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Silicon Halton Meetup 34 Rev Up Your Business - CRM
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Silicon Halton Meetup 34 Rev Up Your Business - CRM



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  • 1. Rev up your business with CRMand Marketing Automation Richard Bolton
  • 2. Agenda Rev up your business!What is CRM?Why invest in CRM?How to chose the right CRM? - The Landscape - The Platforms - The Top 9The ChallengesThe Evolution of CRM – The TrendsThe Finish Line
  • 3. What is CRM?
  • 4. What is CRM?Industry: CRM is a strategy. A 360 degree view from lead to close. People – Process – Technology. Software to organize, automate, and synchronize business processes.
  • 5. What is CRM?The CR (Customer Relations): A business philosophy. Building relationships with your customers. Understanding your customers needs and behaviours. Gathering Information that creates stronger relationships. Make your relationships with your customers more profitable. Are you using a CRM? What does CR mean to you and your business?
  • 6. Why Invest in CRM?
  • 7. Why Invest in CRM? Todays business environment is competitiveData CentralizedTracking CommunicationIncreased VisibilityTeam buildingReportingAutomation and WorkflowsCompetitive Advantage
  • 8. How to choose the right CRM?
  • 9. How to choose the right CRM? The Landscape
  • 10. How to choose the right CRM? Choosing the Right Platform
  • 11. Choosing the Right platformSoftware as a Service (SAAS)On PremiseHosted Model
  • 12. Choosing the Right CRM? Top 9
  • 13. Choosing the Right CRM? Top 91. Do a Trial.2. Cost.3. Easy to Use.4. Easy to Implement.5. Integration.6. Remote Access – Anytime Anywhere7. Mobile Access.8. Scalable9. Customizable.Any others?
  • 14. The ChallengesHow to make sure the wheels don’t fall off!
  • 15. The Challenges No Defined Implementation Process - Good Foundation. - 3 Peaks – Ian Clark Management Approval User Buy in No TrainingWhat have your challenges been?
  • 16. 3 Peaks – Ian Clark
  • 17. The Evolution of CRM – The Trends
  • 18. The TrendsThe CloudSelf ServiceBig Data – Predictive AnalyticsSocial CRMMarketing Automation - PowerMailChimp
  • 19. Marketing Automation PowerMailChimp
  • 20. Marketing Automation PowerMailChimp
  • 21. Marketing Automation PowerMailChimp
  • 22. Marketing Automation PowerMailChimp
  • 23. The Finish Line
  • 24. Centricity360 Consulting Richard Bolton Tel: 905.691.0652 Email: rbolton@centricity360.com Website: www.centricity360.comBlog: www.centricity360.wordpress.com/ Twitter: @rbolton @centricity360