際際滷

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ConverBiz
A Business Convergence Company
ConverBiz
Bringing Data Closer......
All-In-One
CRM
Copyright 息 2018, ConverBiz and/or its affiliates. All rights reserved.Converbiz
Lead-to-Cash Transformation Marketing, Sales & Supply Chain
Account Mgmt.
Product Mgmt.
Supplier Mgmt.
Inventory
Lead
Opportunity
Order Mgmt.
Configure, Price, Quote
Billing & Collection
Activity
Document Management
Dispatch
All-In-One
CRM
Copyright 息 2018, ConverBiz and/or its affiliates. All rights reserved.Converbiz
Campaign Management
3
Campaign 
 Interactive digital content
with video, banners and
product images can be
Designed using our campaign
tool.
 This content can be sent to
existing customers or new
prospects.
 Campaign can be launched in
by
 Mobile
 Email
 Social media
 Campaign response for
prospects will be captured in
Campaign Dashboard.
Copyright 息 2018, ConverBiz and/or its affiliates. All rights reserved.Converbiz
Campaign Dashboard
4
Campaign Dashboard captures
various insights that will reflect
effectiveness of a campaign as
mentioned below.
i. Campaign engagement : # of
messages sent, # of messages
delivered, # of messages
viewed, # of multiple views.
ii. Content engagement : # of
videos viewed, # of videos not
viewed, total view time.
iii. Banner engagement : # of
banner views for each banner.
iv. Call for action : # of call for
action with details.
v. Appointment : # of
appointments with details.
vi. Interested : # of interested
with details.
vii. Leads : # of Lead with details.
Copyright 息 2018, ConverBiz and/or its affiliates. All rights reserved.Converbiz
Lead Management
5
Leads 
This refers to prospective
customer who has
expressed interests in the
products/services. This
deals with the steps for
Converting prospects into
Leads and then
Opportunities.
You can convert prospects
who have are expressed
interest to leads.
Copyright 息 2018, ConverBiz and/or its affiliates. All rights reserved.Converbiz
Opportunities
6
Opportunities 
This refers to steps for
converting Opportunities
into acceptance from
customers. This involves
multiple interaction with
prospective customer to
generate proposal with
technical, commercial
details and terms and
conditions.
Copyright 息 2018, ConverBiz and/or its affiliates. All rights reserved.Converbiz
Configure, Price and Quote
7
Configure, Price,
Quote 
This refers to steps
for Configure,
Pricing and Quote.
User can get
pricing based on
standard or non
standard parts.
Standard products
refers to existing
products with
standard features
and predefined
price.
Non standard
products refers to
customized
products based on
customers specific
needs.
Technical
parameters
Commercial
terms
Payment Terms
and Conditions
Copyright 息 2018, ConverBiz and/or its affiliates. All rights reserved.Converbiz
Sales Orders
8
Sales Orders
This refers to steps for
creating Sales order. Sales
orders can be created from
proposal or recreated from
existing Sales orders.
Converbiz Technologies Pvt ltd
Converbiz
Copyright 息 2018, ConverBiz and/or its affiliates. All rights reserved.Converbiz
Production Orders
9
Production Orders 
This refers to steps for
converting sales order into
Production Orders.
Copyright 息 2018, ConverBiz and/or its affiliates. All rights reserved.Converbiz
Invoice and Payment
10
 Invoice  Refers to
steps for generating
Invoice for finished
products to be
delivered to
Customer.
Converbiz Technologies Pvt ltd Converbiz
Copyright 息 2018, ConverBiz and/or its affiliates. All rights reserved.Converbiz
Dispatch (Delivery Note)
11
Dispatch 
This refers to steps for
generating Delivery Note
for Dispatch.
Converbiz Technologies Pvt ltd
Converbiz
CRM Dashboard
Ability to Drill down at different dimensions such as
locations, product category, Sales Executive, Customer so on
Lead conversion Conversion Effectiveness
Opportunity Win Effectiveness
CRM Dashboard
Drill down to Details
behind each numbers.
