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Social and mobile are changing client and employee expectations 
>1.7 billion 
social users 
>400 million 
tweets per day about product, services, and brands 
150 
average number of times a person checks their phone each day 
>6.8 billion 
on mobile 
McKinsey Global Institute The social economy: Unlocking value and productivity through social technologies 
"With social technologies, firms will build up knowledge of their clients' processes, working styles, and industries. All of this information contributes significantly to the total amount of value a firm can create for its clients. “
Security & Identity 
Management Platform 
Data & Process Integration 
Configuration & Extensibility 
Customer engagement in a mobile-social world 
Cloud 
On-Premises 
Customers 
Employees 
Partners 
in
Toll & CRM 
Phillipa Smyth 
3rdDecember 2014
10 
Toll’s Growth –90+ acquisitions in 25 years 
1989 
Merricks Transport 
2002 
BHP Transport and Logistics (New Zealand) 
2008 
Golden Riverland Express 
1990 
BarrettsTransport 
2002 
SDC New Zealand 
2008 
Courier Australia 
1991 
Tasmania Express 
2002 
AUSDOC DX Businesses 
2008 
Gluck Forwarding 
1992 
MBCV / Recycling 
2002 
Brambles Shipping 
2008 
Helijet 
1993 
Railor 
2002 
Mayne Express 
2008 
United Carriers 
1993 
West Bros 
2003 
Zari Haulage 
2008 
Extra Transport Group 
1994 
Freshmark 
2003 
Tranz Rail 
2008 
Quality Solutions International 
1994 
Sibcot 
2004 
Leonard & Dingley 
2008 
Cargo Services Far East (25%) 
1995 
Brambles (North Queensland FF) 
2004 
Aust Transport Network (ATN) 
2008 
United Asia Terminals (Yantian) (60%) 
1995 
Interlink 
2004 
Freight Australia 
2009 
Toll Global Forwarding (South Africa) (82%) 
1996 
Brambles Industries 
2004 
Western Stevedores Group 
2009 
Toll Global Forwarding (Canada) (100%) 
1996 
CompackPackaging 
2004 
Owens 
2009 
BIC Logistics India (40%) 
1997 
Fruitexpress 
2005 
Cendant (Australia) 
2009 
Deltec 
1997 
John Nash Transport 
2005 
JD Lyons 
2009 
Kwikmail 
1997 
TNT 
2005 
Korn Bulk Haulage 
2009 
SkyNetWorldwide Express (Hong Kong) 
1998 
UTO / MIM 
2006 
SembCorp Logistics 
2009 
Perkins Shipping 
1998 
IPEC / Jetsroad 
2006 
Patrick Corporation 
2009 
Toll Kukbo(100%) 
1999 
MalleysTransport 
2007 
Cargo Services Far East (22%) 
2009 
Footwork Express (100%) 
2000 
Removals Australia 
2007 
SembawangKimtrans 
2009 
Express Logistics Group 
2000 
AWX (20%) 
2007 
ARC Strang 
2009 
Logistic Distribution Systems 
2000 
movinghome.com.au 
2007 
KPN (Thailand) 
2010 
Summit Logistics International 
2000 
HileCarrying Company 
2007 
Victoria Express 
2010 
ST-AndaLogistics 
2001 
Inter’lCorporate Relocations 
2007 
Virgin Blue Freight 
2010 
Australian Armoured Express 
2001 
ARN Logistics 
2007 
Stream Solutions 
2010 
Image Technology Centre 
2001 
FinemoreHoldings 
2007 
Toll New Zealand 
2010 
Concord Park 
2001 
StrangStevedoring 
2007 
Westrans 
2010 
DPEX 
2001 
Autotrans 
2007 
Rush Couriers 
2010 
WT Sea Air Group 
2001 
Wesfarmers Transport 
2008 
BALtrans Holdings 
2010 
Genesis Forwarding Group 
2002 
NRC & FC (50%) 
2008 
SkyNetWorldwide Express (Australia) 
2002 
BHP Stevedoring 
2008 
JetcraftAviation
11 
Toll Group Key Facts 
Annual Revenue 
$8.2 billion ($AU) 
Employees 
40,000 
Business Units 
28 
Acquisitions 
96 
Sites 
1,200 globally 
Countries 
55
12 
Integrated Supply Chains Core To Our Strategy 
Seamless End-to-end Management of Goods & Information 
Objective 
Rationale 
Evolution 
Own or control / coordinate critical value points along the supply chain 
Customers want transparency & control(1) across complex supply chains 
Change in focus from single country to cross-border and multi product 
(1) Over physical assets and information in relation to those assets 
Warehousing 
Suppliers 
Land Transport 
Consolidation hub & value added processing 
EXPORT Activities Ports, stevedoring & freight forwarding 
IMPORT Activities Ports, stevedoring & customs clearance 
International Transportation Sea & Air Freight 
De/consolidation hubs, cross dock & value added processing 
End Customers 
Warehousing/ Local manufacturing 
Primary/ Secondary Distribution 
Land Transport 
Order 
(Origin services) 
(Cross-border services) 
(Destination services) 
Delivery
13 
CRM Implementation approach 
•Start small. Pilot included <30 users, all in Melbourne. 
