20140724 crm for small biz on qnap using virtualization station for partners

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ZurmoCRM for Small Biz on ZurmoCRM for Small Biz on QNAP Virtualization Station QNAP Virtualization Station for Partners for Partners ZurmoCRM Authotized Reseller ZurmoCRM Authotized Reseller Amigo Chen Amigo Chen

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Explaining ZurmoCRM for small biz on QNAP using Virtualization Station solution to partners including business model and ZurmoCRM screen captures.

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Page 1: 20140724 CRM for Small Biz on QNAP Using Virtualization Station for Partners

ZurmoCRM for Small Biz on ZurmoCRM for Small Biz on QNAP Virtualization StationQNAP Virtualization Station

for Partnersfor Partners

ZurmoCRM Authotized Reseller ZurmoCRM Authotized Reseller Amigo ChenAmigo Chen

Page 2: 20140724 CRM for Small Biz on QNAP Using Virtualization Station for Partners

Business Model

CR

KP CSVP

KA

CHKR

C$ R$

Page 3: 20140724 CRM for Small Biz on QNAP Using Virtualization Station for Partners

CS - Customer Segments

Do you have customer like this?● B2B● Value customer data and log● Improve sales management● Improve sales forecast accuracy

Page 4: 20140724 CRM for Small Biz on QNAP Using Virtualization Station for Partners

VP - Value Propositions

Business administration + IT● One stop solution● Training, consulting, and technical support● Upgradable to paid version● Business-class hardware

Page 5: 20140724 CRM for Small Biz on QNAP Using Virtualization Station for Partners

CH - Channels

Are you our channel partner?● System integrator● NAS reseller

Page 6: 20140724 CRM for Small Biz on QNAP Using Virtualization Station for Partners

KA - Key Activities

How to sell?● Promote and visit on business● Setup and configuration● Training● Consulting and technical support

Page 7: 20140724 CRM for Small Biz on QNAP Using Virtualization Station for Partners

KR - Key Resources

What do you need?● Sales team● Field engineer● CRM consultant● Promote and support documents● Virtualization solution

Page 8: 20140724 CRM for Small Biz on QNAP Using Virtualization Station for Partners

KP - Key Partners

Who is your partner?● ZurmoCRM reseller● CRM consultant● QNAP customer service team

Page 9: 20140724 CRM for Small Biz on QNAP Using Virtualization Station for Partners

R$ - Revenue Streams

Show me the money!● Setup and configuration service● Training by head count● Consulting and technical support service● Reselling QNAP and hard drive

Page 10: 20140724 CRM for Small Biz on QNAP Using Virtualization Station for Partners

C$ - Cost Structure

Who take my money?● Field engineer● Contract CRM consultant● Contract technical support service● QNAP hard drive procurement

Page 11: 20140724 CRM for Small Biz on QNAP Using Virtualization Station for Partners

CR - Customer Relationships

How to maintain relationship?● Single contact window● Self-service

Page 12: 20140724 CRM for Small Biz on QNAP Using Virtualization Station for Partners

ZurmoCRM on QNAP

VirtualizationStation

Page 13: 20140724 CRM for Small Biz on QNAP Using Virtualization Station for Partners

Cooperation

● ZurmoCRM VM to simplify installation● Private environment for less conflict and

lower support cost● Configurable environment for more

flexibility and better optimization● Best with QNAP Virtualization Station

Page 14: 20140724 CRM for Small Biz on QNAP Using Virtualization Station for Partners

Dashboard

Page 15: 20140724 CRM for Small Biz on QNAP Using Virtualization Station for Partners

Report with Drill Down

Page 16: 20140724 CRM for Small Biz on QNAP Using Virtualization Station for Partners

KanBang Board

Page 17: 20140724 CRM for Small Biz on QNAP Using Virtualization Station for Partners

Gamification

Page 18: 20140724 CRM for Small Biz on QNAP Using Virtualization Station for Partners

Administration

Page 19: 20140724 CRM for Small Biz on QNAP Using Virtualization Station for Partners

Customizable Porlet Layout

Page 20: 20140724 CRM for Small Biz on QNAP Using Virtualization Station for Partners

Custom Field

Page 21: 20140724 CRM for Small Biz on QNAP Using Virtualization Station for Partners

Groups and Policies

Page 22: 20140724 CRM for Small Biz on QNAP Using Virtualization Station for Partners

Multi-Languages

Page 23: 20140724 CRM for Small Biz on QNAP Using Virtualization Station for Partners

Roles and Sharing

Page 24: 20140724 CRM for Small Biz on QNAP Using Virtualization Station for Partners

Individual User Profiles

Page 25: 20140724 CRM for Small Biz on QNAP Using Virtualization Station for Partners

Web Capture Form

Page 26: 20140724 CRM for Small Biz on QNAP Using Virtualization Station for Partners

Build-in Workflow Engine

Page 27: 20140724 CRM for Small Biz on QNAP Using Virtualization Station for Partners

Future

● Integrate with More VoIP● Simplify setup and configuration● More optimization● Continue to update VM

Page 28: 20140724 CRM for Small Biz on QNAP Using Virtualization Station for Partners

Q&A and Profile

● CRM Consulting http://amigocrmservice.strikingly.com

● Mobile: 0921-991-923● Facebook Page: 現代行銷業務觀點● Blog: http://amigocrmnotes.wordpress.com

● Profile: http://www.linkedin.com/in/amigochen