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A solution to sustain your sales strategy   Web CRM One 2. .0 Solution presentation
Sharingideas and considerations on the opportunity to adopt a Web CRM solution Introducingour Web  CRM One 2.0 solution Introducingour company Evolutionsexpectedfromoursolution Meeting goal
1  Who we are.
More than1.000.000hoursofconsultancy More than250projects 115.000hoursofinvestigation  and development 80.000hoursof training More than150satisfiedclients 2009 SAP AG  certificationWEB CRM ONE worlwiderecognisedfor the integration to  SAP Business ONE and creationofaninternationalpartners network 2004 SAP Certification National referencepointfor the developmentofaddon and Web applicationsfor SAP Business  ONE  2000 Sybase, Oracle & SUN certification,  becoming a nationalreferencepointfordeveloping Web Software architecturesintegrated to SAP R/3 for big clients 1995 Wasbornwith the goal to supplyprofessional IT servicces at  high addedvalue.
Some of our clients
Web SUITE ONE Designed and developedbyRunTimeSolutions to improveyour Business. Completelyintegrated to  SAP Business ONE, to let information and applicationsavailablewhenever and wherever.
WEB CRM ONE obtainsSAP AG certificationworldwiderecognizedfor the integrationwith SAP Business One.
2  Why choosing Web CRM One?.
Business Partner Ordini Any CRM solution not      integrated with               SAP Business Onemeans expensive implementation, Synchronization and maintenance Statistiche & Report Area Manager Attività Contatti Agente Opportunità
Business Partner Ordini WEB CRM ONE Itis the solutionthatensures a fullyintegrationof the commercial processesand directaccess to  SAP Business One database withcertaincosts and times Statistiche & Report Area Manager SDK Attività Contatti Agente Opportunità
Whatdoesitmean to integrate processes and data? : Ordine 10291 Web CRM One UseSDK in SAP Business One and the managed information is visible in real time from home The information is present in a single database  SAP Business One
The company hierarchybased on professionalroles Professional roles are importantbecausereflect company hierarchies.  Indeed, ifweestablishthatSalesDirectorissuperior in the company hierarchytoall the areamanagers, hewillvisualizenotonly the information ofhisresponsibilitybutalso the information of the areamanagers under him. On the contrary the areamanagerprofileswillbeabletoseeonlytheirown data and notthoseonesof the SalesDirector. SalesDirector 1 2 Area  Manager Sales Service 3 SalesAgent ... n SubAgent
User (or role) connection to business areas A company, usuallyisdivided in business areas, accordingtoProductsTypologies, GeographicAreas, Services and so on..  Connection becomesimportanttoestablishwich the usersof a specificareas are (forexample the Areamanager Italy willhaveassociateddifferentagentsfromthoseofForeignAreas. The areamanager Italy, willseeonly the information ofhisagents). Moreoveritispossiblethat a userbelongingtoan area ( or all the userbelongingto a job profile) share information withusersof a different area. Abroad Italy Flavio Grandesso Mario Rossi Area  Manager Area  Manager Ramona  Ienna Giuseppe Verdi SalesAgent SalesAgent Renato Scheggia Diana Viganò SalesAgent SalesAgent Mario Rossi Area  Manager Sales Service Sales Service
Profilingroles Area  Manager EDP Manager SalesAgent Marketing Marketing Sales Administration Budgeting Campagn Management  Multichannel Marketing Opportunity Management  Quotation & Order Management Customizing Reporting Define Budget Analysis of Business goals  Profiles are usedtodefyneadvantagesthat a rolehas on modules and functionalitiesof Web CRM One. Toonerole, it can beassociatedone or more profiles.
3 WEB CRM ONE 2.0:  The new philosophy of CRM.
Business System Intelligent Social & Intelligent? Superquery Sophisticated analysistoget a homogeneous vision ofresults (Dashboard) Findingcustomerstowhompromotenewproducts Allowinguseranintelligentvisualizationof data GeoreferenciatedAnalysisofcustomers  (geointelligence) Identifyingcustomerstomeet and planvisits
Business System Intelligent Social & Profilingall  Social Networksfriendsaccordingtotheirinterests and providingcustomerswiththeseanalysis Social? Social Network  Creating marketing campaignsthrough the mostpopular Social Networks Understanding and communicatingwith Social Network friends (Twitter, Linkedin e Facebook) Creating and managingcommunitiesassuringyourpresence in Social Networks Gettingfastercustomersuggestionsforrealizationofnewproducts and or improvings.
