What Problems do you Face?

• Sales Persons Expenses and Tracking of their activities

• Performance Metrics for Sales based on Territories, Products etc.
• Enquiry from Customers till the stage of Order
• Booming business and Requirements for managing Information
• Reports creation and comprehensive analysis
• Management of Distribution Channels
• Customer gets a better Experience of your company
• Scattered information making it difficult to serve customers
• Incomplete view of business
 True 360° View of Customer Interactions
Receive
Marketing Promotion

Service Browse Site,

Inquiry Request Information

Sales Rep
Contact
Re-order
Online
ZOHO CRM & SCM
Suite

In Person
Track Order Meeting
Shipment

Receive Notification
of Fulfilled Order Approve Quote,
Place Order
 What is the Business Suite?
CRM – Customer Relationship Management
The interactions with Customers are very important in Business
1. Enquiry Details, Contact Details, Company Details
2. Opportunity Details
3. Products or Services to be offered
4. Quotation, Sales Order and Invoicing
5. Service or Complaint Management
SCM – Supply Chain Management
1. Inventory Management
2. Relation with Suppliers and Dealers
3. Purchase Order Management, Logistics Management
4. Integration with Sales and Complete Organization
 Why we need a change?

Customer Care Web

Warehousing
Sales

Accounts
Production

HQ& Top Mgmt

 Small to Medium Enterprise

Warehouse 1
Headquarters

Strategic
Partners

Warehouse 2
Preferred
Customer
 ZOHO CRM & SCM Suite = Business Growth

Benefits for you

 See 360 degree view of Your Business Online
 Identify Business Bottlenecks & Trends
 Integrated Invoicing - reducing Payment Transaction Time
 Centralize Customer Conversations
 Visualize your ROI as Reports and Dashboards
 Only Operating Expenses not Capital Expenditure
 Lowest TCO and Fast ROI
 Flexibility & Responsiveness
Introducing ZOHO CRM & SCM Suite

Features of SAAS
• Software delivered via web browser.
• Infrastructure hosted @ ZOHO’s data
center.
• No requirements for hardware, software
installations and upgrades.
• Multi-Tenant - Multiple customer’s data
stored in a single database
 Manage it yourself—Step 1

Manage it Yourself Style

HARDWARE SERVER OS

License License
Maintain Maintain
Patch Patch
Replace Upgrade
 Manage it yourself—Step 2

Manage it Yourself Style

HARDWARE SERVER OS DATABASE

License License License

Maintain Maintain Maintain
Patch Patch Tune
Replace Upgrade Upgrade
 Manage it yourself—Step 3

Manage it Yourself Style

HARDWARE SERVER OS DATABASE APPLICATION

License License License License

Maintain Maintain Maintain Back-up
Patch Patch Tune Upgrade
Replace Upgrade Upgrade Migrate
 Manage it yourself—Do it Again

Manage it Yourself Style X 2-3 apps

HARDWARE SERVER OS DATABASE APPLICATION

License License License License License License License License

Maintain Maintain Maintain Maintain Maintain Maintain Back-up Back-up
Patch Patch Patch Patch Tune Tune Upgrade Upgrade
Replace Replace Upgrade Upgrade Upgrade Upgrade Migrate Migrate
 ZOHO CRM: Eliminate Steps 1-6

ZOHO Business Style

HARDWARE SERVER OS DATABASE APPLICATION

License License License License License License Subscribe

License License
Maintain Maintain Maintain Maintain Maintain Maintain Back-up Back-up
Patch Patch Patch Patch Tune Tune Upgrade Upgrade
Replace Replace Upgrade Upgrade Upgrade Upgrade Migrate Migrate
 Traditional Versus Hosted Solution

Manage it
Yourself?

ZOHO
CRM & SCM
Suite
OnDemand
Style
 The functionalities Available

Email Marketing OnDemand Management

Marketing Automation
Sales Automation
Service Management
ZOHO Additional Mail & Portal Service
Managerial Reporting, Dashboards & Control
Integration with ZOHO EBS & Customisation

