Webinar
CRM Is for Everyone:
Small and Medium-Sized Businesses, Increase
Your Competitive Advantage!
Mariano J. Doble, CEO...
Panelists
M a r i a n o J . D o b l e I C E O D o b l e G r o u p , L L C
Mariano J. Doble is the CEO of Doble Group, LLC;...
“CRM Is for Everyone”
Jesus Hoyos
Founder JesusHoyos.com
CRM Is for Everyone:
Small and Medium-Sized Businesses, Increase Your Competitive Advantage!
Tendencies and Opport unit ie...
CRM Is for Everyone:
Small and Medium-Sized Businesses, Increase Your Competitive Advantage!
 Agility and Productivity
 ...
CRM Is for Everyone:
Small and Medium-Sized Businesses, Increase Your Competitive Advantage!
 CRM is now digital
 Social...
CRM Is for Everyone:
Small and Medium-Sized Businesses, Increase Your Competitive Advantage!
 Best Practice and Standards...
CRM Is for Everyone:
Small and Medium-Sized Businesses, Increase Your Competitive Advantage!
Success St ories
 Barack Oba...
CRM Is for Everyone:
Small and Medium-Sized Businesses, Increase Your Competitive Advantage!
A bout Marco A nt onio C ruz
...
CRM Is for Everyone:
Small and Medium-Sized Businesses, Increase Your Competitive Advantage!
Object ive - Marco A nt onio ...
CRM Is for Everyone:
Small and Medium-Sized Businesses, Increase Your Competitive Advantage!
R esult s
CRM Is for Everyone:
Small and Medium-Sized Businesses, Increase Your Competitive Advantage!
St rat egy
1. Take advantage ...
CRM Is for Everyone:
Small and Medium-Sized Businesses, Increase Your Competitive Advantage!
D igit al C R M
CRM Is for Everyone:
Small and Medium-Sized Businesses, Increase Your Competitive Advantage!
Increase Traf f ic:
Search, c...
CRM Is for Everyone:
Small and Medium-Sized Businesses, Increase Your Competitive Advantage!
Increase Traf f ic:
Search, c...
CRM Is for Everyone:
Small and Medium-Sized Businesses, Increase Your Competitive Advantage!
The R esult s
1. Winner of th...
CRM Is for Everyone:
Small and Medium-Sized Businesses, Increase Your Competitive Advantage!
H ow t he R esult s w ere Obt...
The Future of CRMs in
the SMB Sector
Mariano J. Doble, CEO
Doble Group, LLC
www.doblegroup.com
CRM Is for Everyone:
Small and Medium-Sized Businesses, Increase Your Competitive Advantage!
The Future of CRMs in SMBs
Kn...
CRM Is for Everyone:
Small and Medium-Sized Businesses, Increase Your Competitive Advantage!
The Fut ure of C R M in SMB ’...
CRM Is for Everyone:
Small and Medium-Sized Businesses, Increase Your Competitive Advantage!
The Fut ure of C R M in SMB
...
CRM Is for Everyone:
Small and Medium-Sized Businesses, Increase Your Competitive Advantage!
The Fut ure of C R M in SMB
...
Source: Salesforce.com Customer Relationship Survey conducted March 2013, by an independent third-party, Confirm it Inc., ...
CRM Is for Everyone:
Small and Medium-Sized Businesses, Increase Your Competitive Advantage!
Summary
CRM is for Everyone, ...
CRM Is for Everyone:
Small and Medium-Sized Businesses, Increase Your Competitive Advantage!
Questions?
Mariano J. Doble, ...
Follow Us!
Doble Group
D o b l e G r o u p , L L C i s a b o u t i q u e c o n s u l t i n g f i r m t h a t f o c u s e s o n i m p ...
The World’s #1 CRM Technologies
SALES CLOUD
• Grow Sales Revenues
• Increase Sales Productivity
• Control your Marketing R...
A Portfolio Built Around Your Success!
CONFIGURATION,
DEVELOPMENT & SUPPORT
• Certified Salesforce Consultants &
Developer...
Webinar CRM is for Everyone
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Webinar CRM is for Everyone

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The webinar present the importance that CRM has over Small and Middle Business in Latin America and the Caribbean

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  • 1. Conectivided.-Conecta la próxima generación de aplicaciones, dispositivos y clientes. Se trata de conectar al instante con sus clientes potenciales, contactos, cuentas e información empresarial fundamental. Es todo lo que necesita para cerrar negociaciones más rápidamente. Esté donde esté. Siempre que lo necesite. Desde cualquier dispositivo.
