aligning teams & driving growth using crm...crm analysis & design crm implementation crm...
TRANSCRIPT
![Page 1: Aligning Teams & Driving Growth Using CRM...CRM Analysis & Design CRM Implementation CRM Support All Consultants CRM Certified 350+ Customers 1,000+ CRM Projects 98% Customer Retention](https://reader035.vdocuments.site/reader035/viewer/2022070213/610866bec2783b2a12446224/html5/thumbnails/1.jpg)
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Aligning Teams & Driving Growth Using CRM
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Agenda CRM as “The Hub”
Lessons learned on alignment journey
What’s in it for the End User
Step 1: Finding leads
Step 2: Working leads/prospects/customers
Step 3: Qualified opportunities - the sales process
Step 4: Measuring success and Making adjustments
How to get started
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C R M a s “ T h e H u b ”
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Why CRM? One place for full insight customer/prospect interactions
Real time access anytime / anywhere
Consistent messaging to leads and customers
Ensure new leads get contacted immediately
Manage all relationships
Team collaboration
Consistent sales process
Measure success
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A l i g n m e n t J o u r n e y
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Alignment Journey
It’s a journey
Ongoing and consistent collaboration with Sales and Marketing Managers
Measure it and adjust
Data segmentation continues to evolve
Different messaging: Leads, Prospects, Customers, Partner
Define a multichannel approach
Different needs based on end user role: SDR, ISR, AE, AM
Ongoing training is critical
Use Dashboards and lists to direct users activities
Leverage automated workflows and notifications
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W h a t ’s i n i t f o r t h e E n d U s e r
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Benefits of Alignment for the End User
Focus Working on the right things
Visibility Can see how someone is reacting to marketing activities and adjust
Insights Easy access to research information and activity history
Preparedness Having a 360 degree view prior to a call
Productivity All of the above improves productivity
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R e l a t i o n s h i p f o r L i f e
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Relationship for Life
Alignment between Sales and Marketing should address the entire customer lifecycleo New Customer Acquisition
o Pipeline Velocity for Target Accounts
o Account Expansion: Upsell and Cross Sell
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S t e p 1 : F i n d i n g L e a d s
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List Building Strategies
Who = persona, title, department
What = industry, revenue, employees
Where = Territory, zip code, area code, state, etc.
How = content, delivery method
Past results = what messaging worked
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List Building ToolsInsights for Dynamics CRMData.com for Salesforce
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Data Integrity
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Marketing List Segmentation
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S t e p 2 : Wo r k i n g L e a d s / C o n t a c t s
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Lead Management Process
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Lead/Contact Scoring
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Workflows and Triggers
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Focus on the Best Leads/Contacts
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Who/When to Call?
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Insight and Research
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Marketing Interactions
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Activity Tracking
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Access Anywhere/Anytime
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T h e S a l e s P r o c e s s
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Opportunity Tracking for Marketing – Why?
Revenue results by Campaign
Length in each sales stage
Success by: Industry
Territory
Sales person
Product or Service
Primary contact
Customer vs. prospects
Repeat past success
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The Sales Process
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The Pipeline
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Salesforce1 Pipeline Management
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Dynamics Mobile Pipeline Management
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M e a s u r i n g S u c c e s s
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KPIs to Measure
• Campaign Analysis and Success
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The Power of Dashboards
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Salesforce1 Mobile
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Dynamics CRM Mobile
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W r a p U p
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About Ledgeview Partners
CRM Analysis & Design
CRM Implementation
CRM Support
All Consultants CRM Certified
350+ Customers
1,000+ CRM Projects
98% Customer Retention
Inside Sales & Marketing Consulting
Microsoft Dynamics CRM Gold Partner
Salesforce.org Partner
Salesforce Silver Partner
Microsoft Office 365 Partner
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Ledgeview’s Alignment Services
Define and Document: Current State and Future State
Requirements Gap
Buyer Personas
Customer Journey Map
Content Alignment
Lead Management Process
Automation of processes
Key Performance Indicators
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Marketing Analysis
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Additional Resources
The Ledgeview Partners Blog
Recorded webinars: Dynamics vs. Salesforce, CRM A-Z to name a few
Customer Success Stories
Whitepapers
Microsoft and Salesforce community sites
www.ledgeviewpartners.com
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Q u e s t i o n s ?
A N N E B E N S O N o r D A N I E L D I B B L E9 2 0 . 5 6 0 . 6 9 9 6 o r 9 2 0 - 5 6 0 - 3 6 4 2
A B E N S O N @ L E D G E V I E W P A R T N E R S . C O MD D I B B L E @ L E D G E V I E W P A R T N E R S . C O M