8thManage CRM (Customer Relationship Management Software) is a state-of-the-art business solution designed to take full advantage of the latest technology and embedded best practice in business management methodology.
8thManage® CRM offers real-time online tracking of sales performance on personalized, multiple dashboards with KPI’s for quick summary. It includes extensive out-of-the-box, configurable sales performance report formats that enables the users to create, on-demand, comprehensive management reports at anytime.
8thManage® CRM’s email campaign driven by embedded BI technology empowers the user to design, schedule, send and track personalized email campaigns, and to assess their return on investment automatically.
-Use 8thManage® embedded BI technology to analyze and select email recipients by advanced search of the client behavioral database
• Marketing Cost Management & Performance Tracking
8thManage® CRM supports marketing cost budgeting, reporting, and tracking of expenditures for each individual campaign and across the organization.
-Marketing department budgeting & cost tracking
-Individual campaign budgeting & cost tracking
Standard Service allows customers to log-on as “external users” and:
-View a list of service requests that the customer submitted in the past
The 8thManage® CRM Client Information and Contact Management models have the breadth and depth to allow all client information to be stored in one central place. The system is Future-proof since more fields can be added without coding to allow for expansion as the business grows.
The captured client behavioral data can be used to generate standard analytical reports or, when queried by the 8thManage® CRM search engine, can yield custom segmentation reports.
The ability to set up a database to capture a vast amount of customer behavioral information, and having the ability to power search this database to identify specific groups of customers for sales and marketing purpose is a compelling business proposition. The concept is simple; the benefit is immense; with 8thManage® embedded BI, 8thManage® eSurvey and 8thManage® email campaign technology, users can accomplish all this with ease and have tangible results within days.
-Identify customers for a given product or services
-Identify products or services for a given set of customers
-Identify product or service attributes that are preferred by your customers so that you can optimally build products and services around such attributes
When you have 8thManage® Embedded BI in-house and are able to leverage it at your discretion, its power is only limited by your imagination. Better still, the database and the tools are completely under your control; you don’t have to entrust any proprietary information to outside vendors, but you can perform your own magic, in complete privacy and at practically no incremental cost.
-One Design One System with Dynamic BBS which allows for inter-module integration and guaranteed data synchronization
-Global action list for accessing outstanding tasks for a client or for self
1.Sales Force Automation
•Productivity Gain for the Sales Team
8thManage® CRM includes a complete and comprehensive set of tools to help sales teams manage and track sales leads and opportunities throughout the sales cycle. Client and contact information, client interaction records and client transaction records are conveniently stored centrally and accessible to authorized team members. Instead of spending time locating for information, they can confidently access current and reliable data easily and quickly so that they can focus on their jobs.
-Fully leverage your clients and contacts
-Fully leverage your sales leads
-Opportunity Management & Forecasting
-Quotation & Deal Management
•Managing the Sales Process
8thManage® CRM provides many tools and embedded best practice processes to assist sales management in sales operation administration.
-Sales lead assignment
-Individual selling & team selling
-Sales quota setting & management
-Sales team management
-Sales stage management
-Task assignment map
-Global action list by client
-No-action alert & escalation
•Managing Sales Performance Review and Reporting8thManage® CRM offers real-time online tracking of sales performance on personalized, multiple dashboards with KPI’s for quick summary. It includes extensive out-of-the-box, configurable sales performance report formats that enables the users to create, on-demand, comprehensive management reports at anytime.
-Sales performance tracking by sales stages
-Managing sales revenue performance against sales quotas
-Pipeline review & reporting
2. Marketing Campaign Management
• Sending Marketing Messages via Email Campaign8thManage® CRM’s email campaign driven by embedded BI technology empowers the user to design, schedule, send and track personalized email campaigns, and to assess their return on investment automatically.
-Use 8thManage® embedded BI technology to analyze and select email recipients by advanced search of the client behavioral database
-Email content management
-Email execution with personalization
-Campaign result tracking & ROI tracking• Marketing Cost Management & Performance Tracking
8thManage® CRM supports marketing cost budgeting, reporting, and tracking of expenditures for each individual campaign and across the organization.
