Proposal for CRM Solution by rvbhavsar

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A Detailed Ready to use Proposal for CRM Solution for Zoho CRM or for any General CRM Solution. It cover all the information for a Client to understand about the CRM Solution.

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									Proposal for Zoho CRM Solution for
         Customer Name
                                                     Proposal for Zoho CRM Solution for Customer Name          2


                                                                                         Date: July 11, 2009
                                                                                            Our Ref : GIP60
To,

Customer Name
Country

Kind Attention : Mr.

Sub : Proposal for Zoho CRM Solution for Customer Name

Dear Sir,

Gulf IT is pleased to offer Customer Name a proposal for leading-edge information technology products
and services. The proposed solution is based on the latest technologies with a model of SaaS & Cloud
Computing that can help Customer Name achieve enhanced productivity, increased business agility and
greater competitive advantage. Key differentiators of the proposed solution include:

           A broad portfolio of Software-as-a-Services solutions which completely resides in the Cloud.
           Value Added Service to provide all the local support for improving the benefits of the Solution
            and to maximize the Return of Investments.
           Professional account management with a single point of contact

Customer Name can have confidence in the proposed approach because Gulf IT has assisted customers
with the successful roll out of similar business solutions.

Gulf IT is committed to Customer Name’s success and is confident that our solution addresses your
critical business requirements. We look forward to meeting with you to review our capabilities, to
discuss the benefits of our proposed solution and to explore the next steps in forging a strong and
mutually beneficial business relationship.

Regards,
                                                                           Proposal for Zoho CRM Solution for Customer Name                                         3




Table of Content

1     Company Profile .................................................................................................................................... 5
    1.1      Partners ......................................................................................................................................... 5
    1.2      Our Solutions.................................................................................. Error! Bookmark not defined.
2     Solution Proposed ................................................................................................................................. 6
    2.1      Introduction to CRM ..................................................................................................................... 7
    2.2      What is CRM? ................................................................................................................................ 7
    2.3      How CRM Works? ......................................................................................................................... 8
    2.4      How CRM Benefits your Business? ............................................................................................... 8
    2.5      How to Evaluate CRM? ................................................................................................................. 9
      2.5.1         CRM ROI ................................................................................................................................ 9
      2.5.2         Ease of Use ............................................................................................................................ 9
      2.5.3         Simplified Workflow.............................................................................................................. 9
      2.5.4         Customization ....................................................................................................................... 9
      2.5.5         Integration .......................................................................................................................... 10
      2.5.6         Post-Sales Support .............................................................................................................. 10
3     Zoho CRM Features & Solutions ......................................................................................................... 11
    3.1      Online Sales Force Automation & Tracking Software ................................................................. 12
      3.1.1         Generate Leads ................................................................................................................... 13
      3.1.2         Track Sales Opportunities ................................................................................................... 13
      3.1.3         Manage Accounts................................................................................................................ 14
      3.1.4         Manage Contacts & Address Book ...................................................................................... 14
      3.1.5         Follow up Sales Activities .................................................................................................... 15
      3.1.6         Forecast Sales...................................................................................................................... 15
      3.1.7         Generate Sales Quotes........................................................................................................ 15
    3.2      Online Marketing Automation .................................................................................................... 16
      3.2.1         Plan & Execute Marketing Campaigns ................................................................................ 16
      3.2.2         Execute Email Marketing .................................................................................................... 16
      3.2.3         Generate Leads ................................................................................................................... 17
      3.2.4         Manage Marketing Contacts ............................................................................................... 17
                                                                          Proposal for Zoho CRM Solution for Customer Name                                        4


      3.2.5         Measure Marketing Performance ....................................................................................... 17
    3.3      Customer Support Management ................................................................................................ 18
      3.3.1         Case Management .............................................................................................................. 18
      3.3.2         Solution Management ........................................................................................................ 19
4     Gulf IT Support Services ...................................................................................................................... 20
    4.1      Gulf IT SLA ................................................................................................................................... 20
5     Partial list of Customer Reference in Oman........................................................................................ 21
6     Investment Layout .............................................................................................................................. 22
7     Terms & Conditions............................................................................................................................. 23
                                                   Proposal for Zoho CRM Solution for Customer Name            5



1 Company Profile
Gulf IT is a Value-Added Reseller offering a host of innovative IT solutions and services that effectively
address the business needs of its clients and equip their business to compete successfully in the global
market. The Solutions we offer to our customers are based on the SaaS model which is a emerging
technology trend in the IT Industry with a very strong growth and adoption rate across the industry
verticals.

The Solutions offered by Gulf IT are as follows,

        • Business Communication and Collaboration

        • Business Applications

        • Business Marketing

All the above solutions are revolving around SaaS Model, Gulf IT adds a lot of value to the customer by
providing the Deployment of the SaaS Solutions for the Customer and also providing the Customer with
customization of the SaaS Solutions. In addition to the Deployment and Customization, Gulf IT provides
a complete training to our customer to maximize the benefit of the SaaS Solutions.

1.1 Partners
Gulf IT is representing eVyse Technologies, India for the SaaS Solutions. Gulf IT provides all the solutions
provided by eVyse Technologies. The complete Sales, Consulting and Support are provided by eVyse
Technologies, India. Gulf IT Operations are direct in Oman with Complete backend support from India.

As extended arm of eVyse, Gulf IT represents all the partnerships which eVyse represents in India. Which
are mentioned below.
                                                     Proposal for Zoho CRM Solution for Customer Name         6



2 Solution Proposed

New to CRM

             Introduction to CRM:

             For selling as well as for marketing, one must have knowledge of everything-leads, queries,
             customers, sales, feedback, relationship, requirement and so on.



             What is CRM? An acronym for Customer Relationship Management, the term refers to a
             systematic approach to handling customer relationships.




