Corporate Presentation on Vision, Strategy and Services

Corporate Presentation
Content
Our vision
Our strategy
Our global reach
Our service offerings
Our use cases
Our clients

Our vision
September 2016

Excellence4u is a persona driven company
Our services are delivered by a growing team of 125+ dedicated
professionals with specialties covering nearly every discipline in granular
market research, dark data gathering, inside sales and the marketing ops
space
We work together to ensure the highest standards of quality and
innovation in everything we do
Our vision

Our strategy

Your partner for accelerated marketing and sales
We believe marketing without data is like driving with closed eyes
Our specialties are linked to sales intelligence research, marketing operations, and
marketing support services
We work with IT companies, law firms, private equity firms, venture capitalists, consulting,
and advisory firms across the world
Our pricing is linked to the output we deliver and not to the efforts put

Our global reach

Our coverage is global with enhanced expertize towards emerging markets
We are a growing team of 125+ dedicated professionals with offices in India and Romania

Our service offerings

Data Insights
Prospecting
Identification of
prospective
customers with filters
defined by clients
Pricing Model
Cost per identified
customer
List Augmentation
Expansion of
identified customers
with relevant titles
Pricing Model
Cost per contact
Information Landscapes
Comprehensive
Technology landscape
of the company with
details on applications
and tools used for
core business
functions
Pricing Model
Cost per company
Tailored
Technology landscape
restricted to the
queries posed by
clients
Pricing Model
Cost per query
Business
Research
and
Analysis
Competitive
Intelligence, Company
Research Reports,
Industry Trend Reports,
Market Forecasts &
Analysis, Marketing
Materials, Proposals,
Periodic Industry
insights
Pricing Model – Cost
per query
Marketing Operations
Database Management, Leads and Contacts
Management, Account and Opportunity
Management, Campaign Management,
Dashboard Reporting & Analytics
CRM Expertise
Salesforce, Apsona for
Salesforce, Marketo,
Eloqua, HubSpot and
MS Dynamics
Pricing Model
Cost per hour

Use cases – Data insights

Data Insights – Use Case 1…Worldwide list of Algorithmics customers
Client
Our Client is a global application software provider,
headquartered in United States. They sell an integrated suite
of trading and risk applications to the capital markets
function within the BFSI vertical
Need
A list of worldwide customers of Algorithmics (Algo Risk)
customers with contact details in order to run a marketing
and sales campaign to a specific set of prospects
Approach
• Using E4u’s unique secondary research methodology, our
team was able to research and identify the list of Algo
customers across the world along with details of modules
implemented
• After identification of the prospects, E4u contextually
identified the key decision makers within the companies
Time Taken - 2 Weeks

Data Insights – Use Case 2… Worldwide list of customers upgrading Siebel Open UI
Client
Our Client, headquartered in Austria is a provider of software
testing and software quality assurance solutions for global
2000 companies
Need
A list of customers of Seibel Open UI who were currently
upgrading or recently upgraded Siebel Open UI with Contact
details for running a focused inside sales and sales campaign
Approach
• E4u identified customers who are currently upgrading Seibel
Open UI and also customers who had upgraded in the past 1
year
• After identification of the prospects, E4u then contextually
identified the key decision makers within the companies
• E4u identified around 450 customers and also the set of key
people responsible for Seibel Testing

Data Insights – Use Case 3… List of JD Edwards customers in United States
Client
Our Client, headquartered in the United States, is a Predictive
Knowledge Sharing company, that help companies collect and
analyse expertise and employee data to deliver answers to
employees, even before they ask
Need
A list of customers who use JD Edwards in the United States
Approach
• E4u identified companies who are users of JD Edwards
• The relevant titles were the key decision makers in the
function of Human Resource, Operations, and Technology

Use cases – Information landscapes

Info Landscape – Use Case 1… Asset Management Companies
Client
Our Client, headquartered in Denmark, is a global company that
provides investment management software and services to
investment managers, asset managers, fund managers, fund
administrators, pension funds, insurance funds, and wealth
managers
Need
Technologies used in front office and back office functions with
details regarding product version, which process the product is
used for, year of installation etc. for 484 companies
Approach
• E4u mapped the technology landscape of the front
office and back office functions with details of the
process used, type of product, version number and
year of installation
Time Taken
4 weeks

Info Landscape – Use Case 2… Federated Investors
Client
Our Client, headquartered in the United States is a
provider of SIEM and IT Security services
Need
The client had a meeting scheduled with the CIO of
Federated Investors and wanted to know the technologies
used for IT security that would help him on the pitch
Approach
E4u mapped the technologies used for IT Security and IT
Network of federated investors along with a brief profile
of the CIO
Time Taken
1 day

