crm-squared white label crm for resellers
TRANSCRIPT
CONTENTAbout Us
Why CRM2
Product features
Basic
Reseller
Training
Role and resbonsibilities
Workload
Service model
Start!
Creativity and ProductivityAgile and obliging attitude - our size and working habits makes us very agile
Professional PeopleKnowledge - superb technological skills and technology-free approach
QualityExceptional customer satisfaction and high quality
ABOUT US
CRM2 is CRM-Service’s version for resellers and owned by Evolvit, Finnish ICT-solution and -service company.
Evolvit was established in 2007 and currently emploing about 80 people.
We are a fast growing company. Our business has been profitable every year and credit rating is AAA -the highest possible.
About Us
Why CRM2
Reseller
Start!
Basic
Product
Role
Training
Workload
Service
WHY CRM2
• CRM2 is a cloud service
• Includes customer management, project management, invoicing, support etc.
• Use from any computer, tablet or mobile device with an access to Internet
• Working 24/7
• Easy integrations (AD, Exchange, Outlook, operational systems, …)
• High Availability
• Decentralized and duplicated data center services
• Information security
• High speed connections
• Load balancing
• Duplicated server and data storage environments
• VPN connections
• On Line -surveillance and -maintenance
• Logical and Flexible interface
About Us
Why CRM2
Reseller
Start!
Basic
Product
Role
Training
Workload
Service
Basic
Sales Model:We operate with reseller model, therefore we do not have direct CRM-sales.
Customers:The product is used in over 40 countries Operating in various of industries. There are no industry based restrictions with the CRM2 product. 160 end customers (companies) with thousands of users.
REQUIREMENTS
• Duplicated data centers• Duplicated data connections• Secured power supply (UPS, generators)• Duplicated cooling• Physically secured centers• TIA-942 (Tier-3 centers) - 99.982% • Katakri (heightened/high level)• VAHTI• FICORA – very important space standards• High speed connections
About Us
Why CRM2
Reseller
Start!
Basic
Product
Role
Training
Workload
Service
Product featuresCRM2 is agile to corresbond the image you want. You can have an individual look for each customer or use your own branded look in the CRM2. For example: You can easily change the logos and translations, build wanted documents and email templates. You can customize workflows and module tools, different dashboards and filters for your clients needs.
SHARE OF WALLET -FUNCTIONS
About Us
Why CRM2
Reseller
Start!
Basic
Product
Role
Training
Workload
Service
RESELLER
Channel partner will operate as a CRM2 reseller, a training and support partner to their own customers.
CRM2 can be white-labeled to the Reseller partner’s brand if wanted.
Reseller will gain a new profitable business with CRM2.
We will help the Reseller and stay as second line support.
REQUIREMENTS FOR CHANNEL PARTNER:
About Us
Why CRM2
Reseller
Start!
Basic
Product
Role
Training
Workload
Service
Role and resbonsibilities
Reseller:
• 1. line support for the end customers
• CRM -training, -parameterization (and -implementation) services for the end customers
• Sales to new and existing end customers
• Takes care of server premise’s hardware, backups, data connections and availability
• Invoices the end customers based on the monthly user amounts of the CRM2
• Deliveries R&D issues to Evolvit (reported through the Reseller Portal)
• Reports new and existing CRM-cases in the Reseller Portal
• Deliveries all needed local language translations to the CRM2
• Processes the CRM-pages to the local language
RESELLER
CLIENT
2nd line & Sales
1st line & Sales
www
CUSTOMIZEDCRM
About Us
Why CRM2
Reseller
Start!
Basic
Product
Role
Training
Workload
Service
Role and resbonsibilities
We:
• Provide 2. line support for Local partner (Support Portal is opened for this purpose)
• Provide training services for Local partner (parametrization, support and sales training)
• Provide 2. line sales support
• Take care of the CRM2 hosting software’s maintenance and updates
• Process R&D issues from the Local Partner
• Invoice the Local partner based on the monthly user amounts of the CRM-service
• Provide existing CRM-service web pages to the Local partner if needed for marketing
RESELLER
CLIENT
2nd line & Sales
1st line & Sales
www
CUSTOMIZEDCRM
About Us
Why CRM2
Reseller
Start!
Basic
Product
Role
Training
Workload
Service
Training
Reseller partner market and sell all or part of the CRM2 product line as a component of their geographic, vertical, or application-specific solutions and service offerings.
Sales person is thoroughly familiar with the CRM2 modules, functionalities and pricing models.
Support partner provides for it’s end-user customers the first-line support services and CRM-service provides for the Support Partner the second-line support services.
Implementation person is thoroughly familiar with the ideal way to implement the CRM2 for the end customer. Could be same person with Support skills.
CRM2 training should be organized in the following areas and the Reseller names individuals who will take the responsibilities for each fields. Training new Reseller will always be done by us. We recommend Reseller’s to name two employess to work with CRM2.
About Us
Why CRM2
Reseller
Start!
Basic
Product
Role
Training
Workload
Service
WorkloadOrganizational plan* for the following three years with CRM2:
YEAR 1 Three people who will spend half of their time for the CRM-sales activities.
YEAR 2 Three people, two will spend full-time and one will spend half-time for CRM-sales activities.
YEAR 3 Four people, three will spend full-time and one will spend half-time for CRM2-sales activities.
* The increase in number of customers is estimated as 20% per year as the market growth in SaaS-based CRM
About Us
Why CRM2
Reseller
Start!
Basic
Product
Role
Training
Workload
Service
Workload
Client #1Client #2
Client #3Client #4
Client #5
Days:
Implementation
Sale
Training
Support
Example of different customertypes
About Us
Why CRM2
Reseller
Start!
Basic
Product
Role
Training
Workload
Service
Service modelAbout Us
Why CRM2
Reseller
Start!
Basic
Product
Role
Training
Workload
Service
START!Let’s schedule meeting
to get you started!
• We can give you a tour to our CRM -system & plan together training procress
• Meetings can be held live, via skype, teamviewer or how you prefer
About Us
Why CRM2
Reseller
Start!
Basic
Product
Role
Training
Workload
Service