,

EVOLUTINARY SYSTEMS PVT.LTD.

EVOSYS GLOBAL
RESPONSE TO
<<XYZ>>RFP

MAY 2019
EXECUTIVE SUMMARY
Customer expectations in the marketplace fly sky high, leading to unstable customer retention
with a high churn rate. More so, every company is addressing how it interacts with its
customers to preserve and improve customer retention. Companies have banked on
technology implementations to save the day, but often have been unsatisfied with the
outcome. Evosys structures an integrated approach to customer relationship management
(CRM) technology implementations to complement these initiatives with other processes,
people, and data-focused efforts to get the most out of new technology.

We can help you with:

• Synthesize a vision on how to effectively transform customer relationships beyond just

the installation of technology
• Develop a more integrated approach to CRM technology implementation
• Create a blend of cost- and revenue-focused best practices

CRM Selection

Knowing where you want to go is half the battle. You need the right tools to get you there. We
can help you know where you are today, where you want to go, and how to get there. The
reality of today's business environment is that there are no simple "off-the-shelf" solutions
that work for everyone. We can help you determine how to create a sales and service
capability to differentiate you from your competitors, gain control of your sales forecasts and
deliver the highest level of customer satisfaction with on premise and cloud based oracle CRM
hybrid.

System Integration Services

Our design and development processes consistently deliver complex deployments on time,
within budget and with the quality sales and service organizations demand. Further,
integration of a synchronizing application is even more challenging than most integration
projects. We have integrated customer interaction solutions with sales force automation,
marketing automation,
customer service and support, analytics and reporting, extended CRM and product
technology. We can bring implementation of the full customized cloud oracle CRM system to
your business.

Our proposed solution model

ABOUT US

• Evosys global is a leading oracle platinum partner of 13 years of experience to cater exclusive
cloud implementation solutions , intelligent business solutions to the enterprise and mid-
market

• Our service offerings include oracle implementation, upgrade services, oracle on premise to
cloud and managed services. Backed by a global team of over 1200 people presence over 30+
countries, Evosys is committed to supporting over 950+ global oracle cloud customers. We are a
process-centric organization that believes in specialized solutions and have demonstrated an
exceptional record in implementation for different verticals like Healthcare, Finance, Logistics,
Manufacturing and Distribution across public and private sectors

• We Work closely with a range of clients to provide be responsible business and application
consultancy to clients and work throughout the end to end implementation process, as well as
the training of clients

How We Work
• Evosys encompasses many different skills and disciplines in the production and
maintenance of implementing CRMs. The different areas of implementation will vary
depending on the CRM and number of employees. Here is a foundation of our process in 4
Easy Steps:
 Implementation Success 4 Key Steps

• Discovery
Identify all areas of your business that touch the Customer or the Prospect.

• Workflow
Identify all of the business processes that manage the touch points with the Customer or
Prospect.

• Selection
Select the appropriate CRM and Sales Force Automation (SFA) system that will allow the
business processes impacting the Customer or Prospect to be managed in the most efficient and
effective manner.

• Documentation
Document those business processes and train the users on the utilization of the CRM system
with a focus on how that system will deliver value to their daily work lives and how it will
maximize their efficiency and effectiveness in managing their relationships with their Customers
and Prospects.
KEY ASPECTS OF CRM
IMPLEMENTATION
IDENTIFYING EXISTING CHALLENGES

Out with the old, in with the new. This will be the motto of your CRM project. In the discovery
phase, Evosys will determine existing impediments across all channels of your company to
eliminate redundancies and empower your employees to offer the same experience to all
customers.

THE CUSTOMER JOURNEY

How effective is your company at doing business with customers .Evosys will determine how
customers interact with your company so we can align the company approach with the
customer approach.

MEASURING SUCCESS

Key performance indicators, or KPIs, are crucial to determining whether a new CRM approach
is benefiting your company. This allows for compare/contrast data.
IMPORTANT DATES

Every company deals with certain milestones or business interruptions. These can wreak
havoc on the customer experience if there is no planning for their occurrence. The CRM
system can pinpoint these critical junctures and make sure all hands are on board.
FEEDBACK

Before the system is finalized, interviews with end users must be conducted to determine the
most important features and user cases to meet critical requirements.
SOFTWARE

There are numerous options when it comes to software to support the CRM plan. Evosys will
review these options with XYZ to make sure the most effective programs are used for the
strategy.
TRAINING

