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Features and benefits Overview
Value Proposition
With iLaunch you have a single point of access for managing all aspects of client interactions throughout your company.
For the first time you will be able to setup and track accountable sales and marketing work plans for all client activities using a single database solution.
Reporting can be automated or ad-hoc at any interval; and all activities can be made part of workflow, alert and escalation processes so that deadlines and exceptions can be actively managed.
Users can be given access to targeted parts of the system as desired with the comfort that field and document-level security will ensure confidentiality across the company.
Where teams participate in work planning, documents can be formatted as digitally-signed PDF documents and distributed through a workflow review sequence so that all parties are kept in an accountable information link.
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Strategic Benefits
- Strategic Benefits
- Maintain detailed and indexed company and contact information linked to legacy database systems.
- Maintain customized “relationship” categories to link individual contacts.
- Track progress of all sales and marketing activities against targets.
- Track deal type, probability of close. billing potential, key contacts, decision makers and competition.
- Record and distribute sales call reports or any record of contact with a client.
- Setup automated reminders, workflows, alerts and reports.
- Setup account and deal teams based on indexed experience and skill sets.
- Track origin, category and status of all client proposals in the system.
- Indexed reference library of all digital documents, correspondence, contracts and collateral.
- Have end-users modify the system as your business needs change.
- Record and track “To Do” items with ad-hoc issue escalation.
- Establish 3-tier work-in-progress project plans with reporting on work status for sales or deal implementation activities.
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Manage Relationships at the Account level.
Manage Leads and Opportunities as a seamless process.
Track and resolve Client Issues.
Record and automatically distribute all call reports.
iLaunch screen design enables easier end-user navigation, and faster access to combined and integrated functionality.
Functional Capabilities
Company Information
Setup detailed information about each company and classify according to your own customized criteria including industry, type of relationship to your firm, internal relationship “owner” and designated account team.
Assign companies to one or multiple Divisions or Departments within your firm for different purposes. Using Launch security features, each group can access only their own relationships but management can see the entire family.
Designate the Company’s rank according to customized criteria and setup automatic alerts and reports to management when key indicators change for top clients.
Individual Contact Information
Setup multiple contacts for each company. Maintain division and regional information and classify relationship with firm, such as “employee”, “past client”, “current client” etc.
For employees, maintain skills and industry experience indices and availability for assignment to new jobs. Perform ad-hoc searches across employee database to staff specialized account and deal assignments.
Maintain multiple points of contact such as different telephone, email, instant messenger and address information.
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Maintain personal reminders for anniversary or other types of dates along with automated reminder notices.
Incorporate automated alerts and reports when new clients or clients of a certain type are identified.
Call Reports
Enter call reports for all client contacts. Enter calls by type, time and date and attach related documents. Setup customized categories for classifying calls.
Distribute call notes automatically or on an ad-hoc basis to selected teams or individual recipients. Establish reminders for submission of overdue reports.
Team Assignments
Setup teams and assign individuals to teams for sales, specific campaigns or individual deals. Select at based on the skill sets required for the job and the matching skills of the individuals. Incorporate teams as groups in the automated workflows and alerts system.
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iLaunch Project Management
iLaunch CRM offers a unique 3-tier project scheduling and tracking solution.
Simple to implement it offers automated reporting and escalations to ensure timely completion of all tasks.
Use for simple tasks or complex campaigns
Account Tracking
Maintain a plan of new opportunities and target completion dates to drive expansion of the overall relationship. Customize relationship “Stage” categories and setup actions and action dates for follow through against plan.
The system can trigger follow-up reminders at any future date so that marketing activities with past clients will be as actively pursued as with current clients.
Maintain lists of key decision makers and influencers within the account. Establish custom “organization structure” relationships.
Maintain detailed account history notes so that all past activity is retained and easily accessible.
Deal Tracking
Setup prospective deal opportunities and source and any custom criteria. Designate prospective tasks for the job, identify the current deal stage and next work tasks that need to be performed.
Assign deal responsibility and monitor action steps to ensure effective follow-through.
Estimate billing potential and maintain a current estimate of closure probability. This enable management to consolidate probability-adjusted revenue forecasts and closure dates.
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Keep a list of key deal contacts and decision makers along with a list of key competitors.
Issue Tracking
Log issues raised by clients during the sales process or during implementation. Maintain a detailed record of the issue type, assign resolution responsibility and setup target completion as well as follow-up and escalation procedures. Upon completion, log the resolution and outcomes.
Issue tracking enables management to ensure that all issues are made a part of a formal workflow, escalation and resolution process so that critical problems are not left unattended.
Project Management System
Setup 3-tier projects for simple one-off tasks or complex campaigns. Setup multiple Milestones for each project and multiple “To Do’s” for each Milestone. Assign responsibilities and follow-up dates and actions.
As with other functions, the project items become a part of the seamless automated workflow process so that reminders and reports of unattended items can be distributed to responsible parties on a timely basis.
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