Example of Core Business Presentation

1. Presentation
for
Innovative Financing Solutions
Brad Tornberg
Principal
E3 Consulting Partners, LLC.

2. Background
 Since 1981 Providing Business Operations and
Technology Solutions to the Financial Services
Industry
 Principal’s Background – MBA – Finance, Series
6,66 NJ Life and Health. Chase Manhattan, US
Trust, Merrill Lynch, R.W. Baird – Northwestern
 Strong Working Knowledge of Industry leading
CRM Solutions
 Business First, Then Technology
 Expertise with Small Boutique Firms
 Compliance Understanding
 Local Clients (CMS)

3. What we do
 Project management – Stay on time and under
budget
 Implement Best of Breed Software – ERP and
CRM
 Business Solutions - “In a cloud” – reduce IT
Expenses
 Operations Improvement & Business Process
Consulting
 Client Presence – Marketing Strategy, Social
Media, Lead Generation and Nurturing
 Principal Coaching
 Seminars &Workshops

4. Why CRM
 Allows you to use your business processes to
manage the lead process – workflows, dialogs - thru
sales close
 Provides a 360 degree view of your customer
 Automated Marketing Processes allow for lead
nurturing
 Case Management for effective customer service and
knowledge base
 Allows you to track the pipeline for sales, analyzing
steps in each stage and how effective each rep is in
terms of conversion and process.
 Many to Many Relationships – Opportunities and New
products and Services
 Real Time Dashboards for management controls

5. Why Microsoft CRM
 Familiar, Intelligent, Connected
 Microsoft Office look and feel
 Integrates with Outlook seamlessly
 ON Premise AND hosted versions available –
choices
 Pricing – Most Competitive
 Fastest Growing Tool in Financial Services – M:M

6. Proven Methodology

10. How Can We Help
 Work with you and your team on understanding and
improving your business process as it relates to
operations, marketing, sales and customer service.
 Manage the Project and Resources for you acting on
your behalf
 Select and Implement the Technology and Software.
We understand the landscape.
 Work with team members to transition the working
knowledge. This includes training and conference
room pilot.
 Provide customizations and reports as needed
 Integrate solutions with back office operational
systems and third party solutions.
 Deliver a solution on time and to budget

11. What It looks like
 Client interviews
 Business Requirements – Analysis, Presentation,
Review and Sign off
 Statement of Work/RFQ Generation
 Vendor Selection (If Needed) and Negotiation
 Solution Acquisition, Design and Implementation
 Customizations, Integrations and Reporting
 Test Case Data Development and Test System Usage
 Training & Conference Room Pilot
 Go Live
 Post Go Live Support

12. Case Study
 Private equity firm required XRM solution to
replace their older proprietary CRM

13. Next Steps
 Meet in person
 Agree to Engage on Initial Due Diligence
 Interview Key Stakeholders and Team Members
 Create a Vision Statement with a summary of
findings of what the solution looks like when
complete

14. Questions and Discussion
 Your Vision for CRM at IFS
 How do we proceed - Next Steps?