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The Mobile Imperative
      Brent Leary
     CRM Essentials
      @BrentLeary
SB Top Business Challenges
      Attracting new customers                                         Reacting quickly to changing market conditions
      Growing revenue                                                  Maintaining profitability                                        SBs’ top
      Improving cash flow                                              Obtaining financing                                         challenges are
      Attracting & retaining quality employees                         Improving customer experience and retention                 attracting new
      Improving employee productivity                                  Effectively managing relationships with suppliers          customers, reve
      Adding resources to meet market demand                           Streamlining business processes to be more efficient       nue, profitabilit
      Other (please list)                                                                                                            y, improving
                                                                                                                                      cash flow--
  50-99 empl.        44%       17%        47%              47%             31%     9%     27%      24%    13%7% 15% 19%                making it
                                                                                                                                  essential to tie
  20-49 empl.         49%        16%        48%             45%             29%    10%       31%    18%    21% 11%9%11%
                                                                                                                      2%            collaboration
                                                                                                                                   solution value
                                                                                                                                  and messaging
   1-19 empl.          56%          15%          53%             46%               43%        11% 13% 19% 14% 7% 16%4%
                                                                                                             3%
                                                                                                                                   to these areas.

        Total          54%          16%          51%             46%              39%        11% 18%   19% 15%5% 15%3%
                                                                                                                8%


             0%               50%                100%             150%                200%               250%              300%

                                                          % Sample Size

Sample Size = 568, 1-19 empl.: 413; 20-49 empl.: 80; 50—99 empl: 75

5.) What do you view as the top 3 business challenges for your company in the next 12 months?

     11/15/2011                                              CRM Essentials/SMB Group Confidential                                                    2
Key Benefits for SBs Currently Using and Plan
  to Use Integrated Collaboration Platform/Solution
                                                                        Plan to Use   Currently Use


                                     Saves money and time                                                                                                46%
                                                                                                                                             41%

                    Reduces paper and manual processes                                                                  30%
                                                                                                                                             41%

        Easier access to up-to-date, accurate information                                                               30%
                                                                                                                                             41%

                        More efficient project management                                                                           36%
                                                                                                                                       38%

                                        Improves workflows                                                                            38%
                                                                                                                               34%

                      Faster to find and connect to people                                                                 32%
                                                                                                                        30%

     Easier to bring new ideas into the company dialogue                       9%
                                                                                                      20%

               Helps our company look more professional                                                           27%
                                                                                                   19%

       Fewer data entry errors and version control issues                                  16%
                                                                                         15%

       Reduces email volumes and dependence on email                                               19%
                                                                                      13%

       Provides us with more security when collaborating                                    16%
                                                                               9%

                                                   Other(list)    1%
                                                                 0%

                                                             0%        5%     10%     15%         20%       25%    30%        35%      40%         45%         50%

                                                                                                    % Sample Size

Sample Size: Currently Use: 91, Plan to use: 113

37, 44.) What are the top 3 benefits your company get/expects from using an integrated collaboration platform?
     11/15/2011                                     © SMB Group and CRM Essentials                                                                                   3
Mobility & CRM
Mobility & Social CRM




BrentLeary.com
What’s changed…what hasn’t?
Getting in the palm of their hands…

At Intuit good numbers of our
customers are now coming to us
solely through the mobile device.
In the past, they would start out
with a Web-based application and
desktop products, then use the
mobile device as a supplement.
Now we see folks interacting with
our products solely through
mobile.

Trevor Dryer – Intuit Program Manager, Mobile Payments
A Tale of Two iPads…
If It Ain’t Broke, Make It Better…
March Madness ON DEMAND
             A Brand New Experience
 #1 free app for both iPhone and       “I’m not sure I need a
  iPad in the App store (3/17 & 3/18)
 36% of all streams for were from
                                        television anymore. By
  the iPad and iPhone apps (3/17-20)    opening the
 An average of 92.9 minutes per        floodgates, the NCAA and
  daily unique visitor (3/17-20)        CBS is fit to deliver a true
 MMOD delivered a 63% increase in      revolution in sports. And
  total visits across the MMOD
  broadband and mobile products         in return they’ll get
 13.7 million total hours of live      audience data, captivity
  streaming video consumed. (11.7M      and flexibility like no
  total in 2010)
                                        sports broadcasting has
                                        ever seen before”. April 2011
                                                     FastCompany,
Mobility – Inside and Out
Cloudy Future
Thank You!
  @BrentLeary
  BrentLeary.com

