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Editor’s Note

CRM: Helping Organizations

Since its Origin

CRMsoftwarehasnumerousbeneﬁtstosmallbusinesses.Itcansavealotoftimewhenitcomesto

customercommunications,tocanalsooﬀerpersonalizedcommunicationsfordiﬀerentcustomers.

However,choosingtherightCRMisnotaneasyjob.AbusinessmustchoosesuchaCRMwhichcanhelp ittogrowandmeetallitsneeds.

So,nowcomesthequestion,dowereallyneedCRM?andtheanswerisabigyes!Withouttheabilityto accuratelytrackandmanagesalesandmarketingcampaigns,anorganizationcan’tnurtureitsleadsand optimizeitssalespipeline.Asingleleadcanbeaparticularpersonorbusinessthatcanhavethepotential tobusiness,perhapswhichcanbeabiggestcustomerever.So,maintainingaconsistentleadmanagement isverycriticalpartofacompany’ssalespipeline.

CRMapplicationsprovideacomprehensivepictureofleads.Themainadvantageofdatadrivenlead managementismuchstrongersalesandmarketingproductivityandamuchmorestreamlinedand controlledsalespipeline.

CRMsoftwareautomatestheprocessofmanaging,tracking,marketingandsellingtonewandexisting clients.Italsohelpstocreate,track,andmanagemarketingcampaignseﬀectively.Beitemailmarketing, socialmediacampaignsoroutboundcalls,CRMautomatestheprocessandprovidesdatarivenreports.

CRMstoresallthedataoftheleadscreatesleadreportsthateventuallyshowsthecomponentsthatmakes upleadsandhowleadscanbebestﬁtforasalespipeline.CRMsolutionsalsoallowitsuserstocustomize leadreports,allthewhileprovidingclientswithautomated,end-to-endleadtrackingdesignedtomanage

leadsaccuratelythroughasalespipeline.Onecanevenautomatethefollowupactivitiesformuch bettereﬃciencyincultivatingandnurturingleadrelationships.

CRMsolutionsalsodriveemployeeproductivityandknowledgeexchangewithsocialstyle collaborativetools,includingpeertopeerlearningandemployeeengagement.Mobileaccess,which isanincreasinglycriticalfunctionalityinbusinessproductivitysoftwaregrantsateamroundthe clockaccesstovitalcustomerinformation.

So,bykeepingalltheseinmindinthisissueInsightsSuccesshaslisted“The10BestEnterprise CRMSolutionProviders,2018”whicharechangingthemarketwiththeirinnovativeproductsand serviceoﬀerings.

FeaturingasthecoverstoryisTargetbase,whichisapartofDiversiﬁedAgencyServices,adivision ofOmnicomGroupInc.,aleadingglobalmarketingandcorporatecommunicationscompany

Analec,aleadingglobalfinancialtechnologycompanythatempowersbroker-dealersandbanksto theirinvestmentresearchandclientservicingfunctionswithgreaterefficienciesandbettercustomer engagement;CentraTechnologies,isinvolvedindeliveringcutting-edgesolutionstobringtogether peopleandprocessesthrougheffective,yeteasy-to-useCRMandHCMsoftwaresystems; AgentCubedwhichisaleaddistribution,andCRMsoftwaresolutionspecificallydesignedfor health/life,Medicare,andP&C;NipponDataSystemsLtd,isaproviderofITenabledbusiness solutionswhichprovideourclientscompetitivebusinessadvantage.Wepartnerwithourcustomers todeliverbusinesssolutionstotheirsatisfactionandhelpthem’LiveYourEnterprisePotential™’; PointofReference,isapioneerinprovidingleading-edgecustomerreferencemanagementsolutions alongwithprogramconsultingservices,contentdevelopmentservices,andsupplementalstaffing services;JourneyTEAMTechnologySolutionswhichisaMicrosoftGoldCertifiedPartnerthat focusesonprovidingaccounting,financialmanagement,enterpriseresourcemanagement,customer relationshipmanagement,ande-businesssolutions;CompleteXRMisCustomerRelationship Managementsolutionproviderthatdevelopsasuiteofsoftwareproductstoevolveorganizational culture.

Alsowhileﬂippingthepagesofthemagazinedon’tforgettogothroughIndustryInsight,BackendAs-A-ServiceforPayments-As-A-ServicebyEliadSaporta,ManagingDirectorofCoriunder;Tech Evolution,EmergingTechnologies:ARevolutionwithChallengesbyKizzyM.Dominguez, PresidentofK.ParksConsulting,Inc.(KPC);Insider’sPerspective,HowAIandMachineLearning TransformingHumanLivesbyRajivSaranSharma,CEOofVirgosys.

Happyreading!

Kaustav Roy

Data

Editor-in-Chief Pooja M. Bansal

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SME-SMO Executives

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Cover Story

Mark Wright President & CEO

argetbase

Putting Customer Intelligence at the Core

“We fuel our creative experts with insights.Then, we design and develop solutions that enable us to create compelling experiences and smarter interactions.”

Consumersareusing

technologymorethanever before,andtheygeneratean oceanofdataeveryday.Mostbrands understandtheimportanceof collectingthatdatabutlackanaction plan.However,justbecausedata existsdoesnotmeananorganization needsit;decidingwhatdatais relevant,andhowtoleverageitfor businessisthecrucialfactor. Thisrelevant,actionablebusiness intelligenceisprovidedbyadigital CRMagencynamedTargetbase.

Targetbaseisanexpertat understandingcustomers’needs, wants,desiresandpain-points,and deliveringpersonalizedmarketing programsatscale.Itdoesthisby connectingdata,insights,strategy, andcreativityintocompellingand intelligentexperiencesbuilton modern,cloud-basedmarketing platforms.

Asatrustedpartnertoseveral Fortune500clients,Targetbaseis relentlesslyfocusedondelivering valueforitsclientsbysolving persistentbusinesschallenges.Itisa partoftheOmnicomGroup,aglobal leaderinadvertising,marketing services,specialtycommunications, PR,interactive/digitalmediaand mediapurchasingservices.

GroundbreakingProductsand Services

Today’srapidlychangingcustomer preferencesandbehaviors,fueledby adynamicmediaandtechnology landscape,canoverwhelmmarketing teamswiththeircomplexity. Targetbaseoﬀersanintegratedsuite ofproductsandservicestohelpits clientsnavigatethislabyrinth,andto activatesimpleandagilemarketing programs.

Thecompany’sinnovativeproducts andserviceshavewonmanyawards andithasconsistentlyratedasa leaderincustomerengagementby ForresterResearch.Targetbase’score productandserviceoﬀeringsare alignedacrossﬁvedisciplines:

Ÿ Data and Technology: Oneofthe pioneersin1:1marketing, Targetbasehasastrongheritage intransformingmassive,complex anddisconnecteddatasources intoaconnecteddataengineto mineinsightsanddrivecustomer experience(CX)design.Its solutioniscloud-ﬁrstandbuilton anopenandﬂexibletechstackto allowrapidintegrationand deploymentacrossanytypeof clientenvironment.

Ÿ Predictive Analytics: Mostclients cometoTargetbasewitha“datarich,insight-poor”challenge.The organizationsolvesthisby uncoveringinsightsatarapid

“With Targetbase, clients no longer need to lose sleep trying to wrap their heads around technology and data. Instead, we focus them on connecting data—generating intelligence, and applying it to the experience.”

paceusinginteractivedashboards, livereporting,advancedstatistical modeling,machinelearning,deep learningandAItechniques.Over thelast3years,Targetbasehas accelerateditsanalytical techniquestoblendboth structuredandunstructureddata inrealtimetoamplifyitsinsight gatheringtokeeppacewith changingbusinessneeds.

Ÿ CX Design:Armedwithdeep insightsandatruecustomer-level understanding,Targetbase’s strategistsdeveloprobust customerexperiencesthrough journeymapping, communicationsplanningand messaginghierarchiesthatare bespoketoeveryclientneedand businesschallenge.Ithasalso developedamethodicalapproach toevolveclients’business strategiesthroughitsValue CreationPlans(VCPs)that constantlychallengethestatus quotodrivecontinuousgrowth.

Ÿ Digital Creative: Targetbase’s award-winningcreativeteam bringstheseCXdesignstolife throughpowerfulandculturally relevantcommunicationsthat drivethecompany’scontentand storytellingacrossallmedia channels.Itactivateshigh-volume andhigh-velocitymarketing programsthatareintelligently deliveredacrosschannelstodrive strongbusinessresultsforclients.

Ÿ Agile Delivery:Thecompany takesprideinitsabilitytorapidly launchandexecutecomplex clientengagementsinthemarket. Targetbase’sexperiencedteams acrossclientserviceanddelivery disciplinesarefocusedon

Ÿ ﬂawlesslyandeﬃciently executingitsprogramstoachieve optimalresults.

ThePassionateLeader

MarkWright,startedhiscareerin DirectMarketingwithHarlequin Enterprises.

Formorethan25years,Markhas beenusingcustomerintelligenceto transformthewaybrandsacquire, retain,andgrowcustomersby understandingwhatittakestoengage customersandmotivatebehavioral change.Hedevelopedhisskillsat someoftheleadingmarketing agenciesinCanada-Rapp, Wunderman,andMcCannMRMbeforejoiningTargetbaseasits PresidentandCEO

Mark’sleadershiphasledto Targetbasedoublingitsrevenues.He attributeshissuccesstothetalented groupofindividualsinhis powerhouseleadershipteam,whoare abletoidentifyopportunities, innovateandideate,problem-solve andmovethebestpossibletalent forwardtohelpclientswin.

Markmotivates,challengesthestatus quo,inspireswithenthusiasmand, mostofall,enjoyswhathedoes.

TheFoundationStone

Targetbaseisonamissiontomake marketingmoreusefultodiﬀerent brandsandtodiﬀerentconsumers. Theorganizationtrulybelievesthat bybeingpersonalandrelevant, brandscanbemorevaluableto consumersandviceversa.

Intodays’opt-inculture,brandsthat adoptamass-marketingapproachin lieuofdeliveringadata-driven, personalized1:1experiencewill struggletokeeptheirplace–bothin

“Intelligence tells us things like where the opportunities are to drive business impact, how a consumer engages with the brand, what their needs are, what channels to leverage, and how the brand needs to respond to meet the consumer’s needs.”

theirindustryandintheircustomers’ heartsandminds.

Targetbasebelievesthattobeatrue CRMagency,acompanyshouldbe abletoretainitsownclientslonger thanthecompetition.Italsoinvests incultivatinglong-standingclient relationshipsinanindustrywhere one-oﬀprojectsandyear-long engagementsareincreasingly common.

Therearethreediﬀerentiatorsthat setsTargetbaseapartfromotherdatadrivenmarketingagencies.

Client-Centric Model:Targetbase wrapsitsdata,intelligenceand creativesolutionswithan experiencedclientteamthattruly understandsitsclients’needsand prioritiesandexecutesatahigh-level ofprecision.Inadditiontokeeping thefocusonrevenueandproﬁt growththatmatterstomostclients, Targetbasehelpsitsindividualclients andtheirteamsachieveprofessional growthgoals. Thissetsitapartasa

trustedadvisorandbusinesspartner ratherthanmerelybeingamarketing servicesvendor.

