profitable, to serve effectively, and to deliver successfully on its mission. MAKE EDUCATED, DATA-DRIVEN DECISION By clearly defining what results constitute a win, we are able to support our clients to make objective, data-driven decisions both internally and for their clients. With our software you ll be ready to define success, try a process, and make adjustments based on the facts. Our focus is software development and consulting in the fields of: CRM Analytics Segmentation Process optimization Scoring OUR SYSTEM CONSTANTLY PUSHES YOU TO IMPROVE Data driven decisions based on a single version of truth will enable smooth budgeting, full task management decisions, interactive segmentations, target groups selections with clear KPI monitoring. Customer portfolios and Geo targeting will bring you a new valuable insight to customer behavior. Campaign management system takes care of delivering offers via unique event or campaign driven multi-channel and multi-phase engine.

3 MODULES Insite Data Discovery Database //INsite2 CRM SYSTEM IS MODULAR Dashboarding Module Campaign Management Module Portfolio Management Module Budgeting Module Sales Efficiency Screen Customer 360 Task Manager Loyalty Module Social Module GEO Marketing Module

4 INSITE DATA DISCOVERY DATABASE Basic module that has functionality to integrate, connect, aggregate and generate all relevant business data. DASHBOARDING MODULE Ever had the need to get customer KPIs ASAP to make a decision? Want to know which customers your business heavily depends on? Want to know which customers are changing behavior and starting to churn? Which customers have the potential to increase their business with you? Stay on top of the game with our Dashboarding Module and get all relevant customer KPIs at your fingertips. CAMPAIGN MANAGEMENT MODULE //QUICK ACCESS //GROUPED INFORMATION Take control of your interaction with customers & ensure that your message is communicated across different communication channels in a consistent and efficient way. Want to send an or contact customers through your sales network, be able to touch specific customers, personalize messages, track your campaign KPIs? Campaign manager does all the job for you. You re literally few minutes away from launching a campaign. Create fully fledged multi wave multi channel campaigns. Let excel sheets with lists of customers, that have to be contacted, be finally a thing of the past. //FULL CLIENT INTERACTION

5 PORTFOLIO MANAGEMENT MODULE This module integrates selection of customers under the unique service management layer. Its basic function is to provide relationship or service managers grouped information for customers managed by a single service representative. BUDGETING MODULE You can t manage what you don t measure! Keep track of your sales and other business KPIs under one model, and have it compared against set goals on day to day basis, throughout whole organization. Want to know how your region is doing vis-a-vis set sales goals? And get info on each sales rep within that region? Who is a top player, who is falling behind? And do not lose time to gather excels, compile & verify results? No problem. Our Sales Performance Monitor will do all that job for you. //INTEGRATE WHOLE ORGANIZATONAL SALES PERFORMANCE UNDER ONE MODEL SALES EFFICIENCY SCREEN Your sales force has little time to address a customer, and make a qualified sales pitch? Sales Efficiency Screen is the right module for you. In just a couple of seconds it will give you a full insight into customer s profile, his/her product portfolio, latest interactions and the leads you need to follow. Your sales force won t lose time & face offering the same product over and over again. This is an ideal tool for tellers, call center agents, or your field sales force.

6 CUSTOMER 360 Get to know all the aspects of your customers. Contracts, balances, financial indicators and their trends, customer s risk indicators and their trends, pending tasks, appointments or campaigns, complaints, customer preferences or additional customer info... It s all under your fingertips in Customer 360 Module. You won t miss a single opportunity to make a qualified interaction with your customer. And, if your service model is based on relationship managers being responsible for their portfolios of customers, our Customer Portfolio Management Add On can help you in that process. You ll have insight into each relationship manager s customer portfolio statistics, KPIs, calendar appointments, pending tasks and interaction drivers. //KEEP ALL UNDER TIGHT CONTROL & DON'T MISS ANYTHING TASK MANAGER Customer has an expiring contract in 2 months, and you do not want to miss the opportunity to renew? Her behavior has changed, and you want to explore that opportunity as well? No problem. Keep all your sales force & customer related tasks under tight control with our Task Management. Combined with Campaign Management and Customer 360, you can drive and monitor your sales network activities on a daily basis with a high level of automation, and be sure that not one opportunity will be missed.

7 //STRENGTHEN RELATIONSHIP WITH YOUR CUSTOMER LOYALTY MODULE Want to strengthen the relationship with your customers and reward and stimulate their loyalty? There are a number of ways you can do it using our Loyalty Solution. Control and manage your rewarding program and keep your customers satisfied by stimulating and rewarding their level of product usage, contracted volumes, prudent behavior and/or tenure.

8 //POST IN ONE CLICK SOCIAL MODULE Social CRM Module enables your company to post to various Social media (Facebook, Twitter) with one click. You can also timeline your posts. If you are interested what your competitors do on social media, this module keeps track of their posts, likes and shares as well as number of friends. GEO MARKETING MODULE Geo Marketing module enables customer addresses / location visualization. It helps with digital marketing campaigns. Selection on intuitive user interface provides easiness of interaction, selection or targeting. Multiple polygon or circle selection on a map optimizes your store / branch locations.

9 //CREATIVE IT SOLUTIONS ABOUT US INSITE The mission of our company is to help our customers to make decisions based on business inputs, customer behavior, facts and figures. Insite is a company established by ex-banking professionals that helped private and corporate customers to optimize their businesses by knowing more about their customers. In this rather complex environment, we have engineered and developed this CRM software to support our clients in day to day operations. 550 employees 300+ projects Banking Insurance Healthcare Enterprise Telecommunications IN2 IN2 Group, one of the largest software companies in SE Europe and a leading provider of IT services for public and private sector in Croatia. IN2 s portfolio of IT services covers public sector, financial sector and insurance, healthcare, telecommunication, enterprise and utility companies. It was established in 1992 and is proud of it s succesfully accomplished 300+ projects. Group is present in 6 SEE countries with 550+ motivated employees. IN2 is holder of ISO 9001 and certificates. It is also an Oracle Platinum Partner and Microsoft network Partner.

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11 Address: Phone: web: Marohnićeva 1/ Zagreb CROATIA insite@insite.hr Address: Phone: web: Marohnićeva 1/1, Zagreb CROATIA in2@in2.hr