Marketing & Sales Automation

Partner Relationship Management (PRM) Overview:

Currently CLIENT has a web-site, and ZINFI's ZORIGAMI-PRO Partner Relationship Management (PRM) platform will be used as an add-on to this site. ZINFI is proposing several options, and depending on which option the CLIENT wants to proceed with, ZINFI will integrate its ZORIGAMI-PRO platform to other systems CLIENT may have (as per each option). The following is a graphical overview of the core modules available in ZINFI's PRM platform.

Platform Objectives:

• User Management Module - This module gives CLIENT the capability to manage access to the portal for CLIENT's employees, customers and channel partners.
• Customer Management Module - This module increases control over customer relationships, sales workflow and leads generated from campaigns. With the Customer Management module CLIENT's organization will have greater visibility over opportunities as they move through the sales pipeline.
• Deal Registration Module - This module gives CLIENT a framework to reduce channel conflict by enabling opportunities to be claimed by partners. This also increases communication with channel partners and visibility into the channel pipeline.
• MDF Management Module - This module gives CLIENT a framework to manage allocation and distribution of market development funds (MDF) across multiple regions, teams and partners. CLIENT can also run detailed status report to see where the programs are at, and what ROI is being achieved per program.
• Content Management Module - This module gives CLIENT complete control of web page content. CLIENT can dynamically update web pages, along with the ability to add, delete or modify any specific section of the site that is being operated by the Content Management module.
• Email Marketing Module - This module gives CLIENT the ability to send out email campaigns to registered users, as well as prospects. This would also be the core module for event registration (RSVP) management system.
• Media Player Module - This will allow CLIENT to provider dynamic online training content (for free or for paid) and manage upload, download of content by roles, etc.
• And More - In addition to the above mentioned modules ZINFI also offers an array of additional modules for free.

BPA Platform Objectives:

The primary objective of this platform is to provide all the necessary components for a solution provider to manage the business work-flow the most effective way to increase revenue and reduce operating cost. When configured appropriately, this platform can also greatly enhance end-user satisfaction level, as many of the components can provide round the clock customer assistance.

Platform Objectives:

The primary objective of this platform is to provide all the necessary components for a solution provider to manage the business work-flow the most effective way to increase revenue and reduce operating cost. When configured appropriately, this platform can also greatly enhance end-user satisfaction level, as many of the components can provide round the clock customer assistance.

• User Management Module - This module gives PARTNER the capability to manage access to the portal for PARTNER's employees, customers and other partners.
• Customer Management Module - This module increases control over customer relationships, sales workflow and leads generated from campaigns. With the Customer Management module PARTNER's organization will have greater visibility over opportunities as they move through the sales pipeline.
• Content Management Module - This module gives PARTNER complete control of web page content. CLIENT can dynamically update web pages, along with the ability to add, delete or modify any specific section of the site that is being operated by the Content Management module.
• Email Marketing Module - This module gives PARTNER the ability to send out email campaigns to registered users, as well as prospects. This would also be the core module for event registration (RSVP) management system.
• Media Player Module - This will allow PARTNER to provider dynamic online training content (for free or for paid) and manage upload, download of content by roles, etc.
• Help Desk Module - This module enables a PARTNER to create automatic help-desk tickets (self-created or PARTNER created) to systematically keep track of all activities.
• Project Module - This module seamlessly keep track of all tasks related to projects, which can be assigned by each customer.
• Billing & Invoicing - This module enables the PARTNER to keep track of all billable hours as well as maintenance contracts.
• And More - In addition to the above mentioned modules ZINFI also offers an array of additional modules for free.

Integrated Marketing Automation (IMA) Platform Overview:

ZINFI's powerful marketing padd ac solutions can enable CLIENT to generate more leads, identify which leads are ready to buy and nurture less-qualified leads through the pipeline, resulting in increased revenue and improved marketing effectiveness. ZINFI's marketing padd ac platform is comprehensive, easy to use and shockingly affordable.

Integrated Marketing Automation (IMA) Platform Objectives:

The primary objectives of this platform are to generate and nurture leads through the pipeline. The platform also delivers sales-ready leads to sales team at an appropriate time to ensure highest sales productivity is achieved, and all potential prospects are nurtured through the platform till they are ready for sales engagement.

