STREAMLINE: An CRM Application

StreamLine application enables organizations to grow revenues more quickly, predictably, and profitably by helping sales professionals focus on the right deals at the right time. The application suite provides unparalleled visibility into the sales pipeline, enabling sales professionals to identify specific actions that will help them better manage opportunities to rapid closure. Comprehensive sales methodologies, such as Target Account elling, can be delivered through treamLine to drive a consistent communications approach throughout the entire sales organization. treamLine also offers a web!based application that provides mobile professionals with real!time access to critical treamLine e"usiness Applications information anytime, anywhere. The treamLine also includes a complete analytics solution that provides up!to!the!moment, proactive intelligence#allowing sales professionals to have a truly complete picture of their customers, monitor the health of the business, and determine where future sales opportunities e$ist. Objective of StreamLine The following are some of the strategic ob%ectives offered by the Applications in the treamLine eC&' suite(
o o o o o o o o o o o

ales and

ervice

Functionality based integrated solution to use resources effectively Online interaction with employees and customers Track every Job/Service Call/Document from inception to completion aintain complete Customer Database including !sers "ogin and passwords aintain #mployees Database with details of each employee and task group aintain $roduct/$arts Database with details of each product !se Job/Service Template to break specific %obs into separate tasks for Online Call &egistration and Support Online Call Status available by Customer and #mployee 'mproved Service #fficiency through use of Online (elp Templates ) host of )nalytical *raphical &eports to help analy+e your Customers and adapt to their needs spontaneously )naly+e Customer Demand, arket trends, $roduct and #mployee performance

All organizations over the years have been using various tools to most effectively reach and deliver products/services and to maximize customer satisfaction. In a day and age when there is very little differentiation between competing products, customer information can make all the difference between success and failure. StreamLine is designed to retain the smile and delight on the faces of your customers. It is a storehouse of valuable information about a business and its customers, which contributes in enriching the organizations customer relations and empowering its !" functions. #his storehouse streamlines and coordinates with various departments like sales,

marketing and customer service, helping the organization to be in control of its business. $treamline is the surest bet for assured growth in business.

SALES FORCE AUTOMATION

Appointments: Individual Sales executives can enter appointments, either
telephonic or personal.

Planner: Shows all the activities that are to be carried out by the
executive during a day.

Enquiries: Direct enquiries received and allotted to the sales executives

and their details.

Visits: All Visits made by an Executive

may be entered here.

or the day !i.e. on the "ogin Date# Visits may be either personal or telephonic. Details

o the visits may be loaded either rom Appointments or $lans or the day. Apart rom that, you can enter %ew $ersonal Visits or %ew &elephonic Visits.

Executive Diary: All in ormation

or ready re erence and remar's is available in the executive diary. &he diary can be updated with any uture reminders.

Communications

All communications that the executives have with the clients can be kept track of. #his makes the $treamline a complete communication portal for the entire organization. Sales funnel: All prospects o
sales executives can be overviewed graphically in a sales unnel. &he sales unnel is a birds eye view o sales activity and expected sales closings. Sales Management Sales knowledge base Competitors knowledge base to track competitors Call Analysis Visit Analysis Telemarketing Success Status erformance analysis of sales e!ecuti"e Auto mailers through pre#defined templates $pportunity records and %uture prospects

Graphical Analysis Sales Funnel #he concept of a $ales %unnel is often used as an indicator to the &mployees marketing or sales performance. #he number of 'rospects at each different $ales $tage is displayed over a colour stripe, which represents the different $ales $tages, in a funnel shaped diagram, as shown below.

#he color codes for each $ales $tage are explained in the olor #able beside the funnel diagram. lick any of the codes to see a !eport showing details of the 'rospects at that $ale $tage, as shown below. lick the (ack button in the !eport to return to the graph.

The Support Menu )ives you complete control of Customer ervice *perations Call Centre *perations possible with +ser! ,efined Trouble!shooting Templates -owerful Analytical &eports. "uilt in &eport ,esigner to design your own reports

Customer Service Management: treamline can be used to record all customer calls received. The calls can either be resolved using the built in online chat feature or the status subsequent to the telephonic calls can be updated. All chat contents can also be recorded for future reference and notes.

Other Key Features Inclu e

!re" efine Tas# Templates: .stablish the rules for resolving of customer service request can be updated to him by either e!mail or ' . /obs that have e$ceeded the allotted time can be reported to the manager. $arranty Claims: The number of %obs received within the warranty period and outside can be known and also the revenue earned from services of parts outside the warranty period can be known. %uto"%llotment: Automatically allot service request to preferred service managers. tasks can be reassigned based on availability of service engineers. 0nowledge sharing for efficient resolution for enquiries and problems &ecords online customer service request ervice

ervice handling made easy Call 1istory +ser defined task templates Accurate anticipation of customer requirements +ser defined warranty programs

Streamline Call Center: The call center feature of streamline can be used to accept and track customer inquiries. All calls received are allotted a %ob!id. The %obs can be e$ecuted based on sequential or load sharing basis. Call &egistration Screen:

Calls !rogress 'p ating:

Support %nalysis &eports: Calls(Tas#s )etails .mployee 2ise Calls .mployee 2ise Tasks Customer 2ise Calls Customer 2ise Tasks ,ate 2ise Calls ,ate 2ise Tasks Calls %nalysis Call Completion chedule Task Completion chedule .scalated Calls &eassigned Calls &eport Support %nalysis 'ost Attended Customers 'ost Attended -roducts 'ost Attended Templates Summary &eports .mployee 2ise Calls ummary .mployee 2ise Tasks ummary -roduct 2ise Calls ummary -roduct!Template 2ise Calls ummary Customer 2ise Calls ummary .mployee!Template 2ise Calls ummary .mployee!-roduct 2ise Calls ummary

)esign your o*n &eports using the &eport )esigner:

Online Mail Merge 'tility:

)ocument Management System:

Online Fee bac# through +lectronic ,uestionnaire:

)esign an !rint Labels:

RECOMMENDED INFRASTRUCTURAL REQUIREMENTS

File Server running Windows2000 Server + Internet Information Server, with 4 GB minimum RA , !I" #ro$essor and %20 GB hot #lugga&le 'rives in a RAI' formation( Wor) Station *lients running Windows2000 #rofessional or Windows +! $lients, with ,%2 RA , !III #ro$essor and minimum 20 GB -ard 'is) 'rive( .he 'ata&ase a##li$ation would &e de#ending on the num&er of users( i$rosoft S/0 Server 200,, with li$ensing #oli$1

Swit$hed 2etwor) on a Stru$tured $a&led environment( Ba$)u# 'evi$e e(g(3 .a#e or 'A. 'rive(