Evosys will develop an education plan for sharing the strategy with XYZ staff and third-party
vendors who interact with customers.
TROUBLESHOOTING

Before implementation of the plan, Evosys will gather feedback to determine and fix execution
problems.
CUSTOMER PAIN
AREAS/REQUIREMENTS

a. General requirement Solution must be able to:

1. Access over web

2. Access through mobile (internally and

externally)
3. Compatibility over android and ios
4. Register new user on portal
5. Data import export
6. Show status application
7. Generate automatic alerts
8. Support English Arabic language in contract
9. Support attachments
10. Upgrade easily

b. Property management requirement Solution

must be able to:

1. Maintain all property profiles

2. Maintain property unit details

3. Maintain property facilities
4. Maintain leasing activities
5. Support end to end processes from lead to lease
6. Create and update property detail
7. Track leased and vacated property unit
c. Tenant management requirement

Solution must be able to:

1. Manage history of communication with both side

2. Categorizing tenant
3. Perform approval process on post rent transaction
4. Review cash flow forecast
5. Historical transaction of specific tenant
6. Generate tenant contract from directly CRM

d. Contract management requirement Solution must

be able to:

1. Alert generation of removal or expiration of

contracts

2. Editing and approval process

3. Email SMS generation while expiry
4. Handle lease transaction process

e. Facility management requirement Solution must be able

to:

1. Allow operation and maintain from day to day

activities
2. Assign work order
3. Maintain inventory request
f. Report and dashboard management requirement

Solution must be able to

1. Support dashboard creation

2. KPI setting and online report
3. Must provide statistical report
4. Provide tenant reference number

g. Integration requirements Solution must be able to:

1. provide ability to the Property Manager to view the financial detail of the

Tenant

2. provide ability to send the lease information to and from exist ERP system
3. Single Sign On (SSO)
4. integrate with exist Microsoft Office365 for emails
5. SMS gateway integration with provider
SCOPE OF WORK

CRM modules by Evosys

• Sales force automation

• Marketing automation
• Customer service and support
• Analytics and reporting
• Extended CRM
• Product technology

1 .Sales Force Automation

NetSuite CRM+ covers a phenomenal 95% of Sales Force Automation functionalities. This is
phenomenal, given that the software's competitors average 87% coverage of features for this
module, and results in a modest yet noticeable lead for NetSuite CRM+.
2. Marketing Automation

In Marketing Automation, NetSuite CRM+ covers 84% of functionalities. This is impressive but
could be improved, since its competitors offer an average 86% of characteristics for this
module, resulting in a slight disadvantage for NetSuite CRM+.
3.Customer Service and Support

NetSuite CRM+ supports 91% of Customer Service and Support features and functions. Other
CRM software on the market average 82% coverage in this module, meaning the Oracle
NetSuite software solution has a minor yet perceptible lead here.

4.Analytics and Reporting

NetSuite CRM+ offers 89% coverage of Analytics and Reporting functionalities. This is great
coverage that slightly surpasses its competitors, which average 80% coverage for this module.
5.Extended CRM

In this module, NetSuite CRM+ supports 45% of the functionalities. This is obviously not
sufficient to compete with other CRM solutions and could be improved. Other CRM software
solutions cover an average 72% of Extended CRM functions, and the best-ranking solution
covers 100%, meaning the Oracle NetSuite software system is at a considerable disadvantage
here.
6.Product Technology

NetSuite CRM+ covers 78% of Product Technology characteristics. This means there is a slight
advantage for the Oracle NetSuite software solution since its competitors cover an average
75%
of attributes here

With reference to customer requirements

Sale force automation module able to do following functions

f 2,f1,f4,c2,c5

Marketing Automation module able to do following functions

c4 e2 f3

Customer Service and Support module able to do following functions

a10

Analytics and Reporting module able to do following functions

f2, f1 ,f3

Extended CRM module able to do following functions

g2 g4 g5
COMMERCIAL SUMMARY

Evosys_believes in a flat-rate pricing model contingent upon creation, implementation, and

management. We strive for a four-month commitment on building and implementing your
new CRM system. Payments should be made on basis of 3 milestones:

Milestonel one-third upon agreement

Milestone2 one-third after three months

Milestone3 one-third upon completion

NAME PRICE TOTAL

Creation $5000 $5000

Implementation $5000 $5000

Management $5000 $5000

Subtotal = $15000

Tax (7.5%) = $1125