Ÿ People-First Culture: Tofulfillits promiseofaclient-centricmodel, Targetbaseputspeoplefirstatits agency.Itunderstandsthat, ultimately,talentandattitude helpsTargetbasewinwithits clients.Fromresourceplanningto careerroad-mappingtotraining andcoaching,theorganization alwaysensuresthatitsemployees comefirst,whileserving Targetbase’sbusinessinaprudent manner.Theorganizationbelieves thatoneofthereasonsforitslong clienttenuresisthelengthof Targetbase’semployeetenures. Whenemployeesonateamare happyandfreetopursetheir growthgoals,theorganization willinevitablyseeclient relationshipsgrowandthriveas well.

Ÿ Open Partnerships: Targetbase hasbuiltamodernplatformthat helpsclientsactivatemarketing programswithgreatagility The organization’smodular,cloudbased,openapproachto marketingtechnologyhelpsitto integrateandpartnerwithawidevarietyofﬁrst-,second-,thirdpartydatasources,DMPs,DSPs andmediaplatforms.Targetbase hasalsoadopteda‘complement notcompete’approachto maximizeexistingtechnology investmentsitsclientshavemade, andaugmentonlythemissing elementstoenablemarketing maximization.

AwardsandAccolades

Targetbase’sworkisalwaysfocused onachievingresultsthatmatterto

“It’s not enough to simply be present when a consumer engages with your brand. It’s about using the intelligence we’ve uncovered to be extremely relevant, and that relevance is different for each and every consumer.”

clients.Notsurprisingly,ithasbeenrecognized foritsexcellencebothbyitsclientsandby premierindustryforums.

Someofthemostnotableaccomplishmentsover thepastfewyearsincludetheHondaPremier PartnerAwardin2016and2017.Theseawards wereestablishedin1998torecognizesuppliers whoembraceAmericanHonda’sphilosophyof exceedingconsumerexpectations.Targetbasehas beenrecognizedasaPremierPartner14times overthepast17years.Theorganizationisproud tohavebeenselectedfromover65,000eligible suppliersbyAmericanHondaAssociates nationwide.

“Targetbase makes us smarter. They know our business and our customer as well as we do,” said DirectorattheAmericanHondaMotorcompany.

Additionally,theorganizationhaswonthe2016 and2017DTCPerspectivesAgencyVanguard AwardsintheHealthcarevertical,the2016DTC NationalAdvertisingAwardfor“BestDisease Educationdigital/socialcampaign”,the2015 advertisingawardforbestcustomersupportvia programorevent,andthe2014bestCRMagency awards.

CompanyName

AgentCubed agentcubed.com

Analec analec.com

CentraTechnologies focussoftnet.com

Management Brief

ChadHogan SeniorVicePresident

Aleaddistribution,andCRMsoftwaresolutionspeciﬁcally designedforhealth/life,Medicare,andP&C.

CompleteXRM planplusonline.com

IndySarker CEO

NisithNaik CEO

KeithNorris CEO&Founder

Aleadingglobalﬁnancialtechnologycompanythatempowers broker-dealersandbankstotheirinvestmentresearchandclient servicingfunctionswithgreatereﬃcienciesandbettercustomer engagement.

CentraTechnologies,isinvolvedindeliveringcutting-edge solutionstobringtogetherpeopleandprocessesthrough eﬀective,yeteasy-to-useCRMandHCMsoftwaresystems

CompleteXRMisCustomerRelationshipManagementsolution providerthatdevelopsasuiteofsoftwareproductstoevolve organizationalculture.

edrone edrone.me

RahimEdrone CEO&Founder

Helpingtoincrease salesusingready-madescenariosthat meetsmostmarketers’expectations.

Hatchbuck hatchbuck.com

DonBreckenridge CEO

JourneyTEAM TechnologySolutions journeyteam.com

NipponData SystemsLtd nippondata.com

PointofReference point-of-reference.com

BrianTenney President&CEO

HarishKumarSaraf CEO&Founder

DavidSroka President&CEO

Today,smallbusinessesaroundtheglobeleverageHatchbuck everydaytogeneratemoreleads,winmorecustomers,and preventgoldenopportunitiesfromslippingthroughthecracks.

JourneyTEAMTechnologySolutionswhichisaMicrosoftGold CertiﬁedPartnerthatfocusesonprovidingaccounting,ﬁnancial management,enterpriseresourcemanagement,customer relationshipmanagement,ande-businesssolutions.

AproviderofITenabledbusinesssolutionswhichprovideour clientscompetitivebusinessadvantage.Wepartnerwithour customerstodeliverbusinesssolutionstotheirsatisfactionand helpthem‘LiveYourEnterprisePotential™.

Apioneerinprovidingleading-edgecustomerreference managementsolutionsalongwithprogramconsultingservices, contentdevelopmentservices,andsupplementalstaﬃng services.

Targetbase targetbase.com

MarkWright President&CEO

Targetbase,isapartofDiversiﬁedAgencyServices,adivision ofOmnicomGroupInc.,aleadingglobalmarketingand corporatecommunicationscompany.

About the Author:

Mr. Rajiv Saran Sharma, CEO, Virgosys Software Private Limited.

Virgosys was started with the sole view to cater to elite customers who are looking for bespoke solutions and have the vision to use custom built stuﬀ. We also believed as our customers grew we would follow the path with them, their requirements ever growing.

Started in 1994 as a true startup, Virgosys Software Pvt Ltd has grown from strength to strength and serves clients worldwide. We oﬀer a mix of products and services, we have a few premium products viz Schookee – a premier ERP for educational institutions, ELMS a learning management framework which can help impart any companies training requirements. Both products are ﬂexible to scale any enterprise requirement and functional requirements. Our core focus is to deliver solutions in Web and mobile space in various verticals.

Rajiv with almost 24 years of experience, is always looking for opportunities to contribute to the welfare of the society through his skills and capabilities.

How AI and Machine Learning Transforming Human Lives

Innovationandtechnologyhasexplodedoverthe

pastcoupleofyearsandIndiahasseentheboomof startupsespeciallycomingupleapsandboundsin Bangalore,India.Ithas35%ofthestartupshareinIndia. WellIamspeciﬁcallygoingtobetalkingaboutArtiﬁcial IntelligenceorAIasit’spopularlyknown.AIand machinelearningarealreadydrivinginnovationand transformation.Theyareembeddedinhowwesift throughlargevolumesofdataandcontentandhowwe enhance,organize,connect,anddelivercontentand information.Theyaretheenginesunderlyingmanyof theproductsandservices.

AIcanbedeﬁnedas“the capability of a machine to imitate intelligent human behavior”.Hugeamountsof researchisgoingintoimitatethehumanbehaviorand

usethatinformationforvariouspurposesfrom MarketingCampaignsandunderstandyour purchasing/decisionmakingpatterns.Thiswouldbe disruptiveintermsofnewproductswhichcanthenbe focusedonaspeciﬁcgroupofpeopleandconvinced moreeasilytobuythem.

SomeoftheadvantagesofAI:

Ÿ Errorreduction

Ÿ Diﬃcultexploration

Ÿ DailyApplication

Ÿ DigitalAssistants

Ÿ Nobreaks

Ÿ IncreasedEﬃciency

Ÿ Reducedcostsoftrainingandoperation

Some

examplesofAI

Ÿ VirtualPersonalAssistants

Ÿ Siri

Ÿ Tesla

Mostofthemarewellknownandusedbymostofusin dailylives.Howmuchtheyhaveimpacteditsuptousto decide.

Sophiadeservesaspecialmention,sheisthefirst humanoidrobotcreatedbyHansonRobotics,Alphabet IncandSingularityNETwhichpowersherbrains.Sophia usesartificialintelligence,visualdataprocessingand facialrecognition.Sophiaalsoimitateshumangestures andfacialexpressionsandisabletoanswercertain questionsandtomakesimpleconversationson predefinedtopics.ThisshowshowAIhasprogressedto createarobotthatcanbehavelikeahuman,havea conversationandshowfacialreactions.SaudiArabiahas grantedhercitizenship.

HowAIwillimproveourlivesinfuture:

Œ ImprovedGeriatriccare:Withtheshortageof medicsandparamedicselderpatientcarehasbeena painpointformostcountriesandgovernments.In nearfuturehomerobotswouldhelpinpatientcare andhelpinmonitoringtheirvitalsignsand informingthehospitalsoproactivemeasurescanbe takenallowingthemleadagoodlife.

AutomatedTransport:Wellallofusareawareof thedriverlesscarstestinggoingonandsoonthatbig stresswouldbetakenoﬀourshouldersallowusto utilizethattraveltimeinamoreproductiveway.

Ž Cyborg:Humanswillbeabletoselectivelyaddon computersandaddcapabilitiestooneselfto performbeyondlimitsandenhanceourcapabilities.

DangerousJobs:Advancedrobotswillbeableto replacehumansindangerousjobsandhazardous jobslikebombdefusingetc.

Friends: Peoplewhoarelonelyandﬁndithardto makefriendsmayenduphavingrobotsasfriends withwhomtheycansharetheirfeelings.

AIandHealthcare: AIprogramshavebeendevelopedandappliedto practicessuchasdiagnosisprocesses,treatmentprotocol development,drugdevelopment,personalizedmedicine

andpatientmonitoringandcare,amongothers. HealthcareremainsthetopareaofinvestmentinAIas measuredbyventurecapitaldealﬂow.

AIwillplayabigroleinthewayMedicalrecordsare usedinthefuture.Itwillcollect,storenormalizeand tracingitslineage,revolutionizingtheexistinghealthcare systems.

Anotheraspectisitwillhelpindesigningspeciﬁc treatmentplansforpatientsbasedontheavailabledata.

Assistinginrepetitivejobs,cognitiveassistantsarebeing builttoassistdoctorsindecisionmakingprocesses.

Precisionmedicine-WithAIthereisgoingtobeahuge impactongeneticsandgenomics.Genomicswouldhelp atfindingpatternsandlookingformutationssogene specificmedicationscanbegivenfortreatmentvarious diseasesandwouldbemoreeffective.

ConsofAI:

WiththegrowthofAI,thatcouldalsoboosttheCyber crimesandtheratesofcybercrimeswouldgoup.Also peoplestandtoloosejobstoAI,inUKitsestimated1 out3standstolooseajobtoAI.

InIndiaaleadingITcompanydeployedAIandsome 900jobswerelostintheprocess.Thatshowsthatthe workforcemustconstantlykeepupgradingthemselvesto beemployable.

Inconclusioneverycoinhasaﬂipsideanditsuptousto regulatethenegativesandabsorbthepositivesfora muchbetterlifestylewherecanfocusonthefamily andcontinuetoenjoythebeneﬁtsofITdoing themundanejobsevenorderingfoodwhen youneedit.

AgentCubed:

CRM Software Solution Speciﬁcally Designed for Insurance

Dataisacrucialcomponenttoa successfulsalesoperation. Insurancecarriersand agenciesrelyondatatomanage marketingspend,trackagent performance,nurtureleads,maintain compliantprocesses,andretain membershipandclients.However, organizingandaccessingdataisnotan easytaskwithouttechnology.

