Transcript Business Catalyst and Drive

Web Content
And
Customer Relationship Management
Solution.
Transforming web sites into a customer-focused, revenue
generating channel with less stress and less cost.
Background
The landscape of the Internet is changing.
Brochure-ware only websites are a thing of the past.
Sales and Marketing focussed sites that alert businesses of sales
opportunities, provide Customer Relationship and Content Management
tools are now available to all businesses. At a price that will astound!
CRM:
Engage your customers through powerful, yet easy to use prospecting
forms and automated sales alerts (SMS/email).
Includes Sales Opportunity and Forecasting.
CMS:
Keeping web sites up-to-date and dynamic at low cost and low effort.
CMS (Content Management System)
In less time and less cost, manage every content
element of a web site.
Common features include:
• Live and Working Copies with publish or workflow
controls
• Publish and Expiry dates
• Version Control with Rollback and audit logs
• Security Access using roles and permissions
CMS - Templates
Templates allow you to separate the Design and Content elements, ensuring
design consistency across the site.
• What You See Is
What You Get
(WYSIWYG) editor
• Context sensitive online help.
• HTML file up-load
option
• 1 Click module insert
for enhanced web site
functionality.
• Create any number
of templates
CMS – Web Pages
Web pages are quickly added, edited and published. Version control and
auditing ensure roll-back and accountability.
• Intuitive page
navigation.
• Control all page
elements including
Meta Data.
• Release and Expiry
Dates.
•Image management
and file up-load.
• Rich WYSIWYG
editing.
CMS – Dynamic Content
Announcements, Frequently Asked Questions (FAQ’s) and Literature can be
easily added to any web page.
• Quickly add and edit
announcements,
FAQ’s, Literature
without the need to
change existing web
pages.
• Release and Expiry
Dates allow you to set
and forget.
• Classify items for
easy filtering of
content on web pages.
CMS – Dynamic Content
Frequently Asked Questions (FAQ’s) inserted in “1 click”. Powerful
functionality inserted on a web page with NO programming required.
• Using the module
manager, quickly
insert a fully
searchable FAQ
system.
• Reports shows the
most popular items
CMS – Industry Content
Create tailored content catalogues with full control over field names, data
types and page output (look and feel).
• Quickly and easily
add or edit items
within your industry
content.
• The same set and
forget publishing
options exist.
• Define your own data
fields (date, lists,
boolean, numeric,
image) without the
need to program.
• Control the output
appearance.
CMS – Menu Creation
Create powerful Menus that would typically take days of coding time, now
achieved in minutes.
• Create hierarchical
menus – no coding
experience needed.
• Control Menu text,
URL links, Mouse
Over images.
• Define Menu
direction, borders and
colours
• Full creative freedom
CMS – Web Forms
Web Forms are the glue that connects your web site to powerful sales
prospecting and Customer Relationship Management.
• Any number of Web
forms can be quickly
and easily added to
your web site.
• Capture selected
customer details.
• Create your own
fields (date, lists,
boolean, numeric,
image)
• Preview your web
forms before inserting
with 1 click onto
selected pages.
CRM (Customer Relationship Management)
Easily capture and manage sales leads automatically
from your web site or through your secure login.
Automated alerts sent via SMS and/or email
Manage sales opportunities and forecasts
Automated reminders for customer follow up
Automated newsletters to prospects and customers
Reporting and export function
CRM – Lead Capture
Using web forms, you can capture the right information and manage your
customer interaction. Building a valuable prospect and customer list.
• Customers can selfqualify and engage
with you via your
website using tailored
web forms.
• Alerts are sent to
relevant staff via SMS
and/or email.
• Customer details are
saved and managed
in the CRM database.
CRM – Lead Capture
Through a secure login, authorised users can follow up on customer leads,
add new records and report on customer requests.
• Not only will your
sales team receive
lead notifications, but
the CRM system will
capture the prospect
from the web or
through direct input.
• Web forms data is
captured against the
customer record with
workflow rules
ensuring reminders
and escalation occur
automatically.
CRM – Tasks and Reminders
Through a secure login, authorised users can follow up on customer leads,
add new records and report on customer requests.
•Create Tasks,
Reminders and Notes
against every record
type.
• Automate reminder
emails or use the Task
Manager page to keep
on top of jobs,
whether they be
content or customer
related.
CRM – Sales Opportunities
Use sales force automation to manage opportunities and produce forecast
reporting.
• After customers selfqualify and are quickly
followed up, sales
people can create
opportunities
• Run opportunity
reports for timely
follow up
• Forecasting reports
will provide a real time
view of budget targets
CRM – Summary Tab
A summary view of all interaction with a company and contacts provides quick
access to relevant relationship details.
• View related
contacts
• View all tasks
• View and click
through to notes
CRM – email Campaigns
Fully featured opt-in/opt-out email campaign management. Keep customers
informed and ‘warm’ with full compliance to spam and privacy laws.
• Create any number
of email campaigns,
which are inserted in
“1 Click” onto your
chosen web page.
• Create automated
email responses.
• Determine your
milestones for
automated sending to
your subscriber base.
• Opt-out managed
automatically.
Reporting
Graphical and exportable data reporting is available on the vast amounts of
customer and web statistical data.
• Report on your web
site activity
•Report and export
customer data
Discussion and Questions