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Integrate . Automate . Innovate your Busi You focus on your Core business we serve you to achieve your vision

Myfio rms presentation

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CRM INTEGRATED, SEGMENTATION, LOYALTY, COUPON, DIGITAL RECIEPTS, EMAIL AND SMS Marketing

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Page 1: Myfio rms presentation

Integrate . Automate . Innovate your Business

You focus on your Core business we serve you to achieve your vision

Page 2: Myfio rms presentation

Management Team

Ravi Srinivasan, President and CEO• 25 years IT and retail operations. 18 years

at “C” level.

Tom McGregor, SVP Americas (co-founder)• 30 years in IT and Management consulting

Aby John, VP Asia Pacific• 15 experience in delivering solutions in

Europe and Asia Pacific

Srinivas Varada, Architect• 10 experience in developing and delivering

solutions

Sujatha Srinivasan, RMS Practise Leader• 6 years with leading all RMS clients with FiO

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Group FiO Competitive Offering

Customized level of service to suit your requirements

Business model scales to suit our client’s requirements build out as level of sophistication and capability grows

Provide Commercial grade Support Services

Effective Project Management and Risk Mitigation

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Group FiO Deployment Model

SaaS

On Cloud

Hosted

On Premise

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Follow the Sun support model

High quality global

Infrastructure

Commitment SLA

Management

Consistency Standard

Processes

Certified Support Staff

Customer service call centre

Managed data centers for

Linux and Windows

Calgary /

Austin

India

South Africa

Malaysia

21:00

12:00

18:00 06:00

09:0015:00

03:00

24:00

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Group FiO Product Offering

Group FiO is a leading Business Solutions provider specializing exclusively in ERP, CRM Order Management and Campaign Marketing Solutions.

“We create lasting business relationships by enabling our clients to

maximize their growth.“

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Plug and Play Strategy

A holistic, centralized and highly scalable ERP system which is flexible and as well as affordable for the SME’s. A crucial advantage is the plug and play model for modules.

myFiO RMS

Customer Relationship Management

Email Provider

Business Intelligenc

e

eCommerce

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Clients

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Key Capabilities

Automate Manual processes

Enhanced visibility

Anywhere – Any time access

Reduced operating costs

Standardized business processes

On demand reports for instant analysis

Increase transparency and accountability

Facilitate strategic planning and execution

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CRM Modules

Empower sales team To concentrate and divert all their sales efforts to the most profitable and acquirable deals with opportunity and lead management.

Increase the efficiency of the marketing campaigns By sending the right information to the right people at the right stage of the sales cycle in compliance with CAN-SPAM act.

Delight customers With proactive support and arrest the customer attrition by providing a consistent customer experience.

Empower the Support team With the right information on the query’s raised by clients with easy updatable status.

myFiO CRM has everything in it to become the one point solution for all the campaign needs.

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CRM uses technology to organize, automate and synchronize sales, marketing, customer service and support.

Today’s Customer wants: Businesses to embrace technology Expects integrated shopping

experience (online or in-store) Appreciates customized experience

based on their information

Today’s Businesses Should: Build better product and service

offering based on customer information

Involve and Engage the customer Personalize, Localize, Customize

THEY WANT IT IN THEIR WAY AND THEY WANT IT NOW

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Customer Capture Data

Customer Data Transactional Data

Name Store Number

Address Data

Email UPC Purchased

Phone COGS

Loyalty Preferences Coupon Code

Balances Gross Price

Redemptions Cashier Number

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Business Challenge (Prior to Loyalty)

Consumer Benefits (AT launch)

Attrition Problem Earned Rewards

Low # of trips Free Shipping Online

Low % of Retail Consumers Shopping.com

Welcome Kit

High Capture Rate at Speciality/ No Capture at Outlets

Private Sales

Loyalty Metrics- Customer Focused Rewards Program to motivate specific behaviors

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Loyalty Phase II

Metric Rewards Non-Rewards

No of active customers

Avg. Positive Visits

Avg. Basket

Avg. Net Spend

Avg. Returns

Avg. Coupon Used($)

Avg. Rewards Earned

Best in class retailers always enhance their program benefits every 12-18 months. Many back office enhancements will us to provide consumers with a mare targeted, personalized, and channel agnostic experience.