•Keep first functional release simple –replacing some existing processes and reporting. 
•Use a hosted solution. Allows for a relatively low up-front cost and no need to create new infrastructure and capability. 
•Use the system as designed. Instructions to Intergen“if we’re going down a development path, tell us and we’ll stop”. 
•Agile implementation –workshop requirements, low documentation, avoid traditional “requirements gathering” process. 
•IT involved for vendor engagement and management, not to create functionality.
14 
Rollout 
1888 
1983 
2006 
2007 
Microsoft selected 
Intergenselected 
Create basic functionality 
Pipeline management 
Centraliseaccount reporting 
2008 
Go live of GBD 
June 
July 
June 
October 
August 
Jan 2014 
Incremental functionality release 
1st& 2ndBusiness unit rollout 
Incremental functionality release 
3rd, 4th, 5thbusiness units rollout 
12 Business unit rollouts in progress 
Current 
2015 
1stFeb 2015: 
350-400 BD and account management users live 
17 business units live 
All other businesses evaluating the system 
2013
15 
Critical Success Factors 
•Keep it simple. Be prepared to launch a product that is not yet “perfect”. Keep data capture / entry to a minimum. 
•Standardiseusage. Avoid workflow or multiple forms. Use the reporting tools. 
•Replace entire business processes as you train users, so they do not continue with other tools. 
•Launch the product with an up-front function that makes life easier for your users. Otherwise this is just another admin step for them. 
•Prepare to say no to some business “requirements”. 
•Create a structure that allows your businesses to adopt the product with a low up-front cost. Our businesses have a 100% Op-Ex model.
16 
What’s Next? 
•Increase the offering: 
•Mobile usage 
•Additional functionality in account management and support 
•Introduction of new functions ieService Management 
•Reviewing integration with business systems & Sharepoint 
•Considering plug-ins for improving intelligence 
•Centralisingand formalisingsupport, bringing product in line with existing help-desk procedures 
•Creating a power-user community
Questions
Microsoft’s solution for sales productivity 
19
(*) Net promotional prices after discounts applied. Shown per user per month in USD. Actual pricing might vary by geography and by channel. Other fees may apply for add-on services such as additional storage, testing and production instances. Prices are exclusive of any fees you may incur to procure Internetconnectivity. Prices subject to change without notice.
Contacts: 
tony.sparks@intergen.com.au -Tel: +61 448 169 413 
greg.modra@intergen.com.au -Tel: +61 411 113 170 
Thank you
The changing face of CRM

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The changing face of CRM

  • 1.
  • 2.
  • 3.
  • 4. Social and mobile are changing client and employee expectations >1.7 billion social users >400 million tweets per day about product, services, and brands 150 average number of times a person checks their phone each day >6.8 billion on mobile McKinsey Global Institute The social economy: Unlocking value and productivity through social technologies "With social technologies, firms will build up knowledge of their clients' processes, working styles, and industries. All of this information contributes significantly to the total amount of value a firm can create for its clients. “
  • 5. Security & Identity Management Platform Data & Process Integration Configuration & Extensibility Customer engagement in a mobile-social world Cloud On-Premises Customers Employees Partners in
  • 6. Toll & CRM Phillipa Smyth 3rdDecember 2014
  • 7. 10 Toll’s Growth –90+ acquisitions in 25 years 1989 Merricks Transport 2002 BHP Transport and Logistics (New Zealand) 2008 Golden Riverland Express 1990 BarrettsTransport 2002 SDC New Zealand 2008 Courier Australia 1991 Tasmania Express 2002 AUSDOC DX Businesses 2008 Gluck Forwarding 1992 MBCV / Recycling 2002 Brambles Shipping 2008 Helijet 1993 Railor 2002 Mayne Express 2008 United Carriers 1993 West Bros 2003 Zari Haulage 2008 Extra Transport Group 1994 Freshmark 2003 Tranz Rail 2008 Quality Solutions International 1994 Sibcot 2004 Leonard & Dingley 2008 Cargo Services Far East (25%) 1995 Brambles (North Queensland FF) 2004 Aust Transport Network (ATN) 2008 United Asia Terminals (Yantian) (60%) 1995 Interlink 2004 Freight Australia 2009 Toll Global Forwarding (South Africa) (82%) 1996 Brambles Industries 2004 Western Stevedores Group 2009 Toll Global Forwarding (Canada) (100%) 1996 CompackPackaging 2004 Owens 2009 BIC Logistics India (40%) 1997 Fruitexpress 2005 Cendant (Australia) 2009 Deltec 1997 John Nash Transport 2005 JD Lyons 2009 Kwikmail 1997 TNT 2005 Korn Bulk Haulage 2009 SkyNetWorldwide Express (Hong Kong) 1998 UTO / MIM 2006 