choosing the right crm

Download Choosing the Right CRM

Post on 01-Nov-2014

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This presentation will walk you through 3 CRM systems to help determine which is right for you (Salesforce.com, SugarCRM.com and KarmaCRM.com). Choosing the right CRM will help improve your sales and customer service teams.

TRANSCRIPT

  • 1.
  • 2. What is CRM?
    Not CMS (Content Management System)
    CRM stands for Customer Relationship Management
    Typically used for managing sales or customer service
    Big dogs include Salesforce.comSugarCRM, ACT
  • 3. How Do You Get Leads?
    ?
  • 4. How Do You Get Leads?
    Referrals
    Through your website
    Networking
    Partnerships
    Word of Mouth
    Advertising
    ..Nepotism
  • 5. What do you do with these leads?
  • 6. What do you do with these leads?
    Nothing...its all in my head and that's fine
  • 7. What do you do with these leads?
    Nothing...its all in my head and that's fine
    Add them to a spreadsheet
  • 8. What do you do with these leads?
    Nothing...its all in my head and that's fine
    Add them to a spreadsheet
    Add yet another sticky note to your monitor
  • 9. Low Tech CRM
  • 10. Side effects of Low Tech CRM
  • 11. What do you do with these leads?
    Nothing...its all in my head and that's fine
    Add them to a spreadsheet
    Add yet another sticky note to your monitor
    Add them to a CRM System!
  • 12. What do you do with these leads?
    Nothing...its all in my head and that's fine
    Add them to a spreadsheet
    Add yet another sticky note to your monitor
    Add them to a CRM System!
  • 13. Why Should You Care?
    Customer RetentionRetain and expand your business and relationships with your customers through up-selling, cross-selling and servicing.
    Create Customer EvangelistsMake your customers so happy with your service that they evangelize your business for you.
    Customer AcquisitionEfficiently organize and qualify your prospects so you are only dealing with the leads most likely to bring you business
    Cost ReductionBy streamlining your sales and customer service processes, you can eliminate waste and increase efficiency. You can do more in less time.
  • 14. When is CRM a Good Idea?
    If you want to organize and manage your sales process more efficiently
    To get more out of your existing leads
    Collaboration with team members
    Getting more reliable projections than "I swear this deal is hot"
    If you want sales to still function when your sales superstar is sick, or quits
  • 15. When is CRM a Bad Idea?
    If you are unwilling to commit to the CRM. CRM works best the more you use it, and the more details you give it.
    If you only have one or a few clients and don't need the structure a CRM provides (Although I would still recommend using some sort of system)
    If you are afraid of computers
  • 16. The CRM Industry
    More companies adopting web based CRM software
    Smart phone CRM apps will help sales forces become more flexible and more mobile
    CRM Growth Report by AMR research
    http://www.destinationcrm.com/Articles/News/Daily-News/Growth-Trend-Continues-for-CRM-49755.aspx
    • $12 Billion in 2006
    • 17. $14 Billion in 2007
    • 18. Estimated $22 Billion in 2012