Cloud CRM Solution for Small Businesses Review

© 2014 Soft Solvers Solutions. All Rights Reserved.
Cloud CRM Solution for Small Businesses
Second CRM – A Functional Introduction
June 2014

Introduction
Second CRM – Cloud CRM Solution for Small Businesses
 SoftSolvers – MSC Malaysia Status company in Cyberjaya
 Designed for Small to Midsize Businesses, as a viable
alternative to more expensive overseas solutions
 Helps in Managing Sales, Marketing and Customer Service
 On Demand, No investment on server/software, No need
IT guys, Highly Secure, Daily backups, Never lose any data
 Easy-to-use, customizable, Access it any time, any where
or on any device (desktop, tablet, or phone)

Second CRM Features
 Second CRM drives sales performance by
allowing sales representatives to track and
share potentials, manage and upsell into
existing accounts, coordinate activities across
teams.
 With Second CRM you can monitor pipeline
stages through dashboards and collaborate
through alerts & notifications and integration
with Website for capturing online leads.
 It supports the complete sales process of your
organization, starting from Lead Management,
Potentials, Account & Contact Management,
Sales Pipeline Management, Quotations, Sales
Orders, Invoicing, and others.
Benefits
 Share sales data across individuals
and teams
 Bring new sales representatives up
to speed
 Present effective presentations and
proposals to customers
 Increase productivity by
automating quotes, and invoicing
Sales Force Automation
 Leads Management
 Account Management
 Sales Pipeline Tracking
 Quotation to Sales Order
Management
 Services & Service Contracts
 Capture Website Leads

Second CRM Features
 Manage leads from multiple sources, build and
track marketing campaigns, manage multiple
email marketing offers, and ensure marketing
and sales reps have up-to-date information
necessary to close the deal.
 Using Second CRM, companies are more
productive with whole integrated approach with
Emails, SMS and Google apps that highly
supports the top and bottom lines.
 Second CRM provides E-mail Marketing, Online
Web Forms, Product Management specifically
useful for marketing team, along with other
marketing-related modules, such as Activities,
Calendaring and Contact Management.
Benefits
 Close the gap between lead
generation and deal closure
 Segment customers to target the right
customer with the right message
 Generate and monitor campaigns
across all customer channels
 Integration into Google Apps for
enhanced collaboration
Marketing Automation
 Campaign Management
 Mass Mail with Email Templates
 Send & receive SMS in CRM
 Google Apps Integration
 Calendaring & To Do
Management
 Document Management

Second CRM Features
 Acquiring new customers is much more expensive than selling to existing ones.
With Second CRM customer support, companies have the confidence that
customer cases will be handled quickly and effectively.
 Second CRM customer support centralizes customer service requests across
channels to allow companies to diagnose bugs, assign and escalate customer
issues to resolution.
 Second CRM provides enterprise quality Customer Support & Service features,
such as Ticket Management, Service Contracts Management, Customer Self-
Benefits
 Centrally manage and share all customer service issues
 Manage Service Contracts better, with expiry alerts and timely
follow ups
 Understand frequency of incidents to improve product quality
 Measure the responsiveness of customer support
 Manage schedules, calls, meetings and emails from a single
location
Service Portal, Reports & Statistics specifically useful
for your organization's customer support force.Customer Support
 Manage Service Contracts
 Customer Issue Management
 Customer Survey
 Customer Portal
 Knowledgebase, FAQ’s

Second CRM Features
 Second CRM offers lot more than normal CRM software offer, as we believe,
most of the small and mid size companies will improve the productivity of their
internal operations, if its is integrated with the CRM.
 Second CRM offers features like Project Management, Inventory Management,
Payments & Receipts, Purchasing Management, dealing with vendors, Asset
Management and much more, to give maximum returns for your investment.
 Second CRM streamlines common operations tasks and promotes effective
communication across the company from marketing, sales, operations to
finance.
Benefits
 Tracking the Post Sales activities, to give holistic view of the
customer
 Complete cycle from Lead to Sale, and Invoice to Receipt
 Manage your stock, with Purchase Orders and Sales Orders
Operations Management
 Project Management
 PO & Vendor Management
 Invoicing, Payment & Receipt
 Customer Asset Management
 Computer Telephony
Integration

