X2CRM workshop

808 views

Published on

An overview of the benefits, key features and operations of Customer Relationship Management systems, and a demo of the free open source X2CRM system. Presented for the Free Open Source Business Apps group on 8 Aug 2013.

Published in: Business, Education
1 Comment
1 Like
Statistics
Notes
  • short and general
       Reply 
    Are you sure you want to  Yes  No
    Your message goes here
No Downloads
Views
Total views
808
On SlideShare
0
From Embeds
0
Number of Embeds
5
Actions
Shares
0
Downloads
0
Comments
1
Likes
1
Embeds 0
No embeds

No notes for slide

X2CRM workshop

  1. 1. X2CRM workshop Russell Searle Principal Consultant, Psicom Melbourne Joomla! User Group 27 March 2013 Free Open Source Business Apps group 8 Aug 2013
  2. 2. What is a CRM? A CRM system organises and automates: • Customer and stakeholder relationships • Marketing • Sales • Customer service • Technical support
  3. 3. CRM benefits • Grow your customer base • Improve income per customer • Improve customer loyalty and retention • Improve cross-selling and up-selling • Grow sales, margins, profitability, market share
  4. 4. CRM activities • Manage contacts and leads • Measure and grow your sales performance • Measure and build your marketing effort • Engage your customers • Manage customer service • Manage quotes and invoices • Monitor operations and teams
  5. 5. CRM features • Contacts • Leads and Opportunities • Marketing • Accounts • Activities • Pipeline • Service • Social media • Workflow
  6. 6. Pipeline • Define your sales process • Capture and progress opportunities • Estimate deal value and probability of conversion • Pipeline value = 1 𝑛 (value ∗ probability)
  7. 7. Marketing • Build target lists • Create campaigns • Write newsletters • Design offers • Call to action • Distribute offers • Track responses • Automate flow
  8. 8. Demo / Q&A

×