Everyone gets the value of CRM as a sales and service application but how do you make CRM a revenue maximizer for your business? The more information your sales team has about your customer or prospect, the better they can sell and service. Learn how integration can enable your sales and service users get all the information they need, quickly and easily in the system they use every day – CRM. Eliminate checking multiple systems, going to other departments, or just not having the information. Close those deals faster, identify opportunities to upsell additional products and services, and have happy customers by being able to quickly respond to questions or issues. Scribe will share real life examples and the benefits of integrated CRM.

1. Maximize Your Revenue With
CRM & Integration
Lynn Harrington, Scribe Software

2. 22.7%
68%
15%
State of CRM Data Integration 2012 Survey

3. I WASN’T AWARE YOU WERE HAVING
A SUPPORT PROBLEM.
HI! I’M CALLING ABOUT THE
PRODUCT YOU SHOWED
INTEREST IN AT OUR BOOTH
LAST MONTH?
OUR OVERAGE POLICY IS CLEARLY STATED ON
PAGE 34, SECTION 2, PARAGRAPH D,
SUBSECTON II OF YOUR CONTRACT.

4. Why CRM Data Integration?
Reduce mistakes ERP
SFA BI
Make Better Decisions
CRM
Marketing
Data Finance
Automation
Integration
Happy Customers
Customer
Social
Support
Drive Revenue Vertical

5. Customer Service
Customer Service Info in CRM
Better
Increase CSAT Reduce Churn
Intelligence

6. Customer Service
Severity One Tickets Generate
Activity Feed
Better
Increase CSAT Reduce Churn
Intelligence

7. Customer Service
Key word search on tickets
generate leads for training
or services.
Better
Increase CSAT Reduce Churn
Intelligence

8. Marketing
Tradeshow leads imported
into CRM.
Customer
Faster Funnel Better Leads
Intelligence

9. Marketing
Cloud content provider
integration into CRM.
Customer
Faster Funnel Better Leads
Intelligence

10. Marketing
Web Analytics integrated to CRM.
Customer
Faster Funnel Better Leads
Intelligence

11. Usage & Entitlements
One way synchronization of
entitlement information to
CRM.
Protect
Proactive Selling Recurring Reduce Churn
Revenue

12. Usage & Entitlements
Notifications to customer &
activity feed to Sales.
Protect
Proactive Selling Recurring Reduce Churn
Revenue

13. Usage & Entitlements
Generate lead or
opportunity from expiring
entitlement.
Protect
Proactive Selling Recurring Reduce Churn
Revenue

14. 38% 59% 4%
Data Entry Custom Code Satisfied with Integration

15. Let’s Get Started!
Who is in pain?
What is the pain?
Where can your data help?
Be
Real

16. Let’s Get Started!
How much can you spend?
How much time do you
have?
Time Do you have the people?
Money
Resources

17. Let’s Get Started!
Purpose Built
Minimum Fuss
Mitigate Risk & Creep
Right Tool
For the
Job

18. Let’s Get Started!
Enough connectivity to
grow
Roadmap & Direction
Plan for
Commitment to Maintain
the
Future

19. Let’s Get Started!
“Your Thing” is Not
Integration
Avoid DIY
Get Help Help is Money Well Spent

20. You have the information. Use It.
The technology is available. Buy it.
Experts who can help. Get it.

21. 12,000 customers worldwide
1,000 partners
1,200 certified consultants
The Leader in CRM Data Integration
8 of the 10 largest financial
institutions use Scribe
Strategic partnerships with
Microsoft and Salesforce.com
15+ years experience in CRM