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  • 3.Cosolas de Ventas.-Ofrezca a los equipos de ventas internos una experiencia que se ajuste a su forma de hacer las cosas. Así trabajarán con mayor rapidez y de forma más inteligente. Ahora, los representantes pueden ver la inteligencia de ventas, información detallada de la empresa y varios candidatos en una única pantalla para que puedan crear oportunidades y ampliar el negocio con rapidez.
    4.Automatizacion de Mercadeo.-Creación, implementación y gestión de campañas en línea que aumentan los ingresos. Ahora sus equipos de ventas y marketing pueden trabajar hombro con hombro para generar y evaluar oportunidades de ventas, reducir los ciclos de ventas y demostrar una responsabilidad de marketing.
    5.Comunidades.-Conecte a los equipos de ventas directamente con los socios del canal a fin de compartir metas, objetivos y actividades en una única ubicación segura con las características de su marca. Las comunidades facilitan a los socios el acceso a los expertos, la colaboración en las negociaciones y la información importante que necesitan desde cualquier ubicación. Cierre ventas con mayor rapidez y llegue a nuevos acuerdos con sus socios gracias a las comunidades.
    6.Aprobaciones y flujo de trabajo.- Use Visual Workflow para diseñar y ejecutar rápidamente cualquier proceso empresarial con solo arrastrar y soltar elementos. Dé su consentimiento en tiempo real desde los canales de Chatter. Y gestione su éxito con flexibles procesos de aprobación de descuentos en negociaciones, gastos y mucho más.
  • Conozca los detalles sobre todas las negociaciones de su equipo: la fase, los productos, la competencia, los presupuestos y mucho más. Vea de dónde provienen los candidatos y manténgase conectado a las personas y la información que necesita para cerrar cada venta.
    Ahora resulta más fácil compartir archivos, debatir sobre ellos, publicar los mejores y supervisar el contenido en tiempo real. Encuentre rápidamente lo que busca, compártalo con seguridad y suscríbase para recibir alertas cuando cambie algo.
  • Webinar CRM is for Everyone

    1. 1. Webinar CRM Is for Everyone: Small and Medium-Sized Businesses, Increase Your Competitive Advantage! Mariano J. Doble, CEO Doble Group, LLC Jesus Hoyos, Founder JesusHoyos.com Thursday March 20, 2014
    2. 2. Panelists M a r i a n o J . D o b l e I C E O D o b l e G r o u p , L L C Mariano J. Doble is the CEO of Doble Group, LLC; a boutique consulting firm that focuses on improving business results through CRM solutions and the alignment of the organization, its processes and teams for success. Doble Group delivers its services through highly customized consulting programs and the world's most innovative cloud technologies. Doble Group Blog: http://doblegroup.com/blog/ LinkedIn: doble-group-llc I Twitter: @doblegroup I Google: doblegroup J e s ú s H o y o s I F o u n d e r J e s u s H o y o s . c o m Partner and co-founder of JesusHoyos.com, Jesús Hoyos has over 22 years of experience providing leadership in the execution of Customer Relationship Management initiatives. Throughout his career he has assisted clients, vendors, and team members with business processes, requirements, project management, quality assurance, business cases and best practices. Blog: www.jesushoyos.com I Twitter: @jesus_hoyos I Google: Jesus Hoyos, CRM
    3. 3. “CRM Is for Everyone” Jesus Hoyos Founder JesusHoyos.com
    4. 4. CRM Is for Everyone: Small and Medium-Sized Businesses, Increase Your Competitive Advantage! Tendencies and Opport unit ies  There is a Data Democracy – Data and Knowledge  Small Data vs Big Data – Excel vs Social Media  CRM prices are attractive and reachable – Departments – Enterprises – Small and Medium-Sized Businesses
    5. 5. CRM Is for Everyone: Small and Medium-Sized Businesses, Increase Your Competitive Advantage!  Agility and Productivity  Competitiveness  CRM is now integrated ‒ Google Apps ‒ Gmail ‒ Salesforce.com AppExchange  Mobil Applications – Android & iOS Tendencies and Opport unit ies
