Should I
bother with
CRM?
What is CRM?
Customer Relationship Management (CRM) is the
process of actively managing information about a
company’s cust...
Examples of great CRM
Think about any situation
where a business sends you
the information you need
just when you need it....
Why use CRM?

Looking at business issues in the West Midlands
www.pathway2grow.co.uk
CRM boosts your customer
loyalty and retention
It is easier and cheaper to grow your business with
existing customers than...
CRM increases sales
by…remaining relevant
 Communicating with customers about irrelevant offers
and information will alie...
CRM increases sales by…
being timely in follow up
 Following up sales leads in a timely manner means
you’re more likely t...
CRM helps you understand
what’s happening in your
business
 How many deals do you have in the pipeline and
what are they ...
CRM tools for small
business
There are numerous CRM tools available for small
business, and it’s important to do you resea...
Salesforce.com
Cost - £17 per user per month
Pros:
 Huge potential with many data entry points
 Capable of integrating w...
Zoho
Cost –Free to $35 per month
Pros:
 Competitively priced
 Integrates with Google Apps

 Easy to create online forms...
Highrise
 Cost – Depends on contacts and users, free package
available and starts at €24 per month
Pros:
 Very easy to u...
Nimble
(Social CRM)
 Cost – Free to $15 per user per month
Pros:
 Works well with external tools like Mail Chimp and
Eve...
Pathway Group
Promoting and encouraging
education and training and improving
and advancing employment
prospects for indivi...
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Do I need a CRM for my business? Well undertake a CRM Training course for SME businesses and find out.

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crm training courses Birmingham and Walsall. Pathway Group are seeking to assist and support SME Businesses. So Whether you are currently re-evaluating your existing CRM processes and systems, or you have a need to either reconfigure or indeed possibly replace existing systems that may not be working for you

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Do I need a CRM for my business? Well undertake a CRM Training course for SME businesses and find out.

  1. 1. Should I bother with CRM?
  2. 2. What is CRM? Customer Relationship Management (CRM) is the process of actively managing information about a company’s customers in order to effectively manage the relationship the business has with those customers or…. Knowing your customers and ensuring they get the information they need when they need it Looking at business issues in the West Midlands www.pathway2grow.co.uk
  3. 3. Examples of great CRM Think about any situation where a business sends you the information you need just when you need it. It’s unlikely to be luck…  Amazon – ‘You recently viewed’  Nectar/Clubcard – recent purchases and linked offers  Interflora – reminders of birthdays, anniversaries etc.  Early renewal reminders from suppliers Looking at business issues in the West Midlands www.pathway2grow.co.uk
  4. 4. Why use CRM? Looking at business issues in the West Midlands www.pathway2grow.co.uk
  5. 5. CRM boosts your customer loyalty and retention It is easier and cheaper to grow your business with existing customers than to find new ones  What are your customers purchasing habits?  What are their interests?  When is their birthday? Keeping key customer information and then acting on it when appropriate shows you care and builds real relationships Looking at business issues in the West Midlands www.pathway2grow.co.uk
  6. 6. CRM increases sales by…remaining relevant  Communicating with customers about irrelevant offers and information will alienate them and make them switch off  Remaining relevant to their interests and requirements keeps them listening even when they’re not interested in buying  Remaining relevant shows customers that you listen  Remaining relevant means that when you do communicate you’re more likely to do business Looking at business issues in the West Midlands www.pathway2grow.co.uk
  7. 7. CRM increases sales by… being timely in follow up  Following up sales leads in a timely manner means you’re more likely to win the business  Don’t miss promised response dates  Be consistent and professional  Are you driving sales enquiries forward quickly enough Looking at business issues in the West Midlands www.pathway2grow.co.uk
  8. 8. CRM helps you understand what’s happening in your business  How many deals do you have in the pipeline and what are they worth?  How many new business enquiries did you get yesterday/last week?  Which clients have been in contact and are they happy?  Your CRM can act as your business dashboard Looking at business issues in the West Midlands www.pathway2grow.co.uk
  9. 9. CRM tools for small business There are numerous CRM tools available for small business, and it’s important to do you research and test solutions so you get the right package for your needs. Here’s a few of the best… Looking at business issues in the West Midlands www.pathway2grow.co.uk
  10. 10. Salesforce.com Cost - £17 per user per month Pros:  Huge potential with many data entry points  Capable of integrating with almost any system Cons:  Minimum 1 year contract  Depending on number of users can get expensive Looking at business issues in the West Midlands www.pathway2grow.co.uk
  11. 11. Zoho Cost –Free to $35 per month Pros:  Competitively priced  Integrates with Google Apps  Easy to create online forms for lead generation. Cons:  Free version is limited to 3 users  Complicated user interface which can put new users off Looking at business issues in the West Midlands www.pathway2grow.co.uk
  12. 12. Highrise  Cost – Depends on contacts and users, free package available and starts at €24 per month Pros:  Very easy to use  Competitively priced  Aimed at small businesses Cons:  Limited to a maximum of 40 users.  Aimed only at small businesses and has some features not available Looking at business issues in the West Midlands www.pathway2grow.co.uk
  13. 13. Nimble (Social CRM)  Cost – Free to $15 per user per month Pros:  Works well with external tools like Mail Chimp and Evernote  Tracks leads across numerous platforms, particularly social  Dashboard gives an informative look at your lead and sales pipeline  Cons:  Free plan is limited to only five deals  Google Calendar Sync doesn’t work both ways  Complicated user experience Looking at business issues in the West Midlands www.pathway2grow.co.uk
  14. 14. Pathway Group Promoting and encouraging education and training and improving and advancing employment prospects for individuals and thereby contributing to the success of small and medium sized employers. To learn more, visit… www.pathwaygroup.co.uk Looking at business issues in the West Midlands www.pathway2grow.co.uk

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