Insurancecallcenters,agenciesand healthplansrelyheavilyonsale’sdata tosuccessfullymanagethesuccessof theiroperations.That’swherecustomer relationshipmanagement(CRM) softwarecomesintoplay ThesubsectorsofHealthcarelikeInsurance CarriersandBrokeragesarechallenged tosucceedwithoutthehelpofCRM technology

AgentCubedisaleaddistributionand CRMsoftwaresolution,speciﬁcally designedforhealth/life,Medicare,and P&C.Thesoftwaresolutionprovided bythecompanyimproveslead conversionandcustomerretentionby enablingautomatedleaddistribution workﬂows,integratedquoting,realtimecampaigntracking,anddetailed policymanagementtools.AgentCubed

providesintelligentleaddistribution workﬂowstobothcallcentersandﬁeld agents.

IntegratedQuotingandEnrollment EspeciallyDesignedforInsurance

Thecompanyhasspeciﬁcallydesigned itsservicesfortheInsuranceindustry Itoﬀersintegratedquotingand enrollmentwithinitsplatform,which acceleratesclients’leadconversionand customerretention.Inaddition,the robustreportingbyAgentCubed enablesitsclientstoaccessthedata theyneedinreal-time.

AgentCubedoﬀersawiderangeof eminentservicesthatallowinsurance carrierstotransformtheirbusiness withresoundingswiftness.

Lead Management and Distribution: AgentCubedintegrateswithover200 leadvendorsforreal-timeleadposting toautomateworkflowswithbusiness rulesdefinedbytheclient.These workflowsallowforintelligentlead distributionbasedongeography,lead priority,agentlicensingandagentskill level.Leaddistributiondoesnotstop inthecallcenterenvironment;

AgentCubedclientsareableto conﬁgurebusinessrulestodistribute leadstoﬁeldagentsandrequirestatus updatesonthoseleadstomakesureno leadfallsthroughthecracks.

Quoting, Enrollment and Policy Management: AgentCubedprovides agentsinboththecallcenterandﬁeld theabilitytoquoteandenrollhealth, lifeandMedicareproductswithinthe platform.Thenumberofcarrier integrationscontinuestoincrease providingagentsevenmore opportunitytocompleteaconsolidated enrollmentwithouteverleavingthe AgentCubedsystem.Theonline enrollmentsystemallowtheclientto getreal-timeaccesstoapplication statusandsalesperformance.

Customer Relationship Management (CRM): AgentCubed’sindustryleading platformeliminatestheneedfor multiplesystemsbyaccessingalllead andclientinformationinoneeasy-tousecustomerrelationshipmanagement platform.Theplatformwasbuiltwith featureslikeautomaticdistributionof follow-uptasks,built-incalendarand eventremindersforclients,andagent accesstotheirbookofbusinessto

Our insurance software combines a powerful CRM, Lead Management & Distribution, and Agency & Policy Management into one easy-to-use platform.

― Chad Hogan Senior Vice President

continuallynurtureclients.AgentCubedisdesignedfor insurancethereforetheCRMfeaturesaredesignedforlead managementandpolicymanagementasthefocalpointof thesolution.

TheTechnologyLeaderDrivingSuccess

ChadHoganistheSeniorVicePresidentofQuotit ®Corporation andAgentCubed.InJune2017AgentCubed wasacquiredbyQuotit.Bothcompaniesareexcitedabout thecollaborationandaimtobring-forwardamazingsystem solutionsinthemarkettogether

Chadhasmorethantenyearsofexperienceintechnology leadership.PriortoAgentCubed,Chadwasthepresidentof acomputerconsultingﬁrmthatfocusedonnetworkingand Internetsolutionsforsmalltomid-sizecompanies, includingseveralinsuranceorganizations.Thisexperience allowedChadtorecognizetheindustryfuture.At AgentCubed,Chadoverseesalltheaspectsrelatedto generalbusinessoperations,includingproduct development,technologydevelopment,andcustomer service.Chad’scompassionateleadershipandprofessional astutenessisanundeniableaspectbehindAgentCubed’s fast-pacedgrowth.

NotableClientsandValuableFeedbacks

ThecompanyhasbeenrecognizedasoneofthebestCRM solutionproviders.Itssolutionsareadoptedbymany carriersandagenciesacrossthecountry.HealthCompare, HealthPlanOne(HPOne),ASIPropertyInsuranceand VelaPointInsuranceareamongafew.

KyalMoody,SVPHealthCompare states “Before AgentCubed, we didn’t have a true line of sight into our day-to-day analytics. Additionally, we experienced a larger number of qualiﬁed leads, quicker conversions and an increased conversion rate after onboarding AgentCubed.”

HealthPlanOne(HPOne)drivesenrollmentandengagement outcomesforthenation’sleadinginsurancecompanies. TomWicker,SVP,SalesandOperationsHealthPlanOne, alsorecognizesAgentCubedavaluablepartnerandsays “AgentCubed’s lead distribution and the compliance aspect on outbound calls have had the largest impact to our business. At the end of the day, it’s about identifying what’s working and what isn’t. The analytics and reporting ﬂexibility is really second to none.”

JanaBell,OperationsLeader,ASI,aPropertyInsurance company,admiresAgentCubedanditssolutions.She asserts, “AgentCubed is the complete solution for managing your agency. In addition, their support is fantastic.”

PremiumProductsandExemplaryCustomerServices

AgentCubedhaswitnessedexceptionalgrowthsinceits inception.Thecompanyhasalwaysemphasizedproviding premiumproductstoitsclientswhilebuildingtrusted partnershipsanddeliveringresultsontarget.Additionally,it aimstocontinuallyenhancethesystem,oﬀeringinnovative solutionstoincreasethesuccessofsalesandmarketing. AgentCubedenvisionsexpandingitscapabilitiesfurther,in supportofthePropertyandCasualtyInsuranceindustryand strivestomakeamarkacrossvariousverticalswithits reliableCRMsolutions.

ANALEC:

Helping Clients Boost Competitiveness and Productivity

ANALECisaleadingglobal ﬁnancialtechnologycompany thatempowersbroker-dealers andbankstotheirinvestmentresearch andclientservicingfunctionswith greatereﬃcienciesandbettercustomer engagement.

Thecompanycombinesdeepdomain knowledgeofthecapitalmarketsspace withitsabilitytoleveragethemost appropriatetechnologiestodesign workﬂowandprocessautomation solutionstogetthebestresultsforits customers.Ithasbeenplayingtherole ofa change agent inthestockbroking andcapitalmarketstheatresinceits inception,relyingontechnologyto drivebusinessprocesseﬃciencywhile enhancingitsclients’customer engagementcapabilities.

ANALEC’sresearchmanagementand CRMsoftwaresolutionsallowclients tobecomemoreproductiveinternally andmorecompetitiveexternallyinthe marketplace.

IndySarker,theCEOofANALEC, hasover20yearsofexperienceinthe industry.Heisresponsibleforgeneral managementandstrategicbusiness developments,whilestrivingto

continuouslydriveinnovation. Indystartedhisinvestmentresearch careerintheUKandalsoworkedfor DeutscheBankoutofHongKong.His extensiveknowledgeofclient servicingandinvestmentresearchwas accumulatedovera10-yearperiod workingforglobalinvestmentbanks. Indywasatoprankedanalystby InstitutionalInvestormagazineduring histimeasanequityanalyst.

Indyhasbeenaregularcontributorto variousforumsandRoundTable discussionsonissuesandchallenges facingtheinvestorcommunity(i.e., MiFIDIIregulations,digital engagementofcustomers,sustainable broker-dealerbusinessmodelsetc.).He holdsaMaster’sdegreeinEconomics fromtheUniversityofCambridge (UK)andaBachelor’sdegreein EconomicsfromtheUniversityof Delhi(India).

EngagingCustomerswithDeeper Insights

ANALEC’srangeofoutstanding productsuiteshasbeendesignedto helpitsclientsengagetheircustomers inwaysthatleadtoproﬁtableand long-lastingrelationships.

ANALEC’sproductsuiteconsistsof: ANALEC ResearchWise: An investmentresearchmanagement platformthatcaterstothespecific workflowchallengesofaninvestment researchorganization.Itdeliversthe followingcapabilitiesandbenefits:

Ÿ Ensuresqualitycontroland consistencyinbrandingand presentation.

Ÿ Centralizesﬁnancialandotherdata acrosstheorganization.

Ÿ Facilitatescontentauthoringandits automationtoaidanalyst productivity.

Ÿ Ensuresworkﬂowapproval disciplinealongwithregulatory compliancearounddisclaimersand disclosuremanagement,and internalchecksandcontrols.

Ÿ Promotescontentdistributionto multiplechannelsandcaptures analyticsonreadershipacrossthe clientbase,ensuringcompliance aroundMiFIDIIcriteriaaround “researchinducement”.

Ÿ Controlsdigitalaccessrightsin innovativewaystoprotectclients’ intellectualpropertyembeddedin theirresearchproductsanddrives useranalyticstogaugereadership andconsumptionpatterns.

The primary goal of our research management and CRM software solutions is to make our clients more competitive and productive and, above all, help them engage their clients in ways that lead to longerlasting, proﬁtable relationships.

― Indy Sarker CEO

Ÿ Enhancestheorganization’sabilitytodeliveron bespokeclientservicerequestswithminimaleﬀortand resourceinvestment.

ANALEC ClientManager: ACRMthatisspeciﬁcally gearedtoaddresstheclientservicingchallengesofbrokerdealersandinvestmentbanks.Theplatformdeliversthe followingcapabilitiesandbeneﬁts:

Ÿ IntelligentContactManagementcapabilityatthe individualserviceproviderlevelensuringeachresearch analyst,andsalesandtradingprofessionalhaseasy accesstotheirindividualclientlistsandtasksaround them.

Ÿ ProactiveandinsightfulAccountManagement capabilitiesensuringclosealignmentoftheservice organizationtoaclient’sneedsandpriorities.

Ÿ Integrationacrossallcommunicationplatformsfora seamlessexperience–email,telephonyandmobility

Ÿ ManagementofhightouchserviceslikeRoadshowsand CorporateAccesswiththeappropriatechecksand balanceswithrespecttoMiFIDIIcompliance.

Ÿ Integratedbuy-sidedatabasefromThomsonReuters providingintelligencearoundportfolioholdingsand contactinformationontheclientbase.

Ÿ Powerfulmanagementreportingcapabilitiestoensure proactiveclientservicingaswellastransparencyin resourceallocationinitiatives.

DeliveringSuperiorCustomerEngagement

AccordingtoANALEC,itsdomain-centriccapabilitiesand easeofuseatthebusinessuserendisdrivingadoption

throughincreasedbusinessvaluetoitscustomers.The worldofcapitalmarketsisratheruniqueand,therefore, needsmorethantheone-size-ﬁts-allapproachofmost standardCRMsolutionslikeSalesforce.comorMicrosoft Dynamics.

ANALEC’sCRMsolutiondeliverssigniﬁcantlygreater capabilitiestoitsclients,especiallyinthecontextofthe competitiveshiftstakingplaceintheworldofcapital marketsdrivenbytechnologyandregulatorychanges.Not onlydoesitfarewellintermsofcapabilitiescomparedto similarproductsinthemarketplace,butalsodeliversa signiﬁcantlybetter(ROI)andtotal-cost-of-ownership.

