Transcript - Olympic Technology Consulting Services, LLC

[ Solution Overview ]
Lead Delivery System
White Paper Directory
Sales Lead & Marketing Tool
Olympic Technology Consulting Services, LLC
“Bringing Small Business to the Web”
www.olympictcs.com
[email protected]
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[ Solution Overview ]
WHAT IS A LEAD DELIVERY SYSTEM
• Web application
• Captures registration/lead information for clients
• Creates reports to track orders
• Client converts leads into sales
• Generates revenue for clients
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[ Solution Overview ]
WHO NEEDED A SOLUTION
• Publicly traded, major online content corporation
• Technology-focused
• 2,000+ employees worldwide
• 2005 net income: $27 million
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WHAT WAS NEEDED
• Track opt-in registrations and leads from various websites
• Organize registrations from advertisement media
• Provide customized delivery of information to client
• Track delivery of leads for revenue recognition purposes
• Create reports and alerts on major differentials to client
• Calculate rolling 4-week average of leads generated
• 20-40% daily fluctuations
• Critical system file changes and publishes
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MAJOR POINTS
• Custom built solution
• Windows-authentication based
• Used by 100+ employees
• Each with different functions and necessities
• Passed Sarbanes-Oxley requirements (SOX Compliant)
• Federal requirement of controls and testing (IPO)
• Audits testing and checks to verify compliance
• Served as a model for future projects and systems
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HOW IT WORKS - TECHNICAL
• Import data using Microsoft DTS Packages
Public Facing
MySQL Database
INTERNAL MS SQL SERVER
Reporting Database
Registration Form
INTERNAL MS SQL SERVER
Application Database
• Using Microsoft.NET technologies & written in C#
• Data is cleaned to the client’s specifications
• Only client’s leads are sent to the application
Oracle Financials
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[ Solution Overview ]
• Client selects order from main page
• Download leads and/or view reports
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• Lists all current orders for tracking
•Promotion materials, products, and services
• Easy access to information or specific reports
[ Solution Overview ]
• View order information (client receipt)
• Tracks information for each
invoice
• Improved accuracy for meeting
and understanding goals
• Choose what they need to view
• Customizable views allow for easy
lead verification and/or deletion
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• View the lead information
• Cleanly lists requested information
• Easily “reject” information you do not need/want
• Assign codes to those not wanted for reporting purposes
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• Export the information into Excel spreadsheets
• Convert registrations into leads for client
• Easily deliver information to clients via email
• Sort information as needed
• Importable into CRM systems
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Olympic Technology Consulting Services, LLC
“Bringing Small Business to the Web”
www.olympictcs.com
[email protected]
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