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petercoy

Thank you for the overview. Let me think about how we might be able to help and get back to you within a week with some initial ideas. In the meantime, please don't hesitate to contact me if you have any other questions.

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Peter Coy President Prodigm Inc.
Timing- 30 minutes (any flex, expected interruptions?) Your expectations (ask questions) Our expectations (ask questions) Are we a fit? (Why us?) Clear outcomes (no is ok) Decision process Budget expectations Timing requirements Next step
Established 1992, founder is Peter Coy Focus: Typically our clients come to us with challenges related to: On-line Contact Relationship Management (CRM) CRM System implementation, integration, customization and training Because their web-site is not working as well as they want in attracting business or engaging their constituents.
Experience Zoho CRM authorized Partner Google-App integrated, Cloud-based CRM, with over 5 million users worldwide. Created a custom CRM used by over 50 SPD and SFM multi-user Magazine Publishers and Professional Associations Experienced in ERP implementation Steelman ERP implementation project management and documentation development Created an automated response Norwich Union (Now BMO) automated management and sales conversion CRM fulfillment and conversion process. system that sold over 200,000 insurance Completely dynamic rules-based sales policies and cross-sell process System Design, Development, Project Hundreds of successful projects Management, User training,
Type Sample clients 2 Insurance companies Norwich Union, BMO Direct sales automation, web- based policy sales, underwriting, integrated fulfillment 30 Associations Including CDSPI, CLHIA, CPSA, - membership relations, web-based transactions, renewal billing, education, A/P, A/R, G/L , information analysis and indexing, taxation, mutual fund management, insurance management 15 Publishers Including Southam Inc . and Maclean Hunter (Now Rogers Communications) CRM circulation management, advertising, List sales, Audit, Advertising sales a DAM software Digital Asset management system product marketing developer study: features, competitors and product positioning
1. Discovery Collaboration Listen, question, identify key problems that must be solved establish common goal Cooperatively develop a project Charter including business objectives, an outline of tasks, timelines, risks, expected costs and desired outcomes Online project management with mutual review
1. Architecture/User experience 2. Project Elements/Production 3. Implementation Agile software development process Iterative refinement Fast delivery of useful chunks Visible Cooperative
Capability Name Fulfillment, CRM integration, warehousing, mailing, on- Centtric Marketing demand and transaction response processing and Systems operations On-line media experiences, rich expressive web Continuum Media applications for tangible results Design solutions, branding, collateral materials Gravity 24/7 CRM support, hosting, integration support Zoho Inc.
What major problems are you trying to solve? How have you tried to solve these problems before, how did that work out why did it fail? What are these problems costing you When do you want to implement a new system Is this a 2012 budget item?
Integration between the DAM, MRP and the CRM How is usage information fed back into the customer reporting process Sales process what does it look like, is it supported by the CRM Use of smart phones and Tablets Integration required with QB (Invoices? One way?) Order entry specific products, actual inventory?
Summary Are we a fit? Decision process Budget expectations Timing requirements Next step

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  • 2. Timing- 30 minutes (any flex, expected interruptions?) Your expectations (ask questions) Our expectations (ask questions) Are we a fit? (Why us?) Clear outcomes (no is ok) Decision process Budget expectations Timing requirements Next step
  • 3. Established 1992, founder is Peter Coy Focus: Typically our clients come to us with challenges related to: On-line Contact Relationship Management (CRM) CRM System implementation, integration, customization and training Because their web-site is not working as well as they want in attracting business or engaging their constituents.
  • 4. Experience Zoho CRM authorized Partner Google-App integrated, Cloud-based CRM, with over 5 million users worldwide. Created a custom CRM used by over 50 SPD and SFM multi-user Magazine Publishers and Professional Associations Experienced in ERP implementation Steelman ERP implementation project management and documentation development Created an automated response Norwich Union (Now BMO) automated management and sales conversion CRM fulfillment and conversion process. system that sold over 200,000 insurance Completely dynamic rules-based sales policies and cross-sell process System Design, Development, Project Hundreds of successful projects Management, User training,
  • 5. Type Sample clients 2 Insurance companies Norwich Union, BMO Direct sales automation, web- based policy sales, underwriting, integrated fulfillment 30 Associations Including CDSPI, CLHIA, CPSA, - membership relations, web-based transactions, renewal billing, education, A/P, A/R, G/L , information analysis and indexing, taxation, mutual fund management, insurance management 15 Publishers Including Southam Inc . and Maclean Hunter (Now Rogers Communications) CRM circulation management, advertising, List sales, Audit, Advertising sales a DAM software Digital Asset management system product marketing developer study: features, competitors and product positioning
  • 6. 1. Discovery Collaboration Listen, question, identify key problems that must be solved establish common goal Cooperatively develop a project Charter including business objectives, an outline of tasks, timelines, risks, expected costs and desired outcomes Online project management with mutual review
  • 7. 1. Architecture/User experience 2. Project Elements/Production 3. Implementation Agile software development process Iterative refinement Fast delivery of useful chunks Visible Cooperative
  • 8. Capability Name Fulfillment, CRM integration, warehousing, mailing, on- Centtric Marketing demand and transaction response processing and Systems operations On-line media experiences, rich expressive web Continuum Media applications for tangible results Design solutions, branding, collateral materials Gravity 24/7 CRM support, hosting, integration support Zoho Inc.
  • 9. What major problems are you trying to solve? How have you tried to solve these problems before, how did that work out why did it fail? What are these problems costing you When do you want to implement a new system Is this a 2012 budget item?
  • 10. Integration between the DAM, MRP and the CRM How is usage information fed back into the customer reporting process Sales process what does it look like, is it supported by the CRM Use of smart phones and Tablets Integration required with QB (Invoices? One way?) Order entry specific products, actual inventory?
  • 11. Summary Are we a fit? Decision process Budget expectations Timing requirements Next step