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 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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CRM 101 – The Value of Implementing CRM Software

  1. 1. Sage Accpac ERP Extended Enterprise Suite SageCRM module CRM 101 – The Value of Implementing CRM Software
  2. 2. 2 Agenda • Introduction • Abstract • Solution Presentation
  3. 3. 3 My Information Presenter: Rob Lawson Field Sales Engineer III Sage Sage Business Solutions Division www.sageaccpac.com e-mail: rob.lawson@sage.com
  4. 4. 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. 5. 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. 6. 6 What is CRM? • CRM (Customer Relationship Management) – Sales – Marketing – Customer Service – Productivity and Task Management – Process Automation – Calendaring – Alerts and Escalation
  7. 7. 7 What is a Customer? • Client, Patron, Shopper, Consumer, Vendor, Partner, Home buyer/seller, Subscriber, Distributor, etc…
  8. 8. 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. 9. 9 When will I be ready? • Now… • CRM is not just Customer Relationship Management • CRM empowers your organization to Manage Relationships
  10. 10. 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. 11. 11 How will CRM impact my organization? • New slides….. 
  12. 12. 12 12 All team interactions with client on one page
  13. 13. 13 13 Services Team
  14. 14. 14 14 Sales Team
  15. 15. 15 15 Sales Team
  16. 16. 16 16 Executive Team
  17. 17. 17 17 Consulting Team
  18. 18. 18 18 Marketing Team
  19. 19. 19 19 Customer Success Team
  20. 20. 20 20 Finance/Accounting Team
  21. 21. 21 21 Finance/Accounting Team
  22. 22. 22 22
  23. 23. 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. 24. 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. 25. 25 Solution Presentation • SageCRM Outlook Integration
  26. 26. Why Would I need CRM? Final questions for you to think about
  27. 27. 27 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?
  28. 28. 28 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?
  29. 29. 29 Questions
  30. 30. Thank you for your time today…

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