OVERVIEW
Pramata Customer Relationship Intelligence™
Pramata Customer Relationship Intelligence™ delivers an integrated, digital view of
accurate, meaningful data across your finance, sales and operations teams to help
you maximize your most valuable customer relationships.
You can’t capitalize on
what you don’t know
Some of the planet’s most sophisticated
companies have invested millions in
IT and business applications, yet they
can’t answer fundamental questions
about their most valuable customer
relationships—often complex, highly
negotiated or frequently changing.
Do you know:
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What discounts have already
been approved?
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Where do I have any MFN
pricing risks?
yy
Where do we have overlapping
customer agreements?
yy
Are we invoicing and collecting
according to the contract terms?
yy
Where have we made nonstandard commitments?
yy
Where do I have price increase
opportunities based on CPI or
other triggers?
Probably not without devoting a lot
Pramata extracts essential intelligence
of manpower and time to manually
about customer relationships from
pull the right information together
complex, negotiated contracts,
from a multitude of sources, only
simplifies it from legalese into plain
to have it quickly outdated. So your
English, synthesizes it with data
sales, finance and legal teams make
from your billing system, CRM and
uninformed critical decisions every
other sources, and delivers it in the
day, and miss out on literally tens of
context of a specific user’s role and
millions of dollars in potential revenue
responsibilities.
and profitability growth.
And it’s fast. Through our digitization
Pramata Customer
Relationship Intelligence™
as a service™ (DaaS) process, we
Pramata is not a CRM platform or
normalized and accurate, providing a
a business intelligence tool. It’s
level of ongoing quality control that’s
customer relationship intelligence
unmatched. For you and your team,
(CRI)—innovative technology that
it simply means you have on-demand
bridges the information gap inside
access to the most clean, current
your current technology infrastructure.
customer information every day.
We deliver consistent, simplified
customer data that’s incredibly useful
to everyone who has a role in growing
and maintaining strong customer
relationships.
automatically and thoughtfully
evaluate all the data, ensure that it is
OVERVIEW
How it works: Transform
diverse data into exceptional
customer insights
Customer data goes in. We collect from
multiple data sources the documents
that define your customer relationships,
and organize these into logical
The “hub” keeps it centralized and
One single, shared source of truth
secure. Pramata’s Digital Intelligence
fuels every solution touchpoint—from
Hub™ ensures your data remains
customer on-boarding to managing
consistent, accessible and highly
renewals to ensuring regulatory
secure. Our enterprise-class core
compliance—revealing new insights
infrastructure has been designed to
for stronger customer interactions
serve the largest and most discerning
every day.
companies in the world, with high
hierarchies in a central repository.
availability and uptime, stringent
Digitization happens. The key
service levels and ISAE 3402 Type II
to gaining intelligence means
security certification.
transforming unstructured and diverse
data into accurate, clean and timely
digital information. Pramata’s unique
Digitization-as-a-Service™ or DaaS
technologies, processes and algorithms.
Normalization happens here, too,
simplifying terminology from legalese
into simple, meaningful English. It’s an
ongoing process where all intelligence
is updated within 48 hours of the
signing of new customer deals, so your
teams are always operating off of the
freshest and most accurate information.
context for each user. Pramata offers
multiple user environment options for
allows us to model a multitude of
the most relevant access:
complex deal types, so regardless
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dynamic launching point for ...
Uniquely configured transformation
Integrated applications that
allow Customer Relationship
Intelligence to be leveraged
Consider the Digital Intelligence Hub™
your solutions “mothership.” It’s the
The intuitive Pramata Navigator
cloud-based application
yy
visibility into essential information.
within your CRM environment
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Push data to existing BI tools or
other business applications
solutions that bridge existing process
gaps and build next generation
relationships within and among
your core business areas of Sales
Effectiveness, Business Performance
and Contracts Management.
Digitization-as-aService™ (DaaS)
Executed
Contracts
Contract
Intelligence
Extraction
Deal
Documentation
nothing if it’s not within a meaningful
The built-in flexibility of the hub
lists or deal structures, you’ll have full
contract data using proprietary
Account, Deal,
and Product
Hierarchy
Delivering this intelligence means
of your pricing complexity, product
process securely extracts critical
Sources
You see everything in context.
