1 / 19

Midwest User Group Meeting March 21 st 2011

Midwest User Group Meeting March 21 st 2011. Customer Relationship Management. Presented by: Patrick Grace, QAD Pre-Sales Consultant E-mail: pgz@qad.com. Agenda. What are common customer management challenges? The QAD CRM Solution What Differentiates QAD CRM? CRM Product Demonstration

onofre
Download Presentation

Midwest User Group Meeting March 21 st 2011

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Midwest User Group MeetingMarch 21st 2011 Customer Relationship Management Presented by: Patrick Grace, QAD Pre-Sales Consultant E-mail: pgz@qad.com

  2. Agenda What are common customer management challenges? The QAD CRM Solution What Differentiates QAD CRM? CRM Product Demonstration Future Direction Summary & Benefits Questions

  3. Customer Management Challenges • Sales Force • Sales reps visiting customers bombarded with complaints about problems they have no visibility of or ability to address. • Customer information fragmented, in multiple systems out of date and worse, only exists in up to date form on a salespersons laptop. • First sign of a deal in distress is the deal disappearing from the funnel • Customer Service • Customer complaints untracked with poor follow up • No visibility of customer problems to the Sales, Finance or Order fulfillment team • Marketing • No correlation of campaign expenditure to campaign success • Campaigns are miss-targeted resulting in previously loyal customers choosing opt out of future campaigns and wasted budget. • No ability to easily analyze campaign results and identify trends

  4. Situations none of us want to see…

  5. Turn your customers into Raving Fans!

  6. The QAD CRM Solution “During an economic recession, sustaining revenue growth or forestalling revenue erosion becomes even more critical. Customer management improvement initiatives,supported by advanced business technologies, will continue to be critical to achieving this goal “ Forrester Research, Trends 2009: Customer Relationship Management, Dec 2008 • Manage and win more opportunities with less resources • Ensure Accurate Sales Opportunity funnel data • Precise Sales Team Activity Control and Visibility • Single Source for Enterprise Customer Sales Contacts and Prospect Information

  7. QAD Customer Relationship Management • Part of QAD’s complete Customer Management solution for manufacturing: • Sales Force Automation • Contact Management • Profile Management • Activity Management • Opportunity Management • Customer Service • Customer Issue Management • Customer Console • Marketing Automation • Campaign Management • Tele-Scripting

  8. System Component Overview QAD CRM Sales QAD Enterprise Applications Microsoft Exchange Marketing Data Sync For Remote Sales Crystal Reports Core Functions System Integrations Data Management Microsoft Office Customer Service

  9. What sets QAD CRM Apart ? • Integrated to Enterprise Applications • View Sales Data combined with your other customer data • QAD Remote Sales • Full mobile support to all CRM functions • Mail Server Integration • Contacts Calendars and Mail integration • Screen and Menu Customization capabilities • QAD CRM is targeted to your industry • Continued development to support your business model

  10. QAD Remote Sales Mobile CRM Access Off-site sales/marketing personnel can use the stand-alone version of the system installed on their remote/portable computers.

  11. Enterprise Applications and Exchange CRM Integration Details MS Exchange QAD Enterprise Solution • Outlook • E-Mails • Activities • Tasks • Contacts • Enterprise Applications • Addresses • Sales / Sales Orders • etc. • QAD-CRM • Addresses and Contacts • Sales Management • Marketing Management • Reporting Data Synchronization • Products • Addresses (Customer, Supplier and End-user) • Sales quotation and Sales order • Installed base • Customer calls and Call Quotes • Service contracts and Quotes 11 11

  12. Exchange Integration Outlook Client Additions Synchronize Outlook Data With QAD CRM

  13. Exchange Integration Tailor Appointment and Task Integration

  14. Customer Relationship Management Demonstration

  15. QAD CRM Product Development Near to medium term planning

  16. Future Direction Themes QAD Appshell Incorporation Workflow Expanded integration with other related QAD add-on modules Expanded Mobility support

  17. Current Development Plans QAD CRM Roadmap CRM 6.6 (Planned:September 2011) CRM 6.7 (Tentative: 2012) CRM 6.8 (To be finalized) • CRM Webclient GA • Customer Enhancements • Lotus Notes Integration • Exchange 2010 support • Mobile CRM Capability • QAD Configurator Integration • Computer Telephony Integration

  18. Benefits & Summary • Manage and win more opportunities with less resources • Ensure Accurate Sales Opportunity funnel data • Precise Sales Team Activity Control and Visibility • Single Source for Enterprise Customer Sales Contacts and Prospect Information • Tight integration with QAD ERP, MS Outlook and MS Office • Remote Disconnected Access

  19. Customer Relationship Management Questions?

More Related