Mail Integration
How it works?
ZOHO CRM - Features
• Marketing Automation
– Campaigns ,E-mail Marketing
• Sales Force Automation
– Leads, Accounts,
– Contacts
– Opportunities
• Service Management
– Customer Support
– Cases, Solutions
– Web Forms
• Inventory Management
– Quotes, Price Books, Vendors,
– Purchase Orders
– Sales Orders & Invoices
 Build the Relationship and Business
Upsell/Cros
Campai s-sell
gns Quali
Yes No
fyLe
ads Disqualifie Convert
d Leads to
Invoic
Quantif Rejected/Arc
No hive Leads es
y Leads
Yes
No
Yes
Convert
Opportuniti Auto- to Sales
Create Order
es Records
Convert Leads
Quotes
Accounts/Cus Opportunitie
Contact
tomer s
ZOHO CRM – B2B Process
ZOHO CRM - B2C Process
 ZOHO CRM - Features
Reports & Dashboards
• 25 + Standard reports, Fully customizable
Workflow Rules
• Trigger e-mail to Leads & Contacts
Outlook Plug-in
• Sync Contacts, Tasks & Calendar
Out-of-box Customization
• Custom fields,
• Rename Tabs,
• Page layouts
Role-based Security
• Roles & Profiles
• Groups, Sharing rules
Central Single Data Management & Storage
Role-based Security
Product Customization
Steps in Implementation
Implementation Methodology
Data Security

• Default HTTPS mode

• Daily back-up of all the
data
• Hosted in Equinox data
center, USA
• Suspicious Traffic
Scanning
• Individual Node
Scanning
What are your CRM & SCM Suite Objectives?
 Pipeline Analysis and Performance Dashboards
 Region, Branch & Product-wise Sales Performance
 Win/Loss reason analysis and Business Trends
 Closed loops marketing
 Vertical Best Practices
 360° view of customer across all touch points
 Improve lead conversion by ensuring zero lead slippage
 Individual sales performance analysis
 Intuitive, Internet-driven User Interface
 Sales coaching and assessment tools
 Virtual call center, Multi-channel service

 Cross-sell based on policy and customer profile

 Up-sell based on policy renewal information
 Demographic segmentation & Purchase trends analysis
 Better policy and customer servicing with quick turn-around time
Our Customers
 Customer Testimonial
I first looked at ZOHO CRM
because of the price. I decided to
implement it for my company
because of the quality. I decided
to invest in the platform because
of the innovation.
In my experience implementing a
number of CRM systems from
Salesforce.com to NetSuite,
ZOHO's feature set and ease of
use made it the best fit for my
company regardless of price.
Adam Stone
President, D-Tools, Inc
ZOHO CRM is simply the best. Without
reading ANY help files I was up in
running with the ZOHO CRM system in
days! By day #4 I had trained my entire
team on all processes and functionality
and setup a series of automated actions
to streamline my operations.
The 3 things make ZOHO a winner are
that it’s easy to setup, it’s easy to
customize as your business evolves, and
it’s easy to use and train employees on.
Steve Giovi,
CEO, ImplantVision
Communications LLC
 The Great Unbeatable Offers

Edition Free Users 4th User or More

Free Edition 3 users

Only CRM

Professional Edition
CRM +SCM First 3 users USD12 /user/month

Enterprise Edition
CRM +SCM First 3 users USD25 /user/month
Why ZOHO CRM? Cont….
 Marketing Technology Platforms

Market Development Curve

Campaign Historical Database
Management Analytics
Database Management &
Database-Driven Marketing
Warehousing
Performance Dashboards

Yield-Based Pricing
Optimum Tools

Marketing Mix Modeling /

Predictive analytics

Marketing Resource Management

Marketing Management Work-Flow Solutions

Introduction Growth Mature Decline

Source: Gary Morris, Adapted from Marketing Advocate, Printed on CANON
Inc.
Internet Power in Your Hands
ZOHO Suite
ZOHO Suite
ZOHO Projects
Queries?

• Security
• Uptime Guarantee
• Disaster Recovery
• Future Vision
 ZOHO CRM & SCM SuiteOD Differentiators
1. Simple Licensing Policy – One CRM & SCM Suite for all customers. All
functionality enabled in the base product unlike competition that has
different editions like Group, Professional, Enterprise and Unlimited
that have different functionality turned on/off.
2. Product Functionality
1. Built-in data warehouse for historical analysis and drill down analytics
2. Customizable Layouts with no limits in number of fields
3. ZOHO Tools to do many things online – ZOHO Projects
3. Rapid Implementation – 3 weeks maximum for Customization
4. Flexible Deployment Options
5. One vendor – technology, hosting, application and online tools
 Intellectual Property / Confidentiality Statement

The information in this document has been made

available to any company on the strict
understanding that it, or the information herein,
will not be shown, read, or passed to any person
who is not a current employee of your company.
Key Take Away
 Why Doctors Should Be Worried?

We have SAAS solution for

EHR—Electronic Health Records
 EHR—Clinical & Ambulatory Practices
It is advantageous for Indian Health System to wait. Within 12-18
months they will likely have the opportunity to acquire a plug-and-play
EHR In-house or SAAS.
For HER, the US and CANADA will be making it mandatory for Hospitals
to maintain these records.
We are providing a very cheap solution to that for you using the ZOHO
Suite.
The need for change is real and mandated
In the US there are more than 20,000 healthcare transactions each
Minute.