SembCorp Logistics 2009 Perkins Shipping 1998 IPEC / Jetsroad 2006 Patrick Corporation 2009 Toll Kukbo(100%) 1999 MalleysTransport 2007 Cargo Services Far East (22%) 2009 Footwork Express (100%) 2000 Removals Australia 2007 SembawangKimtrans 2009 Express Logistics Group 2000 AWX (20%) 2007 ARC Strang 2009 Logistic Distribution Systems 2000 movinghome.com.au 2007 KPN (Thailand) 2010 Summit Logistics International 2000 HileCarrying Company 2007 Victoria Express 2010 ST-AndaLogistics 2001 Inter’lCorporate Relocations 2007 Virgin Blue Freight 2010 Australian Armoured Express 2001 ARN Logistics 2007 Stream Solutions 2010 Image Technology Centre 2001 FinemoreHoldings 2007 Toll New Zealand 2010 Concord Park 2001 StrangStevedoring 2007 Westrans 2010 DPEX 2001 Autotrans 2007 Rush Couriers 2010 WT Sea Air Group 2001 Wesfarmers Transport 2008 BALtrans Holdings 2010 Genesis Forwarding Group 2002 NRC & FC (50%) 2008 SkyNetWorldwide Express (Australia) 2002 BHP Stevedoring 2008 JetcraftAviation
  • 8. 11 Toll Group Key Facts Annual Revenue $8.2 billion ($AU) Employees 40,000 Business Units 28 Acquisitions 96 Sites 1,200 globally Countries 55
  • 9. 12 Integrated Supply Chains Core To Our Strategy Seamless End-to-end Management of Goods & Information Objective Rationale Evolution Own or control / coordinate critical value points along the supply chain Customers want transparency & control(1) across complex supply chains Change in focus from single country to cross-border and multi product (1) Over physical assets and information in relation to those assets Warehousing Suppliers Land Transport Consolidation hub & value added processing EXPORT Activities Ports, stevedoring & freight forwarding IMPORT Activities Ports, stevedoring & customs clearance International Transportation Sea & Air Freight De/consolidation hubs, cross dock & value added processing End Customers Warehousing/ Local manufacturing Primary/ Secondary Distribution Land Transport Order (Origin services) (Cross-border services) (Destination services) Delivery
  • 10. 13 CRM Implementation approach •Start small. Pilot included <30 users, all in Melbourne. •Keep first functional release simple –replacing some existing processes and reporting. •Use a hosted solution. Allows for a relatively low up-front cost and no need to create new infrastructure and capability. •Use the system as designed. Instructions to Intergen“if we’re going down a development path, tell us and we’ll stop”. •Agile implementation –workshop requirements, low documentation, avoid traditional “requirements gathering” process. •IT involved for vendor engagement and management, not to create functionality.
  • 11. 14 Rollout 1888 1983 2006 2007 Microsoft selected Intergenselected Create basic functionality Pipeline management Centraliseaccount reporting 2008 Go live of GBD June July June October August Jan 2014 Incremental functionality release 1st& 2ndBusiness unit rollout Incremental functionality release 3rd, 4th, 5thbusiness units rollout 12 Business unit rollouts in progress Current 2015 1stFeb 2015: 350-400 BD and account management users live 17 business units live All other businesses evaluating the system 2013
  • 12. 15 Critical Success Factors •Keep it simple. Be prepared to launch a product that is not yet “perfect”. Keep data capture / entry to a minimum. •Standardiseusage. Avoid workflow or multiple forms. Use the reporting tools. •Replace entire business processes as you train users, so they do not continue with other tools. •Launch the product with an up-front function that makes life easier for your users. Otherwise this is just another admin step for them. •Prepare to say no to some business “requirements”. •Create a structure that allows your businesses to adopt the product with a low up-front cost. Our businesses have a 100% Op-Ex model.
  • 13. 16 What’s Next? •Increase the offering: •Mobile usage •Additional functionality in account management and support •Introduction of new functions ieService Management •Reviewing integration with business systems & Sharepoint •Considering plug-ins for improving intelligence •Centralisingand formalisingsupport, bringing product in line with existing help-desk procedures •Creating a power-user community
  • 15.
  • 16. Microsoft’s solution for sales productivity 19
  • 17. (*) Net promotional prices after discounts applied. Shown per user per month in USD. Actual pricing might vary by geography and by channel. Other fees may apply for add-on services such as additional storage, testing and production instances. Prices are exclusive of any fees you may incur to procure Internetconnectivity. Prices subject to change without notice.
  • 18. Contacts: tony.sparks@intergen.com.au -Tel: +61 448 169 413 greg.modra@intergen.com.au -Tel: +61 411 113 170 Thank you