sugarcon 2013: enterprise collaboration - making social matter

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Contact person: Mirco Müller Ludwig-Erhard-Straße 14, 34131 Kassel | Karlstraße 35, 80333 München | Fischertwiete 2, 20095 Hamburg T 0049 561 / 316663_28 | F 0049 561 / 316663_20 | E [email protected] http://www.insignio-crm.de/en Insignio CRM Enterprise Social Business How to effectively communicate within a sales organization.

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Page 1: SugarCon 2013: Enterprise Collaboration - Making Social Matter

Contact person: Mirco Müller

Ludwig-Erhard-Straße 14, 34131 Kassel | Karlstraße 35, 80333 München | Fischertwiete 2, 20095 Hamburg T 0049 561 / 316663_28 | F 0049 561 / 316663_20 | E [email protected]

http://www.insignio-crm.de/en

Insignio CRM

Enterprise Social Business How to effectively communicate within a sales organization.

Page 2: SugarCon 2013: Enterprise Collaboration - Making Social Matter

Insignio CRM / Enterprise Social Business / SugarCon 2013

Insignio CRM <-> SugarCRM Partnership

Insignio CRM has partnered with SugarCRM since 2007 we attained Gold

status in 2009.

SugarCRM Partner Advisory Board Member

SugarCRM Developer+ Program Member

SugarCRM MVP Award in 2010 and 2011

Page 3: SugarCon 2013: Enterprise Collaboration - Making Social Matter

Insignio CRM / Enterprise Social Business / SugarCon 2013

References

Page 4: SugarCon 2013: Enterprise Collaboration - Making Social Matter

Insignio CRM / Enterprise Social Business / SugarCon 2013

Partnering

Business Partner Member

Page 5: SugarCon 2013: Enterprise Collaboration - Making Social Matter

Insignio CRM / Enterprise Social Business / SugarCon 2013

What is Enterprise Social Business?

Page 6: SugarCon 2013: Enterprise Collaboration - Making Social Matter

Insignio CRM / Enterprise Social Business / SugarCon 2013

SN / ESN?

Enterprise 2.0

Social Sales

Social Business Software

Social Intranet

Business Intranet Solution

Social Software

Social Collabor

ation

Social Business

Suite

Communities

Social Business Solution

SN Social Network

ESN Enterprise Social Network

Page 7: SugarCon 2013: Enterprise Collaboration - Making Social Matter

Insignio CRM / Enterprise Social Business / SugarCon 2013

Impact Social Media Revolution

Social Revolution

500 million sold SmartPhones

versus 420 million sold

PCs in 2011.

800 million Facebook

users with over 100 billion

connections 300 million Twitter users

with over 1 billion tweets over 4 days.

Page 8: SugarCon 2013: Enterprise Collaboration - Making Social Matter

Insignio CRM / Enterprise Social Business / SugarCon 2013

Current Situation

What people want How it is

sharing ideas

giving feedback

working together

sharing knowledge

self organizing

email is limited

Intranet systems are not integrated into

CRM processes

Individual software is not user friendly

No mobile components

Page 9: SugarCon 2013: Enterprise Collaboration - Making Social Matter

Insignio CRM / Enterprise Social Business / SugarCon 2013

Enterprise Social Business = CRM + ESN

ESN!People & Groups

Knowledge

Documents & Files

Apps

Intranet, Extranet

CRM Address - Mgmt.

Activity - Mgmt.

Opp.- Mgmt.

Ticket - Mgmt.

Quote - Mgmt.