Second CRM Features
 Second CRM BI Reporting enables you quickly assess your reported data and
take immediate action to make smarter and timely business decisions. This
includes business intelligence functionality that extends beyond other CRM
vendors’ solutions and is easier to use.
 With Second CRM you can assess customer and competitive trends—all to
help you make faster, more profitable decisions.
 Second CRM reporting turns data into actionable information. Managers can
monitor business performance across customer segments, marketing
campaigns, sales opportunities and customer satisfaction levels.
Benefits
 Segment prospects and
customers based on attributes
that drive your business
 Benchmark campaigns to
understand which efforts
produce the most revenue
Benefits
 Roll-up and analyze sales
opportunities across your
organization
 Monitor the customer
satisfaction of accounts
Business Intelligence
 Dashboard & Charts
 Advanced Reporting
 Alerts & Notification
 Scheduled Reports
 Data Analysis

Second CRM Features
 eXRM is the natural evolution of CRM (Customer Relationship Management).
In today’s dynamic business environment companies demand the ability to
manage anything (X=anything), not just relationships with customers.
 Second CRM’s Open platform and flexible architecture makes it is much more
than a traditional CRM product. Instead, a better way to think of Second CRM
is as a rapid development application with out-of-the-box CRM functionality.
 Second CRM Extensibility features include, fully documented Web API,
Configurable workflows and integrations available for popular CMS.
Benefits
 Able to quickly customise CRM
as per the organisation needs,
without any IT support
 Integrate with corporate
website for online leads, and
complaints management
Benefits
 Easily export the data for external
analysis and reporting.
 Integrate the CRM System with
other backend systems for single
version of organisation data
Extensible
 Modular Architecture
 Web Services API
 Tablet & Mobile friendly
Interface
 Import / Export Data
 Configurable Workflow

Second CRM Features
Sales Force Automation
 Leads Management
 Sales Pipeline Tracking
 Quotation to Sales Order
Management
 Services & Service Contracts
 Capture Website Leads
Customer Support
 Customer Issue Management
 Customer Survey
 Customer Portal
 Knowledgebase, FAQ’s
Marketing Automation
 Campaign Management
 Mass Mail with Email Templates
 Send & receive SMS in CRM
Management
 Document Management
Business Intelligence
 Dashboard & Charts
 Advanced Reporting
 Alerts & Notification
 Scheduled Reports
 Data Analysis
Operations Management
 PO & Vendor Management
 Invoicing, Payment & Receipt
 Customer Asset Management
 Computer Telephony
Integration
Extensible
 Modular Architecture
 Web Services API
 Tablet & Mobile friendly
Interface
 Import / Export Data
 Configurable Workflow
Second CRM can be customised and extended to meet most of the business requirements.

Second CRM: Dashboard

Second CRM: Quotation

Editions & Pricing
Second CRM Express Second CRM Standard Second CRM Professional
RM20 /user /month RM50 /user /month RM85 /user /month
Manage Customers and Track
Sales Activities
Manage Complete Sales &
Marketing Activities
Manage Entire Business for
enhanced Productivity
Centralised Customer database,
track every interaction and manage
sales leads and pipeline
Everything Express has, plus ability
to generate online quotes and
invoices and manage campaigns
Everything Standard has, plus
features to manage customer
support and after sales activities
 Leads & Sales Pipeline
Management
 Account & Contact Management
 Sales Activity Tracking
 Standard & Custom Reports
 Web Mail with Email Templates
Management
 SMS Messaging
 Mobile friendly interface
 Role permissions
 Product & Services Management
 Quotation Management
 Mass Email & SMS Campaigns
 Content Library
 Customer Survey
 Sales Order & Invoicing
 Custom Dashboard & Charts
 Capture Web site leads
 Configurable Workflows
 Track Service Requests
 Purchase Orders & Vendor
Management
 Payment & Receipts
 Asset Management
 Unlimited application
customisations
 API for Application Integration
* Minimum 5 Users.

