1. SOMO CRM
Social Mobile
Customer Relationship Management
www.community.ictvglobal.com
By:

2. B U S I N E SS A P P L I C AT I O N
o Streamline your business operations through system integration and automation. Make your
presence known to the world while capturing analytics to aid your marketing and sales group
in planning their campaigns and strategy.
Social
SMS
Media
Marketing Campaign Responses
Phone
Website
Calls
Sales Qualification Closure
SOMOCRM Supply Customer
Front-End Operations Chain
Leads + Support
Email Personal
Behavioral Interaction
Data

3. CAMPAIGN MANAGEMENT
Plan your campaign through SOMO CRM’s campaign management.
Keep track of your budget and monitor the effectiveness by measuring
the captured and closed leads against your target.

4. LEAD MANAGEMENT
Leads can still be created through the traditional lead management in addition
to the automated link from your Website and SMS gateway. Either way, leads
captured can be accessed through SOMO CRM’s Lead Management module.

5. POTENTIAL MANAGEMENT
Potentials are managed through Potential Management module. Key information such as
Lead/Campaign Source, Amount, Expected Close Date, Sales Stage, etc. are recorded to
properly monitor and determine the appropriate action needed to close the deal.

6. CONVERSION OF LEAD TO POTENTIAL
Potential can be created either through direct data entry or by converting an existing Lead
to a Potential.

7. Closing a Potential
Potentials will undergo various “Sales Stages” that represents it’s progress.
These “Sales Stages” will help management assess the effectiveness of our
campaigns. They will also help project incoming sales which will relate into
revenues.
 Sales Qualified Lead
 Initial Proposal
 Short Listed
 Proposal Clarification
 Proposal Revision
 Closed Won
 Closed Lost
 You can directly create an Invoice from the Potential you’ve created, click on
“Create Invoice”
Source: ©2012, Marketo, Inc. - http://www.marketo.com

8. S O C I A L WA L L C O L L A B O R AT I O N
Social Wall is a FaceBook like interface to ease up collaboration. It is
integrated with the core CRM features such as leads, accounts,
potentials, invoices and the likes. A wall entry will be created for
various CRM entries. From such entry, other users of SOMO CRM can
comment for a threaded discussion.
oMain CRM Integration
oE-Mail Alert
oDocument Wall (optional feature – integration with DMS)
oOperations Wall (optional feature – customized per organization)

9. SOCIAL WALL
Social Wall provides an interactive wall for users to exchange their ideas. It can also be
used to raise a request and/or collaborate on the plan and strategy across personnel who
have access to the Social Wall.

10. DOCUMENT WALL
Document Wall is an optional feature within SOMO CRM that is integrated to an Electronic
Document Management Systems. It provides a venue for sharing documents to other
users who have access to a common wall.

11. O P E R AT I O N S WA L L
This is an optional wall to streamline an organizations process by incorporating some
workflow in the creation and processing of transactions.

12. S M S / E - M A I L I N T E G R AT I O N
SOMO CRM have SMS and E-Mail engine that is integrated with the
traditional CRM features to provide an automated link with your
organization and your customers.
o Leads via E-Mail and/or SMS
o Customer Service via E-Mail and/or SMS
o Marketing via Web Site, SMS or E-Mail Blast
(customized per organization)

13. L E A D V I A S M S I N T E G R AT I O N
Automatically creates lead from an SMS received from a potential
client. An entry will also be created in the wall and an email alert will
be sent to the group assigned to manage the wall.

14. L E A D V I A S M S I N T E G R AT I O N
Email response can also be configured within SOMO CRM to acknowledge receipt of a
client inquiry.

15. L E A D V I A W E B I N T E G R AT I O N
Automatically creates lead from a company website that is integrated
to SOMO CRM. An entry will also be created in the wall and an email
alert will be sent to the group assigned to manage the wall.