Normalization
& Quality
Assurance
Transformation
Solutions
Digital
Intelligence Hub™
Sales
Effectiveness
Suite
User
Experience
Business
Performance
Suite
Cloud Applications
API Integration
CRM Applications
Relationship
Context
Modeling
Contract
Management
Suite
Billing Data
2
OVERVIEW
Digitization: The Pramata difference
Effective
Product
Price
Change
Priceinto
Change
Product
There
are four essential
steps to transforming
relevant
raw data
actionable
customerAmount
insight.Billed
Customer
Effective
Product
Change Price
Change
Product
Amount
Billed
Date
Delivery
Date PriceDate
Frequency
Sold
in Period
For example, suppose
your company
wanted
priceFrequency
change opportunities
onPeriod
CPI
Date
Delivery
Date to quantify
Date
Sold based in
Customer
and the potential amount of those increases. Here’s how Pramata does it:
Customer
Effective
Date
Product
Delivery Date
Price Change
Date
Price Change
Frequency
Product
Sold
Amount Billed
in Period
CPI Cap
CPI Cap
CPI Cap
Potential
Potential
Increase
Increase
Potential
Increase
Identify needed data: Determine the intelligence you need to identify the customers and
1.
products where you can increase prices, and quantify the amount of the potential increase.
Customer
Effective
Date
Product
Delivery Date
Price Change
Date
Price Change
Frequency
Product
Sold
Amount Billed
in Period
CPI Cap
Potential
Increase
Contract Intelligence Extraction: Extract all the critical data from your customer contracts,
2.
SOWs and amendments that relates to price change dynamics.
Master
Agreement
Master
Agreement
Master
Agreement
Customer
Customer
Acme
Company,
Acme LLC
Master
Agreement
Master
Agreement
Master
Effective
Agreement
Effective
Date
Date
October 1,
Customer
Company, LLC
2008 1,
October
Effective
2008
Date
Master
Acme
Agreement
Master
October
1,
Agreement
Company, LLC
Customer
3.
2008
Effective
Date
Master
Agreement
Master
Agreement
Product
Product
Delivery
Date
Delivery Date
Unknown
Product
Unknown
Delivery Date
Unknown
Product
Delivery Date
Master
Agreement
Master
Agreement
Master
Master
Price
Change
Agreement
PriceDate
Change
Date
October 1
Price
Change
October
1
Date
Price
Change
Agreement
Price
Change
Frequency
Frequency
1 per year
Price
Change
1 per
year
Frequency
Master
Agreement
October
1
Master
1 Agreement
per year
Price Change
Date
Price Change
Frequency
Master
Agreement
Master
Agreement
Amendment
#4
Amendment
#4
Master
Product
Agreement
Amount Billed
Amount
Billed
in Period
in Period
Product
Sold
Sold
Best product
XYZ
Best
product
Product
XYZ
Sold
Unknown
Amount
Billed
Unknown
in Period
Master
Amendment
#4
CPI Cap
CPI Cap
Lesser of 6%
or CPI
Lesser
of 6%
CPIorCap
CPI
Amendment
Best
product
Agreement
XYZ
Unknown
Product
Sold
Lesser of
#4 6%
or CPI
Amount Billed
in Period
CPI Cap
Unknown
Lesser of 6%
or CPI
Amount Billed
Amount
Billed
in Period
in Period
CPI Cap
CPI Cap
Relationship Context Modeling: Identify and synthesize the data you need from other
Acme
business
Company, LLC
October 1,
Best product
systems,
such as billing
and CRM October
to pinpoint
the1 per
exact
Unknown
1
year amount and dates
2008
XYZ
Potential
Potential
Increase
Increase
Unknown
Unknown
Potential
Increase
Unknown
Potential
Increase
Unknown
associated with the potential price increase.
Customer
Customer
ACME
ACME
Customer
Customer
ACME
Hierarchy
Customer
Hierarchy
4.
