5. What is the consequences
Market 1 Market 2
LC B LC A
LC D
LC Z
LC XLC E
MC
6. 1. Nothing till now handling how we Split our
market share according to the value
propositions of the market itself
2. Hindering the capacity with sharing the same
prospects approach
3. Losing a big volume of the market
4. Disability of retaining more than 60% of the
traditional partners as no kind of guidelines to
ensure the improvement of the customer
relationships
5. No History data to gather to get the right
market analysis of how we are dealing with our
partners
6. No valid contacts from the rejected or on-hold
partners which make our company researches
more harder
7. No Tracking for the realization of the
partnerships either financial or interns
fulfillment
LC Y
Potential
Partner
LC X
Rejected
partner
What’shappeningnow
7. What we Need To ensure ?
1. The fair market share between the entities
2. Proper customer relation management
3. Partnerships states movements tracking
4. Financial tracking of the delivery of the
partnerships
5. Data hub for our prospects and partners
relationships
6. Data hub for our prospects and partners
contacts for the next years to be used
7. Functional activity tracking
8. Fast communication for CRM tasks
LC X
Potential
Prospect
Raise
LC X
Actual
Partner
Re-Raise
LC X
CRMing
Partner
Up-Scaling
12. Requests
• It’s mainly for requesting a prospect (not a partner yet) you need to approach for (phone call – E-
mail) to set a visit with him
• Main Objective is to ensure the right establishment of a new relationship between us and the
market in the proper approach
• You began to use this tool as the tab “Requests’ is your first step to use the tool, you need to
have the full data about your prospect
• Prospect isn’t a partner it’s an entity you see it’s potential to be approached to offer your
products to them
• Its mainly used after a full company research for your potential markets
13. HOW ?
Step 1
Step 2
Step 2 :
• Press the “Add Prospects requests” button and go direct with filling the prospect data to be
considered as your official prospect
• Note that your request will NOT be saved unless you have the full required data for your prospect
Step 1 :
• Press the search button to search of your needed prospect is already exist for another LC or not
(by putting your prospect name in English in the search button)
• If you found its already within another LC’s list so you are NOT allowed to approach the prospect
• If you didn’t find a duplication for your prospect then your prospect is free to approach
14. Partners List
• This the second step of your CRM tool implementation after raising the partner (In
Kinds – Fund – TNs) raises
• To shift to this phase you need to have a signed contract with the partner
• This is the list of all your current partners and traditional ones with their data
• If your prospect became a partner and didn’t mentioned in the
“Partners List” it won’t consider a partner of your yet
16. This will be your channel to
update the delivery of the
product to your partner and
need to updated as you have
a final date of delivery
17. CRM
1. This is the step when you track how is your delivery is going and what the progress
for it
2. It’s the enlighten part of how we can analyze the relationship states and how to
improve it
3. According to the progress and the feedback of the partners, you know what you
should solve on the spot without taking a lot of time to discover your relationship
with the customer in a realistic way
18.
19.
20. Meetings
1. It’s the easy way to track the internal activities in the functional and how it going in terms of the
engagement and productivity of the members (MCVP to LCVPs) and (LCVPs to Members)
26. Shared on
the draft
CRM tool
for tryouts
Inputs
sending to
your MCVP
Total
Induction in
GROW
CRM tool
Rules
Informing
Original
CRM tool
shared
Last
induction
for the rest
of the tool
Official tool
functioning
in total
apps
crm tool timeline
27. CRM Tool Rules
1. Immigration
• The ceiling for IGCDP Requests is 200 Requests per Product
• The Traditional partners is the priority for IGIP,IGCDP and ER to be filled in the tool and for the ER VPs
choose the top potential 50 Prospects from your “IGIP,ER Accounts” Spread sheet
• Not Allowed to have a request without the full data of your prospect or fake data “It will be Removed
from you Requests list”
• You have the right to Immigrate your “traditional Partner and Current partner and Open deals prospect”
ONLY without being in the market share process
2. Validation of the request
• The maximum duration to change the state of your prospect (ex. From visit Done to partner) is 3 weeks
and then you have 3 days as tolerance time to change the state after it the request will be deleted and
will be free to be contacted by another LCs
• For the same request cannot be contacted by any other LC unless it didn’t pass 5 weeks without
updating ( check the analysis of the prospect )
• Before putting any request search for it first in the request App if you found it CHECK the last edited
time (less than 5 weeks Don’t approach) or your request will be deleted
