Explaining ZurmoCRM for small biz on QNAP using Virtualization Station solution to partners including business model and ZurmoCRM screen captures.

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2. Business Model
CR
KA
KP VP CS
KR CH
C$ R$

3. CS - Customer Segments
Do you have customer like this?
● B2B
● Value customer data and log
● Improve sales management
● Improve sales forecast accuracy

4. VP - Value Propositions
Business administration + IT
● One stop solution
● Training, consulting, and technical support
● Upgradable to paid version
● Business-class hardware

5. CH - Channels
Are you our channel partner?
● System integrator
● NAS reseller

6. KA - Key Activities
How to sell?
● Promote and visit on business
● Setup and configuration
● Training
● Consulting and technical support

7. KR - Key Resources
What do you need?
● Sales team
● Field engineer
● CRM consultant
● Promote and support documents
● Virtualization solution

8. KP - Key Partners
Who is your partner?
● ZurmoCRM reseller
● CRM consultant
● QNAP customer service team

9. R$ - Revenue Streams
Show me the money!
● Setup and configuration service
● Training by head count
● Consulting and technical support service
● Reselling QNAP and hard drive

10. C$ - Cost Structure
Who take my money?
● Field engineer
● Contract CRM consultant
● Contract technical support service
● QNAP hard drive procurement

11. CR - Customer Relationships
How to maintain relationship?
● Single contact window
● Self-service

12. ZurmoCRM on QNAP
Virtualization
Station

13. Cooperation
● ZurmoCRM VM to simplify installation
● Private environment for less conflict and
lower support cost
● Configurable environment for more
flexibility and better optimization
● Best with QNAP Virtualization Station

14. Dashboard

15. Report with Drill Down

16. KanBang Board

17. Gamification

18. Administration

19. Customizable Porlet Layout

20. Custom Field

21. Groups and Policies

22. Multi-Languages

23. Roles and Sharing

24. Individual User Profiles

25. Web Capture Form

26. Build-in Workflow Engine

27. Future
● Integrate with More VoIP
● Simplify setup and configuration
● More optimization
● Continue to update VM

28. Q&A and Profile
● CRM Consulting
http://amigocrmservice.strikingly.com
● Mobile: 0921-991-923
● Facebook Page: 現代行銷業務觀點
● Blog: http://amigocrmnotes.wordpress.com
● Profile: http://www.linkedin.com/in/amigochen