    6. 6. CRM Is for Everyone: Small and Medium-Sized Businesses, Increase Your Competitive Advantage!  CRM is now digital  Social Media are channels  We are People – Kissmetrics – FullContact – Woopra – MailChimp – Lander – UnBounce – LinkedIn Tendencies and Opport unit ies
    7. 7. CRM Is for Everyone: Small and Medium-Sized Businesses, Increase Your Competitive Advantage!  Best Practice and Standards for CRM (available for all)  SMB vs. Enterprises vs. Multinationals  Data Control vs. Sales Control vs. Commercial Agenda Tendencies and Opport unit ies
    8. 8. CRM Is for Everyone: Small and Medium-Sized Businesses, Increase Your Competitive Advantage! Success St ories  Barack Obama President of the USA  Marco Antonio Cruz Photographer from Mexico
    9. 9. CRM Is for Everyone: Small and Medium-Sized Businesses, Increase Your Competitive Advantage! A bout Marco A nt onio C ruz 1. Well known Mexican Documental Photographer 2. Little presence in the internet and web page 3. Without a SEO strategy or Social Media 4. Renowned documentary photography content and searched on the Internet and traditional media
    10. 10. CRM Is for Everyone: Small and Medium-Sized Businesses, Increase Your Competitive Advantage! Object ive - Marco A nt onio C ruz 1. Win the international photography grand price by internet votes 2. Generate international business
    11. 11. CRM Is for Everyone: Small and Medium-Sized Businesses, Increase Your Competitive Advantage! R esult s
    12. 12. CRM Is for Everyone: Small and Medium-Sized Businesses, Increase Your Competitive Advantage! St rat egy 1. Take advantage of its unique photo content 2. Search niches for documentary photography 3. Tweets to find these niches in different languages ​​and out of Mexico 4. Facebook – as Marco Antonio Cruz the photographer and word-of-mouth with friends 5. Blog with WordPress 6. CRM and Landing Page 7. Re-Design web page, photo portfolio and content
    13. 13. CRM Is for Everyone: Small and Medium-Sized Businesses, Increase Your Competitive Advantage! D igit al C R M
    14. 14. CRM Is for Everyone: Small and Medium-Sized Businesses, Increase Your Competitive Advantage! Increase Traf f ic: Search, conversat ions, blog post ings…
    15. 15. CRM Is for Everyone: Small and Medium-Sized Businesses, Increase Your Competitive Advantage! Increase Traf f ic: Search, conversat ions, blog post ings…
    16. 16. CRM Is for Everyone: Small and Medium-Sized Businesses, Increase Your Competitive Advantage! The R esult s 1. Winner of the Grand Prize 2. New Business and Expositions in Mexico and Canada 3. Niche opportunities in other countries 4. New status as an international renown photographer 5. Better SEO – organic 6. Increased traffic in his social media (Blog, Facebook and Twitter) 7. New revenues 8. Prospects and Opportunities in the CRM
    17. 17. CRM Is for Everyone: Small and Medium-Sized Businesses, Increase Your Competitive Advantage! H ow t he R esult s w ere Obt ained:  Communication Analysis to understand Where to Focus  Social Media Tactical Plan – Blog to take advantage of its content and create a sense of community for documentary photography – Improvement of its pictures portfolio in the web site – Facebook marketing to generate word-of-mouth publicity – Twitter to find niche markets in other countries – Generate conversation and increase traffic to its blog and web site  An Operational CRM – CRM and a landing page to convert conversation and traffic into leads – A process to convert leads into opportunities and manage opportunities by stages according to best practices
    18. 18. The Future of CRMs in the SMB Sector Mariano J. Doble, CEO Doble Group, LLC www.doblegroup.com
    19. 19. CRM Is for Everyone: Small and Medium-Sized Businesses, Increase Your Competitive Advantage! The Future of CRMs in SMBs Knowing Your Customers : 1st Competitive Advantage Social networks offer you a broader view of your customers and when combined with a CRM will provide powerful intelligence to help you build a better customer profile by understanding behaviors, preferences, purchasing history, and even predictive recommendations for possible future purchases. If you understand your customer better than your competitor, who has the advantage?
