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Wakeupsales CRM in the Cloud First,
Mobile Next
The smart and easy to use CRM ever
To
• Established Global Company
- Headquarters: San Jose, CA USA
- Branch office: Bhubaneswar, India
• Pacesetting Capabilities
- We bring customer data anywhere it’s needed
- Leadership in major customer applications markets
• Key Offerings
- Wakeupsales CRM Online Platform - Cloud
• Awards
-
About Us…
Call to action – 4 questions
• Demonstrate a forward thinking perspective..
1. On average, a sales reps spends 4.5 hours of their time
each week tracking down information they need to do
their job. Do you think your sales people would be more
productive (and happier) if they had this ‘smart data’
right at their fingertips?
2. With most companies today going so far as to employ a
‘Chief Customer Officer’ to manage effective customer
interactions, what is your plan to have your ‘customer
facing’ departments better understand your customer’s
needs?
Call to action – 4 questions
• Demonstrate a forward thinking perspective..
1. In a recent survey, 74% of respondents stated that they
will be operating in a ‘hybrid’ model of both cloud and on-
premise applications – with CRM being the predominate
CRM cloud service. How do you see your on-premise and
cloud data strategies converging?
2. How would you rate your current CRM system in terms of
providing a complete view of your customer and user
adoption – and are you looking to improve on these
measurements?
Some overall findings…
• 100% of respondents list CRM as a ‘core business system’
• 26% of respondents report a ‘pure cloud’ environment
for CRM
• 71% of respondents rate mobile CRM as a top priority
• 73% of end users say revenue growth is a top priority in
2018
• But not at the expense of customer satisfaction
• Need to enable business value faster
What’s On Tap…
 CRM in the Cloud First, Mobile Next
 Gmail Integration
 Web to Lead
 Easy to Use
 Project Management Included
Mobile – CRM On the Go
Anywhere Access
• Right data at the right time on the right device
• Outcome driven user experience
Device Compatibility
• Tailored app for tablets (iPad, Windows & Android)
• Simplified phone apps on multiple platforms
Easy to Use
• Flexible navigation
Secure Data Access
• Consistent security roles & privileges
CRM for Your Business
Which Companies Can Use This CRM?
 “Software Development Companies”
 “Mobile Development Companies”
 “Digital Marketing Companies”
 “Construction Companies”
……..What not…..Every Company Can Use This CRM.
CRM for Your Business
 Which dashboard will users see?
“Sales Dashboard”
 Unsupported items
Web Resources except Gmail
Troubleshooting CRM
 Rule out customizations
Connect to another organization without
customizations
 Version of App and CRM server
Viewable in About section within Settings
 Permissions
Issue only occurs for certain users?
Check if issue occurs only for users with certain
security roles
www.wakeupsales.com
Support@wakeupsales.com

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Best cloud crm tool

  • 1. Wakeupsales CRM in the Cloud First, Mobile Next The smart and easy to use CRM ever
  • 2. To
  • 3. • Established Global Company - Headquarters: San Jose, CA USA - Branch office: Bhubaneswar, India • Pacesetting Capabilities - We bring customer data anywhere it’s needed - Leadership in major customer applications markets • Key Offerings - Wakeupsales CRM Online Platform - Cloud • Awards - About Us…
  • 4. Call to action – 4 questions • Demonstrate a forward thinking perspective.. 1. On average, a sales reps spends 4.5 hours of their time each week tracking down information they need to do their job. Do you think your sales people would be more productive (and happier) if they had this ‘smart data’ right at their fingertips? 2. With most companies today going so far as to employ a ‘Chief Customer Officer’ to manage effective customer interactions, what is your plan to have your ‘customer facing’ departments better understand your customer’s needs?
  • 5. Call to action – 4 questions • Demonstrate a forward thinking perspective.. 1. In a recent survey, 74% of respondents stated that they will be operating in a ‘hybrid’ model of both cloud and on- premise applications – with CRM being the predominate CRM cloud service. How do you see your on-premise and cloud data strategies converging? 2. How would you rate your current CRM system in terms of providing a complete view of your customer and user adoption – and are you looking to improve on these measurements?
  • 6. Some overall findings… • 100% of respondents list CRM as a ‘core business system’ • 26% of respondents report a ‘pure cloud’ environment for CRM • 71% of respondents rate mobile CRM as a top priority • 73% of end users say revenue growth is a top priority in 2018 • But not at the expense of customer satisfaction • Need to enable business value faster
  • 7. What’s On Tap…  CRM in the Cloud First, Mobile Next  Gmail Integration  Web to Lead  Easy to Use  Project Management Included
  • 8. Mobile – CRM On the Go Anywhere Access • Right data at the right time on the right device • Outcome driven user experience Device Compatibility • Tailored app for tablets (iPad, Windows & Android) • Simplified phone apps on multiple platforms Easy to Use • Flexible navigation Secure Data Access • Consistent security roles & privileges
  • 9. CRM for Your Business Which Companies Can Use This CRM?  “Software Development Companies”  “Mobile Development Companies”  “Digital Marketing Companies”  “Construction Companies” ……..What not…..Every Company Can Use This CRM.
  • 10. CRM for Your Business  Which dashboard will users see? “Sales Dashboard”  Unsupported items Web Resources except Gmail
  • 11. Troubleshooting CRM  Rule out customizations Connect to another organization without customizations  Version of App and CRM server Viewable in About section within Settings  Permissions Issue only occurs for certain users? Check if issue occurs only for users with certain security roles