CRM For Businesses-AZ Hispanic Chamber of Commerce

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PowerPoint Presentation presented at the Arizona Hispanic Chamber of Commerce Tech Forum on May 10, 2011

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CRM For Businesses-AZ Hispanic Chamber of Commerce

  1. 1. CRM for Business Presented at the Arizona Hispanic Chamber of Commerce Tech Forum on May 10, 2011James MarzolaPresident and CEOAbilityCRM
  2. 2. •  Rolodex, Business Card Files, Postcards, Spreadsheets •  Software Based Contact Managers • Sales Force Automation • Customer Relationship Management •  Sales •  Marketing •  Service CRM Progression 2
  3. 3. •  CRM ties activities together to increase revenue and profitability: •  Marketing - Lead Management •  Sales - Sales Pipeline •  Service – Timely Support •  Management – Informed Decision Making Customer Relationship Management 3
  4. 4. •  Use Microsoft Word, Excel, Outlook, or Access to: •  Organize and manage customer and prospect lists •  Quoting templates •  Customer service call logs/inquiries•  Have shared folders on the network for: •  Customer files •  Quotes, Drawing, and other customer data Be Honest, do you… 4
  5. 5. •  Account Management •  Activity Management•  Contact Management •  Calendar Management•  Pipeline Management •  Marketing•  Sales Management •  Workflow•  Lead Management •  Customer ServiceAll in One System… What if … 5
  6. 6. By giving your people the . right tools…Attract more Improveprospects serviceClose Discoverdeals faster insightsKeep Enhancecustomers relationships That’s the Power of Productivity
  7. 7. On average, sales representatives spend only 36% of their time on actual selling activities. Source: CSO InsightsSales Pipeline
  8. 8. Marketing / Lead Management
  9. 9. 6 KEYS TO REMEMBERA Successful Approach to CRM 9
  10. 10. • Who are your Executive stakeholders• What are your metrics of success• Why are we doing this Building Blocks of Success 10
  11. 11. •  Software in a box•  Something you simply “sign up” for•  An excuse for not addressing fundamental business process change•  Done without Executive Involvement What CRM is NOT 11
  12. 12. • Project Analysis and Understanding • Design & Planning • Personalization • Deployment and Training • Post-Deployment SupportImplementation Basics 12
  13. 13. • User will not use the system• Enter minimum data• Enter poor data• Work around the system What’s in it for me? 13
  14. 14. •  Executive involvement•  Involve Key/Influential Users•  Invest in user training to maximize efficiency•  Look for easy-to-use software Overcoming User Challenges 14
  15. 15. • Manage from CRM• Hold user group meetings for continuous improvement• Turn data into useful information Words of Wisdom (after Deployment) 15
  16. 16. •  Founded in 1998 •  Microsoft •  Managed Partner - Dynamics CRM Gold Competency •  Hosting Partner (www.alwayson-crm.com) •  Member – Microsoft Dynamics Partner Advisory Board •  Sage SalesLogix CRM Business Partner •  Headquarters in Scottsdale, AZ •  CRM Consulting AbiltyCRM
  17. 17. For more information, contact us at: 15029 N. Thompson Peak B111-424 Scottsdale, Arizona 85260 480-726-5400 www.abilitycrm.com info@abilitycrm.com AbiltyCRM

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