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CRM 101 – The Value of Implementing CRM Software

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With CRM quickly becoming an integral part of organizational infrastructures, you need answers to the "what, who, when, where, why, and how” questions about CRM: What is CRM? Who needs it? When......

With CRM quickly becoming an integral part of organizational infrastructures, you need answers to the "what, who, when, where, why, and how” questions about CRM: What is CRM? Who needs it? When will I be ready? Where can I get the information I need to evaluate what's right for me? Why use Sage? How will CRM impact my organization? We will answer these questions and show you that CRM is no longer a wish list item – it's an absolute requirement to compete and thrice in a world driven by business 2.0 practices.

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  • 1. Sage Accpac ERP Extended Enterprise SuiteSageCRM module
    CRM 101 – The Value of Implementing CRM Software
  • 2. Agenda
    Introduction
    Abstract
    Solution Presentation
  • 3. My Information
    Presenter: Rob Lawson Field Sales Engineer III Sage Sage Business Solutions Divisionwww.sageaccpac.com
    e-mail:rob.lawson@sage.com
  • 4. Abstract
    With CRM quickly becoming an integral part of organizational infrastructures, you need answers to the “what, who, when, where, why, and how” questions about CRM. What is CRM? Who needs it? When will I be ready? Where can I get the information I need to evaluate what’s right for me? Why use Sage? How will CRM impact my organization? We will answer these questions and show you that CRM is no longer a wish list item. It’s an absolute necessity to compete and thrive in a world driven by business 2.0 practices.
  • 5. Solution Presentation
    Questions you need to know:
    What is CRM?
    Who needs it?
    When will I be ready?
    Where can I get the information I need to evaluate what’s right for me?
    Why use Sage?
    How will CRM impact my organization?
  • 6. What is CRM?
    CRM (Customer Relationship Management)
    Sales
    Marketing
    Customer Service
    Productivity and Task Management
    Process Automation
    Calendaring
    Alerts and Escalation
  • 7. What is a Customer?
    Client, Patron, Shopper, Consumer, Vendor, Partner, Home buyer/seller, Subscriber, Distributor, etc…
  • 8. Who needs it?
    The SageCRM and Sage ERP Accpac (Sage EES) is about ALL INTERACTIONS organizations have internal and external.
    SageCRM’s productivity management is the ability to track analyze and better understand each and every interaction involved in successful and not so successful transactions.
    Whether it is tracking each interaction involved in a successful sale or every touch-point involved in a legal action Sage EES is at the center.
  • 9. When will I be ready?
    Now…
    CRM is not just Customer Relationship Management
    CRM empowers your organization to Manage Relationships
  • 10. Where can I get the information I need to evaluate what’s right for me?
    Your Baass Team
    Information about the product:
    http://www.sageaccpac.com
    Sage ERP Accpac and SageCRM Community Sites:
    http://community.sageaccpac.com
    http://community.sagecrm.com
    Training
    http://www.sageu.com/accpac select the Accpac Product then select modules under Accpac then select SageCRM.
  • 11. How will CRM impact my organization?
    New slides….. 
  • 12. All team interactions with client on one page
    12
  • 13. 13
    Services Team
  • 14. 14
    Sales Team
  • 15. 15
    Sales Team
  • 16. 16
    Executive Team
  • 17. 17
    Consulting Team
  • 18. 18
    Marketing Team
  • 19. 19
    Customer Success Team
  • 20. 20
    Finance/Accounting Team
  • 21. 21
    Finance/Accounting Team
  • 22. 22
  • 23. Solution Presentation
    Login
    Navigation
    Main Menu
    Recent Area
    My CRM
    Context Area
    Tabs
    Definitions
    Lead, Company, Person, Opportunity, Case, Solutions, Communications
    Communication Types
    New Appointment, New Task, New Email, New Document
  • 24. Solution Presentation
    Sales Dashboard
    Web to Lead
    Lead
    qualify
    Promote to Prospect
    Promote to Opportunity
    Company
    Marketing here to prospects
    Create Group of Prospects (Dynamic)
    1 Basic Campaign
    1 Wave Activity with an Email Blast to Group
    Mention that Advanced Marketing does exist
  • 25. Solution Presentation
    SageCRM Outlook Integration
  • 26. Why Would I need CRM?
    Final questions for you to think about
  • 27. Why would I need CRM?
    Is everyone working through a central portal to access data?
    Do you track as many interactions with people as possible?
    Does your sales, marketing, finance, support and consulting teams interact with the same customers, prospects?
    Are leads potentially falling through the cracks?
    Can anyone in your team pickup when someone is sick?
    27
  • 28. Why would I need CRM?
    Do you have a calendaring and task system for improved cash collections?
    Do you have to track information on spreadsheets?
    Do you have to have someone write reports for you?
    Do you know what your team has been doing all day?
    Do you know where you lose most of your sales?
    28
  • 29. Questions
  • 30. Thank you for your time today…