Impel Lead Management and Routing Portal

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Strike the right chord with your customers

Impel

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Agenda

Problem Statement

The Impel LMRP Solution

USPs

Benefits

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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

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Impel

Lead Management Routing Portal

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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

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Adaptable, Affordable, Adjustable Adaptable, Affordable, Adjustable Adaptable, Affordable, Adjustable

Adaptable, Affordable, Adjustable –––– CRM for IndiaCRM for IndiaCRM for IndiaCRM for India

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Key attractions

24/7/365 a

ccess 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

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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

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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

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Impel LMRP feature set

A look at LMRP’s 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

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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.)

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Impel LMRP - System Overview

Leads from Multiple sources

Automated Evaluation & Distribution

Sales rep/Partner Assigned

Websites, Telesales, campaigns, sales reps,

ads, etc.

Rule Processing, Lead Reports Multiple databases

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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

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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

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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

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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

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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

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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

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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 12:00 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 WORD’s 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

Set Up Reports and Analytics

Administrator Sales reps Sales Managers

Lead Management Partners Activity Mgmt Generation Routing Mobile Access SFA Query Manager Tracking Impel SDK LMRP Modules Associated Modules

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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

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Impel LMRP

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Impel LMRP

PK4 Software Technologies Pvt. Ltd.

No. 37 Kempapura, Hebbal, Bangalore 560024

Phone: +91-80-3008-0000

www.impelcrm.in