Creating value with Aurea CRM - Aurea & Helmes Nordic Seminar 2017
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This document discusses how Aurea CRM can help customers in various areas like mobility, sales, marketing, and event organization. It summarizes the key benefits customers experience with Aurea CRM: 1) Aurea CRM allows customers to manage all field, sales, and service activities from a tablet in real-time, providing offline access to all customer information. 2) It streamlines and accelerates sales processes with integrated tools to track opportunities and sales forecasts. 3) Marketing activities are managed centrally in Aurea CRM with interfaces to other systems to improve data quality. 4) Event management is simplified with a single process and data source instead of separate systems.
Creating value with Aurea CRM - Aurea & Helmes Nordic Seminar 2017
- 2. 1 Table of content CRM in different time scale (2 min) Characteristics of (3) common CRM suppliers (2-3min) Aurea.CRM - a strong, powerful and approved CRM solution How Aurea customer practise MOBILITY (2-4 min) How Aurea customer accelerates SALES (2-4 min) How Aurea customer pushes MARKETING activities (2-4 min) How Aurea customer improve EVENT organisation (2-4 min) How Aurea customer handle SERVICE processes (2-4 min)
- 3. 2 CRM set in a large time scale SOURCE: Reuters, Fossils 4,4 bn years old SOURCE: Alcubierres Warp-Antrieb Year - 4.000.000.000 Year 400.000CRM Age SOURCE: Temple University 20160913 SOURCE: Planet Wissen, ARD, 2017 Today
- 4. 3 CRM Age Aurea.CRM - former update.CRM CRM set in more familiar time scale 1985 1995 2005 2015 SYNERGY CONSULTANTS CRM + PROZESSE GmbH1988 1999
- 5. 4 3 different CRM supplier you can choose o Self declared „most powerful plattform“ o Costs 10x higher compared to other solutions o „Pay later“ strategy o Self declared Market Leader 2003 o Forgotten species o Tremendous costs o Old architecture o Solid but slow and heavy o High dependancy on service partner o Poor in vertical processes but why choose Aurea.CRM …
- 6. 5 How Aurea customer practise MOBILITY OLD RED: Fragmented information, loops, loss of time NOW: Enable Sales Rep to be the „SPOC“ - anywhere Managing the day: Field organisation Search to find nearby clients RESULT: 100% offline mobility o All sales reps have all information to plan and report their visits on their tablet - offline o Interal sales is always up to date about field activities and in reverse field know all about internal and service activities to the customer o All processes such as quotation, entering orders and requests or complaints can be managed at the POS o Replication is safe and trusted SCREENS KAM Sales Rep InternalSales Marketing Service Wholesale Dealer Customer Partner KAM Sales Rep InternalSales Marketing Service Wholesale Dealer Customer Partner Quotes Requests Visits Projects Complaints Events Plans
- 7. 6 How Aurea customer accelerate SALES OLD: Fragmented process, many loops, hand made NOW: One process, one forecast, one tool o An integrated sales process was build in Aurea.CRM o All teams use the same definitions and sales is guided by clear steps to bring the opportunity forward o Sales rep for itself and Managment for the entire organisation can track and control sales forecast o Time to manage sales process was reduced tremendously Opportunity Management , Step by Step Sales funnel - Report SCREENS
- 8. 7 How Aurea customer pushes MARKETING OLD: Fragmented solutions in marketing, hand made NOW: One process, one source for all user Many isolated databases Data quality poor Manual uploads No double optin „Do marketing not data entry“ entry“ o All marketing activities are managed in Aurea.CRM (Promotions, Mailings, Newsletter, Dealer reports…) o Interfaces to SAP (costs), marketing automation and web platforms allows to bring all data directly in Aurea.CRM o User profiles are maintained and promotion related response is stored automatically in Aurea.CRM An overall calender of all campaigns The campaign in graphical overview Example: Social media and campaign responses SCREENS
- 9. 8 How Aurea customer improve EVENT management OLD: 36 specific, individual event processes!! NOW: One process, one source for all user Deja vu: Isolated data Data quality poor Manual uploads No double optin „Work on data not on market“ Inhalt und Zielgruppe festlegen Selektion /Query (Auswahl Verteiler) Ggf. Import neuer Daten Inhalt (Text, Layout, Ansprache) vorbereiten + Abstimmung Druck Statistik fortschreiben Ende Start FAX ... E-Mail Response (Automatischer Eingang oder manuell) Folgeaktivität Ende Freigabe Start der Aktion Kontakt Übergabe Daten Daten Input ID Input Marketing Input Vertrieb Daten für Auswertungen, Teilnehmerlisten, externe... SCREEN Processflow capaigns, Eichhorn, Lüneburg 2007Template Events
- 10. 9 How Aurea customer handle SERVICE processes OLD: Paperwork and delays NOW: Autonomy (service) efficiency (company) Service order in SAP Ticket in Aurea Dispatching and routing Prepare mission Appointment with checklist Interface SAP Customer signs Invoice All tickets of the customer Dispatching dashboard Offline +++ Offline +++ Offline +++ ALL IS IN PLACE !!
- 11. 10 What the customer say about Aurea.CRM Industry specific processes (Brands, Life Science, Finance, Industry..) Rights and roles are nearly „borderless“ and can be adjusted easily A „real“ offline solution (with 30y experience) No hidden software fees A vibrant community …. and experienced implementation partners
- 12. 11 Beside all the Quick Win´s … … CRM is business not software …