AUniqueOrganization

ANALECisratheruniqueinthemarketplaceforits integratedinvestmentresearchmanagementandCRM oﬀering.Ithelpsclientsonbothsidesoftheinvestment researchproductionprocess(anditsrelateddigitalcontent managementcapabilities).Collatedinformationisfedintoa CRMplatformwhichhelpsitsclientsengagetheirown clientelethroughaworld-classrangeoftoolsandanalytics toboostthecustomerserviceexperience.

Overthelast5years,ANALEC’sservicesandcontributions totheindustryhavebeenrecognizedthroughaseriesof awardsandcommendationsatthecompanylevelaswellas forindividualproductsuites.Theorganizationisextremely gratefultoallitscustomersfortheircontinuingpatronage andcontinuestostriveeachdaytodeliveranincreasingly strongervaluepropositiontothem.

The Digital Phase of Document Management Soutions

Sincetheinceptionofcloudstrategies,thatbroughttheabilitytostoreandaccessdataatanywhere,andanytime,

theconceptssuchasTimeManagementgainedahighvalue,ResourceAllocation&Relocationbecamefeasible andtheoverallmarketvalueofthepractitionerorganizationsincreasedtremendously.

Among-stvariousprovisionsofthehightechnologyinnovationofourage,wecanidentifythethrongingarmof DocumentManagement.Inthepast,weallknowhowhecticthemanagementofnumerousdatathataredisseminated ondailybasiscanbe.Manyorganizationsalwaysloosevaluabledata,justbecausetheywerewrittenonapaper.Papers caneasilyburninﬁre,metalscanrust,butthecodesthatmakeupcloudanddigitalperipheralsofdocument managementareeternity

Thesecretbehindthegrowthofthedocument managementorganizationsofourageistheabilityto incorporatedigitalstrategies.Thisincludestherelocation oforganizationalandclientsdatatothecloud,and providinghigh-sensesecurityforthesame.

Thereare3keyfactorsthatwillfacilitatetheinnovation ofDigitalDocumentManagement; Consideringtheincreasingrateofinvestmentthatis ﬂowingintotheDocumentmanagementindustry,and theover-allreturnthatisexpectedtosurfaceinthenear future,theorganizationswhosemajorresponsibilityto helpthemassesto managetheirdataare expectedtoberegularly innovative,theyshould alwaysimplementnew ideasandalsointegrate strategicmethodsto fortifythethoughtsof theirclientsandthe corporateworldwith suretyofcapability.

1.DemandResponse andUserFriendly Technologies:

feasibilityinyourmigrationanddatamanagement,you mightwanttoinvolvesomeotherorganizationswhoare expertsinthisprocess.

Digitalstrategyisnotjustabouttechnologies,butalso theabilitytothinkfastandimplementeﬀectiveideas whennecessary Thisvalidatestheneedtoinvolvethe creativestrategiesthatmaycomefromyourinternal employees.Teachthemhowtocorporatebetteratwork, sothattheresponseratetotheclientswillalsoimprove. DigitalDocumentManagementisonthevirtual platform,buttherearepeoplewhoregulatethe requirementsoftheorganic users.Soencouragean environmentthatwilleasetheir workﬂow.

Toavoidstayingmilesbehindinthecompetitivemarket suchaswehavetoday,organizationsmustasamatterof factshiftfrompapertodigital.Theyshouldchangetheir managementstrategiestoincorporateeverything technicallypossible.Ifyouareinhealthcare,thenyou mustimplementtheEMR/EHR concepts.Youmust helpyourpatientstoaccesstheirhealth-relateddataondemand.

Cloudintegrationisatermthatmustbekeenlyavailable totheeverynookandcrannyofyourorganization.When youhavedonetheneededofmigratefrompaperbased tocloudanddigitalmediums,thenyoushouldensure thattheaccessibilityofyourvaluablesiseasyand friendly.Itisimportanttowatchtheimprovementof yourorganizationalprovisionswhileincorporatingthe digitaltendenciessothateveryangleofyour organizationwillgrowunanimously.

2.MergeStrategies,PartnerandCollaborateWhen Needed:

Itismuchappreciatedthatyourorganizationcanhandle therequirementstomanagenumerousdataatago,butif youwouldliketoexperienceahigherspeedandpossible

3.HighSecurityand Customer-FocusedInnovation

Ifyouhavethetechnology, infrastructureandstoragespace, butthereisnoonethatisready topayforyourservices,what willyoudo?

Makingyourprovisionstobe customer-focusedwillenable yourorganizationtoreachhighergoalsthattheymay haveset.Whileyouareexpectedtomakeyourstorage solutionstobemuchaﬀordable,easilyaccessible,and sociallyengaging,theneedforhighsecurityandsurety isalsorisingtothepeak.Digitaldocumentmanagement strategyincorporatesmoreofeasycommunication,and on-demandresponsetodisasterandthatisthereason, thenewageapproachtothisprovisionwillcontinueto leadtheindustry

Competitioninthisindustryisobvious,butyourmodel ofapproachandbusinesspresentationcanmakethe diﬀerence.Youdoneedtoimplementtheunknown,but considerableintegrationofthetestedandtrusted principlesofdigitalstrategiescandothemiracle.The abovelistedareasofconcentration,ifeﬀectively considered,willsteeryourorganizationviaalucrative routeindocumentmanagementconcern.Takeaction whilethetimeabounds.

Omnichannel Agent and Customer Engagement Solutions

Simplify and personalize the customer experience, empower agents and achieve business success with one workspace for all channel interactions, application integrations, and CX reporting.

CentraTechnologies:

Facilitating Superior Customer Service through Centra CRM

Thesuccessofabusinessis drivenbytherelationshipit maintainswithitscustomer base.Clientsdonotneedtoworktoo hardtolearnaboutabusinesssince informationisreadilyavailableover theinternetnowadays.Ontheother hand,foracompanytogather informationpertainingtoitscustomers isadiﬃculttask.Ifandonlyifthe companyknowsitscustomerbase well,itcouldfacilitateaworking relationshipbetweentheboth.Thisis whyaneﬀectiveCRMtoolis inevitableforanybusiness.

CentraHubakaCentra Technologiesisadigital transformationsolutionsvendor operatinginthespaceofbusiness processautomationsolutionsfor vertical-speciﬁcdomainsaswellasin thegenericbusinessesspace.Asa solutionsvendor,thecompanyworks exclusivelythroughtheChannel Partnernetworkindeliveringits solutionstotheclientmarkets.

CentraTechnologieswasestablished in2015withavisiontofurther enhancetheCRMandHCMplatforms andbringthelatesttechnologyintothe currenterathroughthecloud,SaaS, andintegration-friendlysolutions.Its

portfolioofsolutionsincludesystems acrossvariousindustries,butnot limitedtorealestate(sales,leasing, facilitiesmanagement,owner’s associationmanagement,etc.), automotive(dealershipsales,leasing, carrentals,workshop,andgarage systems),education,healthcare, HumanResourceManagement Systems,andCRMsystemsforsales, presales,andserviceaswell.

Centra’sPeerlessTools

Selectingandinvestinginanefficient CRMtoolhelpsanybusinesstotake customersatisfactionfactortoawhole newlevel.CentraCRMoffers multifariousfeaturesthathelpin identifying,understanding,and analyzingrelevantclientdata.Centra Huboffersnumeroustoolsthatenable companiestostayorganized.Someof thetoolsofferedbythecompany include:

Centra Auto –Itaddressesdealership managementsystems(vehiclesales& leasing),carrentals,andgarages& workshops.

Centra REMS –Itaddressesreal estatebusinessoperations management.

Centra CRM –Itaddressespresales andmarketing,sales,andservices domainsformostindustries.

Centra HCM –Itaddressestheentire journeyofhumancapitalmanagement fromrecruitmenttoseparation includingEmployeeSelf-Service OnlinePortals.

Centra EDU –Itaddressesthe educationindustries’operational managementaspects.

Centra Studio –Itprovidesaplatform onwhichvertical-speciﬁcsolutions canbequicklyandeasilydesigned, built,androlledout.

Centra Solutions Suite –Itisapanel ofsolutionsthatcoversover27 verticalsandindustries,withinwhich Centrasolutioniscurrentlyassisting itsusers.

ABriefLookattheCEO

NisithNaik,theCEOofCentraHub, bringswithhimawealthofexpertise withintheITsolutionsspacethrough anillustriouscareerspanningover25 years.Hisjourneyacrossthesalesand implementationofERPsolutions, specialtyprojects,anddelivering

Our key objective is to facilitate digital transformation journey of clients across the globe.

― Nisith Naik CEO

verticalspeciﬁcbestpracticeshaspolishedhistechnocommercialprowess.Histrack-record,particularlywithin theMiddleEast,SAARC,andAPACregions,have showcasedhisstrengthinbuildingregion-speciﬁcbest practices,whileatthesametime,keepingtheglobal pictureinmind.

FacilitatingtheDigitalTransformationJourneyofthe Clients

CentraHubwasincorporatedwithakeyobjectiveof facilitatingdigitaltransformationjourneyofclientsacross theglobe,exclusivelythroughachannelpartnernetworkin therealmofbusinessprocessautomation.Thejourneyof thecompanyalreadyboastshundredsofcustomers,and thousandsofusershavealreadybeneﬁttedfromthe transformationthattheproductsuiteprovides.The company’sphilosophystartedwiththefundamental principleofprovidingthisplatformasavehicleforthe channelpartnernetworktotransformitsclients’digital ecosystemsandaddvaluetothetoplinesandbottomlines oftheirbusinesses,whileatthesametimemaximizingthe potentialoftheservicestheyprovide.

Awards,Clientele,andmore

Centra’scoreUSPsinclude,quickandeasydeployable solutions,vertical-speciﬁcreadytemplatesofprocesses& bestpractices,integration-friendlysystemarchitecture, SaaS&perpetuallicenseoﬀerings,andcloud&onpremisedeployments,amongothers.

Thecompanyhascontinuallybeenconferredwith recognitionandawards;themostrecentofwhichisthe

ICTEmergingVendoroftheYearAward2017from“The Integrator – ICT Champion Awards.”

Centraholdsanillustriousclientbase,whichincludes reputedbrandssuchas Shapoorji Pallonji Group, Scania Trucks, Bajaj Group, KTM Motorcycles, and Suzuki Dealers.

FutureOutlook

Theshort-termobjectivesofCentraHubincludean aggressiveplanthroughahighlystructured,globalstandardPartnerProgramwithextremelyengagedpartners inpenetratingandprovidingimpeccablesolutionstothe MEA,APAC,SAARC,andNorthAmericaregions.This, inturn,willamplifytheproductcapabilitiesandfurther honeinonhighlyevolvedstandardsofprocess-centric businessgovernanceintherealmsofrealestate, automotive,healthcare,education,retailandtrading,and projectmanagement.

