Deki for CRM is a social enterprise collaboration solution that provides collaboration capability and rich, in-context intelligence inside CRM applications. With Deki for CRM, you can:
Spend less time searching, more time selling! Get back 15-30% of your time spent on searching for relevant information. Get access to all relevant information right where you want it – inside your CRM application in the context of your leads, opportunities or accounts.
Improve knowledge about your prospects, customers, and competitors with real-time business intelligence, news, and information from your own enterprise applications, Web applications, and social services.
Enhance your sales potential by harnessing the collective intelligence within your organization through collaborative wikis.
The Need to Enhance CRM
As a sales representative and a CRM user, do you wonder how you can better collaborate with your extended sales organization to share insights and lessons learned from the field? Do you wonder how to better cooperate with marketing and product folks to strategize on an account? Are you limited by how your CRM application provides little support for team collaboration around leads, opportunities, accounts or campaigns?
Do you realize how your CRM application today is only one piece of the puzzle? What about information outside of your CRM system that is critical to the sales cycle? Information from your financial and order management applications such as: Is this lead from an existing account or a completely new prospect? What has been purchased at this account before? What is their payment history? What is the history of this account’s service contracts? What discounts did they receive in the past?
As a regular CRM user, do you find yourself constantly switching to Web applications and social tools outside of your CRM to search for relevant information that would help you in your sales cycle? Like looking up a lead's online profile, searching for an account's recent announcements or buzz on blogs, or searching in your network of contacts to get connected to someone in the account. Do you wonder how to spend less time searching and more time selling?
If you have answered yes to the above questions, Deki for CRM is exactly what you need. With Deki for CRM, you can dramatically improve your sales process by enhancing your CRM application.
Deki for CRM
With Deki for CRM, you can enhance your CRM application with much-needed collaboration capability and rich in-context intelligence. With a rich mashup of data from a variety of backend applications and online Web services, you can benefit from a macro-level dashboard view of your leads and opportunities and collaborate around them.
With Deki for CRM inside your CRM application, you will specifically benefit from:
Collaborative Sales
Deki for CRM gives you the ability to collaborate on anything (leads, accounts, campaigns, opportunities, etc.) within your CRM application. You will harness the collective intelligence within your organization to close deals and rest assured that knowledge about individual customers is never lost.
In-Context Web
Information in Real-time You will see your existing data (leads, accounts, etc.) within the CRM application augmented with a mashup of always up-to-date information from online sites and Web services (LinkedIn, Twitter, Google, Yahoo, etc.). By providing you with rich in-context mashup from the Web, Deki for CRM eliminates the need for you to log into multiple Web applications to get to relevant data, thereby dramatically enhancing the time you have to sell.
Unified View of Your Customer
Deki for CRM can provide a unified view of your customer data from multiple enterprise systems, giving always a complete picture of the customer at a glance. This comprehensive view of the customer enables better lead qualification and deeper customer insight, thereby significantly enhancing your sales potential.
Features and Capabilities
Deki for CRM offers the following features and capabilities inside your CRM application:
Collaboration
Enables wiki-style collaboration around any entity of your choice within the CRM application, namely leads, accounts, contacts, opportunities or campaigns. Deki Collaboration offers free-style or template-based text collaboration, file and document attachments, versioning, advanced search, and rich media publishing.
Web Intelligence
Augments your CRM lead, account, contact, or opportunity entities with a Web mashup of real-time information from LinkedIn contacts, Google Web search, Google News search, Google blog search, Yahoo financial data, Google maps, and even Twitter!
Enterprise Intelligence
Provides an aggregate dashboard view of customer data from your backend enterprise systems, such as ERP, financials, and order management.
Enterprise intelligence is delivered through the enterprise mashup capability of MindTouch Deki. Enterprise mashups compose data from multiple SaaS applications and enterprise applications.
Deki integration to SaaS and enterprise applications is provided by the SnapLogic data integration framework, an open source, Web-based solution for quickly integrating Software as a Service (Saas) applications, in-house applications, and other enterprise data sources. SnapLogic features Solution Packs that offer full access to popular SaaS applications without requiring SOAP programming or advanced design skills.
Provisioning Deki for CRM
Deki for CRM is available as an on-demand service and immediately offers enhanced functionality for your CRM applications out-of-the-box. These are the characteristics of the solution:
Deki for CRM is an on-demand SaaS offering, a secure 24x7 service with SLAs. There are different hosting options available based on your organizational needs.
Deki for CRM immediately provides Collaboration and Web Intelligence capability to your CRM application through a simple configuration to your CRM, which should take just a few minutes. MindTouch will provide configuration support if needed.
For Enterprise Intelligence capability inside your CRM to integrate data from other SaaS and enterprise applications, you should contact MindTouch for a partner-led professional engagement.
Pricing
Collaboration & Web intelligence o Priced per CRM user per month.
Consistent with the pricing of other on-demand CRM applications.
Enterprise Intelligence:
Flat price includes unlimited enterprise adapters to surface information from SaaS and enterprise applications.
Professional services priced separately for a partner-led engagement to connect to other SaaS and enterprise applications.
This five-minute video below introduces you to the main features and benefits of Deki for CRM.
45% of companies that use social media within sales and marketing experience year-over-year improvement in lead qualification rates, compared to 19% of all others. -Aberdeen Group
Online Intelligence
Collaborative Dashboard
Deki Editor