-Marketing department budgeting & cost tracking
-Individual campaign budgeting & cost tracking
• Sales Lead Generation
8thManage® CRM supports efficient capture of sales leads; distributes them to sales teams; and tracks them to ensure they are well utilized.
-Sales lead capture & assignment
-Sales lead qualification
-Sales lead conversion
3. Service Management
•Delivering Good Customer Service
8thManage® offers a rich mix of service options that you can mix and match to deliver quicker, better, and more-efficient customer service. Standard Service is efficient and cost effective, while the Personalized Service will provide the extra, personal attention that VIP customers expect to receive.Standard Service allows customers to log-on as “external users” and:
-View a list of service requests that the customer submitted in the past
-Create and submit new service requests
-Escalate a service request for prompt action
Personalized Service offers the services of a relationship manager who, on behalf of the client, can mobilize, utilize and coordinate resources in different groups and locations, to work together and to deliver the requested services to VIP Clients.
• Excellent Tools for the Service Representatives
Comprehensive, up-to-the-minute and easily accessible information is available to support the customer service representatives.
-Client profile information
-Client operations, interaction and action information
-Online product & service catalogue
-Online knowledge base
• Service Performance Management
8thManage® provides for the tracking of how well your service representatives serve your clients. These measures enable you to proactively address issues before they occur and continually improve service performance for enhanced customer satisfaction.
-Real-time service performance report
-Client escalation report
-On-demand client satisfaction survey
4. Client Info & Contact Management
•Client Information Management
8thManage® CRM offers an easy to use way to collect, update and access comprehensive client and contact information. This includes:
-General information
-Company organization structure
-Company legal standing and company value
-Company financial & credit status
-Contract information
-Personal information
-Personal interests & behavioral information
-Interactions records & action items
-Opportunities information
-Revenue performance
-Contract & order information
-Service tickets information
• The Repository has Breadth and Depth, and is Future-proofThe 8thManage® CRM Client Information and Contact Management models have the breadth and depth to allow all client information to be stored in one central place. The system is Future-proof since more fields can be added without coding to allow for expansion as the business grows.
• Client Segmentation and Analysis
8thManage® CRM offers embedded BI technology to easily capture, disseminate and analyze client and contact information.The captured client behavioral data can be used to generate standard analytical reports or, when queried by the 8thManage® CRM search engine, can yield custom segmentation reports.
5. Embedded BI
• Data Acquisition & Setting Up the Behavioral DatabaseThe ability to set up a database to capture a vast amount of customer behavioral information, and having the ability to power search this database to identify specific groups of customers for sales and marketing purpose is a compelling business proposition. The concept is simple; the benefit is immense; with 8thManage® embedded BI, 8thManage® eSurvey and 8thManage® email campaign technology, users can accomplish all this with ease and have tangible results within days.
• Practical Use of Embedded BI
Using the 8thManage® CRM Embedded BI system, a user can easily do the following:-Identify customers for a given product or services
-Identify products or services for a given set of customers
-Identify product or service attributes that are preferred by your customers so that you can optimally build products and services around such attributes
When you have 8thManage® Embedded BI in-house and are able to leverage it at your discretion, its power is only limited by your imagination. Better still, the database and the tools are completely under your control; you don’t have to entrust any proprietary information to outside vendors, but you can perform your own magic, in complete privacy and at practically no incremental cost.
6. Technology & Best Practice
8thManage® CRM deploys the latest technologies and best practice so that more will be accomplished with less time and effort, yielding huge gains in customer satisfaction. Some of the innovations used include the following:
•Using Technology
-Embedded BI customer segmentation & on-demand personalized email campaign
-Personalized multiple-dashboards
-Real-time online web-based platform with PDA/cell-phone access-One Design One System with Dynamic BBS which allows for inter-module integration and guaranteed data synchronization
• Using Best Practice
-Programmable automatic alert and escalation for conditions such as “new sales lead not assigned after n days”-Global action list for accessing outstanding tasks for a client or for self
-eSurvey on-demand

