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John Paterson, CEO Cloud Advocates 22 nd  September 2011
Agenda <ul><li>Two case studies: </li></ul><ul><ul><li>RSM Tenon </li></ul></ul><ul><ul><ul><li>Business Development </li>...
RSM Tenon <ul><li>Formed in 2009 </li></ul><ul><ul><li>Merger of Tenon Group and RSM Bentley Jennison </li></ul></ul><ul><...
History <ul><ul><li>September 2006 </li></ul></ul><ul><ul><ul><li>Bentley Jennison wanted to broaden market share and move...
<ul><li>Web based </li></ul><ul><ul><li>All offices to share data </li></ul></ul><ul><li>Great value for money </li></ul><...
Roll Out   <ul><li>Evaluation (2006) </li></ul><ul><ul><li>Two weeks to set up, load data, configure and prove </li></ul><...
Summary <ul><li>Cloud based </li></ul><ul><ul><li>Multiple offices working on real time data </li></ul></ul><ul><ul><li>No...
Little Media Ltd <ul><li>Specialist Magazine Publishing </li></ul><ul><ul><li>Multiple magazines </li></ul></ul><ul><ul><u...
Requirements <ul><li>Cloud based </li></ul><ul><ul><li>Sales people work from office & home </li></ul></ul><ul><li>Ease of...
Integration with KashFlow <ul><li>KashFlow,  www.kashflow.com </li></ul><ul><ul><li>Simple book keeping & invoicing </li><...
Summary <ul><li>Cloud advantages </li></ul><ul><ul><li>Multiple locations </li></ul></ul><ul><ul><li>Fast deployment </li>...
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Using Cloud CRM - John Paterson

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Cloud Accounting for the 21st Century, 22nd September 2011 at Mimecast, organized by CloudAdvocates.com. The seminar was intended to cut through the jargon to dispel and debunk some of the myths that distort decisions on the benefits of the Cloud. It coveedr advantages, perceived disadvantages, benefits, practicalities and last but in no way least, costs and commitments. Speakers included well known blogger/analysts Dennis Howlett and Phil Wainewright, tax specialist Mark Lee, cloud specialist David Terrar and blogging accountants Richard Messik and Philip Woodgate. Here are the various presentations.

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Transcript of "Using Cloud CRM - John Paterson"

