Maximize your Revenue with CRM - Scribe

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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.

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Maximize your Revenue with CRM - Scribe

  1. 1. Maximize Your Revenue WithCRM & Integration Lynn Harrington, Scribe Software
  2. 2. 22.7% 68% 15%State of CRM Data Integration 2012 Survey
  3. 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. 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. 5. Customer Service Customer Service Info in CRM Better Increase CSAT Reduce Churn Intelligence
  6. 6. Customer Service Severity One Tickets Generate Activity Feed Better Increase CSAT Reduce Churn Intelligence
  7. 7. Customer Service Key word search on tickets generate leads for training or services. Better Increase CSAT Reduce Churn Intelligence
  8. 8. Marketing Tradeshow leads imported into CRM. Customer Faster Funnel Better Leads Intelligence
  9. 9. Marketing Cloud content provider integration into CRM. Customer Faster Funnel Better Leads Intelligence
  10. 10. Marketing Web Analytics integrated to CRM. Customer Faster Funnel Better Leads Intelligence
  11. 11. Usage & Entitlements One way synchronization of entitlement information to CRM. Protect Proactive Selling Recurring Reduce Churn Revenue
  12. 12. Usage & Entitlements Notifications to customer & activity feed to Sales. Protect Proactive Selling Recurring Reduce Churn Revenue
  13. 13. Usage & Entitlements Generate lead or opportunity from expiring entitlement. Protect Proactive Selling Recurring Reduce Churn Revenue
  14. 14. 38% 59% 4%Data Entry Custom Code Satisfied with Integration
  15. 15. Let’s Get Started! Who is in pain? What is the pain? Where can your data help? Be Real
  16. 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. 17. Let’s Get Started! Purpose Built Minimum Fuss Mitigate Risk & Creep Right Tool For the Job
  18. 18. Let’s Get Started! Enough connectivity to grow Roadmap & Direction Plan for Commitment to Maintain the Future
  19. 19. Let’s Get Started! “Your Thing” is Not Integration Avoid DIY Get Help Help is Money Well Spent
  20. 20. You have the information. Use It.The technology is available. Buy it.Experts who can help. Get it.
  21. 21. 12,000 customers worldwide1,000 partners1,200 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

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