Agenda. Our clients (partial list) About DMA. DMA BizLink Portal. DMA Solutions is an IT Solutions provider, headquartered in Hong Kong

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1 Agenda DMA BizLink Portal Adolphus Minu IBM certified e-business designer 24 march 2006 Company Profile BizLink Portal Overview Sales Maximizer Relationship Booster Productivity Gainer Jumpstart Roadmap Summary Q&A Page2 About DMA Our clients (partial list) DMA Solutions is an IT Solutions provider, headquartered in Hong Kong DMA offers IT & business consultation, design and development of IT solutions, and application customization. Expert in CRM, Document & Content management, workflow solutions, e-commerce DMA formed alliance with major vendors, Platinum IBM Partner Page3 Page4 1

2 Three Key Messages in this seminar BizLink Portal Overview Productivity Sales BizLink Portal is a business solution suite that encapsulates three major business functions: (1) productivity gainer; (2) business relationship booster and (3) sales maximizer Relationship Page5 Page6 Our Approach 1. Sales Maximizer Business-oriented Focus on the outcome Tackle business problems collaboratively Ready to go Minimal service Hardware independent Sales CRM Marketing Reporting and forecast Dashboards Product catalog E-commerce (ultimate goal) Page7 Page8 2

3 What is CRM? Marketing Campaigns CRM is a system for identifying, acquiring, and retaining customers. Marketing Automation Software for managing human relationships Marketing -Marketing -Sales -Support Issues Lead generation not building the pipeline Solution Comprehensive campaign management and customer segmentation Segment your leads based on demographics, channel, product assets and customer value Impact Improve targeted prospecting and accelerated lead maturation Customer Page9 Sales Service Collaborate BizLink BackOffice Increases the number of and depth of human relationships between organizations or individuals and their customers, partners, friends, etc... Right offers to the wrong customers Mixed messages across multiple campaigns Page10 Lead and list management Import/Export from multiple data sources Full integration to account management Customizable HTML templates, schemes, and themes Opt-in/-out controls Target suppression lists to ensure correct amount of contact Present a compelling message to the right customer set Communicate to the right targets at the correct time Marketing Wizard Marketing Creating campaign Step 1 Step 2 Page11 Page12 3

4 Marketing Recipients list Importing target audience Step 3 Page13 Page14 marketing Target audience Marketing User Segmentation Page15 Page16 4

5 Preview and Send Result Step 4 Page17 Page18 Sales Force Automation Opportunity Management Sales Management Issues Sales reps do not use the current system Solution Fast, intuitive user interface Themes to suit individual tastes Portal capabilities to manage third-party information Impact Increase sales rep productivity and effectiveness Inability to accurately forecast business Forecasting by rep, team, product, geography or other defined attributes Dashboards, reports and alerts for more effective monitoring Fewer surprises, greater visibility into sales pipeline Teams are not working together Shared set of activities and team management capabilities Business process workflows and project management capabilities Improve collaboration within and across teams Page19 Page20 5

6 Opportunity Management details: Opportunity details Related activities Selling history Contact information Quotations Project team for this opportunity Page21 Page22 Online Quotation Sales Forecasting Page23 Page24 6

7 Reporting Executive reporting Reporting Issues Lack of understanding on how marketing impacts sales Solution Reporting on response rates, leads generated and products sold Impact Understand how leads are generated and which marketing programs work Poor visibility into business performance Sales dashboards identify win/loss rates, competitive deals and deciding factors Gain the insight needed to drive the business No understanding of why customers are defecting Customer reports on service requests, bugs, case resolution and response times Identify small customer problems before they become large ones Page25 Page26 2. Relationship Booster Customer Relationship Mgmt - 1 Customer Relationship Management Market Research Surveys Client Satisfaction Surveys HR Surveys Membership and Loyaty Program Discussion Forum Instant chatting Page27 Page28 7

