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2011 Resolution: CRM Overhaul
 Meet Monthly
 Provide Agnostic Insight
 Help users and businesses
 CRM Association of Atlanta
 SugarCRM Meetup
 Atlanta Salesforce Users Group
 Convergence 2011 – April
 SugarCon - April
 Dreamforce - August
 Ongoing Efficiency
 Emerging Trends
 CRM is not a deploy and quit solution.
 Not tracking efficiency will cause blind spots in CRM
value.
 Less Overhead, More Automation
 Call Efficiency
 Call more leads, more quickly and more accurately.
 Click Efficiency
 Minimize clicks
 Lead Efficiency
 Better lead routing, nurturing and scoring.
 Sales Efficiency
 Cloud
 Integrations
 Mobile
 Social
 Cloud has changed hosting
 Complex scalable systems are now an inexpensive
service.
 Microsoft Azure, Amazon EC2, Rackspace Cloud Servers
and Cloud Sites.
 Vendor hosted solutions can be good but there are
drawbacks.
 Integrations with other systems enhances efficiency.
 No double entry
 Find the right set of tools to adopt.
 Lots of lightly technical products and Saas services
popping up for integrating data.
 Mobile gets hot with native apps.
 Do more with less clicks across many phones.
 Build native apps with a non proprietary platforms
made to support multiple phones ( Ex: Appcelerator )
 Social is huge but watch for hype and marketing spin.
 Set your goals and determine what you consider social.
 Monitor ROI closely
 Overhaul of your CRM
 Overhaul of your customers CRM

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2011 Resolution - CRM overhaul

  • 2.  Meet Monthly  Provide Agnostic Insight  Help users and businesses
  • 3.  CRM Association of Atlanta  SugarCRM Meetup  Atlanta Salesforce Users Group  Convergence 2011 – April  SugarCon - April  Dreamforce - August
  • 4.  Ongoing Efficiency  Emerging Trends
  • 5.  CRM is not a deploy and quit solution.  Not tracking efficiency will cause blind spots in CRM value.  Less Overhead, More Automation
  • 6.  Call Efficiency  Call more leads, more quickly and more accurately.  Click Efficiency  Minimize clicks  Lead Efficiency  Better lead routing, nurturing and scoring.  Sales Efficiency
  • 7.  Cloud  Integrations  Mobile  Social
  • 8.  Cloud has changed hosting  Complex scalable systems are now an inexpensive service.  Microsoft Azure, Amazon EC2, Rackspace Cloud Servers and Cloud Sites.  Vendor hosted solutions can be good but there are drawbacks.
  • 9.  Integrations with other systems enhances efficiency.  No double entry  Find the right set of tools to adopt.  Lots of lightly technical products and Saas services popping up for integrating data.
  • 10.  Mobile gets hot with native apps.  Do more with less clicks across many phones.  Build native apps with a non proprietary platforms made to support multiple phones ( Ex: Appcelerator )
  • 11.  Social is huge but watch for hype and marketing spin.  Set your goals and determine what you consider social.  Monitor ROI closely
  • 12.  Overhaul of your CRM  Overhaul of your customers CRM