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Mobile and social media - Brent Leary - Atlanta tour

  • 1. The Mobile Imperative Brent Leary CRM Essentials @BrentLeary
  • 2. SB Top Business Challenges Attracting new customers Reacting quickly to changing market conditions Growing revenue Maintaining profitability SBs’ top Improving cash flow Obtaining financing challenges are Attracting & retaining quality employees Improving customer experience and retention attracting new Improving employee productivity Effectively managing relationships with suppliers customers, reve Adding resources to meet market demand Streamlining business processes to be more efficient nue, profitabilit Other (please list) y, improving cash flow-- 50-99 empl. 44% 17% 47% 47% 31% 9% 27% 24% 13%7% 15% 19% making it essential to tie 20-49 empl. 49% 16% 48% 45% 29% 10% 31% 18% 21% 11%9%11% 2% collaboration solution value and messaging 1-19 empl. 56% 15% 53% 46% 43% 11% 13% 19% 14% 7% 16%4% 3% to these areas. Total 54% 16% 51% 46% 39% 11% 18% 19% 15%5% 15%3% 8% 0% 50% 100% 150% 200% 250% 300% % Sample Size Sample Size = 568, 1-19 empl.: 413; 20-49 empl.: 80; 50—99 empl: 75 5.) What do you view as the top 3 business challenges for your company in the next 12 months? 11/15/2011 CRM Essentials/SMB Group Confidential 2
  • 3. Key Benefits for SBs Currently Using and Plan to Use Integrated Collaboration Platform/Solution Plan to Use Currently Use Saves money and time 46% 41% Reduces paper and manual processes 30% 41% Easier access to up-to-date, accurate information 30% 41% More efficient project management 36% 38% Improves workflows 38% 34% Faster to find and connect to people 32% 30% Easier to bring new ideas into the company dialogue 9% 20% Helps our company look more professional 27% 19% Fewer data entry errors and version control issues 16% 15% Reduces email volumes and dependence on email 19% 13% Provides us with more security when collaborating 16% 9% Other(list) 1% 0% 0% 5% 10% 15% 20% 25% 30% 35% 40% 45% 50% % Sample Size Sample Size: Currently Use: 91, Plan to use: 113 37, 44.) What are the top 3 benefits your company get/expects from using an integrated collaboration platform? 11/15/2011 © SMB Group and CRM Essentials 3
  • 5. Mobility & Social CRM BrentLeary.com
  • 6.
  • 8. Getting in the palm of their hands… At Intuit good numbers of our customers are now coming to us solely through the mobile device. In the past, they would start out with a Web-based application and desktop products, then use the mobile device as a supplement. Now we see folks interacting with our products solely through mobile. Trevor Dryer – Intuit Program Manager, Mobile Payments
  • 9.
  • 10. A Tale of Two iPads…
  • 11. If It Ain’t Broke, Make It Better…
  • 12. March Madness ON DEMAND A Brand New Experience  #1 free app for both iPhone and “I’m not sure I need a iPad in the App store (3/17 & 3/18)  36% of all streams for were from television anymore. By the iPad and iPhone apps (3/17-20) opening the  An average of 92.9 minutes per floodgates, the NCAA and daily unique visitor (3/17-20) CBS is fit to deliver a true  MMOD delivered a 63% increase in revolution in sports. And total visits across the MMOD broadband and mobile products in return they’ll get  13.7 million total hours of live audience data, captivity streaming video consumed. (11.7M and flexibility like no total in 2010) sports broadcasting has ever seen before”. April 2011 FastCompany,
  • 15. Thank You! @BrentLeary BrentLeary.com

Editor's Notes

  1. Mazda and Hyundai examples – iPad apps for customer service and sales effectiveness
  2. Improving customer engagement by incorporating mobile creates awesome customer connectivity