Effective
Effective
Date
Date
October 1,
Product
Product
Delivery
Date
Delivery Date
October 1,
Price Change
PriceDate
Change
Date
Price Change
Price
Change
Frequency
Frequency
October 1,
1 per year
2008 1,
October
Effective
2008
Date
2016 1,
October
Product
2016Date
Delivery
2016 1,
October
Price
Change
2016
Date
Price
Change
1 per
year
Frequency
October 1,
2008
October 1,
Billing
2016
October 1,
Derived
2016
1 per year
Billing
Derived
Product
Product
Sold
Sold
123-456-789
Product
123-456-789
Sold
$138,000
Amount
Billed
$138,000
in Period
SKU
123-456-789
$138,000
Billing
Database
SKU
Database
Billing
CPI
CPI CPI
Cap
CPI
Derived
Derived
Potential
Potential
Increase
Increase
$4,140
Potential
$4,140
Increase
Derived from
$4,140
CPI
Indexfrom
and
Derived
Billed
Amount
CPI Index
and
Billed Amount
Derived from
Potential
CPI Index and
Increase
Billed
Amount
Customer
Customer
Hierarchy
Effective
Date
Product
Billing
Delivery Date
Price Change
Derived
Date
Price Change
Frequency
Product
SKU
Database
Sold
Amount Billed
Billing
in Period
Derived
CPI
Cap
ACME
October 1,
2008
October 1,
2016
October 1,
2016
1 per year
123-456-789
$138,000
CPI
$4,140
Billing
Derived
Derived from
CPI Index and
Billed Amount
Amount Billed
Amount
Billed
in Period
in Period
CPI Cap
CPI Cap
Potential
Potential
Increase
Increase
Digital Intelligence: With this information, your teams can now identify and execute
Customer
price increases
Hierarchy
across the customer
base, significantly
increasing revenueSKU
and
Derived
Billing
Database
profitability. We call this process and outcome “digitization,” and it’s at the heart
of Pramata’s value proposition to all of our customers.
Customer
Customer
ACME
ACME
Customer
ACME
Effective
Effective
Date
Date
October 1,
October
2008 1,
Effective
2008
Date
October 1,
2008
Product
Product
Delivery
Date
Delivery Date
October 1,
Price Change
PriceDate
Change
Date
October 1,
Price Change
Price
Change
Frequency
Frequency
1 per year
October
2016 1,
Product
2016
Delivery
Date
Price
Change
October
1,
2016
2016
Date
Price
Change
1 per
year
Frequency
October 1,
2016
October 1,
2016
1 per year
Product
Product
Sold
Sold
$138,000
123-456-789
Product
Amount
Billed
$138,000
123-456-789
Sold
in Period
123-456-789
$138,000
CPI
$4,140
CPICPI
Cap
Potential
$4,140
Increase
CPI
$4,140
3
Customer
Effective
Date
Product
Delivery Date
Price Change
Date
Price Change
Frequency
Product
Sold
Amount Billed
in Period
CPI Cap
Potential
Increase
OVERVIEW
Pramata solutions at work
Pramata delivers customizable
solution sets designed to address and
strengthen your customer interactions
across three key areas—Sales
Pramata’s experts evaluate what
customer data is needed, how it
should be integrated and how best
to configure it to work the way your
organization works best.
Effectiveness, Business Performance
Using proven industry best practices,
and Contract Management.
we’ll map those discoveries back to
We work with your teams to clearly
understand the sales, financial and
legal business processes you want
to drive and improve. What are the
desired outcomes? What changes
need to happen to your current state
your contracts, billing information
Cross-organizational benefits
Easier to spot and manage risk—drive
compliance with company, regulatory
and accounting standards
Sales and finance teams save time and
cycles because customer research is
fast and easy
and CRM data, creating a solution
to your immediate customer
relationship challenges while laying
Quickly identify opportunities for price
increases
the groundwork for far-reaching value
Reveal new insights into the levers
that drive customer retention and
across your organization.
to achieve those goals?
profitability
Ensure commitments and entitlement
compliance for sustained revenue
growth
Digital
Intelligence
Hub™
Customer
Insight
Customer
Specific
Quoting
Custom
Solution
Sales
Effectiveness
Suite
Renewel
Manager
White
Space
Analysis
Deal Desk
Manager
Fulfillment
& Obligation
Assurance
Custom
Solution
Commits &
Entitlement
Tracker
Business
Performance
Suite
Pricing
Strategy
Customer
Onboarding
Strategic
Sourcing
Legal
Research
Contract
Repository
Contract
Risk
Scoring
Contract
Management
Suite
Revenue
Recognition
Mergers &
Acquisitions
Regulatory
& Pricing
Compliance
Transformation Solutions
4
Know your customers with Pramata Customer
Relationship Intelligence™.
Talk to us today!
Pramata is the Customer Relationship Intelligence company. Our
[email protected]
solutions empower sales, finance and operational teams from
large B2B companies with essential information about their most
complex and valuable customer relationships. We do this by
transforming often hidden data from contracts, billing systems
and other sources into a complete, accurate customer profile.
Learn more at www.pramata.com
© 2016 Pramata Corp. All rights reserved.
1.415.963.3544
www.pramata.com