Inthelong-term,Centrawillfurtherexpandtherangeto coveralargervarietyofindustries,manyofwhichare alreadybeneﬁttingfromCentra’ssolutions,tocreatehighly standardizedproductsinthosedomainsaswell,including aviation,government,professionalservices,and manufacturing,amongothers.

Complete XRM:

Building a Culture of Productivity

Everybusinessunitrelieson creatingandmaintaininglongtermrelationshipwithits customerstoraiseitsstabilityin today’scut-throatmarket.Customer expectationsarenotlimitedtothe productsorservicestheyreceive;they alsoneedaface-to-facebusinessin whichtheycanreceiveexactlywhat theydemandinquicktime.Customer RelationshipManagementisadecent conceptthatsolidifiesrelationswith customers.Atthesametime,itreduces costandenhancesproductivityand profitabilityinbusiness.ACRM systemisavastandsignificant platformwhichcanbeimplementedin smallbusinessesaswellaslarge enterprises.AnidealCRMsolution assiststhecustomersefficientlyand facilitatestheconcernedserviceswith adaptability Thesesolutionproviders, mostofthetimes,emphasizeon providingvariouscommunication departments,whichfurtheraccordsin developingcustomerrelations. However,cultivatingsuchOmnichannelsolutionstodifferenttypesof industriesisasweatingtask,andbegs forenduranceintermsofsustainingin market.

CompleteXRMisoneofthefew companiesthatunderstandthe expectationsofitsclientswithitsacute CRMplatform.Theculture-ofproductivityexperts,basedintheheart ofSiliconSlopes,Utah,developsa suiteofsoftwareproductsthatcombine technology,includingPocket Informant,PlanPlusOnline,EBSuite, andCRMRealEstate.Itsmaingoalis tohelpassociateorganizationsand individuals,aligntheirpurposeand activities.CompleteXRMhasand continuestodeliverserviceswith acknowledgeableswiftness.

ACompleteCRMwithReliable CultureofProductivity

CompleteXRM’ssoftwaresolutions arebasedontaskandtimemanagementmethodologies,helping itscustomersconnectproductivitywith purpose.Itofferscustomizable PlanPlus Online CRM serviceforsales professionalsandbusinessstart-ups, whichbidstheabilitytomanage customerandvendorrelationships throughaneffectivecommunication. SoftwareAdvicehasnamedPlanPlus Onlineasa“best-of-breed”Salesforce alternative.Forcustomersignificance,

thesoftwaresolutionshavebeen dividedintotwosimpliﬁedcategories.

PlanPlus Online Essentials:Itis productivity-basedsystemsoftware, especiallydesignedforbusiness leadersandgloballyrousing individuals.Theclientscanmanage theircommunications,build,and maintaintheirdatabaseandcaneven haveindicationsaboutconcerned sectorswithapproachingopportunities.

PlanPlus Online Business:The platformfacilitatescustomizableCRM forsmall,medium,andlarge organizations.Itcustomizesand standardizessalesofenterprises,and improvestheirbusinessprocessesby utilizingcommunicationandother managementfacilities.PlanPlusOnline Businesssoftwarechieflyfocuseson buildingandmaintainingteam accountability.Sucheffectiveteam accommodationcanwing organizationalperformanceand acceleratesalesgrowthsubsequently ThePlanPlusOnlineCRMcanscale fromsingle-usertosalesteam productivityandcanfurtherbe transformedtomulti-departmentsales andoperationsworkflow

We strive to provide a suite of software-as-aservice solutions that help companies as well as individual leaders to deﬁne their culture and processes, and empower them to perform with maximum productivity and eﬀectiveness

― Keith Norris CEO & Founder

Inadditiontotheseprimesoftwarefacilities,Complete XRMalsooﬀersequallyimportantadvancingfeatures, Pocket Informant and KPI Fire:-

Pocket Informant:It’samobilecentriccalendarandtask applicationwithaGTD(GettingthingsDone) methodology TheapplicationmanagesannualCalendar andorganizestasks,contacts,andnotes,whichuplifts actionplanswithbetteragility.PocketInformanthasbeen awardedastheBestBusinessandProductivityAppof2016 bypopulartechorganizations.

KPI Fire:It’saStrategyExecutionSoftwareparticularly developedforcompanieswithover100employees.The collaborativetoolcreatescascadinggoalsforcompanyand itsdepartments,andfurthertransﬁgurestheminto accomplishmentswithitseﬀectivemanagement.

Resourceful

andVersatileCEOFacilitating Completeness

KeithNorris,CEOandFounderofCompleteXRM,isthe ChiefoftheCultureofProductivitytribe.Heisanadvocate ofprocessimprovement,goalplanning,andplatform managementintheorganization.Heboastsanextensive experienceofovertwodecadesasanentrepreneur,sales manager,andoperationalheadwithinthestartup environment.Keithhasaresourcefulknowledgeinbusiness engagementprocessesfromextendingtorecruiting,andhas amanagerialastutenessineventproduction,sales, marketing,andsoftwaredevelopment.Theprofound capabilitiesofKeithhaveaidedCompleteXRMwith

substantialcompleteness.Thecomprehensivevisionaryis alsoasuccessfulauthor,realtor,triathlete,hockeyplayer, andalifelongentrepreneur.Heexclaims, “When you can connect what you do all day with why you do it, you’ll discover new energy, focus, and determination.”

MissiontoAddUnequaledPerceptionthroughEvolved Culture

TheuniqueSoftwareasService(SaaS)platformbelieves thatatmosphereofworkplaceevolveswhengroupof peoplegathertogethertoevolveinthecultureof workplace.Thelackofpositivecultureincompanyoften resultsinhighturnover,lowqualitywork,andincreased stress.Hence,itisimportanttohaveacultureinthe companywhichmotivatesandempowersemployees,and enhancesproductivity.Thus,smartglobalcompaniesinvest inbuildingculturalproductivity

CompleteXRMhelpsorganizationsthrivebyidentifying, articulating,andimprovingthebuildingblocksofculture suchas:SharedValues,EﬀectiveCommunication,Habitsof Eﬀectiveness,RitualsandRoutines,andSystemsand Processes.

Thesefeaturesevidentlyholdacredibleimpactoncustomer relationship.Thecompanyaimstoaddunequaled perceptiontosuchconcernedfeaturesandspurthegrowth ofcorporateculturewithmaximumproductivityand eﬀectiveness.

Backend-As-A-Service for Payments-As-A-Service

ThegrowthoftheFintechecosystembroughtwithit aninﬂuxofPaymentServiceProviders(PSP). Thesenewarrivalsarechangingthewaythe industryisservingandinteractingwithitscustomers.

GrowthTriggersFreshChallenges

Itdoesn’tmatterifyouareaB2CoraB2Bcompany,you arenowfacingamoreinformed,savvier Customer/Merchantwhoislookingnotjustforthebest pricingbutforthebestvaluefortheirmoney.

Thisevolutionofthecustomerrequiredtheserviceprovider toevolveaswell,simplytokeepup.Providershavehadto consideradditionalservicesaspartoftheirvalue proposition–notalwaysaneasytaskforcompanieswith limitedresourcesandlegacysystems.

Themarketbecamemoreaccessibletoyoung,freshbrands oﬀeringagileandinnovativeapproachestopayments. Manyveteranplayershavebeenlefttofollowtheirleador risklosingbusiness.Customerstodayarelookingforfaster onboarding,fewerquestionsandmoreservicesoﬀered instantly,from“one-click-checkout”totheabilitytologin withsocialnetworksandeveneasywaystoshareexpenses onthego.

SquareGetsitRight

PaymentServiceProviderSquareisanexcellentexample ofaPSPwhoactedquicklytorespondtocustomerdemand. SquarestartedoutwiththeircardreaderandMPOS,then quicklyexpandedtheirservicestoecommerce,scheduling andmanymoreoptionsdesignedtohelpSMBs(Small MediumBusiness)expandandscaletheirownenterprises. Square’seaseofusehashelpedthousandsofmerchants improverevenuesandtakecontroloftheirdaytoday activity

AtCoriunder,wehavebeenfocusedonthePSP-As-AStartup(PAAS)approach,wherethePSPischangingtheir strategyandallocatingtheirbudgetstobecomemore

competitivewithnewer,moreagileproviders;thisledto anotherPAASapproach.Thisone hasbeenaroundfora whilebutwasn’tconsideredasanalternative;PaymentsAs-A-Service.Thisoptionpavesthewayforwhitelabel gatewayprovidersthathavebeenenablingthequicksetup ofaPaymentServiceProviderwithouttheneedofalarge technicalteamandthesecuritycertiﬁcationsthatcomewith it.

Themajorityofprovidersarefocusingonthelargenetwork ofacquiringbanksandalternativesolutionsinsteadofon theﬂexibilityneededforthePSPtobuildhisclientbase. Butit’snotjustaboutthepayments.

OurSolutionforthePAASDilemma

Ourapproachisslightlydifferent;webuiltaBAAS (Backend-As-A-Service)modelthatgivesourclientstools tomanageCustomers(Cardholders/Users),Merchants, Affiliatesandeventheirownemployees.Thisprovidesour clientswitha waytobuildappsandservicesaspartof theirofferingandtomanagethebillingand“standard” servicesallwithinone,PCILevel1certified,management suite.

ThisapproachmadePaymentsan“Add-on”tothePSP’s serviceandnotthemainservice;weseesomeclients expandingourMerchantManagementPortaltoallow schedulingandinvoicing.Otherusersarebuildingriskand fraudtoolstoextendtheKYCchecksandtransactions monitoringtheyhaveinplace.

WeserveasahubthatprovidesthePSPwiththeoptions theyneedtointegratetoeveryserviceprovidertheywish to.Together,theycancreateintuitiveworkﬂowsthatbetter servetheirbusinesslogic.

BAASandFraudPrevention

Anevolutionofacustomercomeshandinhandwiththe evolutionofthe“Fraudsters”.Inmanycases,thePSPisleft exposedonbothfronts;theyneedtobothcatertothe

About Eliad Saporta

Eliad Saporta is the Managing Director of Coriunder. With a background in law and an MBA in finance, Eliad has always been drawn to product management and design. He worked as a consultant for various companies, assisting them in their efforts to build products in the payments ecosystem. Today, he helps entrepreneurs not only by assisting them, but also by offering the right tools and services for building their vision.

Director

customerandcombatfraud. ClientsadoptingBAASare usingtheBackendsolutiontomanagebothtransactionsand customers,sotheynowhavetheabilitytointegrateRisk andFraudtools.Inmanycases,theycanevenbuildtheir owncustomtoolstodefineworkflowsthathelpthembetter mitigateriskandmoreeffectivelyfightchargebacksand fraud.

Weseethestrugglesofourcustomersasasharedchallenge, soweoﬀeraC2C(Client-to-Client)integrationaspartof thecorefunctionality,brandscanhelponeotherﬁnd solutionsmorequickly WithC2Cintegration,additional revenuestreamscanbeestablished,asclientsdeveloping newservicesorexpandingtonewterritoriescanassistone anotherwithgrowthandopportunity

Whenwelaunchedourserviceweaimeditatstartups lookingtobuildtheirideaontopofourBackend;wesoon welearnedthatthePSPmarketwasindireneedofa servicelikeours.WearenowservingPaymentService Providersglobally,withpartnersbasedinHongKong,the UnitedStates,Cyprus,Malta,CostaRicaandmore.By addressingtheneedsofthisrapidlygrowingindustryand

AboutCoriunder:

CoriunderisaBackend-As-A-Serviceplatformforﬁntech andecommercecompanies.Whateveryourservicesmight be,Coriunderprovidesyouwithreachmanagementtoolsto monetizeyoursolutionandenablesyoutoexpandglobally withourPaymentoptimizationtoolsandasinglepointof integrationforallofyourservices.