             How CRM Works? The bottom-line of CRM work flow is to (1) Initiate Marketing, (2) Process
             Sales, (3) Schedule Orders and (4) Provide Support .




             CRM Benefits: There can be innumerable reasons for businesses to implement CRM however,
             the most apparent benefits of using CRM are..




             How to Evaluate CRM? Realizing the investment towards any CRM initiative, it is crucial to all
             businesses to have a CRM evaluation method or CRM metrics in place.
                                                 Proposal for Zoho CRM Solution for Customer Name          7



2.1 Introduction to CRM

           Selling has always been the vital force in carving the economic development of any
           company. Aptly described, "the development of selling has been from 'hawkers and walkers'
           to a burdensome role imposed by the aggressive marketing regimes introduced by the large,
           bureaucratically managed companies." - Roy Church

More so in the present world, where competition and fast track culture dominates the market place,
selling is a real challenge. Today, selling or even marketing means a lot more than what the dictionary
defines it as ' the exchange of goods for an agreed sum of money'.

Both for selling as well as for marketing, one must have knowledge of everything - leads, queries,
customers, sales, feedback, relationship, requirement and so on. Similarly, the advent of technology has
brought about an apparent change in the organizations' approach to customer relationship. And
technological advances have brought more of company's relationships to be managed through
electronic means.

There is a need created for companies to automate services and personalize communication with
customers. The need primarily is about having an application or a system in place to effectively manage
the sales process and customer relationship; capture vital data and information about customers -
purchase history, revenue generated, up selling / cross selling opportunities, etc.; and generate sales
quote or create orders.

To be precise, the need of the hour is to have a 360-degree view of ones business. This is why the
Customer Relationship Management has gained so much popularity among all businesses.

2.2 What is CRM?

       An acronym for Customer Relationship Management, CRM is a term originally defined and
       designed to improve customer service. Today it almost relates to an entire business strategy. So
       while the term refers to a systematic approach to handling customer relationships, it transforms
       into providing holistic approach to a business strategy.

     Customer refers to an entity that acquires or consumes goods or services from a desired firm
     (through the process of purchasing or renting) for a mutually decided price and has the ability to
     choose between different products and suppliers. In this sense a customer is also known as client,
buyer, purchaser or user of the products/services delivered or provided by a firm or organization also
     called the supplier, seller or the service provider.

      Relationship in business refers to a state involving mutual dealings between people or parties. It
      involves interactions with customers or prospects to better understand their requirements and to
build an expectation through different channels of communication. The more one interacts, the more
      chances of building a strong business relationship on the grounds of proper understanding of
      customers.

     Management refers to managing of customer interactions. This does not merely mean customer
                                                 Proposal for Zoho CRM Solution for Customer Name           8


support but in its true sense aims at mobilizing the entire organization towards management of all
interactions with the customers, thus involving a customer-centric thinking and acting.

2.3 How CRM Works?
          Essentially CRM works by collecting leads or consumer information. Analyzing the collected
          information to understand customer or market requirements. Adjusting marketing campaigns
          accordingly to increase sales.

CRM also serves for customer service and support--making businesses efficient and improve customer
satisfaction.




In any business, the bottom-line of CRM work flow is to (1) Initiate Marketing, (2) Process Sales, (3)
Schedule Orders and (4) Provide Support .




2.4 How CRM Benefits your Business?

        CRM is often misunderstood as an application or a tool, but in the real sense of the term it is a
        way of doing business. There can be innumerable reasons for businesses to implement CRM.
        However, let's take a look at few of the most apparent benefits of using CRM.

      360 degree view of business
      Organizational-level data sharing
      Reduce cost on customer acquisition
      Centralized customer interaction
      Improved customer support
      Increase customer satisfaction
                                                 Proposal for Zoho CRM Solution for Customer Name           9


       High rate of customer retention
       Boost new business
       Increase revenue at low cost

Thus CRM is becoming increasingly important among businesses. With an ever increasing customer
expectation there is a need for organizations to adopt new business services and strategies - CRM
provides this versatility in enhancing sales, customer support and success in business.




2.5 How to Evaluate CRM?

           Realizing the investment towards any CRM initiative, it is crucial to all businesses to have a
           CRM evaluation method or CRM metrics in place. The prime concern of a CRM system is to
           improve relationship with customers and generate higher revenue. Therefore, it is necessary
to identify if your CRM is to track the efficiency of sales and marketing team or is it to build a strong
relationship with your customers? This would help determine the focus of CRM performance. Once the
objective of CRM implementation is clearly defined, you can go ahead evaluating the best CRM for your
business. This would help to judge how good or bad your CRM initiative has been?

Here are a few major points that can guide you in evaluating a CRM system at its face.

2.5.1 CRM ROI
Depending on the type of implementation and the strength of organization, CRM initiative can be a
complex and costly venture. Thus your selected CRM should:

       Provide tangible and measurable ROI
       Help calculate the real business benefits
       Enable accurate budgeting and reduced resources

2.5.2 Ease of Use
Implementing a CRM system should:

       Simplify customer relationship and business process
       Provide a user-friendly interface
       Allow ease of CRM navigation

2.5.3 Simplified Workflow
A CRM system in place, should help:

       Perform the various tasks easily
       Present simplified workflow logics
       Encourage easy adoption by users

2.5.4 Customization
The real efficiency of any CRM implementation lies in:
                                                Proposal for Zoho CRM Solution for Customer Name       10


      Flexibility to change the default CRM setup
      Provision to mould the CRM to your business process
      Provision to rollback to the default CRM setup

2.5.5 Integration
The drive to maximize the value of your customer relationship necessarily demands the CRM system to:

      Provide well-defined integration architecture
      Enable cross-application business process
      Reduce implementation ti
								
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