8 Customer Relationship Mgmt - 2 E-Survey e-survey System is a critical analysis tool for understanding your clients. It allows you to poll users and capture their responses online. It stores both user information and responses in a database for data analysis and real-time online reporting. e-survey is one of the components in BizLink Portal Page29 Page30 Why Survey? Types of Surveys Competitive Advantage Knows your customers, their preferences Where is the Market heading? Employee is your key asset. Listen to them Customer/Vendor Satisfaction Survey Poll and collect feedback to provide better service to your customers. Market Research Survey Vital to business development and product/brand development cycle Employee Survey Employee feedback is key to any HR program. Quantitative measurement on their Knowledge, Satisfaction and Expectations is critical to talent retention Page31 Page32 8

9 Functions and features Step 1 Define Survey Info Easy configuration and administration User and Group Management Web-based composer for survey creation Survey composer wizard Support 10+ different question types Conditional branching Result analysis Generate and export reports Security and authentication Multi-lingual support (over 10 languages) Mail merge & Invitation Page33 Page34 Step 2 Create Questions Step 3 Order and route questions Page35 Page36 9

10 Step 4 Preview survey Step 5 Complete and confirm Page37 Page38 Step 6 Mailing list and Invitation Import target recipient lists Personalized content invitation s Send invitation retry if unsuccessful Wizard to guide invitation creation Page39 Page40 10

11 Step 7 - On-line report Analysis DMA Membership Loyalty DMA Membership Loyalty Management System is a configurable web-based system. It is a complete offering that helps organizations of any size to deploy a Membership Loyalty Programme within weeks. Page41 Page42 Functions and Features - Members Functions and Features - Owners For Members User registration and Login confirmation of registration User Profile Management Refer to Friend Web content can be updated frequently e-coupon download and linking of e-coupons to activities and content pages Event registration Web search Subscription and un-subscription of e-newsletter Delivery of annual update reminder to members Member Support Center For Brand Owners Content Management System for web content, such as news, and activities. Event Management E-coupon management E-marketing (Bulk distribution of e-newsletter) Advertising management - segregate the web site and allow publication of banners / advertisements Member enrollment and membership management Survey management (Creation, management and analysis of online survey) Reporting Page43 Page44 11

12 Membership System Member Sign-up Page45 Page46 Member activities Enroll Activity Step 1 Select activity Page47 Page48 12

13 Step 2 Verify Personal Info Step 3 confirmation Page49 Page50 Member Benefits 3. Productivity Gainer Personal Workspace Effective document sharing Up-to-minute information publishing People Integration Team Collaboration IT Support Center Page51 Page52 13

14 A compelling user experience Easy to add function to a page 4 3 Tabs gives users easy access 2 1 Simple to get the system up and running, quickly Lots of prebuilt, readto-use portlets are already on the homepage Easy-to-find tools help the admin control the Workplace 1 Slide out palate available from all pages allows easy access to additional components that can be added to any page Page53 Page54 Working in a Document Library 1 Create or import any type of document Search for documents 3 Creating and Managing documents from Microsoft Office 2000, XP and 2003 Word, Excel, and PowerPoint 1 toolbars are extended to provide direct access to portal functions such as locking, versioning, etc 2 4 Send links to document Familiar Folder Navigation 5 Live names throughout, so you can contact the author or other users Page55 Page56 Document properties can be stored in portal, searched and used for preview 2 14

15 People Integration Team collbaoration -Team Space 1 2 People Finder integrates with company LDAP allowing for quick access to people 1 Easy navigation to all parts of this team space Home Page Team Schedule Team Documents Discussion Forums Team Chat Room Search Manage role, membership and access to the teamspace. Presence awareness provides instant access to other members of the team Integrated instant message client makes for easier & faster communications within your Organization & teams 3 2 Consistency in how people are represented simplify access to all people oriented tools Page57 Page58 IT Support Center BizLink Portal Adoption matrix Employee Customers Partners Productivity Gainer Sales Maximizer Relationship Booster Page59 Page60 15

16 Summary Three Key Messages in this seminar E-Survey CRM Productivity workplace Doc Mgmt SalesForce Membership & Automation Marketing Loyalty TeamSpace Productivity Sales IBM Workplace Services Express / Websphere Portal Relationship Page61 Page62 Jumpstart Roadmap Free BizLink Portal Assessment and Consultation visit Free trial Valid Until 30 April 2006 Contact Us Please contact sales representatives of DMA Solutions to get more information Inquiry telephone: (852) Inquiry fax: (852) info@dmahk.com Web: Page63 Page64 16