The Benefits of CRM

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This presentation explains Customer Relationship Management help their business

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The Benefits of CRM

  1. 1. The Benefits of CRM…<br />Helen Coldicott<br />Training Consultant<br />www.coldicottfreelancetraining.com<br />Call: 01905 23902 | 0770 410 5954<br />
  2. 2. The Benefits of CRM<br />What is CRM?<br />What can it do for your business? * Manage Client Lifecycle – Internal communication * Increase Profitability – 5 Ways * Accurate Forecast Pipeline * Effective Lead Qualification - Scotsman<br />What do CFT do that’s different?<br /> Testimonials…<br /> Training Courses…<br />
  3. 3. www.coldicottfreelancetraining.com<br />Call: 01905 23902 | 0770 410 5954<br />What is CRM?<br />Customer<br />Relationship<br />Management<br />
  4. 4. 1. What is CRM? a. Helps to manage your contacts<br />Customers<br />Prospects<br />Leads<br />Friends &Family<br />Suppliers<br />Contacts<br />Distributors<br />Referrers<br />
  5. 5. 1. What is CRM? b. Helps to manage communications and touches<br />Cases<br />Phone Calls<br />Customer Record<br />Renewals<br />Appointments<br />Opportunities<br />Next Actions<br />Emails<br />
  6. 6. Helps Manage Client Interactions…<br />360 Degree Client View<br />
  7. 7. 1. What is CRM? c. Helps to Build Good Relationships<br />Communicate<br />Trust<br />Remember<br />Relationship<br />Deliver<br />Understand<br />Compromise<br />
  8. 8. 1. What is CRM? d. Management & Measurement<br />Staff Productivity<br />Marketing<br />Number of Leads<br />Management<br />Sales Stats<br />Delegation<br />Procedures<br />Customer Service<br />
  9. 9. What can CRM do for your business?<br />
  10. 10. 2. What can CRM do for your Business?<br />
  11. 11. Helps Manage your Client Life Cycle…<br />
  12. 12. CRM Benefits – Sales into 5 Ways<br />
  13. 13. CRM Benefits:<br />
  14. 14. CRM Benefits – Sales Pipeline<br />
  15. 15. CRM Benefits – SCOTSMAN<br />To find out more you need to attend SalesENRICHED!<br />http://www.helencoldicottfreelance.blogspot.com/<br />
  16. 16. CRM Benefits – SCOTSMAN<br />Effective Lead Qualification<br />
  17. 17. 4. What do CFT do?<br />Listen<br />Unique<br />Understand<br />Practical<br />Solution<br />Listen<br />Communicate<br />
  18. 18. 5. Testimonials<br />"Helen's a sweetie! We have been using ACT for about 2 years now <br />and getting about 20% of the value.  With Helen's help we'll now get 80%.  <br />Well worth the time spent - I recommend to all CRM users".Simon Williams, Action Coach<br />"Very good training. Clear and concise. <br />Helen obviously has excellent knowledge of the package - Thanks".<br />Lee Clarke, ClarkewoodConsulting<br />"The course was very informative and related to my job role, <br />everything was covered thoroughly, was presented well and of a good pace,<br />with opportunity for me to try out each individual task".<br />Mike Coggins, Prosale<br />"Helen's presentation style was very well received. Course enjoyable and friendly".<br />Stella Hammond, Kidderminster College<br />
  19. 19. 6. Training Courses<br />Basic , Advanced or Admin Training<br />Bespoke agenda to meet your needs<br />At your premises<br />Using your bespoke software<br />Training Manuals<br />Certificates<br />Experience<br />Impartial Advice<br />Other training available…<br />
  20. 20. www.coldicottfreelancetraining.com01905 23902 | 0770 410 5954<br />Helen Coldicott<br />Training Consultant<br />helen@coldicottfreelancetraining.com<br />

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