IPGN Solutions Presentation. View Online

billgray61 72 views 16 slides Jul 29, 2024
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About This Presentation

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Slide Content

1 Introduction into Customer Resource Management (CRM) tool End-to-End (EIIƎ)

Available Systems for SME’s in Services Industry… EIIƎ CRM by IPGN Solutions 2 1.Customization Challenge: MRO (Maintenance Repair Overhaul) and mixed service companies often have unique workflows. Identifying a CRM that seamlessly integrates with these processes can be a challenge. 2. Addressing Industry Complexity: The intricacies of MRO and mixed services operations can push the capabilities of standard CRM systems. Finding a solution with the necessary depth for these specialized needs is crucial. 3. Balancing Cost and Development Time: While custom-built systems offer the ultimate fit, the development time and cost can be significant. Optimally, companies need robust CRM options that are cost-effective and with short deployment cycle. 4. Streamlining Implementation for Changing Needs: Off-the-shelf CRM systems can be cost-effective but adapting them to evolving needs can be a time-consuming process. The ideal solution offers a balance between affordability and easy customization. 5. Comprehensive User Coverage: Many CRM systems cater to a specific user group within a company. Finding a solution that empowers end-users, managers, and owners with relevant functionality is essential. Time Cost Flexibility Quality

Market Analysis 3 IPGN Solutions' EII Ǝ CRM targets the industrial services and product services sector in the UK, focusing on SMEs only. By targeting this niche market, IPGN Solutions can aim to capture a significant share of the SOM £6-30M, leveraging customizable and bespoke CRM solution tailored for industrial services. EII Ǝ CRM fits into the middle sweet spot of the CRM features analysis, with the top competitors being HubSpot, MS Dynamics and Salesforce.

Pricing analysis 4 Case: Overall SaaS package deal costs for a 50-100 staff services company with 5 CRM suit users Category HubSpot Salesforce Pipedrive Microsoft Dynamics 365 Custom Build EII Ǝ Onboarding Fee $3,000 $5,000 - $10,000 $500 - $2,000 $2,000 - $10,000 $20,000 - $50,000 $2,000-$8,000 CRM Suite Category Professional: $1,600 for 5 users + $80/user for additional users N/A Included in monthly fee Verified with providers Professional: $4,000 for 5 users + $150/user for additional users Professional: $1,750 + $250/user for additional users Professional: $4,000 for 5 users + $150/user for additional users N/A N/A Included in monthly fee Per User Cost (monthly) Starter: $50 Essentials: $25 Essential: $14.90 $30 (avg) Essentials $35.00 Professional: $80 (additional) Professional: $75 Advanced: $27.90 Professional: $65 Professional: $80.00 Enterprise: N/A Enterprise: $150 Professional: $49.90 Enterprise: $95 N/A Total Year 1 Cost Starter: $33,000 Essentials: $20,000 Essential: $9,940 $53,000 Essential: $3,500 Professional: $76,800 Professional: $52,500 Advanced: $19,740 Professional: $44,000 Professional: $12,800 Enterprise: $63,000 Enterprise: $100,000 Professional: $31,940 Enterprise: $67,000 Hidden Costs Additional training, support, and customization fees. Extra cost for additional CRM users. Basic Support covered, additional at a cost. Advanced features might require higher-tier plans, extensive training, and consulting fees. Extra fee for customization. Basic Support covered, additional at a cost. Limited customization options, potential costs for add-ons. Extra fee for customization. Basic Support covered, additional at a cost. Customization, integration, and consulting fees on top of the above. Basic Support covered, additional at a cost. Ongoing maintenance, updates, scalability issues, and potentially high development costs for further customization. Basic Support covered, additional at a cost. New Features Developed, including AI might be at additional Cost post Contract signage if not part of deal. Basic Support covered, additional at a cost.

Your Business. Your Rules. Low Cost Configurable 5 A customizable, intuitive CRM designed for SMEs in industrial and equipment management services sector , empowering YOU to tailor workflows and data management to YOUR unique business needs. Bespoke

TOP FEATURES Full story Ability to review, send requests, reminders and comment on different data levels, such as Customers, Enquiries, Proposals etc Full Customization Configure and customise every module, view, field, email notifications, graphics and KPI’s by yourself, therefore cutting down deployment time. Full Transparency Review your usage telemetry of views and charges as well as support tickets and invoices for full transparency. 6

Development Principles 7 Every view and feature is built with the principle of it being easily configurable and changeable so that any business user can replicate or amend system according to their own needs. This translates to monetary and time gains to customer and lower operational costs for IPGN. Configurability Customer satisfaction is essential to every business. We take it to next level by making sure we give the features benefiting all users, such as managers, owners and data transaction users. We also make sure to engage customers to provide regular feedback on any of new features we want to build for users benefit. One of our customers saved <100K in deployment alone. Satisfaction We like to make sure that everything we build is fit for purpose and is easily adaptable by all levels of users, meaning it must adhere to our company values and follow our 4 S Principles (Simplify, Streamline, Standardise & Systemise). Simplicity

Traction 8 Current Traction: 1 Signed Customer est. rev 12K per Y1, increase by 10-15% Y2 1 Pre- Signed Customer est. rev 20K per Y1 3 High Prob Customers est. rev 24K per Y1 2025 Traction: 2025 Growth rate based on 75£ per user monthly fee starting at 75 users at slow growth rate. With additional investment in sales and marketing, targeting Accelerated path and Supercharged with Partnership companies.

Future Ai tools & features The initial idea of making users life easier by giving them the necessary tools to do their daily jobs was our main objective. The application currently provides a framework for customization and configuration by individual users, but the next level is to give users a console to input instructions via an AI tool to fully customize the system based upon their specific request. Expansion of core End to End is not meant to be simply a CRM, it is meant to track cross functional transactions by business users. The system will have APIs and connect to other software applications available to seamlessly create more division and responsibility-based modules, such as Project Management, Asset Management, Field Services, Maintenance etc.

Landing Page on Overview & KPI Configuration Above right video demonstrates the log in credential check though secure Sign in and landing on the previously opened view, in this case the Overview of all the KPI’s that have been set up for business. You can filter and select period on this view. 10 *this view is currently in development and will have a selection of KPI cards to choose as well as assign the quarterly/yearly objectives for business within next few weeks.

Sales Tracker & Updates In this Demo you can observe user manipulate the data in sales tracker as well as see current sales pipeline. When selecting specific enquiry, it displays associated proposal as well. You can then add in reminders and requests for selected item and see the comment pop up in the Story section below. This view is configurable and can be changed to display either enquires or proposals or mix. 11

Requests and reminder notification In this video you can observe creation of the request note sent to user from sales tracker. This is possible from any other view as well. Requests can be accessed by any team member, but notifications will be sent to specific users via email. You can also again do any system updates by clicking on any of the black highlighted IDs. Tuesday, February 2, 20XX Sample Footer Text 12

Customer Menu In this video you can view various cards that are available on the customer view. You can add customers, create meetings, add notes, contracts, see latest actions and reminders. Once you select specific customer you can update any location/contact dates as well as see any latest notes on customers. In the action button area you can also create and add enquiry directly from Customer page. 13

Snapshot of configuration Dedicated users can do the Adding/ Renaming specific fields that can become a requirement during the customer customization of the application. There is a blueprint standard for all the Views in modules but dedicated users can customize their views fully to include data they require to store. 14

Resources and News In this video you can see how dedicated users can add new team members and add roles/responsivities to selected modules. The news is a live feed for us to put any new application improvement or fixtures news as well as put in any industry news by any user who might find it applicable for anyone in the team. 15

Thank You 16
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