Negoxia in CRM Idol Presentation topics:• Company • Markets• Product • Keys to success• Q&A …

Néstor González Sainz Director

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Negoxia presentation slides

1. Presentation2. Index3. Negoxia, a raw diamond

Negoxia CRM's...4. definition & attitude5. business overview6. product strategy7. main objectives8. all in one solution9. three funnels model10. marketing strategy11. YouTube channel12. sales strategy13. tech partners14. markets examples 115. markets examples 216. markets examples 317. a modular system18. a flexible system

19. an amazing interface20. demo 121. demo 222. demo 323. mobile24. applications 125. applications 226. applications 327. applications 428. extras29. workflows30. design to help users31. Negoxia Customer Services32. SQL Wizard & Exec33. extras34. intelligent forms35. intelligent forms36. a raw diamond37. closing

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http://www.negoxia.com/idol.ppsx

Negoxia, a raw diamond

Negoxia focus on quality and professionalismWe take care of small details on tech aspects,

commercial strategy and customer satisfactionFounded by Néstor González, former technitian,

salesman and manager in Argentenian (7yrs), USA (10yrs), and Uruguayan (10yrs) IT corps.

We began being a consultancy teamThen we created the software factory 5 yrs agoWe know international business from the trenchThe good news: now we are merging with a

larger IT company

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Negoxia CRM on demand

A modular and flexible suite with great process automation and an amazing interface. From SOHO to corporate applications.

The market is in a hurry, so we move fast!

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Negoxia CRM definition & attitude4

Negoxia CRM business overview

Monthly licences payment business model Main focus on SMB: 1 to 500 users (no limit) Five different system's versions Negoxia CRM on demand is in spanish (today) 500 millons spanish speakers 20+ millons target spanish business opps. World wide

◦ English version at the end of 2011◦ Portuguese version at the end of 2011 too◦ French, italian and german in 2012

Customers in education (university, executive's training, schools), pharmaceutical, advertising, IT, commerce, professional asociations, media, consultancy, …

UY, AR, CL, MX, EC. Trying hard in ES, CO & CR.

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Negoxia CRM product strategy

Negoxia CRM is a horizontal designed systemWith modular and flexible architectureCan be quickly configured or adapted for vertical

applicationsContact centric -driven- system Good process automation with WorkflowsFor instance the system can interpret incomming

SMS messages and respond automaticallyAnd/or can look up the entire data base for

triggers and execute programmed actions, send outgoing emails, etc.

Mobile services for on the road operation

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Negoxia CRM main objectives

Manage all aspects of the relationship with existing and prospective customers. Also vendors and casual contacts.

Integrate all information used by the enterprise personnel in one comfortable interface.

Automate as much as possible, providing speed and accuracy, releasing human and material resources to be applied in more creative activities

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Negoxia CRM all in one solution

Contact Management Sales Force Automation Marketing Automation Comm. Center: mail, SMS & chat Knowledge Management Management Intelligence User Management Sales Administration

Customer's credits, Inventory Management & Billing

ecommerce integration Customer Service Workflows

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All in one solution to increase user's productivity

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Negoxia CRM 3 funnels model9

Negoxia CRM marketing strategy

Tree market approachs

Massive◦ freemium Portal◦ several free services◦ pay per more

Value added◦ enterprise grade solution◦ consultancy◦ customizations◦ partnerships

Niche◦ special problems solution◦ coexisting with other systems◦ ie: municipalities in government

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Multi-validation: avoid duplicates entering contacts

See a contact in her/his social networks

Business cards quick data entry

Schedule an email campaign

Send promotion to a targeted set of contacts

Sales forecast per month per product / family

See contact info from the email inbox before reading

Productivity evaluation of deliverymen or money collectors

Telemarketing productivity evaluation

Sales team ranking in 2 clicks

Evaluate campaing responses

Negoxia CRM YouTube channel11

Negoxia CRM sales strategy

Tree marketing and sales strategies

Massive◦ social networks◦ global partnerships◦ digital marketing

Value added◦ internal sales force◦ partnerships◦ consultants' education

Niche◦ partnerships◦ internal sales force◦ public bids

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Negoxia CRM tech partners

How deep can go a partner inside Negoxia CRM techs?

• Strong relationship, go deep inside• Close relationship, surface contact• External partner, "remote" modules

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Negoxia CRM markets

Example in the financial market:◦ Usual Contacts and communications management◦ Special automated services for sending SMS messages to

credit customers to announce new services, next due date, loan renewal, etc.

◦ Special automated service to receive and understand an incomming SMS that includes dates, ammounts, personal identification, … and builds and send a response according to specific business rules.

Example in the healthcare market:◦ Send a medical appointment reminder◦ Receive a confirmation/cancel answer◦ Modify doctor's agenda accordingly◦ Update contact's history… and all automatically done in real time

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Negoxia CRM markets

Example in the pharmaceutical market:◦ Marketing & Sales:

Contact history analisys to determine tactics Drugs home delivery Multichannel order entry Good in small and in large pharmacy networks Messaging automation Automatic real time customer segmentation Newsletters' campaign management

◦ Sales administration Inventory management Billing Payment 's options management

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Negoxia CRM markets

Similar cases can be implemented in these target markets (some could be multichannel):

◦ Automotive industry, car dealer, car service…◦ Business seminars, college, high school automatic

registrations, announcements…◦ House and office appliances stores: warranty expirations,

monthly installments, cross-selling, up-selling, delivery dates, customer complains, …

