Your source for successful solutions

Customer Relationship Management

Use Just One Solution to Handle All of Your
Customer Interactions

CRM (Customer Relationship Management) is a system

that manages all of a company’s relationships and
interactions with its customers, and gives it a single
view of the client across the organization.

This centralized and integrated arrangement reduces

costs, efforts, and frustrations associated with the
repetitive handling of data from different systems. It
also increases revenues through better sales and
marketing performances.
Create Happier Clients Through Better Service

Manage your client relationships and increase their

loyalty through better, and more personal service.
Increase Revenues Through Increased Marketing
and Sales Success
Improve the efficiency and success of your sales and
marketing teams:
• through a detailed prospect information database
• through easy to read graphical representations of
various marketing info
Increase Revenues Through Increased Marketing
and Sales Success
Improve the efficiency and success of your sales and
marketing teams:
• by managing the flow of leads through your sales
pipeline
indicate the source
of your leads push your opportunities through successive sales
stages

assign leads and

opportunities to
specific salesmen
Streamline Your Work and Obtain a Better View of
Your Customers From any Department

• Marketing
• Sales
• Owner, manager, or CEO
Solve Inefficiencies in Your Marketing Efforts

 Evaluate the effectiveness of your marketing techniques

 Create and organize marketing lists and campaigns
 Reduce problems with promotional materials tracking
 Easily Evaluate the Effectiveness of Marketing
Methods

Problem: not knowing the effectiveness of various marketing

techniques

For example, marketing departments are often unsure View how

how
many leads come from which sources (eg. cold-calling, each
Roll over each segment marketing
trade-shows), and therefore do not know which
of the graph for instant
sources
method
are
most productive, and which
box are
info,aorwaste
click onofthe
effort. performs in
segment to link to more terms of leads
Solution: learn about thedetailed
value data
of each marketinggenerated
method and by
total sales
using Sourcio’s CRM solutions to track leads, and generate
easy to read marketing graphs and reports.
Easily Create Marketing Lists and Campaigns

Problem: trouble creating and managing marketing lists and

campaigns.

For example, are you having trouble creating a list of

Manage who can see and modify the lists
customers who have recently purchased a certain product or
service in order to target them with a specific marketing
campaign?
Easily add or delete members to the list
Solution: use our CRM’s marketing list and campaign
manager to create and manage categorized lists of clients,
and automatically e-mail or print marketing information to
address their specific needs.
Organize your Promotional Materials

Problem: trouble managing promotional literature

Categorize and sub-categorize your materials
Companies with large amounts of promotional materials such
as brochures, catalogs, or white-papers can have a hard time
keeping track which customers received what materials,
when they were created and sent out, which versions are
newest, etc.

Classify your materials according to status and dates

Solution: use Sourcio’s CRM’s solutions to administer the
creation and archiving of your promotional materials
Increase Revenues by Overcoming Obstacles to
Optimal Sales Performance

 Avoid losing valuable opportunities and revenue for

avoidable reasons.
 Increase sales success with more information about
customers and prospects.
 Manage your time more efficiently.
 Obtain accurate sales forecasts.
Stop Losing Opportunities

Problem: losing opportunities due to incomplete contact

Contact
information
Calendar and bad time management.
Benefits:
Management
Benefits
•• View
Keep your schedule for the
Many
day, salesmen
week,
detailed need
or entire
track monthto deal with hundreds of contacts. As
a
of result, many leads and prospects are forgotten, calls and
all of your
•contacts
Keep trackare
follow-ups of cancelled,
not made, meetings are cancelled, and
completed or pending tasks
opportunities
• Quickly are lost.
• See your
access all entire schedule at
a quick
info on aglance
Solution: use Sourcio’s CRM solutions to manage contacts,
given
leads,contact
opportunities, activities and schedules to organize
your sales force and make sure no revenues are lost for
needless reasons.
Stop Losing Opportunities

Problem: losing opportunities due to incomplete contact

information and bad time management.
Activity Management
Benefits
• Schedule different types
of tasks and activities

• Assign priority levels

for your activities
• Set reminder alarms for
your meetings and tasks

Solution: use Sourcio’s CRM solutions to manage contacts,

leads, opportunities, activities and schedules to organize
your sales force and make sure no revenues are lost for
needless reasons.
 See and Understand the Current Sales Situation

Problem: lack Sales

of information
Pipeline byabout the sales
Opportunity pipeline, and an
Stage
inability to predict future sales levels.