43
 Electronic Health Record (EHR)

In Canada, in the absence of a comprehensive EHR

system, for every
1,000 the figures are revealing.
• Hospital admissions, 75 people will suffer an adverse
drug event;
• Patients with an ambulatory encounter, 20 will suffer a
serious drug event;
• Laboratory tests performed, up to 150 will be
unnecessary;
• Emergency room visits, 320 patients will have an
information gap, resulting in an average increased
stay of 1.2 hours.

44
 EHR is Wide Open

• New England Journal of Medicine (NEJM) received

responses from 63.1% of hospitals surveyed:
• Only 1.5% of U.S. hospitals have a comprehensive
electronic-records system (i.e., present in all clinical
units),
• 7.6% have a basic system (i.e., present in at least one
clinical unit).
• Computerized provider-order entry for medications
has been implemented in only 17% of hospitals.
• Respondents cited capital and maintenance costs as
the primary barriers to implementation
 EHR—What Should I Know?

• What is the Network Effect of Networked EHRs?

• The network of EHRs could act as a value multiplier.
• Without a network the value multiplier is zero.
• One EHR is worth nothing
• Two EHRs connected to each other are worth
something
• A network of EHRs is very valuable.
 What Doctors can Get?
CRM – Customer Relationship Management
The interactions with Customers are very important in Business
1. Patient Details
2. Patient Test Details
3. Company Details
4. History of Diagnosis – Complete EHR (Electronic Health Records)
5. History of Operations or Treatment and details from other hospitals
6. Present Treatment & Prescriptions
7. Service or Complaint Management
SCM – Supply Chain Management
1. Inventory Management of the Hospital
2. Procurement Management – Relation with Suppliers and Dealers
3. Purchase Order Management
4. Logistics Management
5. Integration with Sales and Complete Organization
 Our Expertise

We are team of people with expertise

• Enterprise Resources Planning Suites

• Customer Relationship Management Suite
• Supply Chain Management
• SAAS –Software As A Service Solutions or OnDemand
solutions
• Expert in implementation of ERP and CRM suites with
domain knowledge of various industries.
• Expert in leveraging latest innovation in Computer
Technology
• Software Training for Industries and Top level Executives
• Annual Maintenance Contracts
• Software Consulting for ISO Certification
 For more information,
Please contact :Vivek Dusane
sairamvivek@in.com, +91-
9890070555
• What's new? (September/October 2009 edition)
• Zoho has been focused on integrations across our different services
so that users can have a consistent and meaningful workflow while
doing their daily tasks. Some of the integrations to date are:
• Sheet integration with CRM
• Mail integration with CRM
• Writer & Sheet integration in Zoho Projects
• Meeting & Chat integration in Zoho Show
• Creator Integration in People
• Projects integration in Invoice
• Writer, Sheet & Show integration in Notebook
• Writer, Sheet & Show integration into Wiki
• Chat integration in Writer, Sheet, Show, Notebook, Meeting etc
• Why should you care about this as a partner? In a word, Opportunity.
While many partners focus on a single app like Z CRM to generate
their revenues with Zoho, there are alot more upselling possibilities
once you see the whole picture. For example, many customers are
willing to look at Z CRM AND consider swapping out their Exchange
environment for Z Mail in order to save more money and move to a
completely hosted and integrated environment. Here are some ideas
for you to generate services revenue:
• Email Setup for Custom Domain(s) for Org 
• Migrate Email Accounts from Existing Systems (Exchange & Others) 
• POP/IMAP Setup & Configuration 
• Setup & Config of Mail clients (Web, Desktop & Mobile) 
• Mail aliases for the org 
• Multi-domain email configurations 
• Email Sync Setup (with CRM etc) 
• So in addition to the CRM set-up and configuration revenues, you can upsell your clients to
Z Business and provide a host of services like the above. Our product team will be more
than happy to walk you through these scenarios to help you boost your services practice
around Zoho applications.
• Regarding Google; there are many users who have accounts in both Google and Zoho. with
our Sign-in integration, users don't have to bother signing in with two accounts. They can
simple use their Google ID and start to use Zoho as well. One example of a blend is Gmail
and Z CRM. Our Partner Virus Woman  is successfully targeting Google users with Z CRM
and providing turnkey services to ensure they are interoperating properly using GMail as a
POP account inside Z CRM.
• You will soon see an integration with Google Docs and one of our core services - which will
provide additional selling opportunity for you.
• I hope this introduction to cross selling and upselling Zoho is useful. As SaaS continues to
gain traction in the marketplace, barriers for integration and access are being removed.
Seeming competitors like Zoho and Google can compliment one another and our partners
can benefit once you see the holistic perspective and great opportunities emerging from
this fantastic shift we are witnessing in the software industry.