  1. 1. John Paterson, CEO Cloud Advocates 22 nd September 2011
  2. 2. Agenda <ul><li>Two case studies: </li></ul><ul><ul><li>RSM Tenon </li></ul></ul><ul><ul><ul><li>Business Development </li></ul></ul></ul><ul><ul><li>Little Media Ltd </li></ul></ul><ul><ul><ul><li>Integration with KashFlow book keeping </li></ul></ul></ul>Copyright © 2011 Really Simple Systems. Taking the Complexity out of CRM. www.reallysimplesystems.com
  3. 3. RSM Tenon <ul><li>Formed in 2009 </li></ul><ul><ul><li>Merger of Tenon Group and RSM Bentley Jennison </li></ul></ul><ul><ul><li>7 th largest Accountancy firm with fee income £250m </li></ul></ul><ul><ul><li>3,000 people </li></ul></ul><ul><ul><li>50 Offices </li></ul></ul><ul><ul><li>Part of RSM International: 730 offices, 70 countries, 30,000 people </li></ul></ul>Copyright © 2011 Really Simple Systems. Taking the Complexity out of CRM. www.reallysimplesystems.com
  4. 4. History <ul><ul><li>September 2006 </li></ul></ul><ul><ul><ul><li>Bentley Jennison wanted to broaden market share and move upmarket to larger companies </li></ul></ul></ul><ul><ul><ul><li>Deals getting more complex </li></ul></ul></ul>Copyright © 2011 Really Simple Systems. Taking the Complexity out of CRM. www.reallysimplesystems.com “ Our key need for CRM arose because our changing client base. Where with the small business we dealt with originally, there was a direct relationship between our local offices and our clients’ local offices. With our larger clients there were multiple office relationships, and we needed to be able to keep track of that. Tim Tansley, Database & Internet Marketing Manager
  5. 5. <ul><li>Web based </li></ul><ul><ul><li>All offices to share data </li></ul></ul><ul><li>Great value for money </li></ul><ul><ul><li>No huge budget </li></ul></ul><ul><li>Easy to use </li></ul><ul><ul><li>Most users are partners, not daily CRM users </li></ul></ul>Wish List Copyright © 2011 Really Simple Systems. Taking the Complexity out of CRM. www.reallysimplesystems.com “ Most of our users are not sales people or techies, but accounting professionals, so it needed to be something they could comfortably get to grips with. Tim Tansley, Database & Internet Marketing Manager
  6. 6. Roll Out <ul><li>Evaluation (2006) </li></ul><ul><ul><li>Two weeks to set up, load data, configure and prove </li></ul></ul><ul><li>First Phase (2006) </li></ul><ul><ul><li>100 users </li></ul></ul><ul><ul><ul><li>Full time marketing team, partners & fee earners </li></ul></ul></ul><ul><ul><ul><li>Multiple offices </li></ul></ul></ul><ul><li>Merger with Tenon Group (2009) </li></ul><ul><ul><ul><li>Decision to replace Tenon’s CRM with Really Simple Systems </li></ul></ul></ul><ul><li>Five years later (2011) </li></ul><ul><ul><li>560 users </li></ul></ul><ul><ul><ul><li>20 full time marketing team </li></ul></ul></ul><ul><ul><ul><li>540 partners & fee earners </li></ul></ul></ul><ul><ul><ul><li>50 offices </li></ul></ul></ul><ul><ul><li>400,000 Accounts (companies) </li></ul></ul><ul><ul><li>800,000 Contacts (people) </li></ul></ul><ul><ul><li>2,000,000 Campaign Activities </li></ul></ul>Copyright © 2011 Really Simple Systems. Taking the Complexity out of CRM. www.reallysimplesystems.com
  7. 7. Summary <ul><li>Cloud based </li></ul><ul><ul><li>Multiple offices working on real time data </li></ul></ul><ul><ul><li>No IT overhead </li></ul></ul><ul><li>Easy to use </li></ul><ul><ul><li>For partners & fee earners </li></ul></ul><ul><li>But functional </li></ul><ul><ul><li>For marketing teams & campaign reporting </li></ul></ul><ul><li>Cost effective </li></ul><ul><ul><li>Low marginal cost per additional user </li></ul></ul>“ Really Simple Systems has created a wealth of opportunities for the practice because there is an immediate level of visibility that was not there before. Tim Tansley, Database & Internet Marketing Manager Copyright © 2011 Really Simple Systems. Taking the Complexity out of CRM. www.reallysimplesystems.com
  8. 8. Little Media Ltd <ul><li>Specialist Magazine Publishing </li></ul><ul><ul><li>Multiple magazines </li></ul></ul><ul><ul><ul><li>Baby London </li></ul></ul></ul><ul><ul><ul><li>Baby Hampshire </li></ul></ul></ul><ul><ul><ul><li>Baby Surrey </li></ul></ul></ul><ul><ul><ul><li>Etc </li></ul></ul></ul><ul><ul><li>Multiple products </li></ul></ul><ul><ul><ul><li>Print Ads </li></ul></ul></ul><ul><ul><ul><li>Web Ads </li></ul></ul></ul><ul><ul><ul><li>Voucher Books </li></ul></ul></ul><ul><ul><li>Multiple Issues </li></ul></ul><ul><ul><ul><li>Spring, Summer, Autumn, Winter </li></ul></ul></ul>Copyright © 2011 Really Simple Systems. Taking the Complexity out of CRM. www.reallysimplesystems.com
  9. 9. Requirements <ul><li>Cloud based </li></ul><ul><ul><li>Sales people work from office & home </li></ul></ul><ul><li>Ease of use </li></ul><ul><ul><li>Sales people are impatient! </li></ul></ul><ul><li>Scalability </li></ul><ul><ul><li>Needed 5 users now </li></ul></ul><ul><ul><li>More later, but didn’t want to pay for unused licences </li></ul></ul><ul><li>Functionality </li></ul><ul><ul><li>Must handle sales across all publications </li></ul></ul><ul><li>Concerns </li></ul><ul><ul><li>Data Security </li></ul></ul>Copyright © 2011 Really Simple Systems. Taking the Complexity out of CRM. www.reallysimplesystems.com
  10. 10. Integration with KashFlow <ul><li>KashFlow, www.kashflow.com </li></ul><ul><ul><li>Simple book keeping & invoicing </li></ul></ul><ul><ul><li>Cloud based </li></ul></ul><ul><li>Sales people can see data from accounts </li></ul><ul><ul><li>Account Balance </li></ul></ul><ul><ul><li>Sales to date </li></ul></ul><ul><ul><li>Overdue amount </li></ul></ul><ul><ul><li>Click to open ledger account </li></ul></ul><ul><li>Orders can be passed to accounts </li></ul><ul><ul><li>Customer address </li></ul></ul><ul><ul><li>Order details, line by line </li></ul></ul>Copyright © 2011 Really Simple Systems. Taking the Complexity out of CRM. www.reallysimplesystems.com
  11. 11. Summary <ul><li>Cloud advantages </li></ul><ul><ul><li>Multiple locations </li></ul></ul><ul><ul><li>Fast deployment </li></ul></ul><ul><ul><li>Flexible licencing </li></ul></ul><ul><ul><li>Scalability from a few to many users </li></ul></ul><ul><li>Integration </li></ul><ul><ul><li>Easy real-time link to other cloud products </li></ul></ul><ul><li>Functionality </li></ul><ul><ul><li>Cloud systems now have the same depth of functionality as tradition in-house systems </li></ul></ul>Copyright © 2011 Really Simple Systems. Taking the Complexity out of CRM. www.reallysimplesystems.com
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