1. Win New Customers with
RCareTM CRM Solutions
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2. RCareTM CRM Solutions
Agenda
• Two Key Business Systems
– Sales & Marketing
– Service Delivery
• Sharing Data Across Systems Turns Up Gold
– Transparency Uncovers “Hidden” Deals
– Efficiency Saves Money
• Business Developer’s Dashboard
– Uncovering & Qualifying Leads
– Uncovering the Pain & the Mix that Heals
– Converting Prospect to Account & Setting
• RCareTM Solutions
• Q&A
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3. RCareTM CRM Solutions
Two Key Business Systems: Sales & Marketing
• Sales
– What It Is
– What It Is Not
• Marketing
– What It Is
– What It Is Not
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4. RCareTM CRM Solutions
Two Key Business Systems: Service Delivery
• Transition
– Prospect to Account
– Setting Up Schedules for Services
• Contact
– Meeting, Email, Call, Task
– Project Tasks & Activities
• Follow Up
– Survey
– Referrals
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5. RCareTM CRM Solutions
Sharing Data Across Systems Turns Up Gold
• Transparency Uncovers “Hidden” Deals
– OHD Portal for OBD & OED
– QA Toolkit leads to Work Zone Safety Compliance
• Efficiency Saves Money
– State Compliant Will
– Permit Issuance Framework
– Permit Compliance Framework
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6. RCareTM CRM Solutions
BD Dashboard
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7. RCareTM CRM Solutions
BD Dashboard
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8. RCareTM CRM Solutions
BD Dashboard
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9. RCareTM CRM Solutions
RCareTM Solutions
• CRM
– Hosting and Open Source with Custom Modules
– Setup, Training, and Follow Up
• Site
– Hosting and Open Source with Custom Modules
– Setup, Training and Follow Up
• TimeSheet
– Hosting and Open Source with Custom Modules
– Setup, Training and Follow Up
• Issue-Tracker
– Hosting and Open Source with Custom Modules
– Setup, Training and Follow Up
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10. RCareTM CRM Solutions
Questions & Answers
Questions? Fire away! We’ll do our best to address them.
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