SalesPlus for SMB - Cloudnifier fileInquiry some question about product 7-11 Identify Similar Cases...
Transcript of SalesPlus for SMB - Cloudnifier fileInquiry some question about product 7-11 Identify Similar Cases...
SalesPlus for SMB
www.cloudnifier.com
powered by
+852-3180-2265Engage customer like a big enterprise in 5 days to increase revenue
• Readiness• Time to Value• Low Cost
GoalBoost Sales Productivities
01 Setup guidance for sales best practices
Guide salesman to compete and win through the sales cycle best practices
Workflow approval for discount
Sales Dashboard to review and improve performance like a big enterprise
02 Ensure salesman focus on selling
Access up-to-date sales briefcase anytime, anywhere
Well managed product and price list
Auto generate quotation and invoice, keep track of versions and history
Improve sales execution with alerts, reminders in each sales stage
Customer 360 view, purchases, services and activities history
Dynamics 365
SMB-0998 Strawberry Biscuit Qualify Develop (Active for 1 day, 23 hours) Propose
Customer Need
Proposed Solution
Identify Competitors
Dynamics 365
Cloudnifier Market
SummaryACCOUNT INFORMATION POST ACTIVITIES NOTES ONENOTE
Primary ContactWilliam Coombs
Email [email protected]
Business +240 786554637
CONTACT +change to recent case
Full Name First Name Last Name Gender
Wu sze ming Wu sze mng Female
Li Jian hong Li Jian hong Male
William Coombs William Coombs Male
RECENT OPPORTUNITIES +
Topic Status Actual Close …
SMB-0998 Strawberry Biscuit Open
ADDRESS
GoalBoost Sales Productivities
03 "Mobile office" - work anytime, anywhere with any device
Equip salesman with tools available anytime, anywhere at desktop, iOS or Android
Improve productivites through
, , , and
Enhance sales efficiency with a single platform to access everything needed
Improve communications by enterprise grade conference and screen sharing tool
Cloudnifier Market
Cloudnifier Market
Goal
01 Discover and identify new market segments
Discover upsell and cross sell opportunity by comprehensive sales analysis
Run marketing campaign and compare performancefor new products and offer
02 Reaching out to potential customers
Email template builder for mass email outreach
Shorten time to market by fully integrated and automated email marketing tools
Tools to ensure leads generated are being followed up in a timely manner
Increase Sales Revenue
Create and fine tune marketing lists by best practices criteria to identify high potential customers
Dynamics 365
SMB MARKETING TARGETMARKETING LIST
SummaryInformation
Member
Full Name Business Phone
>> Marketing >> Marketing Lists >> SMB MARKETING TARGET >>
Dynamics 365
LEADChristian Nerk
Qualify (Active for 1 minute) Develop
SummaryInformation POST ACTIVITIES NOTES ONENOTE
Christain Nerk
Propose
GoalIncrease Sales Revenue
03 Continuous improvement on lead generation process
Keep track of click rate, open rate and bounce rate to improve quality of marketing list
Guide through process for lead qualifications to ensure best practices are applied
Analysis lead sources effectiveness and marketingcampaign performance
GoalImprove Customer Satisfaction
01Customer service performance dashboard to closely monitor customer satisfaction level
Equip agent with necessary knowledge with the case before engaging with customer
02 Resolve customer enquiry and complaints quicker
Improve agents knowledge by knowledge database across the company
360 view of case from customer, recent cases, similar cases and merged cases
Guide through process and check list to help agent to resolve case quickly
Speed up case routing to right resources through flexible rules setup
Shorten customer waiting time on enquiry
Identify (Active for 20 mintues) Research
Name Status Failure Time Warning Time Succeeded on
Resolve
Dynamics 365 >> Service >> Cases >> Inquiry some question >>
Case Relationships
Associated Knowledge Records
Enhanced SLA Details
First response in 4d 23h 38m 49s
Dynamics 365 >> Service >> Cases >> Inquiry some question >>
CASEInquiry some question about product 7-11
Identify
FindSimilar Cases
Admin SMBAssign to Others
Research
Case Relationships
Associated Knowledge Records
Enhanced SLA Details
First response in 4d 23h 38m 49s
Name Status Failure Time Warning Time Succeeded on
Resolve
PrioityNormal
Created On 9/15/2017
Find Similar Cases
Subject
Case Title
Default Subject
Inquiry about the material - Costco
Inquiry about the material - Costco
Dynamics 365 >> Service >> Cases >> Inquiry some question >>
POST ACTIVITIES NOTES ONENOTE
Package SalesPlus for SMB Sales, Marketing and Customer Service
Email, Quotation and Invoice Templates
Quotation Management
Social Listening (20,000 posts / month)
Pre-built and Configurable Marketing Dashboards and Reports
Email Campaign Result Tracking
Mass Email Campaign (2000 subscribers, 12,000 emails per month)
eDM Templates Builder
Dynamic Marketing List
Marketing Budget Actual vs Planned
Unlimited Marketing Campaigns
Sales
Marketing
Unlimited Leads and Opportunities
Unlimited Accounts and Contacts
Unlimited Activities
Guided Process for Lead and Opportunity Management
Pre-built and Configurable Sales Dashboards and Reports
Invoice Management
Product and Price Book Management
Package SalesPlus for SMB Sales, Marketing and Customer Service
Language Supports (English, Traditional Chinese, Simplified Chinese)
Custom Data Fields
Custom Forms
Configurable Inline Chart
Import / Export from Excel
Phone / Web Portal / Email Support
1 on 1 Onboarding Program
Mobile Enabled
Service
The Essential
Unlimited Cases
Guided Process for Case Management
Custom Case Routing Rules
Templates for Email Response
Merge Case, Child Case
Knowledge Base Sharing
Pre-built and Configurable Customer Service Dashboards and Reports
PackageModern Workplace
Special Promotion Package
SalesPlus for SMB Sales, Marketing and Customer Service
Customers schedule appointments online with Microsoft Bookings
Unlimited HD video conferencing meetings for up to 250 people with Skype for Business
Remarks:-Max. seat of 20 for all offering-SalesPlus for SMB - Sales & Marketing - HK$ 6,000 / year for each additional user-SalesPlus for SMB - Sales, Marketing and Customer Service - HK$ 9,000 / year for each additional user-Max. additional customization man-day is 10 at HK$ 3,000 man-day rate-Contract period of 36 months. Min. 24 months
Web versions of Word, Excel, and PowerPoint
One license covers 5 PCs or Macs, 5 phones, and 5 tablets per user
1 TB of OneDrive storage
SharePoint - company-wide intranet
Unlimited Leads and Opportunities
3
HK$ 48,000HK$ 62,543.22
HK$ 18,000HK$ 30,204.00
3
HK$ 78,000HK$ 87,594.82
HK$ 27,000HK$ 35,728.15
Special Promotion Package