CLAdirect: Business Solutions

53
Business Solutions

Transcript of CLAdirect: Business Solutions

Page 1: CLAdirect: Business Solutions

Business Solutions

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About us

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Value Proposition

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Regional Footprint

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Our Solutions

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CLAdirect Business Solutions

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Our Framework: Business Platform

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Innovation: Key of success Focus on Innovation

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Business Solutions value proposition CLAdirect will build and develop business solutions which allow you to:

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Business Solutions: Sales Performance Optimization

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Business Solutions: Field Sales Solution: Contracts

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Business Solutions: Customer Service Automation

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Business Solutions: Quote & Order Management (QOM)

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New Paradigm : QOM Bridge

Opportunity Management

Activity Management

Account Management

Created to take control and guide our Sales Team through these 3 main Sales Process

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New Paradigm : QOM Bridge

QOM Bridge = Integration QOM with outside world/ cloud

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QOM Bridge: Enterprise Grade

QOM Bridge natively supports: ● QOM oAuth 2.0 ● QOM Single Sign On (SSO) ● QOM SSL encryption ● QOM User Profiles ● QOM Record Types ● QOM Custom Fields ● QOM Validation Rules ● QOM Custom Buttons ● QOM All editions of QOM

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We make apps that integrate Google & QOM: QOM Bridge for Google Apps

QOM Bridge for integrates Gmail, Google Calendar, Google Contacts and Google Drive with QOM.

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Why integrate Google Apps and QOM?

Problem Sales and support reps live in Gmail and Google Calendar, but important customer data needs to flow to and from QOM. Solution Bring QOM into Gmail and sync with Google Calendar to increase engagement, effectiveness and efficiency of employees. Benefits

● Increase productivity and adoption of QOM.

● Top and bottom line growth from faster sales cycles and ticket resolution.

● Greater visibility for marketing, sales and customer support.

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Native QOM / Google Apps Integration

Gmail to QOM

Gmail Buttons and Links

Add Google Docs to QOM

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Introducing QOM Bridge for Google Apps

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QOM Bridge for Google Apps: Features Connection QOM and Google Apps

Automatically view contextual QOM Information in Gmail - Contact and Account Info - Activities & Tasks - Open and Closed Opportunities, Quotes and Order - Open and Closed Cases

Create, View and Edit QOM Records in Gmail & Google Apps in the Fly - Create Contacts, Account and Opportunities in QOM from Gmail - Create Tasks, Cases and Events in QOM from Gmail - Log a Call in QOM from Gmail

Automatically Lookup QOM Records by Name and Email Automatically Capture Contact Information from Gmail Save Emails & Attachments to QOM Objects Automatically Sync QOM with Google Calendar & Contacts Use QOM Email Templates in Gmail Track Emails: See Who, Where and When your emails are opened

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Why Integrate Google Drive & QOM?

Problem Documents and files in Google Drive aren’t connected to customers in QOM. Solution Connect folders and files in Google Drive with accounts and opportunities in QOM. Benefits

● Automatically create customer folders in Google Drive.

● Access relevant Google Drive files and documents in QOM.

● Create, view, edit, upload, and download Google Drive files inside QOM.

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Introducing QOM Bridge for Google Drive

Google Drive and QOM Fully Integrated

● 100% qom.com native

● 5-minute set up ● Support for

custom objects in QOM

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Problem If you’re in sales, QOM makes it easy for you to manage your customer relationships and follow-up on opportunities, but important customer data needs to flow to and from QOM. Solution QOM for Evernote, lets you capture and share the information you and your team need in order to do your best work.. With it, you’ll deepen your understanding deals and act on opportunities in brand new ways.

Benefits ● At client meetings, you can access and add

to all your notes within Evernote, even when you’re offline.

● It’s easy for you to stay updated — when your team collects information about opportunities in Evernote, you’ll automatically see their updates in your Chatter feed.

Why Integrate Evernote & QOM?

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QOM Bridge for Evernote

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Why Integrate QuickBooks & QOM?

Problem QOM has not automatic Billing amount, bill PDFs and Collected Payments information and other important objects like Items and Account are not synced. Solution QOM Bridge for Quickbooks integrates QuickBooks (desktop and online) and QOM. Stop errors, wasted time, and hassle in their tracks. Automatically syncing your important data on demand or on schedule, and save time.

Benefits ● QuickBooks Customers sync with QOM Accounts ● QuickBooks Items sync with QOM Products ● QuickBooks invoice details go to QOM

Opportunities and Orders ● Payments in QuickBooks update the open balance

amount in Opportunities

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Introducing QOM Bridge for Quick Books

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CLAdirect Agile Solution Development

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Our Methodology

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Our solutions delivery workflow

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Agile/Scrum Roles

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Team members

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Company references

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Use Case Presentation

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Login

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Last searchs

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Search accounts

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Detail of account

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Create account

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Add/Update Service

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Resume of services

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Plans and Services adquired

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Confirmation

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End

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Dashboards

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Dashboards

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Integrations with external systems

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Our Technology Partners

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Success Stories

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Success Stories

2006 2007 2011

TELCO COMPANY (PERU)

CORE IP

TELCO & MOBILE COMPANY (ARGENTINA)

Network Security Project

TELCO COMPANY (COLOMBIA) Metro Network Consulting

TELCO COMPANY (PARAGUAY)

DPI & BRAS

TELCO COMPANY (BOLIVIA) CORE MPLS/BRAS

TELCO & MOBILE COMPANY (PERU)

CORE MPLS & Services

TELCO & MOBILE COMPANY (USA)

Proyect Core MPLS

ELECTORAL AUTHORITY

Load & Apps Balancing

REGIONAL CARRIER (ARGENTINA)

Red MPLS

2005 2008

2009 2010

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TELCO COMPANY (CARIBE)

Evaluation IGR/BRAS

TELCO COMPANY (CARIBE)

Corporate Firewalls TELCO COMPANY (CARIBE)

Audit and Network Optimization

NEUTRAL REGIONAL CARRIER (ARGENTINA)

CORE MPLS TELCO COMPANY

MPLS Network Management High Availability

2012

2013/2014

Success Stories

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