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How to choose and Implement a Practice CRM Solution David Watson  Milsted Langdon
Agenda <ul><li>What is CRM  </li></ul><ul><li>CRM in IT Strategy </li></ul><ul><li>Review of the CRM Marketplace </li></ul...
What is CRM? <ul><li>Not just a database </li></ul><ul><li>Not contact Management </li></ul><ul><li>Not part of your accou...
CRM in IT Strategy Concept Increasing return on investment Collaboration Productivity Applications Infrastructure
Review of the CRM Marketplace
CRM In Professional firms <ul><li>Efficiency </li></ul><ul><li>Visibility </li></ul><ul><li>Analysis </li></ul><ul><li>Seg...
How to Successfully  Implement a CRM System <ul><li>Create Urgency </li></ul><ul><li>Get Partner and Manager Buy in </li><...
CRM Best Practice <ul><li>GIGO </li></ul><ul><li>Everything must be driven via the CRM system </li></ul><ul><li>It must be...
Demonstration  of  APS Advance CRM Tim Bennett
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MGI Conference Presentation CRM For Professional Firms

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Transcript of "MGI Conference Presentation CRM For Professional Firms"

  1. 1. How to choose and Implement a Practice CRM Solution David Watson Milsted Langdon
  2. 2. Agenda <ul><li>What is CRM </li></ul><ul><li>CRM in IT Strategy </li></ul><ul><li>Review of the CRM Marketplace </li></ul><ul><li>CRM in Professional Firms </li></ul><ul><li>CRM demonstration – APS </li></ul><ul><li>Questions </li></ul>
  3. 3. What is CRM? <ul><li>Not just a database </li></ul><ul><li>Not contact Management </li></ul><ul><li>Not part of your accounts system </li></ul><ul><li>“ An integral part of your sales and marketing efforts that records every interaction with your clients and prospective clients” </li></ul>
  4. 4. CRM in IT Strategy Concept Increasing return on investment Collaboration Productivity Applications Infrastructure
  5. 5. Review of the CRM Marketplace
  6. 6. CRM In Professional firms <ul><li>Efficiency </li></ul><ul><li>Visibility </li></ul><ul><li>Analysis </li></ul><ul><li>Segmentation </li></ul><ul><li>Targeting </li></ul><ul><li>Management </li></ul>
  7. 7. How to Successfully Implement a CRM System <ul><li>Create Urgency </li></ul><ul><li>Get Partner and Manager Buy in </li></ul><ul><li>Remove Old Systems </li></ul><ul><li>Highlight CRM Success </li></ul><ul><li>Embed New system in firms culture </li></ul>
  8. 8. CRM Best Practice <ul><li>GIGO </li></ul><ul><li>Everything must be driven via the CRM system </li></ul><ul><li>It must be accessible, reliable, and help users </li></ul><ul><li>Everyone who touches a client must have access </li></ul>
  9. 9. Demonstration of APS Advance CRM Tim Bennett
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