Web CRM One 2...0 Intelligent & Social Business System FullyintegrationwithSAP Business Oneallowsyou to have a complete controlof the activitiesofyourcustomers Management  ofcustomer’s opportunities, quotations and orders Immediate collaborationbetweensales network and  central office thanks to the innermessagesnetwork. The agentseesonly the information ofhisresponsibility.  Georeferencingofyourcustomersaddresses , thanks to the integrationwith Google Maps Reports Management  availablewith a click thanks to the integrationwith Crystal Reports Budget definitionforeachsalesagent,  customer and or item Multilanguagesupport (Italian, English, French, German, Spanish and Chinese) Business Intelligence integrated(SuperQuery) Social Network (Twitter & Linkedin)
Web CRM One 2...0 Intelligent & Social Business System ,[object Object]
Bythe end oftheyear 2011
Third quarter 2011
Second quarter 2011Collaborative Portal Advanced Rate Management Service Management Folder Management  Cooperation System Social Nework evolution Lead Management Advanced Dashboard Intelligente Catalogue on mobile Multichannel Marketing Campaign Management Intelligente Catalogue Document Management
The  advantagesof Super Queries.  The main goal of the superqueryisallowinguser to autonomouslymanage the researchmodalities (what I want to obtain), the results (what I want to see)  and work on these (what I want to do). Sometimes  a researchresultisnot easy to read . Through the Indicatorsispossible to obtainhomogeneousgroupingswhichgive a  clear vision  of a researchresult  and  ifneeded , to  see data  on a deeperresult (drill-down). Once found the wished target , the user can carrry out massive actions, forexample planning  multiple visits on multiple targets.
WhatanApplicationUniverse is. Client Orders Activities Contacts All the information and relations among the entitiesdefine the “Customers” ApplicationUniverse Opportunities
Researchfilter Defyning a researchfiltermeansthat the user (or hisresponsible) establish a researchmodalitythroughcriteriadefinedbyhimself WHAT I WANT TO OBTAIN RESEARCH RESULT Executionof a researchfiltergenerates a resultcontaingall the information the userestablished. WHAT I WANT TO SEE  ACTIONS Once havingobtained a result, I can carry on actions. WHAT I WANT TO DO  Filters and resultsof a research are definedworking on the attributesof a universe .
SimpleResearch Once entered the wishedresearchfilter , itispossible to addfurtherresearchcryteriathrough the  simpleresearchfunction, selectinganalreadydefinedcolumn. At thispointitispossible to enter a value or to use the alphabeticresearch.
AdvancedResearch As alternative to the simpleresearchitispossible to pass to the advancedone.
AdvancedResearch Itispossible to defineone or more cryteria to find the wished target.
AnalysisthroughDashboardIf in the Queryhavebeendefinedone or more analysisindicators, thenitwillbepossible to activate the dashboardmodality.
AnalysisthroughDashboard According to  indicatorstypologyalreadydefined in Superquery, itispossibleselectingindicatorsof  “Count” type….
Analysisthroughdashboard ...obtainingdetailsforanalysisdimensions....
AnalysisthroughDashboard ... end selecting  “Count” typeIndicatorsitisalsopossible to obtainanalysisdetails more and more analytic..
Analysisthroughdashboard ... And ifwe click on the icon “go back to the result”....
Analysisthroughdashboard... Wewillobtain a resultcontainingonly the selectedelements.
Internet  is similar  to a barrier reef .Both of those are complex ecosystems  subjected to continuous changes.  Fishes are like people, users or consumers.They are ofdifferentcolours, size and  kind.Collectivelytheyformcommunities.
Social networks are growing in all social segments and generations. Visitors Registered users LinkedIn 14.2 Millions 43 Millions Business oriented MySpace Facebook 13 Millions 100 Millions XING 55.6 Millions 6.1 Millions 185 Millions 23 Millions 122.2 Millions 500 Millions Communication oriented
C C Listening Platforms C The evolutionconsists in designing the Business in Social Media Environment KOL C Product Development Integrated Marketing Employees Public Relations C Product Marketing Product Marketing Engineers C KOL Commercial Marketing Product Developers C Community C Feedback Sales Enablement Customer Service Product Support Specialists Sales Rel Mgt Lead Gen Biz Dev CSRs C C Customers

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Sustain your sales strategy with Web CRM One 2.0

  • 1. A solution to sustain your sales strategy Web CRM One 2. .0 Solution presentation
  • 2. Sharingideas and considerations on the opportunity to adopt a Web CRM solution Introducingour Web CRM One 2.0 solution Introducingour company Evolutionsexpectedfromoursolution Meeting goal
  • 3. 1 Who we are.
