CRM hands on.<br />
hands on.<br />
What would you like to know?<br />
I want to know more about Sales Force Automation.<br />
Let’s do it.<br />
We’ll use Zoho CRM because it’s free up to 3 users.<br />
Sign in to Zoho using your Google, Yahoo or Facebook account.<br />
Create a new Lead.<br />
Don’t forget to save.<br />
Create a New Call (To Lead).<br />
Don’t forget to save.<br />
Convert the lead<br />
into potential.<br />
Don’t forget to save.<br />
Edit the potential by clicking on it.<br />
And set the stage to “Closed Won”. <br />
Don’t forget to save.<br />
Check the history.<br />
Create more potentials in different stages (new or existing Account).<br />
Check your Pipeline by Stage.<br />
Nice.<br />
I will get my bonus.<br />
And what if I want a bigger bonus?<br />
I’ll need best of breed Sales Force Automation solutions.<br />
Next question please.<br />
I want to know how to run multichannel campaigns.<br />
I would suggest you to use one of the best tools available.<br />
And let’s run a campaign in Zoho.<br />
Hit me with another question please.<br />
What about service?<br />
That’s why salesforce.com is one of the leaders in this area.<br />
Let’s see how Zoho deals with it.<br />
Last question.<br />
What’s in the sauce?<br />
I really can’t answer that.<br />
Summing up<br />
Don’t turn your back to your customers. Employ CRM platforms.<br />
Because “If we don’t take care of our customers, someone else will.”<br />
Hands off!<br />
Sergio Legrantsergiolegrant@gmail.com<br />http://www.linkedin.com/in/sergiolegrant<br />
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CRM hands on

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This presentation provides some examples and exercises to help you get your hands on CRM solutions. Once again this is a non-boring presentation (bullets free). Have fun and learn.

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  • http://www.flickr.com/photos/raphael_f/2848411262/sizes/o/in/photostream/
  • http://blogs.msdn.com/b/midatlanticcrm/archive/2010/08/05/more-great-press-for-dynamics-crm.aspx
  • http://willscullypower.wordpress.com/2010/06/20/magic-quadrant-for-crm-multichannel-campaign-management/
  • http://www.crm-guidebooks.com/2011/02/social-crm-vendors-in-gartner-magic-quadrant/
  • CRM hands on

    1. 1. CRM hands on.<br />
    2. 2. hands on.<br />
    3. 3. What would you like to know?<br />
    4. 4. I want to know more about Sales Force Automation.<br />
    5. 5. Let’s do it.<br />
    6. 6. We’ll use Zoho CRM because it’s free up to 3 users.<br />
    7. 7. Sign in to Zoho using your Google, Yahoo or Facebook account.<br />
    8. 8. Create a new Lead.<br />
    9. 9. Don’t forget to save.<br />
    10. 10. Create a New Call (To Lead).<br />
    11. 11. Don’t forget to save.<br />
    12. 12. Convert the lead<br />
    13. 13. into potential.<br />
    14. 14. Don’t forget to save.<br />
    15. 15. Edit the potential by clicking on it.<br />
    16. 16. And set the stage to “Closed Won”. <br />
    17. 17. Don’t forget to save.<br />
    18. 18. Check the history.<br />
    19. 19. Create more potentials in different stages (new or existing Account).<br />
    20. 20. Check your Pipeline by Stage.<br />
    21. 21. Nice.<br />
    22. 22. I will get my bonus.<br />
    23. 23. And what if I want a bigger bonus?<br />
    24. 24. I’ll need best of breed Sales Force Automation solutions.<br />
    25. 25. Next question please.<br />
    26. 26. I want to know how to run multichannel campaigns.<br />
    27. 27. I would suggest you to use one of the best tools available.<br />
    28. 28. And let’s run a campaign in Zoho.<br />
    29. 29. Hit me with another question please.<br />
    30. 30. What about service?<br />
    31. 31. That’s why salesforce.com is one of the leaders in this area.<br />
    32. 32. Let’s see how Zoho deals with it.<br />
    33. 33. Last question.<br />
    34. 34. What’s in the sauce?<br />
    35. 35. I really can’t answer that.<br />
    36. 36. Summing up<br />
    37. 37. Don’t turn your back to your customers. Employ CRM platforms.<br />
    38. 38. Because “If we don’t take care of our customers, someone else will.”<br />
    39. 39. Hands off!<br />
    40. 40. Sergio Legrantsergiolegrant@gmail.com<br />http://www.linkedin.com/in/sergiolegrant<br />

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