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Consumer Facin

g

New Customer Benefits Account Management

Enhanced Promotions Personalization

Back Office

Automated Fulfillment Database Infrastructure

Big Data Regain Lost Functionality

Loyalty Phase II Simplified

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Customer Benefit Acquisition

Increase Basket

Increase Frequency

Drive X-Channel

Engagement

Hands Free Rewards x x xReal time offers based on Segmentation

x x x x x

Dynamic offers based on segmentation

x x x x x

Self Portal for missed credits, W/S or CA

x x x

Preference Center x x x xBirthday Club x xDynamic Receipt Messaging

x x x

CMS for Cross Sell/Up Sell

x x x

SMS/Local x x xReward App x x xRebate/ Gaurantee Program

x x x x x

Consumer Facing Benefits

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A Complete Retail Marketing

Solution built specially for

retailers to

Segment customer

database.

Build Brands by running full-

fledged Email and SMS

campaigns.

Generate Coupons, dispatch

it through Campaigns and

Manage their Loyalty

Programme.

Get complete Statistics for

their campaigns and thus

provide customer insights.

myFiO RMS – Basic Functionality

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A holistic Marketing engine

Help Build BrandIncrease customer Loyalty

Segment Customers

myFiO RMS Modules

Customer insights

Generate Coupons

Manage Loyalty

Reduce customer attrition

Send Campaigns

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Marketing Workflow

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Marketing Automation Increases ROI Seamless integration with CRM combined with demographic and other important

information, shortens the lead and deal cycles, thus bringing quality customer engagement.

Through systematic digital profiling, marketing automation can identify various target and sub-target groups with the right message and at the right time.

With Marketing Automation, the marketing professionals can be consistently aware of the stages of a lead where they need to be more attentive to garner most return. Improving upon every stage systematically in which a lead passes to another stage or is lost, can result in increasing revenues.

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Giving you the ability to strategically leverage

myFiO RMSFor marketing and

SalesYou focus on your Core business we serve you

to achieve your vision

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CRM Loyalty Coupon Omni channel

Integration engine E-Receipt E-mail marketing SMS marketing

Major Components

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B2B / B2C Manage contact info and

marketing permissions Integration capability to

other systems like websites

Call center and survey data management

Manage and define customer classifications and segments

Define and manage profile data about a customer

Ability to generate user defined fields and group these fields

Customer Relationship Management

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B2B / B2C Manage different loyalty classes

(Silver/Gold/Platinum) Promotion through loyalty class and

reset on anniversary Reward in points by customer type Redemption Coupons/Catalog/Gift

Cards Category level and SKU level

assignment of points Time period global overrides

(Thanksgiving) Promotion for points at

Category/SKU level Customer segment overrides (over

50 double points) Special event overrides (Mothers

day)

Loyalty

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Marketing Coupon

B2B / B2C Coupons Serialized coupons for

email/SMS or Mail Campaign set up based

on customer pull from criteria (Sales over $100 in electrical over 6 months)

Test market with customer groups

Review response and adoption rates of coupons by customer segment (group)

Use limit coupons by customer or promotion

Redemption rate reviews

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Request coupon Limit number of

coupons per mobile device based on promo rules

Limit the time on screen to avoid multiple use

Allow the newer scanners to scan the coupon or display coupon ID

Report of coupon requests with time and day analysis

Mobile Coupon

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Coupon Process - Integrate Your distribution and redemption sources

Customer Measure RFM

ProspectMeasure Source / Sales / Offer technique

ROISpend Vs Return

ObjectiveAcquisitionNew ProductMulti Channel

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Google Map for Customer by State

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#1 Provider of Digital Receipts

Fully integrated digital receipt delivery solution

Customer Service orientation

Secure and Scalable Infrastructure

Track record of innovation and success

Group FiO

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myFiO RMS Platform Digital Receipts Digital Marketing CRM Targeting

SMS Marketing Receipt Help Desk Social Automation Private Portal

Technology Overview

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E-Receipt Marketing

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Manage E-mail lists extracted from CRM by segment codes

Review campaign data open/click and response rates by market segment

Review A/B tests and increase response rates

Email- Integrate CRM and Email Databases

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SMS- Integrate CRM and SMS Databases

Manage SMS lists for marketing extracted from CRM by segment codes

Review campaign data open/click and response rates by market segment

Review A/B tests and increase response rates

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FOR MORE DETAILS PLEASE CONTACT

[email protected]

Thank you