www.siliconhalton.com
linkedin/siliconhalton
@siliconhalton
Meetup #47: Your First CRM
September 10 2013
• 7:15 pm Welcome &
Intro to Burlington HiVE
• 7:20 pm Announcements
• 7:30 pm Q&A – Your First CRM
• 8:15 pm Mark Your Ca...
Welcome from the
Burlington HiVE
@BurlingotonHiVE
www.burlingtonhive.com
The Hive Prezi: http://bit.ly/1eNUrOc
Show of
Hands
• 910+_ members
• 47 meetups
• 7 peer2peer groups
• Hundreds of LinkedIn discussions
Announcements
Membership Target For 2013
2,500
Invite 2 friends to join!
Launch a Workshop
Q & A Panel
Your First CRM
Jim Barnet
Promys Inc.
@PROMYS_PSA
Geoff Hogan
President
Osnium Software Inc.
@OsniumSoftware
Philip Neukom
Profit Analyti...
Recap
What was shared & learned?
A wealth of knowledge was shared for those considering a CRM. Here is some of it:
Insight
• “If...
Mark Your Calendars
Sept. 21, 9 a.m. – 5 p.m., The Burlington HiVE
Lean Startup Workshop
When:
Who: Hosted by Jason Little of Leanintuit
Who i...
Gaining Your Unclaimed
SR&ED Tax Credit$
Audience:
Technology entrepreneurs, professionals
and business owners
Date & Time...
Content Marketing Workshop
Audience:
Technology entrepreneurs, professionals
and business owners
Presenter: @DonnaPapacost...
Presentors:
• Trevor Hood, Partner & VP @ SB Partners
• Greg Clarke, Partner @ SB Partners
#G2KYM(Get to Know Your Member)
Innovate Burlington
@InnovateBurl
Open Floor
Upcoming SlideShare
Loading in...5
×

Silicon Halton Meetup #47 - Your First CRM

359
-1

Published on

Meetup 47 on Sept 10, 2013 on Selecting your First CRM.
Held at a new co-working space in Burlington: burlingtonhive.com

www.siliconhalton.com
twitter.com/siliconhalton

Published in: Business, Technology
0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total Views
359
On Slideshare
0
From Embeds
0
Number of Embeds
2
Actions
Shares
0
Downloads
6
Comments
0
Likes
0
Embeds 0
No embeds

No notes for slide
  • The “Get to know your members” segment. ~3min introductions by local tech companies.
  • Silicon Halton Meetup #47 - Your First CRM

    1. 1. www.siliconhalton.com linkedin/siliconhalton @siliconhalton Meetup #47: Your First CRM September 10 2013
    2. 2. • 7:15 pm Welcome & Intro to Burlington HiVE • 7:20 pm Announcements • 7:30 pm Q&A – Your First CRM • 8:15 pm Mark Your Calendar • 8:20 pm Get To Know Your Members • 8:30 Open Floor Agenda
    3. 3. Welcome from the Burlington HiVE @BurlingotonHiVE www.burlingtonhive.com The Hive Prezi: http://bit.ly/1eNUrOc
    4. 4. Show of Hands • 910+_ members • 47 meetups • 7 peer2peer groups • Hundreds of LinkedIn discussions
    5. 5. Announcements
    6. 6. Membership Target For 2013 2,500 Invite 2 friends to join!
    7. 7. Launch a Workshop
    8. 8. Q & A Panel
    9. 9. Your First CRM
    10. 10. Jim Barnet Promys Inc. @PROMYS_PSA Geoff Hogan President Osnium Software Inc. @OsniumSoftware Philip Neukom Profit Analytics Inc. @PhilipNeukom Robert Duvall President, RDC Networks @rdcnetworks Chris Herbert CMO MI6 Agency Inc. @b2bspecialist Rick Stomphorst President SearchVelocity @stompr (Tonight’s Moderator) Tags: @BurlingtonHive #SiliconHalton #BurlON
    11. 11. Recap
    12. 12. What was shared & learned? A wealth of knowledge was shared for those considering a CRM. Here is some of it: Insight • “If your sole sales person leaves, do you know what is going on?” • One CRM does not fit all. • “We have a CRM for prospecting and use another CRM for customer management” • “Contact Management is a good first step towards adopting a CRM” • “We tried to write our own CRM twice, and failed both times.” • Challenge: Adoption within the company. Adoption of the CRM was cited as the largest challenge. • Someone needs to own the CRM. If everyone owns it, then no one does in reality. • “Have your leads go directly into a CRM. This will encourage adoption.” • Cloud CRMs are for the masses. Custom CRM is the future • “Startups are not trained to be sales people. We need a CRM to train us.” Benefits • “A percentage of your contacts matter. A CRM will remind you that they matter.” • “A CRM can make you efficient” • “A CRM makes sales reps follow a process.” • “A CRM will become an information client database.” Getting started • “What business process are you trying to automate?” • Need to document your sales process or a CRM is of little, if any, value • “If you automate a broken process, you’ll just make mistakes faster with a CRM” • Start with Excel and learn your sales process. ”I started with Excel, then a Contact Manager, then a CRM” • “Start with a CRM that has a generous free period, and one that will allow you to extract your data (should you choose to us it)” • Use a social CRM if your prospects/clients are using social media
    13. 13. Mark Your Calendars
    14. 14. Sept. 21, 9 a.m. – 5 p.m., The Burlington HiVE Lean Startup Workshop When: Who: Hosted by Jason Little of Leanintuit Who it’s for: Startups, solo entrepreneurs and people in established organizations who want to discover more effective ways to bring products to market!
    15. 15. Gaining Your Unclaimed SR&ED Tax Credit$ Audience: Technology entrepreneurs, professionals and business owners Date & Time change: Oct 23, 2013, 8:00am – 10am Location: Hampton Inn, 754 Bronte Road, Oakville Cost: $35, includes breakfast Presenter: Raj Phalpher, P.Eng, CMC Workshop for hi-tech start-ups
    16. 16. Content Marketing Workshop Audience: Technology entrepreneurs, professionals and business owners Presenter: @DonnaPapacosta Date, Time, Location Fri., Sept. 27, 2013, 9 – 11:30 a.m. Hampton Inn, 754 Bronte Road, Oakville Use promo code earlybird2013 to save 15%
    17. 17. Presentors: • Trevor Hood, Partner & VP @ SB Partners • Greg Clarke, Partner @ SB Partners
    18. 18. #G2KYM(Get to Know Your Member)
    19. 19. Innovate Burlington @InnovateBurl
    20. 20. Open Floor
    1. A particular slide catching your eye?

      Clipping is a handy way to collect important slides you want to go back to later.

    ×