2011 Resolution - CRM overhaul
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2011 Resolution - CRM overhaul

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Make a resolution today and overhaul your CRM. You know there are areas it could be better, take a look and see where improvements could be made.

Make a resolution today and overhaul your CRM. You know there are areas it could be better, take a look and see where improvements could be made.

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2011 Resolution - CRM overhaul 2011 Resolution - CRM overhaul Presentation Transcript

  • 2011 Resolution: CRM Overhaul
  •  Meet Monthly  Provide Agnostic Insight  Help users and businesses
  •  CRM Association of Atlanta  SugarCRM Meetup  Atlanta Salesforce Users Group  Convergence 2011 – April  SugarCon - April  Dreamforce - August
  •  Ongoing Efficiency  Emerging Trends
  •  CRM is not a deploy and quit solution.  Not tracking efficiency will cause blind spots in CRM value.  Less Overhead, More Automation
  •  Call Efficiency  Call more leads, more quickly and more accurately.  Click Efficiency  Minimize clicks  Lead Efficiency  Better lead routing, nurturing and scoring.  Sales Efficiency
  •  Cloud  Integrations  Mobile  Social
  •  Cloud has changed hosting  Complex scalable systems are now an inexpensive service.  Microsoft Azure, Amazon EC2, Rackspace Cloud Servers and Cloud Sites.  Vendor hosted solutions can be good but there are drawbacks.
  •  Integrations with other systems enhances efficiency.  No double entry  Find the right set of tools to adopt.  Lots of lightly technical products and Saas services popping up for integrating data.
  •  Mobile gets hot with native apps.  Do more with less clicks across many phones.  Build native apps with a non proprietary platforms made to support multiple phones ( Ex: Appcelerator )
  •  Social is huge but watch for hype and marketing spin.  Set your goals and determine what you consider social.  Monitor ROI closely
  •  Overhaul of your CRM  Overhaul of your customers CRM