Strike the right chord with your customers

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Impel Lead Management and Routing Portal

• Strike the right chord with your customers

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Agenda

• Problem Statement
• The Impel LMRP Solution
• USPs
• Benefits
• Features of Impel LMRP

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The problem statement

• Common problems related to Lead Management

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Challenges

• Consistently track what stage of your sales
  process the lead is in
• Not enough visibility in the sales process
• Failure to track lead assignments and lead status
• Flawed sales forecasts and ineffective campaigns
• Tracking leads from multiple sources is tough

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Impel Lead Management Routing Portal

• Impel LMRP - The Solution

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Why Impel LMRP

• Web-based LMRP solution - No special software
  needed on the client
• Automated rules for business process
  implementation
• Multi-lingual support
• Ideal for low-to-mid size businesses

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The Impel LMRP advantage
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Key attractions

• 24/7/365 access via web, Wireless devices, PDAs,
  Cell-phone or laptop
• Create personalized dashboards, menus, queries
  and color themes
• Import data from multiple sources
• Export data to multiple files
• Build tabular or graphical reports
• Sync with MS Outlook
• Pay less for more

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The USPs

• Configure it to meet your specific needs
• Integrate with third-party software or legacy
  apps
• Consistently increase functionality on your own
• Custom define your own processes and business
  rules
• Allow your partners to enhance the product

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Benefits

• Exponentially increase your lead closure rate
• Route your leads automatically for quick action
• Formulate your own complex lead analysis and
  assignment models
• Access real-time status updates and reports from
  any location
• Increase the percentage of lead conversion
• Deploy, enhance and configure - all in days, not
  months or years
• Reduce your TCO and increase your ROI

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Impel LMRP feature set

• A look at LMRPs functional capabilities

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Impel LMRP
Lead Management Routing Portal

• Lead Management configuration
• Rule Processing
• Lead Generation
• Lead Routing
• Activity management

• Lead Tracking
• Calendaring scheduling
• Opportunity management
• Reports Analysis

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Impel LMRP Overview

• Create automated processes for lead routing
• Assign leads to specific user/user groups based
  on location, product, order value etc.
• Alerts/notifications using email/SMS/fax for
  every new lead assigned
• Route new leads from the website directly to
  Impel users (sales reps, partners etc.)
• Lead tracking for optimizing sales performance

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Impel LMRP - System Overview
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Key Features

• Lead sourcing
• Generate leads from multiple sources -
• Web sites, Emails
• Telemarketing efforts
• Campaign responses
• Purchased Lists
• Data Entry by sales reps or others
• Lead classification
• Classify your leads using several criteria -
• Probability of closing sale
• Time frame for closing sales
• Geographic region
• Product-line

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Key Features

• Lead Assignment
• Automate lead processing at the database level
• Assign leads to individual sales rep/sales
  channel/contract organization
• Custom configure workflow rules
• Define Lead Assignment rules based on
• Ranking (from lead evaluation)
• Product type
• Geographic location
• Type of organization (end user, government,
  re-seller, VAR, etc.)
• Vertical market etc.

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Key Features

• Activity Management.
• Tie activities, tasks and calendar events to
  leads
• Set up automatic reminders or notifications
• Lead tracking
• Track information on prospective customers
• Qualify and set up activities for assigned leads
• Schedule follow-up activities as
• Access real-time updates
• Use reports for optimizing the sales processes.

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Associated modules

• Outlook Integration for calendaring, schedule
  and task management
• SFA - for sales forecasting, sales activity
  tracking, Opportunity management
• Query manager search for all key
  transactions/activities w.r.t any lead
• Reports Analysis
• Mobile access access via PDA, wireless, laptop,
  cell phone etc.

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Generating reports

• Generate query based reports
• Report type can be tabular, graphical, list or
  matrix
• Access standard set of reports or create your own
  reports

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Report Types

• Total of calls - by sales person, geographic
  region, products etc.,
• Follow-up statistics - total number of visits,
  meetings, demos etc.
• Statistics on sampling/evaluation, invoices
  raised, time lag for payment collection, closing
  sales etc.
• Reports for behavior study analytics
• Statistics on time taken for lead conversion
• Reports on percentage of conversion

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Email integration

• Server Interface to MS-Exchange for email
  reading/sending from the inbuilt web-client
• Automated copies of emails as links to relevant
  Contacts or Accounts
• Sync MS-Exchange Contacts, Tasks, In-Out Emails
  and schedules to Impel
• Search for specific emails from/to specific
  Contacts/Accounts
• Provision for reading/sending emails from
  wireless PDA
• Integrate with any SMTP-POP

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Automated Processes

• Pre-emptive lead-management processes to achieve
  specific tasks
• E.g.,move all lead-related, unfinished activities
  of sales rep to the next day at 1200 AM
• Automated processes defined by the administrator
• Set alerts for any data conditions or event based
  conditions for any lead-related activity
• Alerts to users/others by email or pop-up, based
  on specific conditions of database values/events
  across multiple tables or external applications

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Wireless, PDA/cell phone access

• Access complete LMRP functionality through
  wireless devices
• Access emails and send emails using the server
  based SMTP functionality
• Wireless devices can be Palm/Pocket PC/Linux PDAs
  or WAP based J2ME enabled cell phones or BREW
  based CDMA phones

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Import/Export

• Access to MS-WORD from the Activity to generate
  individual letters with lead info pre-filled in
• Access to MS-WORD for multiple lead letters
  (using WORDs mail merge capabilities)
• Export Reports to Excel spreadsheets
• Import data from Excel spreadsheets to any Impel
  LMRP table

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Reports Analysis

• Use over 50 out-of-the-box reports created for
  each table or combination of tables
• Create new reports on the fly across multiple
  tables or even external apps databases
• Subscribe to specific reports sent on a periodic
  basis without your intervention
• Easy to use interface no need to learn Crystal
  reports

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Impel LMRP - Workflow
Sales reps
Partners
Administrator
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On the anvil

• Automated process configuration at the user-level
• Offline Laptop client sync with corporate DB
• Event-based alerts via SMS, Fax or Voice
• Over 200 out-of-the-box reports
• Multiple-dashboard access for a single user
• ..and much
  more!!

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Impel LMRP

• Focused on building customer centricity

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Impel LMRP

• PK4 Software Technologies Pvt. Ltd.
• No. 37 Kempapura, Hebbal, Bangalore 560024
• Phone [phone]
• www.impelcrm.in