The Secret To CRM Success

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  • CRM help YOU grown and retain YOUR customersSo, what are the different ways YOU grown and retain YOUR customers?
  • As you focus on gaining and retaining customers, it is important to understand that simply buying a new CRM system won’t magically deliver results by itself. Rather, your company needs to adopt a CRM strategy that includes these key elements:
  • first, identify your specific goals around gaining and retaining customers
  • then define your customer-focused CRM processes. These processes need to include all areas in your company that are customer facing. From marketing to sales and customer support. As you do this, you will be able to provide everybody in your organization with a SINGLE VIEW of the customer, ensuring that at all times, anybody representing your company in front of the customer has an understanding and of every interaction your customer has had with your company. They will know everything that’s been going on, why wouldn’t your representatives?
  • Train your employees so that they empowered and understand you business goals and new processes to get there.
  • Finally, picka technology that will enable your people to implement the business process changes needed to achieve your goals. By following this flow, you ensure that you pick a technology that will fit around your business processes vs having to change your business processes to fit around the technology.In short, CRM is a business strategy, not just a software solution.

Transcript

  • 1. The Secret To CRM Success
    Process, Process, Process
  • 2. CRM
    CRM is about Growing andRetainingCustomers
  • 3. Customers
    05/08/09
    ©2009 SugarCRM Inc. All rights reserved.
  • 4. Goals
    Processes
    People
    Technology
    Customers
    05/08/09
    ©2009 SugarCRM Inc. All rights reserved.
  • 5. Goals
    Processes
    People
    Technology
    Sales
    Marketing
    Customers
    Services
    Services
    05/08/09
    ©2009 SugarCRM Inc. All rights reserved.
  • 6. Goals
    Processes
    People
    Technology
    Marketing
    Sales
    Customers
    Services
    05/08/09
    ©2009 SugarCRM Inc. All rights reserved.
  • 7. Goals
    Processes
    People
    Technology
    Marketing
    Sales
    Customers
    Services
    Services
    05/08/09
    ©2009 SugarCRM Inc. All rights reserved.