Withover300availableintegrationstoacquiringbanksand serviceproviders,CoriunderisthelogicalBackend-As-AServiceforthePaymentServiceProvider

helpingclientscreateinnovativecustomsolutions,BAAS canresolvethedilemmafacedbytheaveragePSP.

Eliad Saporta Managing

Coriunder

Making Inroads Differeninto t Sectors

Whethermovingina driverlesscarordeliveran e-commerceproductat customersdoorstep.“Location”plays animportantrole.Thereisasignificant dimensionof“Location”inevery businesstransactions.Locationcanbe anaddress,aserviceboundary,asales territory,oradeliveryroute.Therefore location-specificdataanditsanalytics arehighindemandamongvarious enterprises.Analyticsoflocation-based datahelpsanorganizationtoearnmore profitandalsocontributeinmaking operationalactivitiesmuchmore efficientandfaster.Enterprisesfrom differentdomains,therefore,now startedusinglocation-baseddata analyticsapplication.“Spatial Intelligence”isoneofthem.

SpatialIntelligence

SpatialIntelligence(SI)isan applicationofGISandisalsoknown asLocationIntelligence.Spatial Intelligenceistheprocessofderiving meaningfulinsightsfromgeospatial datacapturedbyGIS.Withmany diﬀerentobservations,patternsget discoveredwhichhelpabusinessto

takebetterdecisions,optimizetheir businessoperationsandincreasetheir proﬁts.

EminenceofGIS

GISstandsforGeographicInformation System.GISisasystem,whichis designedtocapture,store,manipulate, manageandpresent“Location” speciﬁcdatatoitsendusersin graphicalformat.Itisasystemwhich comprisesofsoftware,hardware, people,data,andmethods.

GISsoftwareletsanorganizationto producemapsandothergraphic displaysofgeographicinformationfor analysisandpresentation.GISismuch morethanacontainerofmapsin digitalform.GIShardwarehelpsto captureanimageandotherdigitaldata foraparticularlocation.Peoplearethe endusersofGIS;itcanbeGIS technicians,managers,administrators, etc.

SpatialIntelligenceforBusinesses Transformation

Itisgenerallyknownfactthatmore than80%ofalldatahasalocation

elementtoitandthatlocationdirectly aﬀectsthekindofinsightsthatyou mightdrawfrommanysetsof information.Bycarryingoutaspatial analysisofthisdatausingvaried businessintelligence(BI)tools, decisionmakerswillabletobetter understandthepast,currentand forthcomingaspectsofbusiness operationstoderivevaluableinsights andmakemosteﬀectivedecisionsfor theirbusinesses.

Mostofthetimeenterprisesrequire customer’sdatarelatedtospecific locationstoknowincomelevels, educationalbackground,buyinghabits ofpersonsresidinginaspecificarea whichhelpsabusinesstofinda probablelocationwherethatparticular businessgetflourished.

SpatialIntelligencederivesmeaningful observationsforanexistingbusinessas well.Inwhichareasanorganizationis performingwell?Whicharethe underperformingareas? Whicharethe areaswhereacompanyneedstofocus immediateattention?Thereisaseries ofmanyimportantquestionsrelatedto

abusinessgrowth.Spatialintelligence hasthepotentialtoderivemeaningful answerstothesequestions.

Spatialrelationships,patternsand trendsrevealpricelessbusiness intelligenceandbringeasy-tounderstandvisualizationtobusiness applications.Thepoweroflocation intelligenceenablescompaniesto identifyandincreasewherebusiness performsstrongerandcutdownon failingassets.

SpatialIntelligenceisGetting RecognitionamongDiﬀerent Enterprises

Companiesfromdiﬀerentverticalsare takingSpatialIntelligencevery seriouslyandinvestinghugemoneyon it.Traditionalplayersofthegeospatial industrylikeEsri,HexagonandPitney Bowesareworkingwithspatialdataon alargescale.Apartfromthese companiesmanyhard-coreIT corporationslikeOracle,Microsoftand IBMarealsoventuringintospatial analyticsatfullthrottle.Forinstance,

byintegratingEsri’stechnologiesinto AzureIoTSuite'spreconﬁgured solutions,Microsoftisempowering customerstogainvaluableinsights aboutwheretheirassetsareandwhat theyaredoingatalltimes,anywherein theworld.

Whichsectorsaregainingfrom SpatialIntelligence?

Therearetwocategoriesofbusinesses whichareusingSpatialIntelligence. Theﬁrstsetisofthosebusinesses whicharenaturallyembeddedin

geographiesliketransport, telecommunication,orrealestate, whichabsolutelydependonlocationbasedinformation.Thesecondset comprisesofthegroupofuserswho notessentiallyusegeospatialdataon aneverydaybasisbuttheystilldepend onitforbetterperformance.These wouldberetailers,insurance companiesandbanks.

Let'senlightenhowthesesectorsare gainingwithSpatialIntelligence:

Logistics:Tochecktheconsumption rateofaparticularproductona particularlocationhelpwarehouse managementtodetermine,whichstock isneededonaprioritybasis?Thusit helpsalogisticcompanytomaintain demand-supplyratiowithoutany caveat.CompanieslikeUnitedParcel ServiceandFedExareaugmenting deliveryroutesusingspatialanalytics.

Transport:Todeterminetheshortest andfastesttransportationroutesfor delivery,SIisveryhelpful.Apartfrom this,italsoprovidesdirectionto travellerswhiledriving.

RealState:Manypeoplebuyahouse basedonthelocation.Peopleprefera locationwhichisneartoahospital,a railwaystation,schoolsetc.Spatial analyticsprovidesresearch,analysis, andpresentationofeachprospective site.Ithelpsindeterminingidealsites fordevelopment.

Telecommunication:Inanalyzing rivalsnetworkcoverage,actual bandwidth,potentialareatotapnew businessopportunity,SIisreally helpfulfortelecommunication.

Energy:SpatialIntelligenceishelping energyindustrytoidentifythepotential locationforenergyexploration.

Retail:Spatialanalysisishelpingthe retailindustrytomaintainstock delivery,storemanagement,inventory management,marketingandsales.

AdvertisementIndustry:SIhelps AdvertisementandPRagencyinorder toﬁndpotentiallocation,toinstall billboardsothatitgetsmaximum views.

Healthcare:Toidentifyingthose locations,whicharemorepronetoa certaindisease,SIprovidesvaluable inputstothehealthoﬃcialstomake policyandadministrativedecisionsto controlepidemicdiseases.

Airportsandairlines:Airtraffic controluseSItotrackflightoperations withgreateraccuracy andefficiency.SI helpsairlinesto rerouteflightpathin caseofanemergency. Italsohelpsin optimizingfueland staffcost.

Government agencies:Notonly privatecompaniesbut manygovernment agenciesarealso usingSI.Defense agencies,town planningdepartment orpublicdistribution systemallareusing SIforbetter administrationand eﬃcientoperations.

InsuranceCompany:Climateisnot underanyone’scontrolbutpoliciesare. Droughtandhailstormhavebecomea commonphenomenonsincelastfew decades.Droughtandhailstorm contributetolarge-scalecropdamages. Cropinsurancehasgainedpopularity duetodroughtandhailstorm.SIhelps insurancecompanytopredictin advanceaboutfutureclimatebehaviors foraparticularlocationandhelpsthem inmakingcropinsurancepolicyand promotionaswell.

Humansthinkvisually,therefore spatially.Duetovisualdecoding, comparisonofdataandinvaluable businessinsights,SIhasalreadymade inroadsacrossvariousenterprises. Withmanyemergingtechnologieslike crowdsourcing,humangeographyand visualanalytics,dominanceofSpatial Intelligencewillonlygrowfurther.

JourneyTEAM:

Microsoft’s Go-to-Partner for Oﬃce 365, Dynamics 365, and Power BI — in the Cloud.

Thedigitalworldisadvancing atamazingspeed—andit’s allconnectedtothecloud.To succeed,businessleadersmust embracedigitaltransformationand ﬁndnewtechnologytoconnect people,data,andprocesses. Organizationsneedtherightdata,in therighthands,attherighttimeto maketheirmarkinrapidly-changing markets.Tomakethesecrucial decisionsyouneedthetechnological toolsthatcancombthroughthedata clutterandprovideyourorganization acompleteend-to-endsolution.

JourneyTEAMisaMicrosoftGold CertifiedPartnerthatfulfillsthe technologyneedsofsmall,medium, andlargeorganizations.The company’sexpertconsultantsdive deepintothedynamicsofan organization,andsolvecomplex issuestoimprovesales,marketing, productivity,collaboration, accounting,andsecurity.Foundedin 1993,JourneyTEAMisheadquartered inUtah,withotherofficesaroundthe country

Oﬃce365andDynamics365:The PerfectMatch

Asinnovativetechnologiesemerge, theworldofbusinesscontinuesto

shiftandevolve.Keepingupwith thesechangesisn’teasy.Tosucceed, yourorganizationneedstheright tools.

TheMicrosoftOffice365suiteisfar andawayoneofthebesttoolsfor maximizingyourcompany’s productivity Therearealotofthings toloveaboutOffice365:youcan accessitfromanylocation, collaborationbetweenteammembers iseasy,andyourdataisalways secure.And,mostofall,Office365 connectsseamlesslywithyour existingDynamics365CRM.

JourneyTEAMhasdeepexperiencein helpingorganizationsintegratethese toolsintohowtheycurrentlydo business.Let’slookatwhyOﬃce365 istherightchoiceforyour organization.Then,we’llexplorehow itcanintegratewithDynamics365 andhowJourneyTEAMcanhelpyou leveragethemaximumeﬃcienciesout ofthesetools.

AccessOﬃce365fromAny Location

OneofthebestthingsaboutOﬃce 365isitsportabilityandaccessibility Youdon’tneedtoworryabout syncingbetweendiﬀerentdevicesand

locations,Oﬃce365doesitforyou. Whetheryou’reworkingona documentinWord,anExcelsheet,or anOutlookemail,youcanrestassured thatyou’llhaveaccesstoitanywhere andeverywhere.Needtothrow togetherapresentation?Simplygraba PowerPointﬁlefromthecloud,and you’reinbusiness.

CollaboratingisEasy

Whetheryourorganizationislargeor small,yourteam’sabilityto collaborateefficientlyandeffectively canmeanthedifferencebetween successorfailurewithanygiven project.Office365understandsthis, andMicrosofthasmadeiteasyfor yourteamtoworkside-by-side,even ifitsmembersareseparatedby thousandsofmilesofphysical distance.ThankstoSkypeMeeting Broadcast,Delve,SharePoint,and otherOffice365apps,youcan collaboratewithease.