Implementation & Support
 To keep the process simple Second CRM is all online starting from registering
for 30-Day Free Trail to pay using credit card for the Paid version.
 Visit www.secondcrm.com website
 View Demos and Compare Editions
 Register for 30-Day Free Trail
 Access Support Portal and Getting Started guides to learn
basics and ask questions on forums to clear doubts
 Upgrade to Paid Version and Go Live
 Estimated Implementation Time < 30 days*
 Continuous Support during Subscription Period
 Application Hosting at SoftSolvers Cloud (Guaranteed Uptime 99.9%)
 Server & Application Maintenance (Backup, Patches, Upgrades, etc)
 Dedicated Customer Support (SLA, Toll Free No, Contact Centre, Online Support)
 Minor Changes and Bug Fixing
* Standard implementation.

Traditional (On Premise) CRM
Second CRM Professional Edition
Comparing Second CRM Professional Edition with traditional On Premise CRM
implementation, over a period of Three years, assuming Ten active users.
Comparison with Traditional CRM
Feature Unit Price Total Cost
Software License – 10 Users
(assuming client buying a mid range CRM solution)
20,000
Server Hardware (assuming a single machine) 5,000
Server Hosting (per month for data centre) 300 10,800
System Admin (avg monthly salary) 2,500 90,000
Total Cost in RM (For Three Years) 125,800
Feature Unit Price Total Cost
Server & Application Setup Nil
Second CRM Subscription fee (per user per month) 85 30,600
Rest Everything Nil
Total Cost in RM (For Three Years) 30,600
Few Considerations
 With own Hardware
there is no scalability, if
more users are required
 After 3 years, most of
hardware need upgrades
or even replacement
 For any reason replacing
a trained System Admin
could be a nightmare for
any Company
 Second CRM grows with
your Company, keeps
you always Lean & Agile

Second CRM has more than 100 active customers across
Asia, from small to large size companies and has a very high
customer retention rate.
Second CRM encourages try before you buy, without even
swiping any credit card. Second CRM allows rebalance users
up or down to meet business needs.
Second CRM is highly cost competitive, both in terms of
subscription and the professional services fee.
Open platform, Cloud computing, Malaysia cost advantage.
No capital investments on servers or software, Secure
servers, Daily backups, Patches and updates, etc all taken
care off. Just focus on your business.
On Demand,
Subscription Based
Proven track
record
Best Price Value
Package
Zero Risk Trial,
Highly Flexible
Subscription
Going Beyond Criteria
Second CRM – Key Differentiators

Success with Second CRM
2010 Silver Award for Best CRM Programme Implementation
Case Study: MYOB South Asia
Growing with them
 Working for 4 years now, reached
more than 100k customers
 Later added HK region also
 Continous Product improvement
Implementation & Launch
 40k Customers across Asia Pacific
 Sales, Marketing, Customer Support
 Migration from Siebel CRM
 Zero to Live in < 3 weeks

Customers & Achievements
Echelon Finalist 2011,
Asia’s largest Startup
event
Asia Top 50 Apps
2010 - E27 Singapore
Silver award for Best
CRM Implementation -
CCAM Malaysia, 2010
CRM Idol Semi-
finalist 2012 &
2013
Achievements
Customers
* Second CRM has more than 100 active Customers in Asia.

We are NOT Alone
Partners

Soft Solvers Solutions Sdn Bhd
C-G-17, SME Technopreneur Centre, 2270
Jalan Usahawan 2, Cyberjaya, 63000, Selangor, MALAYSIA
Tel: +603 8315 6101 Fax: +603 8315 6102
Web: www.secondcrm.com Email: sales@secondcrm.com
Thank You
Questions & Answers

Cloud CRM Solution for Small Businesses Review

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