Mobilizing with CRM... Your Competitive Advantage

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More and more businesses are realizing the numerous benefits of mobilizing their sales and customer service teams and arming them with CRM that they can access 24/7 from the road, client site or office. Gain key insights to how it can become your organizations competitive advantage.

With Maximizer® CRM:
- Collaborate effectively and efficiently with all departments to close sales and resolve customer issues anywhere, anytime.
- Improving quality of customer data while on the road.
- Streamline services processes to improve response time to customer inquiries.

Who should view:
Sales and customer service professionals seeking effective ways to collaborate and improve processes when away from the office to create positive customer experiences and long-term loyalty.

Published in: Business, Technology
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Mobilizing with CRM... Your Competitive Advantage

  1. 1. Conference Dial-In:<br />1-877-669-3239<br />Event Number/Access Code: 665 858 562<br />Mobilizing with CRM…Your Competitive Advantage<br />#MobilizingCRM<br />© Maximizer Software Inc.<br />
  2. 2. Maximizer Software Fast Facts<br />CRM leader since 1987<br />Global CRM provider for small and medium businesses (SMBs) and divisions of large enterprises<br />Global Operations<br />North America – Vancouver, BC (Headquarters)<br />EMEA – UK, South Africa<br />Asia Pacific – Australia, Hong Kong<br />Network of business partners worldwide<br />Over 120,000 customers<br />Over one million licenses sold<br />
  3. 3. Agenda<br />Mobilizing Your CRM: The Missing Link<br />Mobilizing Your Sales <br />Team Selling<br />Your Sales Process<br />‘A Day in the Life’<br />Mobilizing Your Customer Service<br />A Team Approach to Process & Resolution<br />‘A Day in the Life’<br />A Customer’s Perspective<br />Corporate Cleaning Services<br />
  4. 4. Mobilizing CRM: The Missing Link<br /><ul><li>Field sales & support teams - integration
  5. 5. Work efficiently anywhere, anytime
  6. 6. Access and update critical information
  7. 7. Reduce administrative and manual tasks
  8. 8. Enhance the customer experience: acquisition to retention</li></li></ul><li>Sales Mobility: Helps you win the game!<br />Individual productivity – office, field, home<br />Enhance individual & team sales performance<br />Convert prospects into committed customers – shorten sales cycles<br />Close more deals!<br />Build equity in your business<br />
  9. 9. Sales Mobility: Team Selling<br />Focus more company resources toward the customer<br />Organize and synchronize roles and responsibilities<br />‘Right information’ to the ‘Right person’ at the ‘Right time’<br />Align with client buying process<br />
  10. 10. Sales Mobility:Your Sales Process = The Pathway to Value<br />”60% of organizations do not have a clearly-defined sales process.” <br />Jim Dickie, Managing Partner, CSO Insights <br />
  11. 11. Sales Mobility: Sales Opportunity Management<br />
  12. 12. Sales Mobility: Tasks<br />
  13. 13. Sales Mobility: Sales Opportunity Monitoring<br />Improved visibility into your team’s activity <br />Alerts sales managers and sales reps to changes in deal status<br />Automated email alerts sent to the right people at the right time<br />Drives timely response<br />
  14. 14. Sales Mobility: Sales Opportunity Monitoring Alert<br />Opportunity ID: 1009 <br />Sales Objective: X Product Sale<br />Company: ABC Manufacturing<br />Contact: Smith, John<br />Sales Leader: Willie Closit<br />Sales Team: International<br />Opportunity categories: X Manufacturer<br />Opportunity products/services: Widget Y<br />Note: Wants quote for 30 Widgets and Installation package<br />----------------------------------------------------------<br />'Probability Closing' has been changed from 50% to 75%.<br />
  15. 15. Sales Mobility: Dashboards<br />
  16. 16. Sales Mobility: A Day in the Life<br />Select CRM Module<br />Check Sales Dashboard<br />Check Calendar<br />
  17. 17. Sales Mobility: A Day in the Life<br />View Prospect Details<br />Find Location<br />Take Action<br />
  18. 18. Customer Service Mobility: A Team Approach to Process & Resolution<br /><ul><li>Complete history of every customer service case
  19. 19. Minimize response times
  20. 20. Interdepartmental communication
  21. 21. Retain more customers!
  22. 22. Streamline services processes
  23. 23. Improve quality of customer data</li></li></ul><li>Customer Service Mobility: Case Details<br />
  24. 24. Customer Service Mobility: Case Monitoring<br />
  25. 25. Customer Service Mobility: A Day in the Life<br />Check Dashboard<br />Review Service Cases<br />Find Location<br />
  26. 26. Customer Service Mobility: A Day in the Life<br />Select <br />Capture Picture <br />Customer Record<br />Take Photo<br />Save File<br />
  27. 27. Maximizer CRM: 3-2-1-Go!<br />3 Access Options<br /><ul><li>Desktop, Web & Mobile</li></ul>2 Delivery Methods<br /><ul><li>On-premise (you own & host)
  28. 28. Cloud-based (you subscribe, we host)</li></ul>1 Integrated CRM System<br /><ul><li>Connects all departments across your organization</li></li></ul><li>But it isn’t about us…<br />Please write any final questions in the Q & A textbox in the bottom right corner of your screen. Remember to include your email!<br />An invitation to a conversation about you and your business:<br /><ul><li>Email: sales@maximizer.com
  29. 29. Phone: 1-800-804-6299
  30. 30. Contact your Account Manager or local Maximizer Business Partner in your area </li></ul>www.maximizer.com<br />

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