1
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2
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- CRM Contact and telesales
- HTML Mailers – Newsletter, confirmations, scheduling,
notifications.
- Templates
- Remote telesales (outsource)
- Callcentre
- Searches and profiling
- Quotations
- Mail merge - table place names etc
- Call reporting (who’s done what)
- Planned calls report
- Sales forecasts
- Trigaware™ / autoresponders
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3
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- Online seat booking
- Ticketing (concerts, sports, theatre, festivals)
- Training class bookings
- Calendar of events; designates staff, allocation of resources
- Publish events and details to website
- Single or multiple event organisers
- Single or multiple event locations
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4
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5
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- View Staff allocated to Events (Broadbase type demo info)
- Staff profiling and cataloguing
- Staff searches on attributes (Juggler, Blue eyes)
- Recruitment & Selection functionality
- Staff Portal with past & present bookings, holidays, sickness
- Payroll
- Expenses
- Performance measurement and management tools (rankings, no shows etc)
- Client portal reporting on performance or the event
- Client relationship management CRM
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6
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7
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- Website data exchange – enter into CRM, upload onto website
(Actors centre) pricing, pictures
- Portals – Client, Staff & Supplier (transaction history, data
share, job info etc)
- Room availability and
booking
- Resource Booking (Tent, Tool, Car,
etc)
- Control over public and private information
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8
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- Invoicing
- Publish live pricing to website
- Online payment capture
- Cash reconciliation
- Subscriptions donations & memberships
- Payroll, payslips & expenses
- Integration to Accounts packages
- Sales Forecasts
- Job budgeting
- Job profitability
- Asset / Resource Tracking
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9
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- Job status (in progress, completed)
- Tasks within jobs (delegation)
- Handles simple tasks or complex projects
- Quotes
- Events schedule (what’s booked)
- Supplier/engineer/consultant portals
- Client portals
- Costs estimates and budgets
- Timescales and deadlines
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10
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- Document store for files, letters, pictures designs, videos, etc.
- Project library
- Company standard documentation & Templates
- Contracts & Briefs
- Message boards & Forums
- Intranet and extranet
- Email archive
- Search
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11
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- Automatic archiving of parallel emails
- Accessible immediately
- Automatically stored and searchable
- by contact
- By company
- By employee
- By job, etc
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12
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- Tristan Bates Theatre
- Actors Centre
- Broadbase UK
- Bovingdons
- Opulent Opals
- Floorplanz
- Royvon
- Adax
- Biddles
- Seekers
- Quay Marinas
- LB Tower Hamlets/Horsham DC/Leicestershire CC/etc.
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13
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14
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15
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16
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17
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18
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19
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20
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21
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- Services to Estate Agents
- Cyclical market recent down cycle (90%)
- Service diversification strategy
- Automation to save staff costs
- Client Portal
- saves hundreds of calls and staff hours
- Cross selling services
- Trigaware™ autoresponders
- Operator Portal
- Essential economy and control
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22
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23
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24
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25
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26
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27
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28
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- Trigaware™ Autoresponders
- Customised for your organisation
- Personalised to the recipient
- Provide details of the specific activity / request
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29
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- Sends automated emails and alerts
- “Thanks for your claim number 432111…”
- Alerts & warnings when deadlines and SLA’s are missed.
- Confirmations of progress stages reached: “Your claim for
£100 has now been reviewed and….”
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30
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- Trigaware™ looks for problems or just automates tedious
correspondence.
- Trigaware™ alerts the relevant people:
- Customer/investor/introducer/dealers kept informed of job progress
- Management/Internal quality level warnings
- Saying “Thanks” or “Congratulations”
- Outlying data
- Registering receipt of an order, enquiry, etc.
- Trigaware™ takes account of media preferences:
- email most common SMS (text messages) are growing in popularity
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31
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