  • 4. More than1.000.000hoursofconsultancy More than250projects 115.000hoursofinvestigation and development 80.000hoursof training More than150satisfiedclients 2009 SAP AG certificationWEB CRM ONE worlwiderecognisedfor the integration to SAP Business ONE and creationofaninternationalpartners network 2004 SAP Certification National referencepointfor the developmentofaddon and Web applicationsfor SAP Business ONE 2000 Sybase, Oracle & SUN certification, becoming a nationalreferencepointfordeveloping Web Software architecturesintegrated to SAP R/3 for big clients 1995 Wasbornwith the goal to supplyprofessional IT servicces at high addedvalue.
  • 5. Some of our clients
  • 6. Web SUITE ONE Designed and developedbyRunTimeSolutions to improveyour Business. Completelyintegrated to SAP Business ONE, to let information and applicationsavailablewhenever and wherever.
  • 7. WEB CRM ONE obtainsSAP AG certificationworldwiderecognizedfor the integrationwith SAP Business One.
  • 8. 2 Why choosing Web CRM One?.
  • 9. Business Partner Ordini Any CRM solution not integrated with SAP Business Onemeans expensive implementation, Synchronization and maintenance Statistiche & Report Area Manager Attività Contatti Agente Opportunità
  • 10. Business Partner Ordini WEB CRM ONE Itis the solutionthatensures a fullyintegrationof the commercial processesand directaccess to SAP Business One database withcertaincosts and times Statistiche & Report Area Manager SDK Attività Contatti Agente Opportunità
  • 11. Whatdoesitmean to integrate processes and data? : Ordine 10291 Web CRM One UseSDK in SAP Business One and the managed information is visible in real time from home The information is present in a single database SAP Business One
  • 12. The company hierarchybased on professionalroles Professional roles are importantbecausereflect company hierarchies. Indeed, ifweestablishthatSalesDirectorissuperior in the company hierarchytoall the areamanagers, hewillvisualizenotonly the information ofhisresponsibilitybutalso the information of the areamanagers under him. On the contrary the areamanagerprofileswillbeabletoseeonlytheirown data and notthoseonesof the SalesDirector. SalesDirector 1 2 Area Manager Sales Service 3 SalesAgent ... n SubAgent
  • 13. User (or role) connection to business areas A company, usuallyisdivided in business areas, accordingtoProductsTypologies, GeographicAreas, Services and so on.. Connection becomesimportanttoestablishwich the usersof a specificareas are (forexample the Areamanager Italy willhaveassociateddifferentagentsfromthoseofForeignAreas. The areamanager Italy, willseeonly the information ofhisagents). Moreoveritispossiblethat a userbelongingtoan area ( or all the userbelongingto a job profile) share information withusersof a different area. Abroad Italy Flavio Grandesso Mario Rossi Area Manager Area Manager Ramona Ienna Giuseppe Verdi SalesAgent SalesAgent Renato Scheggia Diana Viganò SalesAgent SalesAgent Mario Rossi Area Manager Sales Service Sales Service
  • 14. Profilingroles Area Manager EDP Manager SalesAgent Marketing Marketing Sales Administration Budgeting Campagn Management Multichannel Marketing Opportunity Management Quotation & Order Management Customizing Reporting Define Budget Analysis of Business goals Profiles are usedtodefyneadvantagesthat a rolehas on modules and functionalitiesof Web CRM One. Toonerole, it can beassociatedone or more profiles.
  • 15. 3 WEB CRM ONE 2.0: The new philosophy of CRM.
  • 16. Business System Intelligent Social & Intelligent? Superquery Sophisticated analysistoget a homogeneous vision ofresults (Dashboard) Findingcustomerstowhompromotenewproducts Allowinguseranintelligentvisualizationof data GeoreferenciatedAnalysisofcustomers (geointelligence) Identifyingcustomerstomeet and planvisits
  • 17. Business System Intelligent Social & Profilingall Social Networksfriendsaccordingtotheirinterests and providingcustomerswiththeseanalysis Social? Social Network Creating marketing campaignsthrough the mostpopular Social Networks Understanding and communicatingwith Social Network friends (Twitter, Linkedin e Facebook) Creating and managingcommunitiesassuringyourpresence in Social Networks Gettingfastercustomersuggestionsforrealizationofnewproducts and or improvings.
