Business strategy combined with application technology which improves customer acquisition and retention.
Business Strategy
Improved Customer
Acquisition and Retention
Application Technology

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Optimizing the value delivered to customers in order to maximize the value received from
Customers
Managing experiences & interactions based upon targeted return on investment
CRM is based on effective segmentation, database, and target marketing, a unified view of the customer
Technology makes CRM easier to do, but CRM itself isn’t technology or software. It is all about relationships.

Marketing
Customer value
Service
Target
Prioritize
Offer
Interest
Configure
Quote
Customer acquisition
Interact
Service
Diagnose
Sell
Sales
Customer retention
Source: Forrester Research, Inc.

My sales and service teams keep track of information
These relationships are often poorly managed, unstructured and uncoordinated

Inside
Sales
Management
Marketing
Order
Processing
The
Customer
Customer
Service
Sales Support
Outside Sales

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Customer dis-satisfaction and defection
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Wasted time and money
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Internal “turf battles” and disputes
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Lower profits.

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Focus on customers, not internal processes
Consistent customer interactions
Pervasive organizational knowledge of each customer
Single source for all customer interactions
A clear view of customer data at all levels
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Management
Sales
Customer Service
Marketing
IMPLEMENT A SYSTEM !

The Benefit CRM Solution
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Benefit is a client / server application for managing analyzing - enforcing business rules and procedures
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Benefit manages the organizations interactions with their customers by:
Predefined Sales Processes
On line Customer Service information
Marketing Forecast and Analysis
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Benefit helps small to mid-market businesses build profitable customer relationships.

The Benefit CRM Solution
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Integrated Sales and Customer Service modules
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Enable employees to share information, to improve sales success
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Deliver consistent, efficient customer service.
Schedule and track tasks
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Send e-mail, and keep detailed notes and history for each business record.

The Benefit CRM Solution
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The End-User work within a single user interface
Send emails, faxes, SMS, import and export files, and link to all relevant documents.
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Integrates seamlessly with Microsoft Office and
Exchange Server
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Easy to deploy, customize, and use, accessible from the Web and from a native Win32 client.

Sales and Marketing
Management
Customer Service
Management
Inventory
Management

Marketing Strategy
Gathering Leads
Migrate
Import
Purchase
Sales Calls
Lead Qualification
Account Quote
Order

Order
Product A
Product B
Product C
Delivery Note
Invoice
Delivery
Serviced Equipment
Accessory A
Accessory B
Accessory C
Service Contract

Account
Product
Serviced Equipment
Service Contract
Service call
Handling A
Handling B
Handling C
Work Assignment
Employee Diary Service

Organizational
Modeling
Accounts
Document
Archive
Product Catalog and Inventory
Management
Service
Contracts
Serviced
Equipment
Reporting
Mechanism
Service
Calls
Employee
Diary
Sales
Project
Management
Sales Calls

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Benefit allows modeling of your organization’s
Sales , Service, Ware house:
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Business Units
Employees
User Rights and Privileges
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The structure created will allow:
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Delegation of authority
Sales and Service performance analysis.

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Define a Customer, Supplier or Prospect Account
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A detailed record for each Account:
Name, Contact, Revenue, Paying Methods, History of
Service / Sales, Billing / Shipping Address, Etc.
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Full contact details for each customer record. Multiple
Contacts per Customer are allowed
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Each customer can easily be updated to show customer status

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Benefit enables linking a customer to a parent customer (Chaining) and assigning an employee or department to a specific customer
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Documents and files can be attached to a customer record and stored in the Benefit archive, which enables full-text search capabilities.
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Easy to use customization options allow each deployment to be tailored to the needs of the customer

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Product record outlining item code and description, serial numbers (vendor and supplier), Location in storage and Bar Code details.
Inventory management for every product in the catalog. Quantities: On hand / On order and Reorder min. level
Record inventory additions and removal through a built in interface.
Assign products to Affiliation Groups

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Create Warranty, Support, Maintenance contracts
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Design customer service contracts with differentiating dates and terms.
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Include various products in a single service contract
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Record history of customer service contracts
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Automatically alert on expired contracts
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Maintain a record of all Equipment serviced by the organization, under contract
Design maintenance cycles for Serviced
Equipment and assign work to employees
Identify Serviced Equipment installation date, technician and physical location
Describe spare parts needed to service the
Equipment
Create service contracts directly from the equipment record

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Record all service calls generated by customers
Automatically alert on expired service contracts or required preventive maintenance
Create Service Calls directly from account, project or equipment records
Assign Service Call to daily or weekly employee diary
Update Service Calls Handling by SMS

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Record all Sales Calls (Incoming / Outgoing) and link calls to
Accounts, Products, Serviced Equipment
Create different Price Lists according to Account, Product or
Affiliation Group
Telemarketing
Specify details on all contacts and a detailed summary of phone conversations and mailings.
Direct Mailing
Accounts list can be created by direct input or uploaded from an external data source.
Bulk Mail and Fax services supported

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The Benefit CRM Solution incorporates:
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Quotations
Orders
Invoices (Pro forma, Tax, VAT)
Delivery Notes
Credit Invoices
All Sales Documents can be printed and mailed.
Sales Documents design is customizable to your organization’s needs (Logo, Details, Etc.)
Accessible from all Benefit Modules

(Print Preview)

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Planning and implementing projects in the organization.
 project is defined with a unique project code, project status, and other planning details such as number of manhours to be allocated for the project.
 project milestones are defined, with each milestone allocated to a particular department or employee.

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The Employee Diary enables assigning a specific Task, Service Call or Sales Call to employees
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Diary Assignment:
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Service Calls, Sales Calls, Project Work Orders or Tasks
Marketing Tasks, Telemarketing, Direct Mail
Flexible daily, weekly or monthly diary for each employee

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The module allows the end-user to design complex reports for any required groupings or classification of data.
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The user can carry out numerous calculations, customize reporting print options, choose fonts, colors and format.
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Easily export data to MS Excel.

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Central repository for all company literature (Sales, Service,
Marketing)
Records to which attachment is available:
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Accounts
Products
Service Contracts
Service Calls
Sales Calls
Projects
Sales Documents
Serviced Equipment
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Single list view for browsing entire archive
Full-Text Search capability within the repository

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The Benefit CRM is a Highly customizable CRM
Solution. Customization is done from within the application itself.
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Supported Customizations:
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Data Field Label Renaming.
Add / Remove Fields.
Setting Drop Down Values.
SDK Wizard.

(Example)

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The Benefit CRM Solution is a Client / Server application accessible through a Native Windows based
Client.
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The Benefit CRM Solution incorporates a Web
Interface which allows access through a Web Browser.
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The Benefit CRM Solution can be accessed through
MS Terminal Services for centralized deployment and support. Native Windows Client (MSTSC).

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Benefit Single Sit
Single Workstation Solution:
The most easy to deploy and maintain environment. Based on a single PC deployment and a single user mode.
Benefit Workgroup
Multiple Users Peer-To-Peer Based Solution:
Small Business Deployment of Up to 5 users working concurrently on a central database, data sharing among all users. Based on a Central Database (.MDB file – MS Access based) installed on one computer system.

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Benefit Server
Multiple Users Server Based Solution:
Medium Business Deployment of Up to 30 users working concurrently on a central database, data sharing among all users.
CRM solution based on an SQL 2000 server database which handles all data storage and management.
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Benefit Center
Multiple Users Terminal Server Based Solution:
Medium to Large Business Deployment of Up to 50 users working concurrently through the use of MS Terminal Services for premium performance and scalability.