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E.PIPHANY, INC. Presentation Agenda. CRM In Theory and in Practice By Derek CRM Industry Information & Major Players By Amy E.piphany History, Business Model, Product Offerings By Michael E.piphany Case Studies How E.piphany Adds Value By Agatha Question & Answer Session.
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Presentation Agenda • CRM • In Theory and in Practice • By Derek • CRM • Industry Information & Major Players • By Amy • E.piphany • History, Business Model, Product Offerings • By Michael • E.piphany Case Studies • How E.piphany Adds Value • By Agatha • Question & Answer Session
What is CRM? • History • Using Information as a Tool • Customer-centric • Goal is to Increase Lifetime Value of EACH Customer
About CRM • Background • Multi-billion dollar business • Average Data Warehouse project • $1.9 million to implement (1997 figures from International Data Corp) • CRM product sales are growing by 21% annual rate
What CRM is NOT • Is NOT strictly about the UPSELL
The Loyalty Effect – An offshoot of CRM software • Reichheld – Bain Company 1996 • Avoid snapshot accounting • Lower churn rate by investing in customer retention • Rule of 7 • 10% advantage in customer retention = double growth in 7 years
General Benefits of CRM • Faster, more informed decision making • Improved accuracy • Improved customer service • Faster product to market realization • Migration from product to customer focus
Anticipated Results of CRM • Solve critical business problems • Gain a competitive advantage • Average ROI of 401% • Payback period: 2.3 years
Integrating CRM • Analyze and design for your supply chain • Implement an interconnected solution – from front to back office • Collect prospect and pre-sales info • Analyze customer preferences and purchasing patterns • Increase efficiencies • Using CRM for post-sales customer interaction
CRM Application Service Providers • Benefits • Data security & reliability • Rapid deployment • Reduced need for management • Tradeoffs • Lack of control • Network dependence • Lack of ownership
CRM Industry Analysis • 2 Key Areas • Salesperson-centric • Call center applications • Marketing applications • Sales automation • Customer-centric
Siebel • Leading provider of customer relationship software • Automates sales & customer service operations • Siebel 2000 eBusiness Applications Suite • Accessible through wireless • #3 in Fortune’s fastest-growing companies
Siebel • Services large enterprises • Specific industry solutions for eBusiness applications • example: Siebel Apparel and Footwear • Applications
Oracle • World’s second-largest software company • Databases • Oracle 11i suite • Ranked #4 CRM vendor in 1998
Broadbase • Targeting e-businesses • Developing software to analyze companies’ relationships with suppliers • 1-year sales growth - 364.4 %
Vignette • New suite V/5 E-Business Platform • Founded in 1995 • Remains profitless
Exchange • Now doing business as Xchange • Repackaged its original software as Xchange eCRM • Sells software directly and through agreements with IBM, Compaq, and Microstrategy
Pivotal • Primarily for mid-sized and large companies • Software creates XML-based networks • Pivotal eRelationship 2000 suite • Features eIntelligence • Customer-analysis technology licensed from Epiphany
Enterprise CRM Vendor Shakeout • Siebel partnered with IBM • Oracle partnered with Hewlett Packard • PeopleSoft acquired Vantive • Nortel acquired Clarify • SAP
Mid-Market Players • Pivotal • SalesLogic • ONYX
Future Trends • PRM - Partner Relationship Management • Mobile, wireless, and voice • Web - eCRM • ERM - Employee Relationship Management
The latest IDC report on CRM … issued in May 2000 predicts that organizations globally will invest $8.7 billion in CRM solutions by 2003.
The Company • Overview & Business Model • History • Technology • Product
The Company • Overview & Business Model by Roger Siboni, President & CEO
Opens International Office Announces IPO E.4 System becomes available Launches Next Generation CRM Software, E.5 E.piphany Founded 1996 1999 2000 The Company • History
The Company • Technology • Application software & professional services company • Runs on industry standard technologies • Products built on integrated platform for scalability
The Company • Product • Organized into three platforms • Analytic, personalization, interaction • Organized to support three customer segments • Campaign management, real personalization, service center
The Company • E.4 Product Overview
Business Case Studies • KPMG • Professional Services • Nissan • Automotive • Della.com • E-commerce
KPMG • Background • Building an Accounting Database • Challenge • Extracting and Using Data from Legacy Mainframes • Solution • The Fast, Powerful, and User Friendly E.piphany System • Implementation • Fast and Efficient Deployment • Results • Unlocking the Knowledge Store with E.piphany
Nissan • Background • An Automotive Powerhouse • Challenge • To Bring Customers into Focus • Solution • A Comprehensive Customer View • Implementation • Focusing Customer Information • Results • The Power of Knowledge
Della.com • Background • On Everyone’s Wish List • Challenge • A Highly Complex Business • Solution • Shorten the Decision Process • Implementation • Views from Every Angle • Results • We’ve Got the Power
E.piphany Q&A