knowlarity salesforce cti solution

Confidential. © 2009-2010 Knowlarity Communications (P) Ltd. Please destroy if you are not the intended recipient

Computer Telephony Integra2on With Salesforce

Never Loose Business Leads . Project Big Company Image

Confidential. © 2009-2010 Knowlarity Communications (P) Ltd. Please destroy if you are not the intended recipient Record every sales and customer interaction. Even on phone. In Salesforce.com

Your business has a problem!

Do your Salesforce CRM & phone talk with each other ?

•  Your customer care phone number and email address are points of customer contact

•  Your CRM automa2cally tracks customer interac2ons on 2ckets, emails and web but cant not track customer care number/sales numbers.

•  How do you make sure that there is a single point in your CRM that can track every interac<on with your customer?


Salesforce.COM with Knowlarity telephony solves it

•  Knowlarity and Salesforce have partnered to provide complete telephony integra2on with your Salesforce CRM

•  Our solu2on makes it possible to capture all customer interac2on made over the phone right inside your Salesforce CRM

•  Helps you to: –  Improve customer experience –  Increase your sales agent produc2vity –  Have a unified view of the customer interac2ons in one single place

Helps make your CRM sync with your phone


Knowlarity telephony solves multiple problems

1 BeNer marke2ng ROI with lead tracking on telephone

2 Super intelligent call rou2ng for beNer sales effec2veness

3 Recording and measurement of every outbound sales call in Salesforce.com

4 Collec2ng informa2on from field agents over telephone into Salesforce.com


Improve marketing ROI with lead tracking

How do you track leads from different sources ? Which source results in beCer ROI ?

•  Different phone number for each lead source. Each tracked seperately

9811-‐xxx-‐xxx

9822-‐yyy-‐yyy Customer

Auto update lead informa2on source in Salesforce

Customer calls

•  Capture recording of the call, time, duration in the salesforce.com CRM. Track your marketing $.


Route incoming calls for better sales effectiveness

Customer

Customer calls

Your Company’s Toll Free / Mobile

Number

Agent 1

Agent 2

•  CRM Data Helps improve Customer Experience : Greet your customer with a customized welcome message

•  Automa<c Rou<ng to Agents : If an

exis2ng customer calls, it will be routed to the assigned agent in CRM

•  Automate customer queries : Use CRM data to answer queries where human interven2on is not required and free agent bandwidth for complex customer queries

•  Increase Produc<vity : When agent receives a call, a small pop up help him to gather customer informa2on quickly

Helps improve customer experience and increase produc<vity


Track and measure outbound sales calls

Agent

Clicks the phone no

Customer

Call connected with customer

Call Conversation is logged as activity with recording

1 2

3

•  Make your sales calls from Salesforce.com. Just click and will sequen2ally trigger outgoing calls to customers •  Automated triggering of the outgoing call once the first call is over. •  Automated update of recording, 2me and dura2on of the call in Salesforce.com


Capture data over telephone from field agents

Knowlarity’s Server

Field Agent DTMF Input Update Data

Makes an outbound call to agent

Agent enters the required data via key press

Data is updated in Salesforce

12

3

•  Outbound call op2on: Make an automated call to the field agent and informa2on received is logged into the CRM

•  Inbound call op2on: Send an automated SMS to the field agent. The agent calls back. The informa2on received is logged into the CRM

•  Solves the problem of old informa2on about customer, sales stages etc. in the CRM


About us

Knowlarity is a pioneer of cloud telephony conceived in India and now globally domiciled in Singapore. We create state-of-the-art telephony solutions for SMEs and Enterprises enabling them to get more out of their marketing, sales and customer service initiatives. We were incorporated in Aug 2009 and in short span of 5 years have grown from a garage startup to a 350+ people company with revenue ranging in several million dollars serving over 8,000 SMEs and Enterprises.

About Knowlarity

Knowlarity is backed by Sequoia Capital, one of the most pres2gious Venture Capital firm in the world. Sequoia has invested Rs 34 Crores in Knowlarity. It has previously made investments in companies like Google, Apple, Yahoo, Youtube, Linkedin and Justdial. Investors

Awards and Customers


Management Team

Ambarish worked as Strategy Consultant with McKinsey & Company, USA for Fortune 50 clients in Banking, Insurance and IT industry. Earlier, he was a Systems Engineer in US, Germany and Australia and Co-‐founded – Viplav Communica2ons, a poli2cal consul2ng company in India. Ambarish is passionate about using technology for business transforma2on. Ambarish received MBA from Carnegie Mellon University, USA in 2007 and B.Tech. in Computer Science from IIT Kanpur in 2000

Bipul has deep experience in technology with hands on experience as architect, engineer and technical manager. He worked for 8 years in mul2ple startups in silicon valley -‐ Cloudshield Technologies, Andiamo Systems, Server Engines -‐ on cubng edge technologies in storage, networks and large scale systems. Bipul returned to India two years back and has been working with Juniper Networks as Engineering Manager. Bipul received his B.Tech. in Computer Science from IIT Kanpur in 1999

Ambarish Gupta, CEO

Bipul Parua, CTO

Confidential. © 2009-2010 Knowlarity Communications (P) Ltd. Please destroy if you are not the intended recipient

Thank You

Aishwarya Sirohi [email protected] (65) 9772 0057 Knowlarity Communica2ons | www.knowlarity.com The Co, 75 High Street Singapore 179435

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