2011 Resolution: CRM Overhaul

CRM Atlanta Meetup

Meet Monthly

Provide Agnostic Insight

Help users and businesses

Goals

CRM Association of AtlantaSugarCRM MeetupAtlanta Salesforce Users GroupConvergence 2011 – AprilSugarCon - AprilDreamforce - August

CRM Events and Orgs.

Ongoing Efficiency

Emerging Trends

Topics

CRM is not a deploy and quit solution.

Not tracking efficiency will cause blind spots in CRM value.

Less Overhead, More Automation

Ongoing Efficiency

Call Efficiency Call more leads, more quickly and more accurately.

Click EfficiencyMinimize clicks

Lead EfficiencyBetter lead routing, nurturing and scoring.

Sales Efficiency

Efficiency

Cloud

Integrations

Mobile

Social

Emerging Trends

Cloud has changed hostingComplex scalable systems are now an

inexpensive service.

Microsoft Azure, Amazon EC2, Rackspace Cloud Servers and Cloud Sites.

Vendor hosted solutions can be good but there are drawbacks.

Emerging Trends - Cloud

Integrations with other systems enhances efficiency.

No double entry

Find the right set of tools to adopt.

Lots of lightly technical products and Saas services popping up for integrating data.

Emerging Trends – Saas Integrations

Mobile gets hot with native apps.

Do more with less clicks across many phones.

Build native apps with a non proprietary platforms made to support multiple phones ( Ex: Appcelerator )

Emerging Trends - Mobile

Social is huge but watch for hype and marketing spin.

Set your goals and determine what you consider social.

Monitor ROI closely

Emerging Trends - Social

Overhaul of your CRMOverhaul of your customers CRM

How are you going to overhaul?