Notes
Slide Show
Outline
1
Demo
2
Sales & Marketing
  • 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
3
Event Management
  • 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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Theatre
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Staff Management
  • 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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Staff Management
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Website Integration
  • 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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Financial
  • 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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Job Tracking
  • 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
10
Knowledge Management
  • 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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Email archiving
  • Automatic archiving of parallel emails
  • Accessible immediately
  • Automatically stored and searchable
    • by contact
    • By company
    • By employee
    • By job, etc
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Case Studies
  • 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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Tristan Bates Theatre
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Actors Centre
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Actors Centre
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Broadbase UK
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Broadbase UK
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Broadbase UK
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Bovingdons
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Opulent Opals
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Floorplanz
  • 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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Floorplanz portal for agents
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Floorplanz operator portal
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Royvon
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MPG Biddles
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Seekers
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LB Tower Hamlets
Horsham DC
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Leicestershire County Council
  • Trigaware™ Autoresponders
  • Customised for your organisation
  • Personalised to the recipient
  • Provide details of the specific activity / request


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Trigaware™
  • 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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Trigaware™
  • 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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Trigaware™ Examples