simply effective strike the right chord with your customers impel lead management and routing portal

simply effective

Strike the right chord with your customers

Impel Lead Management and Routing Portal

simply effective

Adaptable, Affordable, Adjustable – CRM for India

Agenda

Problem Statement

The Impel LMRP Solution

USPs

Benefits

Features of Impel LMRP

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The problem statement

Common problems related to Lead Management

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Challenges

Consistently track what stage of your sales process

the lead is in

Not enough visibility in the sales process

Failure to track lead assignments and lead status

Flawed sales forecasts and ineffective campaigns

Tracking leads from multiple sources is tough

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Impel Lead Management Routing Portal

Impel LMRP - The Solution

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Why Impel LMRP Web-based LMRP solution - No special software

needed on the client Automated rules for business process

implementation Multi-lingual support Ideal for low-to-mid size businesses

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The Impel LMRP advantage

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Key attractions

24/7/365 access via web, Wireless devices, PDAs, Cell-phone or laptop

Create personalized dashboards, menus, queries and color themes

Import data from multiple sources Export data to multiple files Build tabular or graphical reports Sync with MS Outlook Pay less for more

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The USPs

Configure it to meet your specific needs Integrate with third-party software or legacy

apps Consistently increase functionality on your own Custom define your own processes and business

rules Allow your partners to enhance the product

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Benefits Exponentially increase your lead closure rate Route your leads automatically for quick action Formulate your own complex lead analysis and

assignment models Access real-time status updates and reports from

any location Increase the percentage of lead conversion Deploy, enhance and configure - all in days, not

months or years Reduce your TCO and increase your ROI

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Impel LMRP feature set

A look at LMRP’s functional capabilities

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Impel LMRP

Lead Management & Routing Portal

Lead Management configuration

Rule Processing Lead Generation Lead Routing

Activity management

Lead Tracking Calendaring &

scheduling Opportunity

management Reports & Analysis

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Impel LMRP Overview

Create automated processes for lead routing

Assign leads to specific user/user groups based

on location, product, order value etc.

Alerts/notifications using email/SMS/fax for

every new lead assigned

Route new leads from the website directly to

Impel users (sales reps, partners etc.)

Lead tracking for optimizing sales performance

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Impel LMRP - System Overview

Leads from Multiple sources

Automated Evaluation & Distribution

Sales rep/Partner Assigned

Websites, Telesales, campaigns, sales reps,

ads, etc.Rule Processing, Lead Routing, Lead History,

Lead Status

Reports

Multiple databases

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Key Features Lead sourcing

Generate leads from multiple sources - Web sites, Emails Telemarketing efforts Campaign responses Purchased Lists Data Entry by sales reps or others

Lead classificationClassify your leads using several criteria -

Probability of closing sale Time frame for closing sales Geographic region Product-line

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Key Features

Lead Assignment

Automate lead processing at the database level

Assign leads to individual sales rep/sales channel/contract organization

Custom configure workflow rules

Define Lead Assignment rules based on Ranking (from lead evaluation) Product type Geographic location Type of organization (end user, government, re-seller, VAR, etc.) Vertical market etc.

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Key Features Activity Management.

Tie activities, tasks and calendar events to leads

Set up automatic reminders or notifications

Lead tracking Track information on prospective customers

Qualify and set up activities for assigned leads

Schedule follow-up activities as

Access real-time updates

Use reports for optimizing the sales processes.

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Associated modules

Outlook Integration – for calendaring, schedule and task management

SFA - for sales forecasting, sales activity tracking, Opportunity management

Query manager – search for all key transactions/activities w.r.t any lead

Reports & Analysis

Mobile access – access via PDA, wireless, laptop, cell phone etc.

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Generating reports

Generate query based reports

Report type can be tabular, graphical, list or matrix

Access standard set of reports or create your own reports

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Report Types Total # of calls - by sales person, geographic

region, products etc., Follow-up statistics - total number of visits,

meetings, demos etc. Statistics on sampling/evaluation, invoices raised,

time lag for payment collection, closing sales etc. Reports for behavior study & analytics Statistics on time taken for lead conversion Reports on percentage of conversion

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Email integration Server Interface to MS-Exchange for email

reading/sending from the inbuilt web-client Automated copies of emails as links to

relevant Contacts or Accounts Sync MS-Exchange Contacts, Tasks, In-Out

Emails and schedules to Impel Search for specific emails from/to specific

Contacts/Accounts Provision for reading/sending emails from

wireless PDA Integrate with any SMTP-POP

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Automated Processes

Pre-emptive lead-management processes to achieve specific tasks

• E.g.,move all lead-related, unfinished activities of sales rep to the next day at 12:00 AM

Automated processes defined by the administrator Set alerts for any data conditions or event based

conditions for any lead-related activity Alerts to users/others by email or pop-up, based on

specific conditions of database values/events across multiple tables or external applications

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Wireless, PDA/cell phone access

Access complete LMRP functionality through wireless devices

Access emails and send emails using the server based SMTP functionality

Wireless devices can be Palm/Pocket PC/Linux PDAs or WAP based J2ME enabled cell phones or BREW based CDMA phones

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Import/Export Access to MS-WORD from the Activity to

generate individual letters with lead info pre-filled in

Access to MS-WORD for multiple lead letters (using WORD’s mail merge capabilities)

Export Reports to Excel spreadsheets Import data from Excel spreadsheets to any

Impel LMRP table

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Reports & Analysis Use over 50 out-of-the-box reports created for

each table or combination of tables Create new reports on the fly across multiple

tables or even external apps databases Subscribe to specific reports sent on a periodic

basis without your intervention Easy to use interface – no need to learn Crystal

reports

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Impel LMRP - Workflow

Set Up

Reports and

Analytics

Administrator Sales reps Sales Managers

Lead Management

Partners

Activity Mgmt

Generation

Routing

Mobile Access

SFA

Query Manager

Tracking

Reports

Impel SDK

LMRP Modules Associated Modules

Customer Support

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On the anvil

Automated process configuration at the user-level

Offline Laptop client sync with corporate DB

Event-based alerts via SMS, Fax or Voice

Over 200 out-of-the-box reports

Multiple-dashboard access for a single user …..and much more!!

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Impel LMRP

Focused on building customer centricity

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Impel LMRP

PK4 Software Technologies Pvt. Ltd.No. 37 Kempapura, Hebbal, Bangalore 560024

Phone: +91-80-3008-0000www.impelcrm.in

simply effective strike the right chord with your customers impel lead management and routing portal

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