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CRM360
• 4-part Series brought to you by Ticomix,
SugarCRM, D&B, Nurture Marketing and
Bristol Strategy Group
• What is CRM360?
• Part 4: Leveraging your CRM for Maximum
Success
DEPARTMENTAL ORIENTATION CUSTOMER JOURNEY ORIENTATION
CEO
Sales Marketing Service
Field
Sales
Channel
Sales
Marketing
Automation
Salesforce
Automation
Customer
Service
Automation
Marketing
Automation
Customer
Service
Automation
TheCRM forEvery Customer-FacingEmployee
INNOVATION FLEXIBILITY VALUE
The Most Innovative, Flexible CRM Solution
at an Affordable Price
Best Individual User Experience
• Modern and immersive User Experience
• Consistent interface across all devices
• Integrated collaboration tools to break down silos
• Contextual intelligence from internal and external data sources within a single dashboard
INNOVATION FLEXIBILITY VALUE
Most Flexible CRM Platform
Meets the Needs of Every Individual
User
• Broadest range of deployment options on-premise or cloud
• Easily integrates with 3rd party data sources
• Most highly customizable platform based on open technologies
• Seamlessly scales with the needs of your business
INNOVATION FLEXIBILITY VALUE
Greatest Business Value forAll Employees
• Simple, predictable pricing with no hidden fees or forced upgrades
• Industry’s most innovative, robust CRM at an affordable price
• Fuses the simplicity, mobility and social aspects of a consumer app for all
customer-facing employees
INNOVATION FLEXIBILITY VALUE
IntegratedMarketing& Sales
Sales
Marketing
Convert
Qualify &
Score
Nurture
Distribute &
Monitor
Create Demand
• Campaign Management and Optimization
• Real Time Personalization
• Customer Analytics
• Mobile Engagement
• Marketing Resource and Operations Management
• Lead, Contact, Account and Opportunity
Management
• 360 view of the customer
• Multi-device support: desktop, tablet, mobile
• Analytics and activities in context
Customer experience optimized across:
• Marketing, sales and service
• Digital and human interaction channels
Marketing Automation
IntegratedCustomerData
Data
Sales
Opportunity
Company
Intelgence
Contact
Information
Contacts and
Accounts
Research and
Discovery
• Lead, Contact, Account and Opportunity
Management
• 360 view of the customer
• Multi-device support: desktop, tablet,
mobile
• Analytics and activities in context
• Clean, up-to-date database with high
quality data – increase user adoption
• Be better prepared for interactions –
increase credibility and access to decision
makers
• Increase revenue through cross-sell
opportunities
DEMO
Data Services
• Acquiring & Enriching Data
MarketingAutomation
• Leveraging Inbound Marketing
Sales Process
• Lead Scoring & Opportunity Scorecard
Q&A

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CRM360_sugar-crm_final

  • 1.
  • 2. CRM360 • 4-part Series brought to you by Ticomix, SugarCRM, D&B, Nurture Marketing and Bristol Strategy Group • What is CRM360? • Part 4: Leveraging your CRM for Maximum Success
  • 3.
  • 4. DEPARTMENTAL ORIENTATION CUSTOMER JOURNEY ORIENTATION CEO Sales Marketing Service Field Sales Channel Sales
  • 7. TheCRM forEvery Customer-FacingEmployee INNOVATION FLEXIBILITY VALUE The Most Innovative, Flexible CRM Solution at an Affordable Price
  • 8. Best Individual User Experience • Modern and immersive User Experience • Consistent interface across all devices • Integrated collaboration tools to break down silos • Contextual intelligence from internal and external data sources within a single dashboard INNOVATION FLEXIBILITY VALUE
  • 9. Most Flexible CRM Platform Meets the Needs of Every Individual User • Broadest range of deployment options on-premise or cloud • Easily integrates with 3rd party data sources • Most highly customizable platform based on open technologies • Seamlessly scales with the needs of your business INNOVATION FLEXIBILITY VALUE
  • 10. Greatest Business Value forAll Employees • Simple, predictable pricing with no hidden fees or forced upgrades • Industry’s most innovative, robust CRM at an affordable price • Fuses the simplicity, mobility and social aspects of a consumer app for all customer-facing employees INNOVATION FLEXIBILITY VALUE
  • 11. IntegratedMarketing& Sales Sales Marketing Convert Qualify & Score Nurture Distribute & Monitor Create Demand • Campaign Management and Optimization • Real Time Personalization • Customer Analytics • Mobile Engagement • Marketing Resource and Operations Management • Lead, Contact, Account and Opportunity Management • 360 view of the customer • Multi-device support: desktop, tablet, mobile • Analytics and activities in context Customer experience optimized across: • Marketing, sales and service • Digital and human interaction channels Marketing Automation
  • 12. IntegratedCustomerData Data Sales Opportunity Company Intelgence Contact Information Contacts and Accounts Research and Discovery • Lead, Contact, Account and Opportunity Management • 360 view of the customer • Multi-device support: desktop, tablet, mobile • Analytics and activities in context • Clean, up-to-date database with high quality data – increase user adoption • Be better prepared for interactions – increase credibility and access to decision makers • Increase revenue through cross-sell opportunities
  • 13. DEMO Data Services • Acquiring & Enriching Data MarketingAutomation • Leveraging Inbound Marketing Sales Process • Lead Scoring & Opportunity Scorecard
  • 14. Q&A