CRM Dashboard
Lead Trend
Opportunity Trend
Yearly Sales Trend
ConverBiz
www.ConverBiz.com
15
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All-In-One CRM

  • 1. ConverBiz A Business Convergence Company ConverBiz Bringing Data Closer...... All-In-One CRM
  • 2. Copyright 息 2018, ConverBiz and/or its affiliates. All rights reserved.Converbiz Lead-to-Cash Transformation Marketing, Sales & Supply Chain Account Mgmt. Product Mgmt. Supplier Mgmt. Inventory Lead Opportunity Order Mgmt. Configure, Price, Quote Billing & Collection Activity Document Management Dispatch All-In-One CRM
  • 3. Copyright 息 2018, ConverBiz and/or its affiliates. All rights reserved.Converbiz Campaign Management 3 Campaign Interactive digital content with video, banners and product images can be Designed using our campaign tool. This content can be sent to existing customers or new prospects. Campaign can be launched in by Mobile Email Social media Campaign response for prospects will be captured in Campaign Dashboard.
  • 4. Copyright 息 2018, ConverBiz and/or its affiliates. All rights reserved.Converbiz Campaign Dashboard 4 Campaign Dashboard captures various insights that will reflect effectiveness of a campaign as mentioned below. i. Campaign engagement : # of messages sent, # of messages delivered, # of messages viewed, # of multiple views. ii. Content engagement : # of videos viewed, # of videos not viewed, total view time. iii. Banner engagement : # of banner views for each banner. iv. Call for action : # of call for action with details. v. Appointment : # of appointments with details. vi. Interested : # of interested with details. vii. Leads : # of Lead with details.
  • 5. Copyright 息 2018, ConverBiz and/or its affiliates. All rights reserved.Converbiz Lead Management 5 Leads This refers to prospective customer who has expressed interests in the products/services. This deals with the steps for Converting prospects into Leads and then Opportunities. You can convert prospects who have are expressed interest to leads.
  • 6. Copyright 息 2018, ConverBiz and/or its affiliates. All rights reserved.Converbiz Opportunities 6 Opportunities This refers to steps for converting Opportunities into acceptance from customers. This involves multiple interaction with prospective customer to generate proposal with technical, commercial details and terms and conditions.
  • 7. Copyright 息 2018, ConverBiz and/or its affiliates. All rights reserved.Converbiz Configure, Price and Quote 7 Configure, Price, Quote This refers to steps for Configure, Pricing and Quote. User can get pricing based on standard or non standard parts. Standard products refers to existing products with standard features and predefined price. Non standard products refers to customized products based on customers specific needs. Technical parameters Commercial terms Payment Terms and Conditions
  • 8. Copyright 息 2018, ConverBiz and/or its affiliates. All rights reserved.Converbiz Sales Orders 8 Sales Orders This refers to steps for creating Sales order. Sales orders can be created from proposal or recreated from existing Sales orders. Converbiz Technologies Pvt ltd Converbiz
  • 9. Copyright 息 2018, ConverBiz and/or its affiliates. All rights reserved.Converbiz Production Orders 9 Production Orders This refers to steps for converting sales order into Production Orders.
  • 10. Copyright 息 2018, ConverBiz and/or its affiliates. All rights reserved.Converbiz Invoice and Payment 10 Invoice Refers to steps for generating Invoice for finished products to be delivered to Customer. Converbiz Technologies Pvt ltd Converbiz
  • 11. Copyright 息 2018, ConverBiz and/or its affiliates. All rights reserved.Converbiz Dispatch (Delivery Note) 11 Dispatch This refers to steps for generating Delivery Note for Dispatch. Converbiz Technologies Pvt ltd Converbiz
  • 12. CRM Dashboard Ability to Drill down at different dimensions such as locations, product category, Sales Executive, Customer so on Lead conversion Conversion Effectiveness Opportunity Win Effectiveness
  • 13. CRM Dashboard Drill down to Details behind each numbers.
  • 14. CRM Dashboard Lead Trend Opportunity Trend Yearly Sales Trend