• User Management Module - This module gives PARTNER the capability to manage access to the portal for PARTNER's employees, customers and channel partners.
• Customer Management Module - This module increases control over customer relationships, sales workflow and leads generated from campaigns. With the Customer Management module PARTNER's organization will have greater visibility over opportunities as they move through the sales pipeline.
• Content Management Module - This module gives PARTNER complete control of web page content. CLIENT can dynamically update web pages, along with the ability to add, delete or modify any specific section of the site, which is being operated by the Content Management module.
• Direct Mail Marketing Module - This module enables the CLIENT to send out personalized direct mail, so each campaign can be tracked at individual respondent level to understand detailed ROI and effectiveness.
• Email Marketing Module - This module gives CLIENT the ability to send out email campaigns to registered users, as well as prospects. This would also be the core module for event registration (RSVP) management system.
• Landing Page Optimization - This tool enables CLIENT to optimize landing pages based on trial campaigns or live campaigns on an on-going basis. WYSIWYG editor allows easy movement of content as a response to page traffic and prospect behavior.
• Lead Nurturing Module - This module has an intuitive drag and drop interface to create a lead nurturing work-flow to trigger events based on prospects' buying behavior and cycle.
• Multi-model Lead Scoring Module - This module allows detailed tracking and scoring of prospects based on lead nurturing activities, and creates alerts.
• Lead Management Module - This module enables CLIENT to allocate leads to certain groups or departments (telemarketing, telesales, direct sales, etc.), based on certain criteria and activities.
• Customer Relationship Management Feature Sets & Integration - Unlike other Marketing Automation platform, ZINFI's ZORIGAMI-PRO platform comes with a complete Customer Relationship Management platform. CLIENT can either use ZINFI's integrated Customer Relationship Management platform or integrate the marketing padd ac platform to any other Customer Relationship Management platform, e.g., Salesforce.com, SalesLogix, SAP, etc.
• Campaign Analytics and ROI Tracking - ZINFI's platform allows detailed tracking of prospect's behavior through the pipeline, along with detailed tracking of overall campaign effectiveness and ROI from each campaign.
• And More - In addition to the above mentioned modules ZINFI also offers an array of additional modules for free.

Web-in-a-Box (WIB) Overview:

The purpose of this platform is to ensure CLIENT's channel partners have the latest product and services information displayed on the latter's web sites. In majority of the cases, channel partners do not have the appropriate resources, budget and time to keep updating CLIENT's product information. ZINFI's dynamic content syndication platform distributes pre-configured CLIENT branded content through multiple partners in a seamless way.

Web-in-a-Box Objectives:

The primary objective of this platform is to ensure that accurate product and services information are displayed through multiple partners. The primary benefit of this content distribution is to make sure end-users visiting a channel partner's web site can access latest and most accurate information about product features, benefits and pricing. As a result of this dynamic access to most updated content, the CLIENT's partner is expected to get more enquires (leads) from their installed base and new prospects.

• User Management Module - This module gives CLIENT's partner the capability to manage access to the portal for CLIENT's employees, customers and channel partners.
• Content Management Module - This module gives CLIENT's partner complete control of web page content. CLIENT's partner can dynamically update web pages, along with the ability to add, delete or modify any specific section of the site, which is being operated by the Content Management module.
• eCatalog Module - This modules allows the CLIENT to set-up an online ecommerce store and carry out transactions.
• Email Marketing Module - This module gives CLIENT the ability to send out email campaigns to registered users, as well as prospects. This would also be the core module for event registration (RSVP) management system.
• Media Player Module - This will allow CLIENT's partner to provider dynamic online training content (for free or for paid) and manage upload, download of content by roles, etc.
• And More - In addition to the above mentioned modules ZINFI also offers an array of additional modules for free.

Virtual Event Management (VEM) Platform Overview:

In today's economy managing cost is critical. ZINFI's online Virtual Event Management (VEM) Platform allows customers to launch a complete interactive and engaging experience with their target audience. Whether it is for internal sales meeting or career fairs or external customer or partner events, ZINFI's VEM platform can provide results focused high-quality experiences at a fraction of traditional site events.

ZINFI has partnered up with two industry leaders - Cisco and Microsoft, and by integrating ZINFI's marketing and sales padd ac platform, ZORIGAMI-PRO, with Cisco's WebEx and Microsoft's Office Communication platform, ZINFI can provide a world-class multi-channel web-event platform that can be fully leveraged as either online virtual trade shows, sales meetings, career fairs, etc.

VEM Capabilities:

• Connect - Exchange information, make decisions, and collaborate just like you would in person-even when you're continents away. Skip the back and forth emails and time-consuming trips. Meet remote colleagues, customers, and partners online and get more done faster than ever.
• Share - Show presentations, demonstrate applications, share anything on your computer screen. Hold lively creative sessions with your marketing and advertising teams. Make sales presentations to prospects. US the platform to generate leads, train customers and partners.
• Discover - Understand what the participants are interested in based on post-event data, and classify them into various categories (lead types, etc.) for further follow-up

VEM Applications:

• Virtual Partner Events - Set-up multi-channel parallel events to discuss various topics related to a product launch, solution categories, etc., Invite various types of prospects and participants to self-select content.
• Virtual Customer Events - Reach out to existing customers or new prospects to introduce an entire set-of solution. Run parallel events to engage various customer segments the most cost-effective way.
• World Wide Sales Events - Run a multi-theater sales event, leveraging ZINFI's VEM platform. This can not only reduce cost, but also increase sales productivity substantially.
• And More - Do you have ideas for other types of events? Please talk to us so that we can put together a custom proposal for your consideration.