TouchPoints^TM - Features

Our Enterprise CRM Solution competes with the big players such as Sybel and Onyx. Maximize your ROI by getting 90% of the functionality at only 10% of the cost. We have many features and options for you to choose and in addition can integrate with any software you may have within your organization. Below is a brief overview of the many features that come coupled with the product.

MemberzPlus^TM is the premier membership system on the market today. MemberzPlus^TM enhances your organizations ability to manage its member base by automating the key membership functions performed. Key functional areas include: membership entry and maintenance, web-based member interface, payment entry and processing, billing, delinquent member processing, process scheduling, interface file processing, system administration and reporting. All reports (generated using canned and adhoc Crystal Reports™) support exporting the information to an Excel spreadsheet format or an Adobe pdf format. MemberzPlus^TM supports online credit card and eCheck processing from a number of vendors. In addition, MemberzPlus^TM is tightly integrated with a number of address verification packages. Every feature of this application was designed to help you run your club more efficiently and it shows in the investment returns you can achieve.

Lead Tracking is an engine to support the business practices and processes to generate new potential business. Our Lead Management software will help in lead generation, lead aquisition and distribution, marketing and sales process operations, communications and analytics. Our system enables your business to easily design your business processes through an easy to use drag and drop interface. These processes support the ability to create and track new pieces of information on the fly and feed them back to the marketing engine for more advanced campaigns.

Scripts guide the interaction at the "Touch" which could happen in many places such as the public facing website, POS terminal or over the phone. They can be designed to cross sell, upsell and capture new information. These scripts are easily configured using a drag and drop wizard that is friendly even to someone who is not a computer expert. These customized interactions can automatically present themselves at the appropriate time but give the ability to be minimized to finish the transaction at hand.

The 360 View is a consolidated view of the customer or member. It has the ability to pull information from numerous data sources and present that data without delay. Typically, the 360 view is comprised on the customer's relationship to the organization, transactional history, past contacts and a lifetime value. Selecting this information can deeplink you into the transaction system or present a more detailed drilldown view. Depending on your needs, this view can be taylored via permissions and business function to better suit the counselor's daily needs.

Profiles are an on the fly way to configure the capturing of more information about the customer. This information can be captured from numerous sources and sent back to the marketing engine for better campaigning. For example, if you were interested in capturing travel preferences about your customer, you could create a travel profile. Within this profile you can choose to start tracking data points such as 'favorite airline' or 'smoking / non smoking'. All through an easy to use editor that can be utilized by anyone.

Every manager needs the ability to see how they are trending and how they look right now. Our Real Time Reporting engine allows you to create manager or business line views that can visually chart your cross sell results, work basket efficiencies, or transactional data. Create your own real time views to pull information that impacts you. These charts can dynamically pull data from any system in your organization and place it into a single chart. For example, you can build your own efficiency chart pulling one series line from your point of sale system and one series line from your membership into a single chart.

These charts support drill down, exporting to excel, and dynamically update themselves as the data changes.

TouchPoints^TM will provide your public facing website with many features that can be quickly integrated by a web master using common web technology. New forms can be created without the need for a developer and quickly placed on the web. In addition, TouchPoints^TM can be used for the foundation of all your web logins and web surfing. Logins can be based off of the TouchPoints^TM server giving full web login management abilities to your front line. In addition, dynamic cross selling can occur on your website based on your customers interactions with your organization.

The following web features are just some of the possibilities with TouchPoints^TM installed:

• Campaign targeted Cross Sells tailored to the specific customer.
• Automation of complaints or leads back into a work basket when the customer fills out an online form.
• Online forms will have their customer information pre-populated to speed updata entry.
• Customer Profiles can be placed online and maintained by the customers themselves.
• Full Online profile management for your website.

Although CRM has a common goal, every organization is different. At Ross Group Inc we have many years of experience supporting a wide variety of businesses strategies. This is why we implemented an advanced but easy to use rules engine. There are thousands of points where the system can be tweaked to fit your needs without our assistance.