This is a CRM presentation for small businesses running a professional services practice.

1. Are you ready for CRM?
Customer Relation Management for the
Professional Services small business.

2. Agenda
• Presentation
• Demo of Insightly -- http://www.insightly.com/
• Questions or comments
• Tips and Tricks of using CRM
jlin@gizmoglobal.com

3. What is Customer Relationship
Management (CRM) to your
company?
• Marketing management – manage
communication with your leads.
• Sales tracking – track your sales process.
• Customer interaction tracking – ensure you and
your team see every important interaction.
• Project Management related to customers –
assign and follow tasks to your team.
• Vendor Management – track communication
with your vendors.
• HR – track communication and documents on
your employees.
jlin@gizmoglobal.com

4. Benefits of cloud technologies
Small businesses look to cloud technologies also
known as Software as a Service (SaaS) for the
following benefits:
• Access to data everywhere on any device
• Cost effective implementation
• Scalable
• Collaborate between clients, vendors and
employees easily
• Easy access and search
jlin@gizmoglobal.com

5. Integration with other
applications
• Email – does it integrate with Outlook, Office 365 or Google
Apps?
• Accounting - integration with QBO, Freshbooks or Xero.
• Marketing tools such as Mail Chimp, Constant Contact or
Hatchback?
• Social Media – integration to know what your clients,
vendors and employees are saying.
• Other productivity tools – integrate Google Drive, Sky Drive
or Evernote.
jlin@gizmoglobal.com

6. Choosing the correct CRM
• What CRM meets your requirements?
• How easy is the CRM to implement?
• What is your budget?
• Are you looking for a specialized CRM or more
general?
• How well does the CRM integrate with your other
applications?
• How many clients or how well funded is the CRM
company?
jlin@gizmoglobal.com

7. Tips and Tricks of implementing
and using CRM
•Keep it simple! Start with the problem that you want to solve first. Something
as easy as saving important emails to your CRM.
•Always keep your CRM tab open. Remember to track your notes with any
client. Any CRM is only as good as the information in it.
•Define some processes. How will you input leads, what is your sales processes,
and when do you want to keep information on a client.
•Always keep important document such as NDAs, proposals and signed
contracts in CRM
•Define your tags and use the same tags as your other SaaS applications.
•Identify your integration points
Contact Jamie Lin at jlin@gizmoglobal.com for more questions.
jlin@gizmoglobal.com