TopNotchSecurity

Nomatterwhatfieldyou’rein, runningabusinesscanbeachallenge. That’swhyit’ssoimportanttochoose asoftwaresolutionthatminimizesthe numberofthingsyouhavetoworry about,likethesecurityofyourdata. Office365offersbuilt-insecurity

JourneyTEAM is your Microsoft Go-to-Partner that advances businesses and the lives of others through technology and digital transformation.

― BrianTenney CEO

features,includingprivacycontrolsandcompliancetools. WithOﬃce365,you’llneverhavetoworryaboutthe safetyofyourdata.

IntegrateBusinessAnalytics

PowerBIallowsyoutouseanydata,fromhundredsof sourcestoeasilycreatecompelling,interactive visualizations.Customizeyourvisualstoﬁtyourbrandand youraudience.JourneyTEAMhaslocalconsultantsthatcan helpyoualongtheway.Edit,update,orrefresh visualizationseasily.Choosewhenandwhatyou share—andempoweryourcompanywithrealtime information.

IntegrationwithMicrosoftDynamics365

OfallthereasonsthatOﬃce365issuchagreatchoicefor yourbusiness,thishastobeatthetopofthelist.Oﬃce 365integratesquicklyandeasilywithMicrosoft Dynamics365CRM,FinanceandOperations,Field Service,Talent,CustomerService,SalesandMarketing, andtheentireMicrosoftstack.

Whatdoesthislooklike?Let’stakeanexample.Youget anemaildeliveredtoyourinbox,andyouneedtotrackthe customerdataitcontains.Whethertheemailcomesfroma leadoracurrentclient,allyouhavetodoisselectthe CRMtrackingoptioninOﬃce365.Asaresult,customer dataisautomaticallysyncedwithDynamics365CRM.It doesn’tmatterwhatdeviceyou’reusing,either Whether you’reonyourlaptop,youroﬃcecomputer,oryour phone,allittakesistheclickofabuttontointegratenew customerdatawithyourDynamicsCRM.

ThankstoitsseamlessintegrationwithDynamicsCRM, Oﬃce365candramaticallyimproveyourorganization’s

efficiencyandworkflow Areyoureadytolearnmore abouthowOffice365canworkforyou?Contact JourneyTEAMnowtosetupafreeconsultation!

AStand-outExecutive

Whenitcomestostand-outexecution,BrianTenney, CEOofJourneyTEAMtopsthelist.Heisaninspiring leaderwhohasbeenafaceofchangeinthetechindustry. Brianhasthetenacitytowin,andtakesasmartand strategicapproachtoproblemswhileempoweringothers toachievemore.

Brianhasthegifttogroworganizations.Hehashelped JourneyTEAMbolsterupintoMicrosoft’sgo-topartner fordigitaltransformation.Brianhasaknackforcreatinga compellingvisionthatsetsacleartechnologyroadmapto empowercompaniestoaccomplishtheirshort-andlongtermgoals.Theendresultisimprovedbusinesseﬃciency, thepowerofcloudsolutions,andaclientlistofawardwinningbusinesses.Brianhasworkedinthetechnology industryforyears,withrolesinmarketing,sales, operations,andconsulting.Heisaregularcontributorto technologyfocusgroupsandsitsonvariousboards, includingatMicrosoft,Okta,SharePoint,CRMUG, Cybersecurity,AzureCloudStrategies,UtahTechnology Council,andERPSolutions.

ContactJourneyTEAMtodayformoreinformationanda FreeJourneyMAP(TechnologyMappingAssessment)of yourcurrentsystems.Wehavesolutionsthatwork. Journeyteam.com

Nippon Data System:

Spearheading a new wave of Transformation in the CRM

Software Development Space

Asbusinessesseekhigher returnsontheirmarketing budgets,theirinvestmentsin salesandserviceprogramsand customerrelationshipmanagement (CRM)softwareisseeingdramatic growth.Modernenhancedoﬀerings includingdataanalyticsandsocial CRMapplications,mobile functionality,aswellasgamiﬁcation features.

Rapid,continuousadvancementsin informationtechnologyhaveledtothe creationofdynamic,real-time CustomerRelationshipManagement (CRM)systemsthatincreasethe qualityofinteractionbetweenclients andcustomers.

TransformingCustomerExperience

Whenitcomestotransitioning businessesfromlegacyCRMsolutions tothedigitalage,fewcompaniescan matchNipponDataSystemsLtd.

NipponDataisanIT-enabledbusiness solutionsproviderwhichdelivers clientscompetitivebusiness advantages.Ithasbuiltastrong foundationofsuccesswithsustainable growthaccompaniedwiththeyearly incrementaldevelopmentoftheirIT solutionoﬀerings.

Nippon’srevolutionaryERPproduct, NEWTON Enterprise Suite,helps clientstoadoptEnterpriseResource Planning(ERP)thatcanbe

implementedfasterthananyother solutionavailableattheprice.

AnIndustryVeteranLeadingthe Voyage

Amyriadoflimitationsoftraditional ERPsystemshaveledtotheir increasinginabilitytomeettheneeds oftoday’sdisruptivebusiness environment.Theseshortcomings pushedHarishKumarSaraf,aserial entrepreneur,toconsiderhowtomake ERPsystemseasilymanageable.

HarishKumarSarafistodaythe CEO&FounderofNipponData Systems.HeholdsaB.Techdegreein ComputerScienceandisagoldmedal holderinacademics.

Fueledbythemotivationofserviceto humanity,thekeenentrepreneurial spiritinHarishKumardrovehimto returntoIndiafromtheUStoestablish NipponDataSystems.Hesetup NEWTONERPwithhisteamandlater builtotherbusinessapplicationswitha uniqueapproach.

ExclusiveArrayofServices

Mostfirmsofferproductsfromonly thecompanieswithwhichtheypartner asthebestsolutionsfortheirclients.At NipponData,whichconsidersthe expertiseofitsconsultantsitsmost importantasset,theyoffertheverybest objective solutiontotheirclient,not justwhattheyhaveonhand.

Thecompany’sin-depthexperience withleadingERPandCRMcloudbasedproductsenablesthemtocreate tailoredsolutionsforclientsfromall industries.Nipponoﬀersacomplete systemforanalyticsvisualization, enablingcustomerstoidentify relationshipsandpatternsindatathat aren’totherwisereadilyevident.

Thecompany’sindustry-speciﬁc solutionsinclude:

NEWTON ERP -Thissoftwareis availableinbothon-premisesandoncloudversions.Itcanhandlethe informationmanagementneedsof enterprisesoperatingindiverse businesssegmentsrangingfromsinglelocation,single-productoperationsto multi-location,multi-product,multifactory,andmulti-divisionoperations.

NEWTON CRM – Alsoavailableinonpremisesandon-cloudversions,thisis thesolutiontoautomateallﬁnancial andnon-ﬁnancialneedsofabusiness whichconsumedisproportional resourcesandhindergrowth.

NEWTON SCM - Thisisthe combinationofartandsciencethat goesintoimprovingthewaya companyﬁndstherawcomponentsit needstocreateaproductorserviceand deliverittocustomers.

Technical Professional Services –Nipponprovidestechnicaland

We all crave high-end professionalism when it comes to looking for development of the organization. Be it outsourcing or development within the ﬁrm, it is important to get the best results to retain existing clients and attract newer ones and let the business ﬂourish without boundaries.

― Harish Kumar Saraf CEO & Founder

engineeringpersonneltoitsclients.Thecompanyhasan extensivedatabaseofpre-screenedcandidatesandoneof thehighestretentionratesintheindustry.

Cloud Infrastructure Services -Theircloudconsulting providersgiveacloudroad-mapthatmovesthecustomer frompilottoproduction,helpingthemcomparedeployment optionslikepublic,personalorhybridcloudsfortheircloud assistancerange,includingIaaS,PaaSandSaaS.

Business Intelligence & Analytics -NipponDataspecializes inBusinessAnalyticsandenablesvariouscompaniesto managetheirclients’dataandleverageittomakebusiness decisions.

DistinctiveStrategiesforSuccess

NipponDataSystemswasestablishedwithanobjectiveto provideBusinessSoftwaresolutionsandITConsultingto itscustomersandserveasaone-stopshopforalltheirIT requirements.

Itsmissionistoenhancethebusinessenterprisegrowthof itsclientswithcreativedevelopmenttodelivermarketdeﬁning,high-qualitysolutionsthataddvalueandgiveits clientsareliablecompetitiveadvantageovertheir competitors.

Thecompanystrivestoprovidethebestsoftwareprogram solutionswithqualityservicesataﬀordableprices.

Next-LevelCRMSystems

Nipponisdedicatedtohelpingclientsachievetheirgoals withsmart,eﬀective,andscalablecloudsolutions.Two specializedserviceshavebeencreatedtohelpitsclients achievebusinessimprovementssuchasimprovedmetrics, monitoring,andleveragingopportunities:

Newton SIMPPLIFY - acompletesuppliernetwork managementsolution.Thesolutioncoversentire

transactionswithsuppliersfrombudgetplanningto requisitionstopurchaseordertosupplies.Itprovides AuctionandReverseAuctionfunctionalitiesaswell.The SIMPPLIFYPlatformisuniqueinthesensethatitprovides integrationwithyourback-endERPandothersoftware applicationswhererequiredtomaketheinteractionswith supplierscompletelyseamless.

Newton E-Skilling: - TheNEWTONSkillManagementand DevelopmentSystem(SMDS)providesanend-to-end solutionforimplementingandmanagingtheentireSkill ecosystem.Someofthefeaturesofthesystemare:

Ÿ Aﬃliationandaccreditationoftrainingpartnersand trainingcenters

Ÿ Sectorskillscouncilmanagement

Ÿ Jobrolesdeﬁnitions

Ÿ Schemesdeﬁnitions

Ÿ Continuousmonitoringoftrainingcenters

FutureOutlookofOpportunities

Nipponseesthattheindustryisdevelopingrapidly,which meanscustomerswillbelookingforprocessenhancements tobecomemoreeﬃcientandproductive.

Thecompanyhassetgoalstokeeppacewithtechnological advancements.Theirshort-termgoalsincludehosting promotionalevents,expandingintonewmarkets,more teambuildingandincreasingbrandawareness,whilethe long-termgoalsincludeobjectiveslikeincreasedsales, widerbrandrecognition,thecreationofastellarreputation andanenhancedsocialmediafollowing.

DevOps -Bridging the between Dev and Ops G A P

Forcenturies,humanshavehadapropensitytopittwoormoreteamswithdistinctivefunctionalitiesagainsteachother –evenwhentheyareonthesameteam.Thisdynamiccanbewitnessedevenintraditionalbusinessenterprises, betweensoftwaredevelopersandoperationalstaﬀers.

TherivalrybetweenDevandOpshasbeenprevalentfordecadescausingoneofthemostprominentchallengesfor organizationstomanagetheirITcapabilities.Overcomingfromthisriftandidentifyingeachotheraspartnersratherthan rivals,canbecrucialforabusinesstoattainsuccess.Butduetoopposingpriorities,africtiongetscreatedwhentheyare combined,makingitevenharderfordevandopstocommunicateinaneﬃcientmanner.