  • 18. Web CRM One 2...0 Intelligent & Social Business System FullyintegrationwithSAP Business Oneallowsyou to have a complete controlof the activitiesofyourcustomers Management ofcustomer’s opportunities, quotations and orders Immediate collaborationbetweensales network and central office thanks to the innermessagesnetwork. The agentseesonly the information ofhisresponsibility. Georeferencingofyourcustomersaddresses , thanks to the integrationwith Google Maps Reports Management availablewith a click thanks to the integrationwith Crystal Reports Budget definitionforeachsalesagent, customer and or item Multilanguagesupport (Italian, English, French, German, Spanish and Chinese) Business Intelligence integrated(SuperQuery) Social Network (Twitter & Linkedin)
  • 19.
  • 22. Second quarter 2011Collaborative Portal Advanced Rate Management Service Management Folder Management Cooperation System Social Nework evolution Lead Management Advanced Dashboard Intelligente Catalogue on mobile Multichannel Marketing Campaign Management Intelligente Catalogue Document Management
  • 23. The advantagesof Super Queries. The main goal of the superqueryisallowinguser to autonomouslymanage the researchmodalities (what I want to obtain), the results (what I want to see) and work on these (what I want to do). Sometimes a researchresultisnot easy to read . Through the Indicatorsispossible to obtainhomogeneousgroupingswhichgive a clear vision of a researchresult and ifneeded , to see data on a deeperresult (drill-down). Once found the wished target , the user can carrry out massive actions, forexample planning multiple visits on multiple targets.
  • 24. WhatanApplicationUniverse is. Client Orders Activities Contacts All the information and relations among the entitiesdefine the “Customers” ApplicationUniverse Opportunities
  • 25. Researchfilter Defyning a researchfiltermeansthat the user (or hisresponsible) establish a researchmodalitythroughcriteriadefinedbyhimself WHAT I WANT TO OBTAIN RESEARCH RESULT Executionof a researchfiltergenerates a resultcontaingall the information the userestablished. WHAT I WANT TO SEE ACTIONS Once havingobtained a result, I can carry on actions. WHAT I WANT TO DO Filters and resultsof a research are definedworking on the attributesof a universe .
  • 26. SimpleResearch Once entered the wishedresearchfilter , itispossible to addfurtherresearchcryteriathrough the simpleresearchfunction, selectinganalreadydefinedcolumn. At thispointitispossible to enter a value or to use the alphabeticresearch.
  • 27. AdvancedResearch As alternative to the simpleresearchitispossible to pass to the advancedone.
  • 28. AdvancedResearch Itispossible to defineone or more cryteria to find the wished target.
  • 29. AnalysisthroughDashboardIf in the Queryhavebeendefinedone or more analysisindicators, thenitwillbepossible to activate the dashboardmodality.
  • 30. AnalysisthroughDashboard According to indicatorstypologyalreadydefined in Superquery, itispossibleselectingindicatorsof “Count” type….
  • 32. AnalysisthroughDashboard ... end selecting “Count” typeIndicatorsitisalsopossible to obtainanalysisdetails more and more analytic..
  • 33. Analysisthroughdashboard ... And ifwe click on the icon “go back to the result”....
  • 34. Analysisthroughdashboard... Wewillobtain a resultcontainingonly the selectedelements.
  • 35. Internet is similar to a barrier reef .Both of those are complex ecosystems subjected to continuous changes. Fishes are like people, users or consumers.They are ofdifferentcolours, size and kind.Collectivelytheyformcommunities.
  • 36. Social networks are growing in all social segments and generations. Visitors Registered users LinkedIn 14.2 Millions 43 Millions Business oriented MySpace Facebook 13 Millions 100 Millions XING 55.6 Millions 6.1 Millions 185 Millions 23 Millions 122.2 Millions 500 Millions Communication oriented
  • 37. C C Listening Platforms C The evolutionconsists in designing the Business in Social Media Environment KOL C Product Development Integrated Marketing Employees Public Relations C Product Marketing Product Marketing Engineers C KOL Commercial Marketing Product Developers C Community C Feedback Sales Enablement Customer Service Product Support Specialists Sales Rel Mgt Lead Gen Biz Dev CSRs C C Customers
  • 38. Ready for the new era of “Mobility” “Mobile Web Services” on the integration platform B1i Approvals Alerts Information on Clients/Suppliers Information on Products  Reporting
  • 39. Easy to use Flexible Easy to integrate “Simplifies and cuts down management, technologic evolution and business costs ” “All processes defined in SAP Business One and SAP R/3 are fully integrated ” “It easy adapts to the Company Business needs” Analysis Scalable andPerforming
  • 40. RUN TIME Solutions srl Via Achille Grandi, 23 20092 Cinisello Balsamo (MI) Tel 02 614644.1 Fax 02 614644.50 e-mail: runtime@runtime.it Web: www.runtime.it twitter: twitter.com/runtimesocial