See how your

Sales managers often have a hard time obtaining
salesmen are an accurate
sales forecast or a big picture ofcontributing
how their company
to the is doing in
terms of sales. This leads to critical gaps in
company’s the sales pipeline,
pipeline,
and to an underachieving sales or see the pipeline
staff.
of certain specific
salesmen only
Spot gaps in
theSolution:
sales use Sourcio’s CRM solutions to keep up to date on
pipeline at a
the status of your sales, and to make accurate predictions
glance
about future sales needs using graphs and reports.
Gain Information for Accurate Forecasts

Problem: lack of information about the sales pipeline and an

inability to predict future sales levels
Graphs Benefits
Contacts Lists and
Reports Benefits
• See the sales pipeline
•ofSearch
the whole
and company
sort or
of individual salesmen
opportunities by
various
• Notice categories
trends and
future gaps in sales
•levels
Quickly generate lists
• Obtain additional
with opportunities
information by clicking
sorted by value, close
on an area of the graph
date, sales stage, or
that is of interest to you
other attributes
Solution: use Sourcio’s CRM solutions to keep up to date on
the status of your sales, and to make accurate predictions
about future sales needs using graphs and reports.
Gain Valuable Knowledge Through Closer Contact
with Your Clients and Company

 Avoid losing touch with your customers and with the

front-line echelons and daily activities of your own
company.
Maintain Contact with your Customers and
Company

Problem: upper management lacks contact with the

Contact
customerwith Employees
Your
and with the lower levels of the company.
Clients and and
Customers Employees
Partners
• Take a look at your
••employees’
Participate
Quickly on yourand
tasks
familiarize
As a company
company’s internalgrows and more layers of management and
schedulewith
yourself by yourand
accessing
staff
external
firm’s are added,
forums
their calendars
contacts and the top executives tend to become
in your
increasingly
message
clients’ orboards,
yourisolated
get to from their company’s clients and the
•know
Assign
the tasks
company’s
partner’s issues to
dayclose
companies. to operations.
to day
members
the heart ofofyour
your
departmentand
employees through
your the
calendar
customers.
Solution: use Sourcio’s CRM solutions to stay in touch with
your customers and to get a better grasp of your company at
all of its levels.
Maintain Contact with your Customers and
Company
Problem: upper management lacks contact with the
customer and with the lower levels of the company.
Maintain Contact with
Sales and Marketing
Through Graphs

• Opportunities by
source and outcome

• Sales pipeline by stage

• Sales pipeline by date

• Leads by source

Solution: use Sourcio’s CRM solutions to stay in touch with

your customers and to get a better grasp of your company at
all of its levels.
Control Costs

Problem: managing the costs, revenues and expenses of an

enterprise. Accounting and Inventory

Managers of small and medium sized businesses in particular

need to have accurate and up-to-date information on their
businesses’ critical costs and revenues.

Solution: use Sourcio’s CRM solutions to control costs by

keeping track of documents such as quotes, invoices,
Keep track of all your company’s orders, invoices, payments, expenses,
purchase
purchase orders,
orders, expenses,
products, and
general general
ledger ledger
entries entries.
and inventory.
Sourcio can help with…

 We can analyze your company to help you select and

implement the most appropriate open-source CRM
solution for you.
 We can install your new open-source CRM, migrate the
data from your old systems, and train your employees in
the use of your new solution.
 We can customize open-source products so that they
better suit your needs.
 We can host your solutions from our own servers, making
them available to you online.
Reap the Advantages of Choosing Sourcio

 Much better knowledge of local (Armenian) market than

other consulting companies.
 More choices and a better custom fit than from vendors
of single OS CRM solutions.
 Lower costs and more flexibility than from vendors or
consultants offering proprietary solutions.
 Experienced staff and management.
Reap the Advantages of Choosing Open Source
Software Solutions

 Lower costs
 Higher ROI
 Lack of vendor lock-in
 Stability of software
 Higher security
 Very good performance on older hardware
 Highly customization
Gain an Edge Over Your Competitors With
Sourcio’s CRM Solutions

 Acquire a big advantage over your competitors by being

the first one in your industry to acquire a CRM system.
10 reasons to choose Sourcio solutions?

1. Sourcio solutions are reliable, implemented and tested in real

life situations
2. Sourcio solutions increase customer satisfaction, thus
attracting more repeat customers
3. Free from vendor lock-in.
4. Paperless technology
5. Reduce unproductive, routine human work
10 reasons to choose Sourcio solutions? (cntd.)

6. More visibility and ease of control

7. Reasonable price and quick payback, increases overall
profitability
8. Sourcio solutions are based on existing products and
standards used in the US and Europe
9. Sourcio Services are fast and flexible ( Rapid deployment,
flexibility for modifications, minimal trainings)
10. Sourcio is leader in Armenian market in enterprise
solutions; the team has a 10 years of experience in
mission critical and secure products
Why is Sourcio the leader in the software market?

 Sourcio solutions are implemented and tested in real life

situations
 Reasonable price and quick payback
 Sourcio Services are fast and flexible (Rapid
deployment, flexibility for modifications, minimal
trainings)
THANK YOU FOR
ATTENTION!
SOURCIO CJSC
9 Alex Manoogian st.
Yerevan 375070, Armenia
Tel.: +374 1 51-20-26
Fax: +374 1 51-21-12
E-mail: info@sourcio.com
URL: http://www.sourcio.com