Info Landscape – Use Case 3… IdeaPort Riga
Client
Our Client, headquartered in Austria is a provider of
software testing and software quality assurance
solutions for global 2000 companies
Need
The client needed the information landscape of
IdeaPort Riga, who were in the process of upgrading
Siebel Open UI specific to the testing tools being used
Approach
E4u mapped the testing tools used by IdeaPort and
also the details about their current up gradation
project along with vendor information
Time Taken
2 day

Use cases – Business research and analysis

Forensic research
Forensic Diligence of Business Models Understanding Portfolio Allocation
• An early stage investment firm based out of United
States
Client
• In-depth analysis across information claims, value
proposition, partners, share-holders and financial track
record of the founding team
Need
• Accurate analysis backed with secondary data
• Quick cycle time
• Data driven decision making process in order to aid the
investment decision process
Value to the client
• A leading PE based out of United Kingdom with an
AUM of €600 million fund
Client
• Portfolio Allocation of 10 Family Offices
Need
• Provided portfolio allocation split for all the 10 funds
• Data helped the client make a pitch to the family
offices for investment
Value to the client

Industry research
Industry Profile on FinTech Benchmarking on Innovation in Law Firms
• One of the largest law firm in the Americas
Client
• Emerging trends on FinTech to use for their clients
Need
• Helped the client gather credible data for business
development
Value to the client
• An international law firm based in United Kingdom
Client
• What other law firms are doing to add value or
efficiency or innovation in providing legal services
Need
• The information was used to write a paper on
innovation in law firms by the Managing Partner of the
firm
• Qualitative and Quantitative information
Value to the client

Custom research
Competitor Research - Tax Practice of key
competitors Target List - List of Private Equity firms with CFOs
• A multinational law firm based out of United Kingdom
Client
• Understand the Tax Practice of key competitors on size
of practice, areas of practice, programs / PR activities,
approach to market and a key strength
Need
• Helped in understanding the competitor landscape and
strategize their marketing value proposition
Value to the client
• An expert network that operates a membership-based
platform that provides independent ad-hoc consulting
services
Client
• List of Private Equity firms with the contact details of
CFOs in Singapore, Malaysia and Indonesia
Need
• Information was used for business development and
marketing purposes
• Quick turnaround time
Value to the client

Use cases – Marketing operations

Marketing Operations - Use Case 1
Solution
• Data Management & Data Quality – Our client was using Salesforce
for sales activities, E4u helped them by cleaning up/ enhancing the
new leads that were being added to Salesforce and also helped with
cleaning up the existing database with regard to accounts, contacts,
and leads
• Outsourcing Marketing Operations – E4u started handling the lead
generation and email campaign management in Marketo. E4u
helped the client in setting up marketing campaigns with respect to
events, marketing assets, and geography specific campaigns
• Inside Sales – E4u prepared the script, created content and an
inside sales process for entry level solution. Took inbound leads,
qualified, engaged and closed
• Sales Assist – E4u helped the client’s sales executives, by managing
their salesforce activities on behalf them. E4u also sent emails,
updated activities related to the lead/ contact and opportunity
management
Need
Our client wanted to outsource their operations to standardize their sales process. The primary goal to work with an outsourcing partner
was to reduce the costs and cut cycle time

Solution
• CRM Recommendation – E4u, considering various client
evaluated CRM software, recommended HubSpot, as the
client was looking for an inbound marketing software
platform
• Setup HubSpot – E4u helped the client by setting up
HubSpot from the scratch
• Database Management & Data Quality – E4u created the
data model and segmentation to maintain data quality.
E4u started handling all lead generation and lead
management activities
• Campaign Management – E4u prepared the script,
created content (email templates) and executed all the
setup campaigns
Need
Our client was a start-up and was looking for an outsourcing partner who would work as a ‘marketing arm’ for their team

Solution
• E4u recommended the client to implement Microsoft
Dynamics® CRM Business Solution, creating a centralized
system for the organization
• E4u consolidated the silos of data in the CRM after a round of
verification and validation of each record. E4u replaced the old
records with the fresh ones keeping up the integrity of the data
• Chosen for its internet accessibility, affordable cost and
flexibility with modifications, Microsoft Dynamics® CRM has
changed the way the entire organization handles data
Need
Our client had stored all of its membership data in 30 different databases, then in 2003 consolidated them to 11 Access databases; in a
proprietary system, they developed internally. The main goal was to consolidate the silos of data into one centralized system

Our clients

Some of our clients..

Thank you

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