kapture platform essentials

30
Lead Management I CRM I Mobile Technology An Product Integrated Sales & Marketing Platform

Upload: daniel-brown

Post on 16-Jan-2017

132 views

Category:

Software


0 download

TRANSCRIPT

Page 1: Kapture platform essentials

Lead Management I CRM I Mobile Technology

An Product

Integrated

Sales&

Marketing

Platform

Page 2: Kapture platform essentials

Ineffective resourceallocation

No automatic reporting system

Ill-informed and unfruitful

lead follow-ups

Absence of centralized monitoring

Sales employeetracking

Sales & Customer

DataManagement

Lack of Mobility Support

CHALLENGES

Page 3: Kapture platform essentials

Problems

No laptops with all the sales employees

No real-time tracking

On-the-go capabilities of CRM.

Too many sales channels

Desktop Oriented Problems.

Page 4: Kapture platform essentials

Who is my best performing sales

executive ?

Questions that matter for any business

How many leads in total ?

What is the status for each lead ?

Where are my best leads coming

from ?

What is the lead to

conversion ratio ?

What is my ROI this year

compared to last year?

Page 5: Kapture platform essentials

Solution “Kapture is a fully-customizable, cloud-based platform that enables you to manage and

track all your leads at one single point”

It is also functional as a mobile based application with a portal in the backend which is envisaged to solve the purpose of handling sales & marketing related activities like capturing consumer data, product information, employee performance & tracking

Page 6: Kapture platform essentials

Go Mobile

Kapture Completely Mobile

Compatible with any

third party software

Location based

tracking system

Page 7: Kapture platform essentials

Kapture

Mobile Application Back-end System

Integrated system

India’s first mobile only platform

Page 8: Kapture platform essentials

WhyKapture

Seamlessly integration with your website or any other lead source or third party software. No complex API’s or manual integration needed.

Mobile : On the go

Our mobile app allows you to access your dashboard and track your leads on the go. The app is compatible with all platforms and devices.

Easy Integration

Fully Customizable

The Kapture platform can be customized to any extent to meet the unique requirements of your business.

Employee Tracking

The Kapture platform has an attendance system feature which helps you track employee location, attendance and performance.

Page 9: Kapture platform essentials

Reduces lead generation

costs

Shortens the overall sales

cycle

Mobile App helps to

access system anywhere, anytime

Measures the ROI

Optimizes customer acquisition

costs

Monitors effectiveness of marketing campaigns

Kapture joins the dots to create a robust and efficient sales pipeline that delivers results and revenue.

Page 10: Kapture platform essentials

Senior Management Level

Grass-root levelSales employees

Tracking of employees from one single pace

Flexilibility in downward communication

Direct communication with grass-root

level

Centralized Monitoring

Page 11: Kapture platform essentials

Employee reporting & direct downward communication

Channel-wise business insights

Sales reports and Analytics

Internal communication & task management

Employee Location Tracking

Desktop Application

Page 12: Kapture platform essentials

Backend Monitoring System

Desktop Feature

Page 13: Kapture platform essentials

Tracking of employee outlet visits as per predefined schedule

Effective monitoring of Sales employee / Managers for productive results

Sales Emp. / Manager

Desktop Feature

Page 14: Kapture platform essentials

Mobile CRMApp

Salient Features

Employee tracking system.

Report generation using highly relevant filters such as,

Real-time tracking of employee location & attendance

Employee performance tracking

Reports by Channel

Reports by Store

Reports by Region

Mobile Application is fully responsive, functions smoothly on all sizes of smart phones or TABs

Centralized tracking system to track the device round the clock from HO level.

Page 15: Kapture platform essentials

Sales Easy IntegrationHow Mobile CRM App Works?

ADDING LEAD ENTRY & DOCUMENTING DETAILS

Add EntryLEAD FOLLOW-UP &

FOLLOW-UP PROGRESSIVE DETAILS

Lead Follow-up

CALENDAR

Activities & meetings

ADDING TASKS & DETAILS

Task Management

ALERTS & CALL MANAGEMENT

Notifications

Page 16: Kapture platform essentials

Capture detailsMobile CRM App Add Entry

Feature

Page 17: Kapture platform essentials

Mobile CRM App Lead Follow UpFeature One touch connecting

option

Page 18: Kapture platform essentials

Mobile CRM App

Task Management Feature

Page 19: Kapture platform essentials

Mobile CRMApp

Auto attendance system that performs location tracking of sales employees

Our system captures location through GPS

Saved in server

Once the sales employees check-in, location tracking starts

Employee Tracking System

Page 20: Kapture platform essentials

SalesEasy Integration

Capture

Nurture

A 360 degree view of each lead for better lead allocation and follow up

Sales/marketing managers can view and analyze lead follow-up rates for specific sales people, dealers & regions.

Track

The system becomes the central repository for all leads.

Provides complete transparency & visibility into what’s happening with each lead in real time.

Source of each lead is captured along with the communication

Real-time reports on the sales status of leads

Analysis on effectiveness of lead generation programs

Snapshot of revenue in the pipeline

Page 21: Kapture platform essentials

Servicing

Internal Task Management

System

Campaign Calendar

Document Repository

Customizable Dashboards

Access Hierarchy

Page 22: Kapture platform essentials

Servicing Internal Task Management System

Reports

Real time, relevant information Convenient formats Visibility across roles and groups

Page 23: Kapture platform essentials

Servicing Calendar

Calendar to track sales appointments, marketing campaigns, important launches and events

Sync with Google/ Microsoft exchange/ option to share calendar with other team member.

Integrated with rest of the application for calendar to automatically use calendar.

Page 24: Kapture platform essentials

View all current and previous ads run on any media

Extract ad creatives from the creative repository from one single platform.

Send or receive files, ad copies, etc too & forth with ad agencies from the platform.

Extract detailed analytics on any ad.

Store all ad copies and ads at one single place.

CampaignManagement

Create campaign

Edit campaign feature

Campaign calendar

Tracking codes for online campaigns

Tracking url from offline kiosk campaigns

Activity based check list and owners of the items

Page 25: Kapture platform essentials

Analytics Key Metrics & Measurables

Detailed reports on overall sales performance

Custom filters to sort & view performance reports by team, region, cluster and individual employee

Export reports in excel, doc, csv and pdf formats.

Graphical and textual representations of all reports and easy presentation of complex data at one glance

Easily evaluate cost of customer acquisition and ratios

Employee tracking, incentive calculation & evaluation

Page 26: Kapture platform essentials

Analytics

Detailed reports on all marketing campaigns

Export report option to excel, doc, csv and pdf formats.

Textual and graphical representations for all the reports.

Channel partner incentive calculation.

Custom reports based on business needs.

Feedback capturing through automatic emails and sms to the clients after site visits.

AnalyticsDashboard

Master dashboard view for overall performance tracking & reports

Performance report section reflecting leads & sales conversion data

Page 27: Kapture platform essentials

Performance reports & details by team, cluster & Individual sales emp.

AnalyticsDashboard

Page 28: Kapture platform essentials

AnalyticsDashboard

Real time location tracking of sales employees through GPS & mobile CRM synchronization

Page 29: Kapture platform essentials

AnalyticsDashboard

Route map tracking & re-allocation of sales team member for better productivity

Page 30: Kapture platform essentials

Mobile CRMApp

THANK YOU