Selecting the right CRM will help achieve a quick ROI, and will give your employees a tool that they'll want to use!

1. WWW.MAXIMIZER.COM ©2015 Maximizer Software Inc.
Selecting the Right CRM.
How to Prevent
Buyer’s Remorse.

2. WWW.MAXIMIZER.COM ©2015 Maximizer Software Inc.
Presenters
Noel Forst
Business Development
Manager – Americas
MAXIMIZER CRM

3. WWW.MAXIMIZER.COM ©2015 Maximizer Software Inc.
• How the Right CRM can Help
You Achieve a Quick ROI
• What to look for in a CRM
• How to Select a Solution Your
Employees will Want to Use
• Whether Paying for Extra
Services is Worth the Expense
Today’s Agenda

4. WWW.MAXIMIZER.COM ©2015 Maximizer Software Inc.
How many in the listening audience are
planning on purchasing a CRM within the
next 60 days?
Poll Question

5. WWW.MAXIMIZER.COM ©2015 Maximizer Software Inc.
Before You Call Anyone.

6. WWW.MAXIMIZER.COM ©2015 Maximizer Software Inc.
Do You have a Technology Plan?
Adopting a CRM is a big decision.
What other systems are you using?
What’s your 5 year plan?

7. WWW.MAXIMIZER.COM ©2015 Maximizer Software Inc.
Click to edit Master title style
WWW.MAXIMIZER.COM
How the Right CRM can Help
You Achieve a Quick ROI

8. WWW.MAXIMIZER.COM ©2015 Maximizer Software Inc.
1. Replacing one info silo for another
2. No reconciliation of CRM needs between depts
3. Reports – not doing anything with them
4. Ignoring what CRM tells about customers
5. Not changing bad habits – assuming CRM does
all the work
CAREFUL PLANNING TAKES CARE OF THIS
5 Common Mistakes

9. WWW.MAXIMIZER.COM ©2015 Maximizer Software Inc.
Standard Definition of ROI

10. WWW.MAXIMIZER.COM ©2015 Maximizer Software Inc.
Where do we see ROI?
• Streamline your calling efforts
• Ensure the maximum number of prospects
are being called
• Minimize duplication of effort
• Identification and Elimination of Pain Points
REDUCED COSTS AND INCREASED EFFICIENCIES

11. WWW.MAXIMIZER.COM ©2015 Maximizer Software Inc.
Customer Story #1
The Organization that added
108 days to it’s year.

12. WWW.MAXIMIZER.COM ©2015 Maximizer Software Inc.
Where do we see ROI
• Better understand customers
• Anticipate their needs
• Promises are kept
INCREASED CUSTOMER SATISFACTION AND RETENTION

13. WWW.MAXIMIZER.COM ©2015 Maximizer Software Inc.
Where do we see ROI
• Improving Selling Process
• Track Sales Cycles
• Increase revenue from
each customer
• Increased Margins
INCREASED REVENUES

14. WWW.MAXIMIZER.COM ©2015 Maximizer Software Inc.
Click to edit Master title style
WWW.MAXIMIZER.COM
What to look for in a CRM

15. WWW.MAXIMIZER.COM ©2015 Maximizer Software Inc.
Name Brand isn’t Everything

16. WWW.MAXIMIZER.COM ©2015 Maximizer Software Inc.
Tailor Your Search

17. WWW.MAXIMIZER.COM ©2015 Maximizer Software Inc.
Cloud or On Premise?
Where is their cloud?
Regulations?
What do They Offer?

18. WWW.MAXIMIZER.COM ©2015 Maximizer Software Inc.
Does it have different modules?
Integrations?
And does your vendor
charge for features?
Functionality Offered

19. WWW.MAXIMIZER.COM ©2015 Maximizer Software Inc.
Do you understand the
pricing model?
Do you understand the
contract terms?
Are there any ‘gotchas’?
Pricing and Contract Details

20. WWW.MAXIMIZER.COM ©2015 Maximizer Software Inc.
Click to edit Master title style
WWW.MAXIMIZER.COM
How to Select a Solution Your
Employees will Want to Use

21. WWW.MAXIMIZER.COM ©2015 Maximizer Software Inc.
User adoption is the key.
Better usability = Better results.
Great Adoption = Great Results

22. WWW.MAXIMIZER.COM ©2015 Maximizer Software Inc.
Your business is Unique.
Tailoring your solution makes
Your CRM an integral part
of Your business.
Can it be Tailored to Meet Your Needs?

23. WWW.MAXIMIZER.COM ©2015 Maximizer Software Inc.
Click to edit Master title style
WWW.MAXIMIZER.COM
Whether Paying for Extra
Services is Worth the Expense

24. WWW.MAXIMIZER.COM ©2015 Maximizer Software Inc.
How does it benefit you?
How will implementation
increase productivity?
Implementation

25. WWW.MAXIMIZER.COM ©2015 Maximizer Software Inc.
How does it benefit you?
How will training increase
productivity which leads
to increases in sales?
Training

26. WWW.MAXIMIZER.COM ©2015 Maximizer Software Inc.
Sometimes getting to know
your new system first is the
best idea.
Customer Story #2

27. WWW.MAXIMIZER.COM ©2015 Maximizer Software Inc.
MEANS MORE OF THIS AND LESS OF THIS
Making the Right Choice

28. WWW.MAXIMIZER.COM ©2015 Maximizer Software Inc.
Click to edit Master title style

29. WWW.MAXIMIZER.COM ©2015 Maximizer Software Inc.WWW.MAXIMIZER.COM
Thank You