crm for businesses-az hispanic chamber of commerce
DESCRIPTION
PowerPoint Presentation presented at the Arizona Hispanic Chamber of Commerce Tech Forum on May 10, 2011TRANSCRIPT
CRM for Business Presented at the Arizona Hispanic Chamber of
Commerce Tech Forum on May 10, 2011 James Marzola President and CEO AbilityCRM
2
CRM Progression
• Rolodex, Business Card Files, Postcards, Spreadsheets • Software Based Contact Managers
• Sales Force Automation • Customer Relationship Management
• Sales • Marketing • Service
3
Customer Relationship Management
• CRM ties activities together to increase revenue and profitability: • Marketing - Lead Management • Sales - Sales Pipeline • Service – Timely Support • Management – Informed Decision Making
4
Be Honest, do you…
• Use Microsoft Word, Excel, Outlook, or Access to: • Organize and manage customer and prospect lists • Quoting templates • Customer service call logs/inquiries
• Have shared folders on the network for: • Customer files • Quotes, Drawing, and other customer data
5
What if … All in One System…
• Account Management • Contact Management • Pipeline Management • Sales Management • Lead Management
• Activity Management • Calendar Management • Marketing • Workflow • Customer Service
Close deals faster
Discover insights
Enhance relationships
Attract more prospects
Keep customers
Improve service
That’s the Power of Productivity
By giving your people the right tools…
.
Sales Pipeline
On average, sales representatives spend only 36% of their time on actual selling activities.
Source: CSO Insights
Marketing / Lead Management
6 KEYS TO REMEMBER A Successful Approach to CRM
9
Building Blocks of Success
• Who are your Executive stakeholders • What are your metrics of success • Why are we doing this
10
What CRM is NOT
• Software in a box • Something you simply “sign up” for • An excuse for not addressing fundamental
business process change • Done without Executive Involvement
11
Implementation Basics
• Project Analysis and Understanding • Design & Planning • Personalization • Deployment and Training • Post-Deployment Support
12
13
What’s in it for me?
• User will not use the system • Enter minimum data • Enter poor data
• Work around the system
14
Overcoming User Challenges
• Executive involvement • Involve Key/Influential Users • Invest in user training to maximize
efficiency • Look for easy-to-use software
15
Words of Wisdom (after Deployment)
• Manage from CRM • Hold user group meetings for continuous improvement
• Turn data into useful information
• Founded in 1998 • Microsoft
• Managed Partner - Dynamics CRM Gold Competency
• Hosting Partner (www.alwayson-crm.com)
• Member – Microsoft Dynamics Partner Advisory Board
• Sage SalesLogix CRM Business Partner • Headquarters in Scottsdale, AZ • CRM Consulting
AbiltyCRM
For more information, contact us at: 15029 N. Thompson Peak B111-424 Scottsdale, Arizona 85260 480-726-5400 www.abilitycrm.com [email protected]
AbiltyCRM