1. www.persistentsys.com
© 2013 Persistent Systems Ltd
Savvy -- Business. Relationships.
Intelligence.
The Goenkars
Amod Borkar, Marwin Menezes, Prashant Prasannakumaran, Zishan Shaikh, Neville
Fernandes, Sandeep Pandey, Dattaraj Devane, Sanyam Kamat, Chaitan
Chodankar, Pranav Tendulkar, Shekhar Khandeparkar.
Team Owners: Girish Bharne, Siddhesh Naik Kurade, Pandurang Kamat

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 Comprehensive profile, engagement
context and up-to-date relationship
intelligence about customers
 Target User
 Any customer facing individual in the
enterprise – CXOs, Customer
Partner, Sales, Business
Development, Service and
Support, Technology consultants, Pre-
sales, Delivery Partners
Business. Relationships. Intelligence.

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 Single, accurate, up-to-date, rich, contact profile
 Smart sync of Contacts across Enterprise, LinkedIn, Phonebook, Twitter, Gmail, and Yahoo mail.
 Relationship timeline
 tracking phone, email and LinkedIn message exchanges over time
 Add Reminders, ToDos and Notes
 Daily briefing for sticky, repeat engagement showing reminders due and relevant
LinkedIn updates that may warrant a response.
 Ability to send emails, LI messages and make phone calls from within the app and
tracking all of them.
 Offline features with auto-sync upon network availability.
Product Features - Individual

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 Org-wide intelligence around relationship strengths, lapsed contacts
alert for high-value contacts
 Team collaboration via shared notes, documents and tagging
 The Account Brief
 A automatically produced dossier on any Customer Account, containing
information sourced from public data sources, internal CRM data, customer
interactions etc
Product Features - Enterprise

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 Intelligence and Automation
 Daily, addictive, habit forming engagement incentive via the “Daily
Briefing”
 Smart alerts and reminders and single point of CRM contact
 Cutting-edge, airy, flat design with focus on Content
 Fast, responsive, gesture based user experience
Our USP – partial list

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Flat design
Airy Content
Icon design – flat, negative
space, same consistent family
Activity type via badge-icons

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Content centric – text size
variation for importance
Clickable elements in blue
Orange color signifying
intelligence

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 Going into a meeting on the road
 Bring up a rich contact info of the person you’re meeting, which shows you
name, photo, email, phone number of the contact and data pulled from
multiple services.
 Check the relationship timeline to see a consolidated view of your
emails, LinkedIn messages and phone calls with the contact
 Tap on the company name and see the most recent news from the
company, stock ticker, revenue from the company (if a customer) , any
commendations and escalations received etc.
 This gives you an edge in the conversation; smooth any pain points
proactively and leverage the commendations to deepen the relationship.
Enterprise Use Cases

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 Never miss a follow-up or key information about a contact
 With one touch, add a note or reminder attached to a contact, right after a
meeting
 Savvy prepares a daily morning brief for you to handle your ToDos from
within the app
 Get notified within the app when a contact has a work anniversary, promotion
or shares a TripIt updates and respond inline.
 Collaborate with the rest of your team
 Share key sales and BD documents via services like Box, Dropbox or
Sharepoint
 Share your notes, comments and reminders with the team
Enterprise Use Cases

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 Work online or offline
 Not having a data or wifi connection where you are, not a problem
 Savvy offers the ability to save key info locally in advance for offline reading
 Savvy also lets you add notes and reminders offline and smartly and
automatically syncs up with the server when it detects a working network
connection
 Know whom to reach out for a particular lead or company
 Get the intelligence on who in your organization has the best relationship
with a particular contact
 The user actions feed into the enterprise CRM software and can be
tracked there.
Enterprise Use Cases

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 CRM is expected to be a $36 billion dollar market by 2017 (Gartner)
 ~60% of this is fragmented among mid to small vendors
 CRM Intelligence is a sizeable chunk of this pie
 Competitive space
 May 2013 – LinkedIn has limited release of Contacts app
 June 2013 – RelateIq raises $29M
 August 2013 – Insideview raises $19M
 Alpha release in 3 months @ $100 K cost
 Beta release in +3 months @ $100 K cost
 Initial Marketing and Business Development @ $100 K
The Business Case

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 Direct Enterprise Selling
 Individual consumer app – minus the org-wide intelligence and
collaboration features but with all individual relationship tracking and
follow ups etc.
 Once there’s widespread individual employee adoption, it becomes a no
brainer buy for the Enterprise
Go-To-Market

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 Value proposition summary
 Highly contextual, diverse customer information via a single channel
 Effective cross-team collaboration,
 Centralized intelligence around org-wide customer engagement
 Enterprise Concerns
 Data security
 Data encryption, isolation and compliance enablement
 Private data stores for premium customers and secure, isolated multi-tenant Mongo
storage for others
 Who owns the data – enterprise or the employee
 All enterprise data and intelligence is stored on the server and if employee leaves she
cannot carry that data with her
Selling to the Enterprise

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 From design to the user interaction experience via gestures to careful
thought to single-handed use for majority functions, we believe we’ve
created a delightful end-user experience
 For the Enterprise CIO or Line of Business leaders, this app empowers
their executives and customer partners with very powerful contextual
intelligence and collaborative tools to deepen and expand customer
engagements.
Customer Delight