crm-model
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rlogin
Database,Information
Strategy
Fax
Data
Inquiry
User DefinedQualificationM-I-N-T™
Value AddedInformation
Password protected login(RSA Verisign certificates)
Interface with external databases(corporate or personal creditratings, financial data, legalbackground, etc.
Basic information gathering forms(remotely managed, user defined)
Detailed information gathering forms(dynamically generated using NEXTcommand)
Qualification criteria(Money, Influence, Need, Timing)
MEISManaged Extranet Information Services
APSSAutomated Personalized Selling System
E-mail, WAP
dynamically-generated personalized
letter templates • brochures • price
sheets • press releases • invitations
to special events • coupons •
newsletters • etc.
Client's Fulfillment Archive
Custom onlinereports, directoriesdistribution lists via
WWW
Automatedcampaign
management andfulfillment
E-form™Personalized
fulfillmentdelivery
Instant notificationof new businessopportunity via
WWW, e-mail, fax,pager
Relationship ManagementMatrix
(Database)
Database
© 2001 David A. BergerCONFIDENTIAL
Client
Update client's database
ProspectsCustomersInvestors
ShareholdersConsultants
Strategic PartnersAssociationsOrganizations
Media Personneletc.
Web
Web
Web Site Visitors
Contracts, Confirmations,Coupons, Certificates, Prices
HTMLDBXML
Up-to-the-minuteprint-on-demandbrochures, pricesheets, letters,
labels Remote Printer& Fulfillment