Siebel CRM On Demand – MHC Network Express Integrated Solution
Topics Ø What can CRM On Demand do for you? Ø CRM On Demand Readiness Checklist Ø Who are the Players and what are their Roles? Ø Features of the Integrated Solution Ø What does this Integration tool offer? Ø How does a typical engagement look? Ø How does the Solution look Architecturally? Ø Code. Theatre’s Solution Offerings Copyright © 2007, Code. Theatre All rights reserved.
What can CRM On Demand do for you? • Consolidate and Centralize Critical Customer Data by making it readily available to Customer facing groups • Improve Collaboration and Information Flow with Sales, Service and Account Management groups thereby eliminating redundant procedures • Develop and Enforce Best Practices • Increase Customer Satisfaction and Retention by providing the user group with Tightly coordinated, High quality and Efficient yet Effective Customer facing processes • Reduce Sales and Support Costs by automating manual and inefficient process and hence making the Customer lifecycle more efficient Copyright © 2007, Code. Theatre All rights reserved.
CRM On Demand Readiness Checklist 1) 2) 3) 4) 5) Identify the user community Appoint a Project Manager to execute this effort Document and Understand your Requirements Consolidate and Streamline your Business Processes Identify Resource Requirements 6) Identify Technology Infrastructure Requirements 7) Identify requirements for Integration with Back Office Applications if required (ERP, Finance, etc. ) 8) Identify and determine preliminary timelines for implementation 9) Understanding the Budget (Current and Future) Copyright © 2007, Code. Theatre All rights reserved.
Who are the Players and what are their Roles? ü Providers of CRM on Demand Application ü ü ü Providers of Dodge Report Data and Network Express Certified Re-sellers of CRM on Demand Application Integrated CRMOD – Dodge Data Solution Providers Preferred Integrators Implementation, Support and Maintenance Build Extensions to On Demand thru BPM and Workflow Tools Copyright © 2007, Code. Theatre All rights reserved.
Features of the Integrated Solution Dodge Report - Project Management – Periodic updates to Projects – – – – – On Demand Project Creation from Network Express Site Automatic assignment of Projects Email alerts on Project updates and creation Integrate Project data into your Sales Process and Forecasting Manage Project Competitors, Product Revenues Ability to access Project information from PDA’s/Handheld Devices Access to Network’s Project Report Viewer and Company Profile Auto association of Project Contact and Owner Account Information Associate Bids and Proposals as attachments to Project Record Associate all Email communication to Project record Copyright © 2007, Code. Theatre All rights reserved.
What does this Integration tool (CTAK) offer? • Automatic FTP Process • • Downloads – Periodic downloads of XML files from FTP site Inbox – XML Files copied from Downloads for Further processing Outbox – Processed XML Files Anomaly – XML files resulting in errors while processing • UI to configure parameters for Integration – Provide Customers the ability to manage changes/upgrades to XML • Batch Process User Interface – Manage Schedules – Manage/Diagnose Batch Run details • Implemented with CKMS Keys and De-Duplication Process • Allows Users to Discard Projects from future Updates • Remote Administration capabilities Copyright © 2007, Code. Theatre All rights reserved.
How does a typical Engagement look? • Discovery – Define the Overall Proposed Solution • Scoping – Define the Parameters, Boundaries and Project Plans for a Phased Rollout • Design – Build a Systematic Approach to the Solution based on the User Community Feedback • Development – Implementation of the Designed Solution • Testing – System and User Acceptance Testing • Rollout – Deploy the Implemented solution Copyright © 2007, Code. Theatre All rights reserved.
How does the Solution look Architecturally? Copyright © 2007, Code. Theatre All rights reserved.
Code. Theatre’s Solution Offerings • • • CRM On Demand - MHC Packaged Solution Ø CRM On Demand License Ø CTAK (MHC – CRMOD Integration solution) License Ø Implementation and Setup Ø On Going Maintenance On Demand - MHC Custom Solution Ø CRM On Demand License Ø CTAK (MHC – CRMOD Custom Integration solution) License Ø Discovery, Design, Implementation and Setup Ø On Going Maintenance Third Party Application integration with MHC - Solution Ø Discovery, Design, Implementation and Setup Ø On Going Maintenance Copyright © 2007, Code. Theatre All rights reserved.
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