◦ Massive media messaging, combining web forms, email and SMS campaigns … with written, radio or TV ads

◦ City or county –government- applications, automatically sending tax due dates, public events calendars, … and managing all citizen data, history and pending, changing the vision from tax payer to clients

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Negoxia CRM a modular system

From one to all functionalitiesFrom one to all usersFive versions:

◦Personal (smallest set of features, just for 1)◦Team 5 (same, but for 5)◦Professional (small business)◦Enterprise (medium)◦Corporate (large)

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Negoxia CRM a flexible system

Adaptable during setup and later onMany processes are table basedSQL Wizard for reports, targets, …Modern software architectureBased on Open Source softwareWeb services to interconect to othersTable level integrationVery fast execution and operation

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Negoxia CRM an amazing interface

Design focused on user productivity Light Clear Neat Paper like Practical Embeded processes Underlined best practices Role based On demand

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Negoxia CRM an amazing interface

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Negoxia CRM applications

The advantage fo great integration

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Negoxia CRM applications22

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Negoxia CRM mobile

Contact management

Realtime order entry

Inventory control

User agendaMany services

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Negoxia CRM applications

The users can manage:Contacts, vendors, customers, prospects, friends, in a

professional way. Also Social interactionsCustomer current account with collection agendaVendor’s current accountPurchase orders and customer service including

mobile orders entering, mobile billing, mobile data searches for accounts, contacts, agendas, etc.

The Mail Center uses its own very intelligent integrated email system with exclusive “business features” not available in social email clients

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Negoxia CRM applications

The users can manageThe Sales Force with sales services to ease salesmen

self management of his/her commitments, quotes, forecasts, commissions, etc.

The sales funnel tool helps from the hands shake to the sales close and beyond.

The knowledge, with interesting features to automate data and information filtering, saving and recovering.

Any kind of documents can be created (text and HTML business editors included), kept and used in an ordered and “logic” way: templates, videos, images, contracts, price lists, web forms, etc.

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Negoxia CRM applications

The users can manageMultichannel marketing campaigns via SMS, email,

conventional mail, phone (telemarketing module) and cold and warm calls on

Real time inventories integrated with real time orders and billing

Customer's current accountWeb sites contents (including intelligent forms) using all

the previous services, centrally administered, ie.: web forms combos can have the same options used internally, so there is no need to double data maintenance

Main key performance indicators thru a practical dash board with no-touch-needed permanent event and data semaphores

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Negoxia CRM applications

Not only one of the best software, also good processes implementation and security.

All the company managed in one system, with total user control.

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Negoxia CRM extras

Since we have started the system design from the user point of view, we have added some other useful tools.  Board for social interactionOne of them is the “virtual cork board”, a kind of

intelligent announcements‘ board where everybody can put his/her results, thoughts and/or help needed and everybody can answer

The board has a workflow to be more helpful in users’ interaction. Very simple and useful at the same time

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Negoxia CRM workflows

Drag and drop on system and user defined actions, to build unlimited steps' workflows

All the triggers and actions can be customized thru forms that update system tables

The system can do many things “by it self” This very powerful feature along with the rest of system

functionalities, allows the creation of complete and automated business processes to handle almost everything ◦ Marketing and sales bidirectional multichannel campaigns combined

with web forms data collection ◦ Automatic due dates notification and calendar updates as a result of

messages' response interpretation ◦ Brochures or document delivery depending on any data base field

change ◦ Automatic customer profiling and segmentation

System's Workflow library ready to use

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Negoxia CRM design to help users

System’s Professor When nerves or stress becomes an unwanted

company, the user can call “the Professor” for help. Just check a box and on mouseover, big highlighted

messages explains in detail system operational features.

Negoxia Customer Service center Very powerful Integrated Not email based

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Negoxia Customer Service center31

Negoxia CRM SQL Wizard & Exec

Negoxia CRM has all the necessary reports, most of them one click away.

However if the user wants even more, there are two options: prebuilded system's reports and unlimited user's reports.

For non technical users, Negoxia CRM has a SQL Wizard that makes it very easy to build a complex SQL set.

No matters how complex the search criteria can be or how the user wants the report, SQL Wizard makes it easy.

Even it is possible to specify user entry fields in the query for flexible definitions.

When the job in done, the query can be saved in catalogs for future one click execution.

Same procedure to build targets for multichannel marketing.

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Negoxia CRM extras33

Negoxia CRM intelligent forms

Any kind of forms, not static but “smart”, can be easily designed and linked to the CRM.

It is possible to use the same combos and documents in the forms, taken from CRM internal usage, meaning only one maintenance is necessary to have everything updated. You can control from the CRM what you show in your forms, including documents you want to expose to the visitors.

And more important, you can trace the site visitors' preferences and automatically save them in contact’s history giving the opportunity to filter for any criteria, at any time, to do cross selling, up-selling and ad hoc follow ups.

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Negoxia CRM intelligent forms

• Deeply integrated with the system• Can share some data with CRM screens to facilitate maintenance• Change aspect along with user data entry and options• Can show documents from Doc Center

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All in one philosophy: simpler, quicker, and more convenient

Not only one of the best software, also good processes implementation and security.

All the company managed in one system, with total user control.

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Negoxia, a raw diamond36

Negoxia' s gratitude

We want to thank all CRM Idol staff, including coachs, vendors, judges and extended judges and of course Paul's leadership.

Thank you for the opportunity, we already won.

And Negoxia CRM on demand will grow and succeed. It is a life commitment.

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