Editor's Notes

  1. First off, I’d like to thank everyone for joining us today. My name is Matt Cooke and I am the VP of Strategic Development for Ticomix… Ticomix is a CRM solutions provider and currently an Advanced partner of SugarCRM, making us one of the top 20 partners in North America. Ticomix provides consulting, implementation, development and support services around CRM. We are based in Rockford, IL and have offices and personnel across the US… This webinar series is brought to you in partnership with SugarCRM, as well as Dunn & Bradstreet, Nurture Marketing and the Bristol Strategy Group So first, what is CRM360? The CRM360 concept is about leveraging all the critical components for CRM success and how those are tied into your CRM application. Having spent over 10 years in the CRM implementation space, Ticomix has seen a big shift in the value of CRM. Where we once looked at CRM as nothing more than a sales and pipeline tool, we’re now seeing CRM as the hub of mission critical applications. CRM360 is the concept of leveraging data, systems and processes to provide a complete picture of the prospects and customers with which you interact. Although we see this as a constantly evolving process within every organization, we believe there are a few components that are at the essence of this strategy, and those include: Data Services, Marketing Automation, Business Process Management, Customer Support, Data Analytics and Data Management. In this 4-part webinar series, we will focus on 4 of those critical elements of the CRM implementation, Data Services (e.g., acquiring and enriching your data), marketing automation (e.g., how do you effectively communicate to your prospects and customers through inbound and outbound efforts), strategy and process through lead scoring, nurturing and pipeline management, and then finally managing all your data within the pre-sale and post-sales engagement. Today is our last webinar in our series, “Leveraging your CRM for Maximum Success”, where Brian McCue, VP Sales for the East at SugarCRM, who will give us an overview of the SugarCRM platform, followed by a live demonstration that I will run us through. As usual, everyone will be muted, but we encourage you to ask your questions in the Questions panel in GoToWebinar. Please take advantage of this opportunity and we will answer the questions at the end of this 30 minute session. Brian, take it away.
  2. That’s why we put the “I” in CRM because our solution is DESIGNED to help EVERY customer-facing INDIVIDUAL create extraordinary relationships.
  3. That mission… to CREATE EXTRAORDINARY RELATIONSHIPS, is probably a challenge to how your organization operates today. If you are like most organizations, you are structured around departments likes Sales, Marketing and Service which can create gaps partly do to the disparate systems each department uses to do their job and partly because of disconnected processes with no clear hand-offs. Forward-looking companies are transforming from the inside out… they put the customer at the center of their organization and gain a better understanding of the problems they face and match the people and process in their companies to help solve the customer problems and create extraordinary relationships.
  4. Many CRM products available in the market are available today are stand-alone point solutions for Marketing Automation, Salesforce Automation or Customer Service Automation.
  5. Sugar does not see them as three distinct silos but rather, we are bringing together a platform that enables that customer journey in a more seamless way from start to finish and back again. With Sugar as your CRM platform, you can incorporate your tools like Magic, Act-on, or D&B to fill in the gaps and bring together the puzzle pieces that are so important to creating extraordinary customer relationships.
  6. Sugar is the platform for every customer-facing employee. Our CRM solution is the most innovative, flexible, and affordable. Let’s dig in a little deeper…
  7. Designed with the individual in mind, Sugar offers the most innovative and intuitive user experience on the market – SugarUX™. With SugarUX’s modern and immersive interface, every customer-facing employee can effectively engage with customers every time thanks to a consistent Sugar experience regardless of your access point or device. Embedded collaboration tools help break down departmental silos and increase engagement and service levels. And best of all, Sugar provides contextual intelligence from internal and external data sources—all within a single dashboard—to drive more actionable insights for every user.
  8. Sugar offers the broadest range of deployment options for on-premise and cloud, and is the industry’s most highly customizable CRM platform based on open technologies. Only Sugar gives users the level of flexibility needed to truly create differentiated, winning CRM strategies. Whether onsite, in the cloud, or On-Demand, Sugar offers the same level of functionality, customization and integration with 3rd party systems and tools. This means starting your CRM initiative knowing that Sugar scales with your business— no matter how large-scale customized.
  9. Sugar offers the most innovative, flexible and affordable CRM in the market and delivers the best all-around value of any CRM solution in the industry. The real value of Sugar goes far beyond the low total cost of ownership customers have enjoyed for more than a decade. In addition to the robust sales, marketing and support features, businesses can customize and build on the Sugar platform without hidden fees or forced upgrades to more costly editions. Additionally, users can make any number of integrations without additional charges or fees. And Sugar’s low cost of ownership means companies can place the power of Sugar into the hands of even more customer-facing individuals to drive consistent, exceptional customer relationships.
  10. Better quality leads, closed loop process between sales and marketing
  11. Better quality leads, closed loop process between sales and marketing