CRM - A day in the life


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With SageCRM, sales cycles can be dramatically shortened and more deals can close faster. Your sales team gets instant access to vital customer data including reports and graphs, quotes, forecasts and historical account details. You can quickly do on-the-spot analysis, make informed decisions you can trust, and eliminate bottlenecks that typically stretch sales cycle. Join BAASS as we explore the Sales & Marketing Automation functionalities within SageCRM. The session will highlight BAASS' internal processes and shed light on our recommended best practices.

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CRM - A day in the life

  1. 1. How to Maximize CRM for Sales & Marketing Kevin Hollis – VP Business Development
  2. 2. Agenda <ul><li>Sales Force Automation </li></ul><ul><ul><li>What is it </li></ul></ul><ul><ul><li>Why do it </li></ul></ul><ul><ul><li>How to do it </li></ul></ul><ul><li>Demo Day in Sales </li></ul>
  3. 3. Sales Force Automation <ul><li>What is it? </li></ul><ul><ul><li>Standardizing and Automating the processes of converting Suspects into Prospect then into Customers for life. </li></ul></ul><ul><ul><li>Tracking Performance Metrics for Feedback </li></ul></ul>
  4. 5. Integrated Sales and Marketing
  5. 6. Sales Force Automation <ul><li>Why Do it? </li></ul><ul><ul><li>Productivity </li></ul></ul><ul><ul><li>Stronger Customer Relations </li></ul></ul><ul><ul><li>Best Practices </li></ul></ul><ul><ul><li>Enhanced Communication </li></ul></ul>
  6. 8. How to Do it? CRM SFA
  7. 9. Agenda <ul><li>Day in the Life – Demo </li></ul><ul><ul><li>Managing your time and activities </li></ul></ul><ul><ul><li>Managing Sales Opportunities & Pipeline </li></ul></ul><ul><ul><li>Outlook Integration </li></ul></ul><ul><ul><li>Email and Document Templates </li></ul></ul><ul><ul><li>Order Entry (integrated to ERP) </li></ul></ul><ul><ul><li>Marketing Campaigns </li></ul></ul><ul><ul><ul><li>Swiftpage & Elogua </li></ul></ul></ul>