The Symbiosis mission is to improve CRM adoption rates for businesses, increase sales volume and frequency, gain customer loyalty and decrease customer service and sales costs by providing
a user-friendly, innovative & powerful CRM system.
SYMBIOSIS
O n e - pa g e B u s i n ess P la n
The Company Walnut Creek, CA
CRM, Gamified.
Bill Johnson
Symbiosis is an innovative, interactive CRM that combines gamification features and social media integration to drive user adoption and customer loyalt y.
Founder & CEO
Loya lt y p rog ram app l ication to engage custome r s and refe r ra l pa r tne r s
Socia l med ia, ema i l, phone and mob i l e app i nteg ration
Founder & CTO
Jennifer Thomas CMO
Cus tom i zab l e actions, rewa rds, l evel s and bages makes the p l at fo r m app l icab l e to any i ndus t r y State - of-the - a r t CRM (contact and activit y management, sa l es fun nel s, f i nancia l ana l y tics, repo r ti ng, etc)
Online Marketing
T V Commercials
Ta rantu l a gam if ication too l s to i ncrease use r adoption
Seminars
John Bryant
Sponsorships
Marketing Strategy
The Product
Website SEO & PPC Social Media Emai l
Distribution Channels
Pr int Ads in Ta rgeted Business Publ ications
Acheivements to-Date I nco r po rated the Com pany
Website Store
Di rect Selling
Sales Agents Partnering Resellers
CFO
Acq ui red $ 5 0 K i n s ta r t- up capita l
Financial Summary Year 2
Year 3
Year 4
Year 5
1,025,000
3,181,250
9,914,063
20,928,125
Direct Sales
31,126
434,918
2, 097,088
4,676,226
8,397,830
22,500
223,219
712,443
1,678,817
3,014,913
253,626
3,433,138
9,203,156
22,432,941
44,793,857
COGS
175,615
1,856,279
4,436,261
10,372,696
20,008,118
OPEX
323,658
1,556,723
3,823,396
9,280,557
13,505,902
($246,880)
($175,601)
$508,910
$1,565,064
$9,306,740
PROFIT
to reach the projected Year 1 Milestones
Competitive price Diligent customer service
The CompeTition
Small businesses in the US and their wage and salar y workers in the fields of: Manufacturing
Connection generator Tarantula gamification platform
Retail&Wholesale
Effective loyalty program Free trial and effective upsell strategy Experienced management team
Biz Automation
CRM Tools & Applications
CRM Gamified Zurmo
small businesses
wage and salary sales workers
SYMBIOSIS
North America is currently the largest CRM market, reaching
$10 billion
Gamification Features
in sales for 2012.
Small Business Web Microsoft Dynamics
27.9 million 13+ million
The most likely exit for Symbiosis will come from an acquisition by a major player or such as Salesforce, Oracle and Dynamics CRM once the Company reaches 500,000+ company clients.
CRM I ndus try
USER FRIENDLY
Salesforce
Utilities
$477K operating expenses such as sales, marketing and personnel expenses
The Industry
MindBody Online
Education
$73K startup expenses (furniture, improvements & organizational expenses)
Bui l d fu l l team of pe r son nel i ncl ud i ng l ead eng i nee r s, sa l es and cus tome r se r vices rep resentatives and sa l es and ma r keti ng manage r s
Tarantula
The Market
$150K completing the alpha CRM technology platform
O bta i n ma r ket va l idation w ith 12,0 0 0 month l y website vi sito r s, ove r 2, 5 0 0 active seats and ove r 24 resel l e r accounts
Cut ti ng E dge Pl atfor m
Easy to use
in seed funding
D evel op, l a unch and tes t beta p l at fo r m fo l l owed by of f icia l l a unch
Exit
Utilizing Cloud-based Technology
Year 1
200,000
Partner Sales TOTAL SALES
$600,000
Acq ui red techno l ogy patents and copy r ig hts
Michael Russman
Online Sales
We Need
A s semb l ed key management team
Zoho
Wave Access
SAAS Industry
Oracle Functional
$22.1 billion in sales by 2015.