Derrick lildhar bringing it together with sage crm

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Derrick lildhar bringing it together with sage crm

  1. 1. Bringing it Together with SageCRMDerrick Lildhar, Sage
  2. 2. AgendaWhat is CRM?Why CRM?What challenges can CRM address for your organization?Q & A 2
  3. 3. What is CRM?CRM (Customer Relationship Management)– Sales – Marketing– Customer Service– Productivity and task management– Process automation– Calendaring– Alerts and escalationWhat is Customer?– Client, patron, shopper, consumer, vendor, partner, home buyer/seller, subscriber,  distributor, etc…CRM is not just Customer Relationship ManagementCRM empowers your organization to manage relationships 3
  4. 4. Evolution of CRM Contact and Calendar Management RolodexSales Force Automation CRM Enterprise Collaboration
  5. 5. Why would I need CRM?Is everyone working through a central portal to access data?Do you track as many interactions with people as possible?Does your sales, marketing, finance, support, and consulting teams interact with the same customers and prospects?Are leads potentially falling through the cracks?Can anyone in your team pickup when someone is sick or on vacation? 5
  6. 6. CRM Facilitates Collaboration Internal ExternalSales Marketing Support Finance Customers & Partners CRM Web self-service CRM facilitates internal and external collaboration for maximum customer satisfaction
  7. 7. Productivity  BUSINESSManagement OWNER MARKETING SALES MANAGER MANAGER CUSTOMER SALES SERVICE PERSON BACK OFFICE Managing ALL INTERACTIONS. Both internal and external.
  8. 8. SageCRM Productivity Management  & Process Workflow
  9. 9. Request Credit Increase  Automation
  10. 10. What is your AR Collections  process like now? SageCRM AR Collection Manager
  11. 11. 11
  12. 12. AR Collections Manager
  13. 13. Why would you need  SageCRM?
  14. 14. Free anytime learning course www.sageu.com/accpacThank you! 5 minute overview videoDerrick Lildhar www.youtube.com/watch?v=HYUErIxYiPg The Sage ERP Learning Channel www.youtube.com/user/SageUERPLearning Interactive Documentation www.youtube.com/user/SageAccpacDoc Learn more at: www.sageaccpac.com/sagecrm

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