ConﬂictbetweenDevelopmentandOperations

Althoughthereisn’tanydoubtconcerningthevarioustechnicalaswellasbusinessadvantagesthatanorganizationcanreap uponcombiningDevandOps,buttheycompriseofentirelyuniquegoals,metrics,andapproaches.

Developmentprimarilylaysfocusonproducingnewsystemsandapplicationsandensuresthatcustomersget tousethesameasfastaspossible.Onthecontrary,operationslookfromadiﬀerentaspect altogether;whereintheyprimarilyfocusonensuringaspeedyandbug-freestablesystem.

Additionally,bothdevandopsstrivetowardsachievingasimilargoalofmakingtheir customersfeelhappyandsatisﬁed,yettheyutilizecompletelycontradictingapproachestoreach thatpurpose.Ononehand,developmentaspirestoimpressitscustomerswiththeirnewenhancements. Whereasontheotherhand,theoperationalteamwantsitscustomerbasetouseastableandtestedsystem –freefrombugsandoperabilityinconveniences.

TheBattleScenario–BeforeandAftertheAdventof DevOps BeforeDevOpscameontothescene,bothDevelopment andOperationsworkedinanisolatedmanner.Theonly timetheycrossed-pathswereduringthereleasephase.The developmentteam,alreadynotiﬁedaboutthereleasedate, intendedtointerjectsomenewandadditionalfeatures beforethetimeofrelease.Whereastheoperationalteam knewfrombeforehandwhetherthecurrentreleaseversion hadanyneworadditionalfeaturesinterjected.Thisway, beforedeployingthereleasetothecustomer’ssite,theOps teamperformedrigoroustestingtobesatisﬁedwithits stabilityandoperabilityandonlythenpermittedits deployment.

ThearrivalofDevOpsanditsriseinadoptionledtoa paradigmshiftfromthisculture.Developersnownolonger needtowaitforareleasedatetobring-forwardnewand enhancedfeatures.Instead,theyhavethecapabilityto releasenewfeaturesonaregularbasisbyusingtheconcept ofContinuousIntegrationandDelivery Thishasprompted developerstoemphasizethattheoperationteammust managethisregularﬂowofnewfeaturesimperatively beforeitgetsdeployedtothecustomer’ssite.Butthis approachgaverisetoanewproblem,asOpshavetodeal withapipelineofreleasesataregularintervalduetothis. Theynowneedtobeextremelyattentiveandcarefulabout thequalitytestingofthesystemsasthedeployedbuildson thecustomersitemayormaynotbeentirelyfreefrom bugs.

TheResolution

Themostfeasibleandobvioussolutiontothisopposing frictionisthesynchronizationbetweenDevandOps, popularlytermedasDevOps.CoinedbyPatrickDebois, knownas“thefatherofDevOps,”DevOpsisanoperational philosophythathelpstobridgethegapbetween DevelopmentandOperationsbyemphasizingupon integration,collaboration,andcommunication.

Itisthemostsalientmethodologythroughwhichan organizationcancheckandassureabalancebetween developmentandquality.Inordertoreachanequilibrium pointinthisresolution,bothDevandOpsneedtoembrace theDevOpsmethodologiesbymodifyingtheiroutlookand theirwayofworking,asfollows:

FromtheOperationsPerspective

Ÿ Extensivemonitoringofallrunningenvironmentssuch asstagingorproduction,soastoreactandpreventany issuesfromcroppingupandspreading,respectively.

Ÿ Operationsneedtobemuchmoreﬂexibleintheir approachinacceptingregularorfrequentchanges.

Ÿ Operationsshouldfacilitateaneﬀectiveandhealthy collaborationwiththeDevelopmentteam.

FromtheDevelopmentPerspective.

Ÿ Soundengagementneedstobeperformedtoassessthe qualitymetricsthatOpsemphasizeson,totrackcustomer productionsystemsandquality.

Ÿ Devneedtobemoreinvolvedwiththetestingoftheir owncodeintheproductionphaseinsteadofleavingout fromtheﬁeldafterwritingthesystemorapplication code.

Ÿ Developersshouldfacilitateaneﬀectiveandhealthy collaborationwiththeOperationsteam.

Hence,itcanbesafelyexclaimedthatbothDevandOps teamneedtochangesubstantiallyintheirfunctioningand outlooktosuccessfullyadopttheDevOpsmethodology AdaptingtoDevOpscultureisbynomeansasilverbullet, asitbringswithitselfaconsiderableamountofchanges. Butuponsuccessfulcommunicationbetweendevelopers andoperators,anorganizationwillbeabletoreap signiﬁcantadvantagesthroughthesame.Thebattlebetween DevandOpsmaycontinueforyears,butDevOpshasthe distinctcapabilitytobridgethegapbetweenthetwo.

Point of Reference:

Pioneer of Cutting-Edge Native Salesforce Solutions for Customer Reference Management

Inthesoftwareindustry,customer referencesarevitalforrevenue growth,butatthesametime,the referencerequestcanbecomeabig hassleandsourceofinefficiencyfor thesalesperson.Toaddressthis customerreferencedilemma, companiesneedtorefinetheentire processofrecruiting,qualifying,and maintainingcustomerreference informationsothatgoodreference matchessurfacewithineach opportunity Tobeonthecutting-edge intheindustry,asoftwaresolution providershouldhavedeepdomain experienceanddevelopproductsthat areintuitivetouseandhighly configurabletomeetthespecificneeds ofadvocateprograms.Avendoralso mustlistentocustomerfeedbackand refineitsproductstomeetclient requirementsasquicklyaspossible. Lastbutnottheleast,clientserviceand satisfactionshouldbeinacompany’s DNA,thenandonlythenwilla softwareproviderflourish.

® Denver-basedPointofReference is onesuchfirmthatisflourishingand gainingprominenceasanessential componentofaCRMsolution.The universalanxietyfeltbyB2B salespeoplewhentheycannoteasily findthemostrelevantcustomer referencesinatimelyfashionledtothe

birthofPointofReferencein2003.

“CouldIspeaktosomeofyour references,”isoneofthemost importantquestionsinthebuyer's journey,butonethatlaunchesalotof ineﬃcientactivitiesthatoftenfailto producethedesiredresult.Withthe adventofPointofReferenceandits targetedsolutionsforcustomer referencemanagement,thatchaoscan betransformedintoasmooth, repeatableprocessthatisaprerequisiteforgrowth.

PointofReferenceisaB2Bcustomer advocatemanagementsoftwareand servicescompanythatassists businesseswithcentralizingcustomer advocateinformationandcontentsuch asvideosandcasestudies.Italso automatesforclientsmanyprocesses includingsearching,requestingand sharingcompellingcustomer perspectiveswithbuyerstoboostwin rates.

FlagshipsoﬀeringsandSupport ServicesthatareWinningClients’ Trust

TheﬂagshipoﬀeringofPointof SM ReferenceisReferenceEdge ,theonly ®Salesforce nativecustomerreference applicationpresentinthemarkettoday. ReferenceEdgedeliversasophisticated andeasy-to-useappthatautomatesall

aspectsofthereferenceprocess. It automatesthereferencerecruiting workﬂow,andautomatesthe maintenanceofcustomerreference informationtoensurereliablesearch results.Allthecustomerdataand referencemanagementfunctionality areseamlesslyaccessedthrough SalesforceCRM.Thesuperiorityand eﬃcacyofReferenceEdgecanbe gaugedfromclientfeedback.

“Loweringthebarrierofentryofany additionaltechnologyisextremely importantforuseradoption.Tohave somethinglikeReferenceEdgethatis anextensionoftheSalesforceUIhelps withtheadoption.Wefellhook,line, andsinkerforReferenceEdge.Our usersdon’t typically know it is a diﬀerent application.” -ErinTraudt,Sr MarketingManager,GlobalCustomer Engagement,AmazonWebServices.

ApartfromReferenceEdge,theyalso haveexpertiseindelivering supplementalstaﬃngservices, programconsultingservices,and contentdevelopmentservices.The organizationempowersitsclientsto becomemoreproactive,strategicand alignadvocateprogramactivitywith companygoalsthroughclear attributionofprogramactivityto revenueinﬂuenced.

The measure of our success is our customers’ success: time saved and more deals closed faster.

― David Sroka President & CEO

DistinctivenessAcknowledgedbyIndustryLeadersand Clients

Ÿ Recognizedamongthe “20 Most Promising Salesforce Solutions Providers” byoneoftheleadingtechnology magazinesfortwoconsecutiveyears(2016and2017).

PointofReferenceholdsadistinctionofbeingtheonly companytooﬀeraSalesforcenativeapplicationandisalso amongoneoftheﬁrsttoreceiveSalesforce1Mobileand LightningreadydesignationsfromSalesforce.Theyalso takeprideinhavingintroducedpeer-to-peerrequest managementfunctionalitytostreamlinetherequestprocess andscaleprograms.Exemplaryuserexperiencehas receivedaccoladesfromitsclientsaswell.

“To say that I would probably start losing my hair without ReferenceEdge would be an understatement. Having all of this knowledge in one place lets me sleep well at night.”DanielPalay,Manager,GlobalCustomerProgramsat Elastic.

“Sales is extremely happy about the turnaround time on a reference request and how easy it is for them to work with each other to complete reference approvals.” -Alyse Chiariello,Director,CustomerMarketing,InContact.

FanaticallyCustomer-FocusedNorthStarofthe Organization

DavidSrokaisthePresident&CEOofPointofReference. Hehasover20yearsofexperiencedealingwithand solvingthecustomerreferenceequation.Duringhiscareer, hehasworkedasaprofessionalservicesmanagerandheld positionsinsales,marketing,andtechnicaltraining.His vastexperiencehasgivenhimﬁrst-handknowledgeofall

facetsofcustomerreferenceneedsandchallenges.Sroka’s passionishelpingsalesandmarketingprofessionalsrealize thefullsalespotentialofcustomerreferences.Entrepreneurial andferventlycustomer-focusedbynature,hisgoalisto nurtureacompanythathisemployeesfeelproudtobepartof anddeliveravaluableservice,whichmakeshiscustomers “stars”intheirownorganizations.

InsidersTakeontheCurrentTrendintheCRMIndustry CRMisﬁnallybeginningtoreachitspotentialasthehubof theMartechstack.Ratherthansiloedfunctions,savvy companiesarenowrecognizingtheinterconnectivityofa client’sNPSscore,servicetickets,campaignresponsesand howtheseindicatepotentialreference-ability.AIwillplaya muchmoresigniﬁcantroleinpredictingsomeofthemost criticalaspectsofthecustomerlifecycle.Thekeyherewillbe inusingthisinformationintelligentlyandimprovingallvital interactionswithintheirorganizationsandwithcustomers.

MissionfortheFuture

PointofReference'son-goingmissionistohelptheirclients closeopportunitiesfasterbystreamliningtheentirecustomer referencemanagementfunction.Byconsolidatingand automatingeveryaspectofacustomerreferenceprogram, theyenablecompaniestoinjectauthenticandcredible customerinsightsthroughoutthebuyer’sjourney Attheend oftheday,Srokameasureshiscompany’ssuccessbyits customers’success;timesavedandmoredealsclosedfaster.