Learn about CRM technology tools for small business with Cynthia Nevels. Good and smart stuff!

1. Marketing
Integrating CRM to Manage Your Customers
and Vendors
©2013 Integrality, LLC All Rights Reserved
Presented by Cynthia Nevels, Senior Partner for Integrality
Host of Disrupt Radio and Senior Editor of Disruptive View

2. Entrepreneurship
You can control the flow of information and
positively impact you business’ power to
grow.

3. Business channels that require your
attention.
 Sales
 Marketing
 Accounting
 Customer Service
 Operations/Logistics
 Human Resources

4. Entrepreneurship
If strategically implemented
properly, technology can save you time and
money.

5. GETTING STARTED
What are you doing?
Where’s the information?

6. What Do You Use?

7. What Do You Use?

8. Are you resistant to change?
COMMUNITY

9. How can you measure what you’re not
tracking?
COMMUNITY

10. How can you grow if you’re not sure what
your sales and marketing channels are
doing?
COMMUNITY

11. WHY MANAGE THE DATA?
 Better communication with key internal
and external stakeholders
 Better performance tracking
 Instant access to pertinent data
COMMUNITY

12. Managing Stakeholders
COMMUNITY
 Who
 Why
 When
 How

13. Evaluate Your Infrastructure
WHAT DO YOU NEED
COMMUNITY

14. HOW
WHAT ARE YOUR GOALS
COMMUNITY

15. HOW
SELECT A SERVICE
COMMUNITY

16. HOW
IMPLEMENT THE SOLUTION
COMMUNITY

17. Automate the Process
 Salesforce Automation
 Marketing Automation
 Customer Support
 Call Center
COMMUNITY

18. CRM SOLUTION

19. Sales
 Create a sales process
 Managing your sales process, put yourself
in your customers’ shoes
 Manage through the end of the chain
COMMUNITY

20. Use One System
 Track Your Leads
 Track Your Vendors
 Manage Your Relationships
 Create and Track Your Products and
Services
 Track Your Revenue
 Track Your Expenses
 Management Social Media and Marketing
Communications

21. SHARE WITH US
Thank You!
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Integrality, LLC
www.integrality.us
O 877-601-3211 ext 151
F 866-561-8027
E info@integrality.us