Page 10: SugarCon 2013: Enterprise Collaboration - Making Social Matter

Insignio CRM / Enterprise Social Business / SugarCon 2013

Case 1 Sharing knowledge within

the organization

Case 2 Exchange information with

NON-CRM users, customers and partners

Case 3 Employee engagement

Page 11: SugarCon 2013: Enterprise Collaboration - Making Social Matter

Insignio CRM / Enterprise Social Business / SugarCon 2013

Case 1 Sharing knowledge within

the organization

Page 12: SugarCon 2013: Enterprise Collaboration - Making Social Matter

Insignio CRM / Enterprise Social Business / SugarCon 2013

There are different people, with different tasks and knowledge

Page 13: SugarCon 2013: Enterprise Collaboration - Making Social Matter

Insignio CRM / Enterprise Social Business / SugarCon 2013

Example how to choose what is important

Page 14: SugarCon 2013: Enterprise Collaboration - Making Social Matter

Insignio CRM / Enterprise Social Business / SugarCon 2013

Working together on documents

Page 15: SugarCon 2013: Enterprise Collaboration - Making Social Matter

Insignio CRM / Enterprise Social Business / SugarCon 2013

Example of how to find information & experts

Page 16: SugarCon 2013: Enterprise Collaboration - Making Social Matter

Insignio CRM / Enterprise Social Business / SugarCon 2013

Show announcements inside of your CRM

Page 17: SugarCon 2013: Enterprise Collaboration - Making Social Matter

Insignio CRM / Enterprise Social Business / SugarCon 2013

Example how to share information inside of your CRM

Page 18: SugarCon 2013: Enterprise Collaboration - Making Social Matter

Insignio CRM / Enterprise Social Business / SugarCon 2013

Stay up-to-date and be mobile

Page 19: SugarCon 2013: Enterprise Collaboration - Making Social Matter

Insignio CRM / Enterprise Social Business / SugarCon 2013

Case 2 Exchange information with

NON-CRM users, customers and partners

Page 20: SugarCon 2013: Enterprise Collaboration - Making Social Matter

Insignio CRM / Enterprise Social Business / SugarCon 2013

Integrate into NON-CRM processes

Page 21: SugarCon 2013: Enterprise Collaboration - Making Social Matter

Insignio CRM / Enterprise Social Business / SugarCon 2013

Common simple address database

Page 22: SugarCon 2013: Enterprise Collaboration - Making Social Matter

Insignio CRM / Enterprise Social Business / SugarCon 2013

Discussions and exchange of information- our internal wish list J

Page 23: SugarCon 2013: Enterprise Collaboration - Making Social Matter

Insignio CRM / Enterprise Social Business / SugarCon 2013

Example of the integration of external partners

Page 24: SugarCon 2013: Enterprise Collaboration - Making Social Matter

Insignio CRM / Enterprise Social Business / SugarCon 2013

Example of a customer service portal

Page 25: SugarCon 2013: Enterprise Collaboration - Making Social Matter

Insignio CRM / Enterprise Social Business / SugarCon 2013

Case 3 Employee engagement

Page 26: SugarCon 2013: Enterprise Collaboration - Making Social Matter

Insignio CRM / Enterprise Social Business / SugarCon 2013

Ensure that employees are committed to their organization’s goals and values and motivated to contribute to organizational success

Page 27: SugarCon 2013: Enterprise Collaboration - Making Social Matter

Insignio CRM / Enterprise Social Business / SugarCon 2013

Insignio running group

Page 28: SugarCon 2013: Enterprise Collaboration - Making Social Matter

Insignio CRM / Enterprise Social Business / SugarCon 2013

Lindner baupause.de blog integration

Page 29: SugarCon 2013: Enterprise Collaboration - Making Social Matter

Insignio CRM / Enterprise Social Business / SugarCon 2013

Lindner Hotel Organization

Page 30: SugarCon 2013: Enterprise Collaboration - Making Social Matter

Contact person: Mirco Müller

Ludwig-Erhard-Straße 14, 34131 Kassel | Karlstraße 35, 80333 München | Fischertwiete 2, 20095 Hamburg T 0049 561 / 316663_28 | F 0049 561 / 316663_20 | E [email protected]

http://www.insignio-crm.de/en

Thank you for your attention! [email protected]