    20. 20. CRM Is for Everyone: Small and Medium-Sized Businesses, Increase Your Competitive Advantage! The Fut ure of C R M in SMB ’s  Connectivity (Web 2.0) – Applications - APPS (A More Personal Experience) – Devices (Mobile, Tablet or PC) – Relevance (Just for Me)  Mobility – On the Go Office (Anywhere) – Immediate Response (24/7) – Real Time Information (Better Decisions, Quicker)
    21. 21. CRM Is for Everyone: Small and Medium-Sized Businesses, Increase Your Competitive Advantage! The Fut ure of C R M in SMB  Dashboards – Performance Management (Metrics) – Quality Work & Productivity (Process Adherence and Time Management) – Business Intelligence (WAR) – Information is Power  Marketing Automation – On-Line Campaign and Promotion Management – Tighter Sales and Marketing Alignment  Communities – Bi-Directional Interaction – Convert your Clients into Brand Advocates (Fans)
    22. 22. CRM Is for Everyone: Small and Medium-Sized Businesses, Increase Your Competitive Advantage! The Fut ure of C R M in SMB  Opportunity Management – Stage Management (Sales Cycle) – Quotes – Products – Competition – Intelligence to Win!  Data and Content – Organize – Standardize – Agility
    23. 23. Source: Salesforce.com Customer Relationship Survey conducted March 2013, by an independent third-party, Confirm it Inc., on 5,200+ customers randomly selected. Response sizes per question vary. CRM Is for Everyone: Small and Medium-Sized Businesses, Increase Your Competitive Advantage! At the End of the Day it’s about Results! Sales Lead Conversion +38% Sales Productivity +36% Forecast Accuracy +45% Win Rate +26% +28%
    24. 24. CRM Is for Everyone: Small and Medium-Sized Businesses, Increase Your Competitive Advantage! Summary CRM is for Everyone, Specially for Small and Medium-Sized Businesses, The Cloud makes it Possible and Affordable Increases Your Competitive: Stand out in Sales, Marketing and Customer Service (Better Customer Experience) CRM is not an Option, it’s a Basic Need to Compete!
    25. 25. CRM Is for Everyone: Small and Medium-Sized Businesses, Increase Your Competitive Advantage! Questions? Mariano J. Doble, CEO Doble Group, LLC Jesus Hoyos, Fundador JesusHoyos.com
    26. 26. Follow Us!
    27. 27. Doble Group D o b l e G r o u p , L L C i s a b o u t i q u e c o n s u l t i n g f i r m t h a t f o c u s e s o n i m p r o v i n g c o m m e r c i a l b u s i n e s s r e s u l t s t h r o u g h C R M s o l u t i o n s a n d t h e a l i g n m e n t o f t h e o r g a n i z a t i o n , i t s p r o c e s s e s a n d t e a m s f o r s u c c e s s . W e d e l i v e r o u r s e r v i c e s t h r o u g h h i g h l y c u s t o m i z e d c o n s u l t i n g , t r a i n i n g a n d c o a c h i n g p r o g r a m s a n d t h e w o r l d ’ s # 1 C R M t e c h n o l o g i e s .
    28. 28. The World’s #1 CRM Technologies SALES CLOUD • Grow Sales Revenues • Increase Sales Productivity • Control your Marketing ROI • Improve Customer Satisfaction & Loyalty MARKETING CLOUD • Social Monitoring • Social Hub • Social Insights • Social Engagement SERVICE CLOUD • Service and Engage in Social Media • Drive Agent Productivity • Reduce Service Costs • Improve Customer Experience CHATTER • Collaborate without Boundaries • Get Answers Faster • Brainstorm Ideas • Engage with Key Customers WORK.COM • Achieve Goals Faster with Real Time Coaching • Inspire Achievement with Recognition & Rewards • Manage Performance in Real Time FORCE.COM • Build Custom Apps 5x Faster at 1/2 the Cost! • Mobile Apps in your Smart Phone, Tablet or Laptop
    29. 29. A Portfolio Built Around Your Success! CONFIGURATION, DEVELOPMENT & SUPPORT • Certified Salesforce Consultants & Developers • Configure, Integrate and Build in Salesforce with the Right Team and Skillsets COACHING • Commercial Leadership Team Transformation Coaching • CRM Adoption Coaching • 1:1 Commercial Leadership Coaching COMMERCIAL CONSULTING • Commercial Strategy • Best-Practice Process Design & Enhancements • Translation of processes into Automation TRAINING • Salesforce User Training • Salesforce Administrator Training • Salesforce Optimization Training • Consultative-Added Value-Solution Selling Training QUALIFIED PEOPLE MAKE THE DIFFERENCE!

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