crm-model

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Page 1: crm-model

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