Presales and CRM

1
Presales and CRM

• Management of the relationship with existing and
  potential customers

2
Benefits

• Integration of presales information with all
  corporate information in a single location
• Allows you to keep track of potential customers
• Allows you to integrate your web site into your
  presales processes
• Allows you to track the behaviour of potential
  and existing customers

3
Features

• Integration with your web site to allow for
  online user registration. You can use restrict
  special contents to registered users only.
• Tracking of all customer interaction with your
  company using
• Presales interactions (requires the Act! or
  Outlook interface modules)
• Financial interactions (requires Invoicing
  module)
• Email (requires the CRM-Mail module)
• Telephone (requires the CRM-PBX or CRM-ISDN
  modules)
• Cusomer Support (requires Support Management
  module)
• Customer state-engine allowing to classify
  customers
• Email campaigns based on customer interaction
  analysis
• Integration with the operational management of
  the company

4
Best Practices
... Supported by this module

• Integration of presales information in the
  operational processes
• Sales-force management related best practices

5
Permission Management

• Access to customer information is completely
  denied to unprivileged users.
• Ownership of a customer is managed using a key
  account profile.
• The Key Account can assign sales reps and other
  sales professionals to a customer to allow them
  to see the interaction history
• Every project contains a Presales folder in the
  projects filestorage that is only accessible to

6
Customization Parameters

• Customizable Parameters
• Customer Type
• Customer Status
• Invoices can be generated from operational data
  such as the hours spend on a project or from the
  Translation Workflow module. Other types of
  integration require customization.

7
Installation
8
Professional Services
... offered for this module

• Customization of Customer Types and Stati.
• Configuration of the customer CRM status engine
• Initial importation of exising customers and
  customer contacts