This presentation will walk you through 3 CRM systems to help determine which is right for you (Salesforce.com, SugarCRM.com and KarmaCRM.com). Choosing the right CRM will help improve your sales and customer service teams.

2. What is CRM? Not CMS (Content Management System) CRM stands for Customer Relationship Management Typically used for managing sales or customer service Big dogs include Salesforce.comSugarCRM, ACT

3. How Do You Get Leads? ?

4. How Do You Get Leads? Referrals Through your website Networking Partnerships Word of Mouth Advertising …..Nepotism

5. What do you do with these leads?

6. What do you do with these leads? Nothing...its all in my head and that's fine

7. What do you do with these leads? Nothing...its all in my head and that's fine Add them to a spreadsheet

8. What do you do with these leads? Nothing...its all in my head and that's fine Add them to a spreadsheet Add yet another sticky note to your monitor

9. Low Tech CRM

10. Side effects of Low Tech CRM

11. What do you do with these leads? Nothing...its all in my head and that's fine Add them to a spreadsheet Add yet another sticky note to your monitor Add them to a CRM System!

12. What do you do with these leads? Nothing...its all in my head and that's fine Add them to a spreadsheet Add yet another sticky note to your monitor Add them to a CRM System!

13. Why Should You Care? Customer RetentionRetain and expand your business and relationships with your customers through up-selling, cross-selling and servicing. Create Customer EvangelistsMake your customers so happy with your service that they evangelize your business for you. Customer AcquisitionEfficiently organize and qualify your prospects so you are only dealing with the leads most likely to bring you business Cost ReductionBy streamlining your sales and customer service processes, you can eliminate waste and increase efficiency. You can do more in less time.

14. When is CRM a Good Idea? If you want to organize and manage your sales process more efficiently To get more out of your existing leads Collaboration with team members Getting more reliable projections than "I swear this deal is hot" If you want sales to still function when your sales superstar is sick, or quits

15. When is CRM a Bad Idea? If you are unwilling to commit to the CRM. CRM works best the more you use it, and the more details you give it. If you only have one or a few clients and don't need the structure a CRM provides (Although I would still recommend using some sort of system) If you are afraid of computers

17. $14 Billion in 2007

19. All your data is stored locally

21. Not easy to collaborate and share data

23. SalesForce (Enterprise) What is it good for? Enterprise / Corporate customers Companies requiring a LOT of customization and flexibility People that need to rely on a big name Many apps based on the SalesForce platform Why? Tons of flexibility Many modules and add-ons Integration with a lot of different platforms

24. Contact View

25. Dashboard View

26. Customization View

27. SugarCRM (Mid-Sized) What is it good for? Easier to use than Salesforce Free to setup on your web server for free Good integration between Sales / Marketing and Customer Support through user specific roles Open Source Why? Has clearly defined roles for the various ways you use CRM Since it is open source it is being actively developed by the community Simpler Interface than Salesforce

28. Contact View

29. Dashboard View

30. Customer Support View

32. Collaboration with Small Teams

33. CRM for Individuals

35. Customer Driven Development

37. Dashboard View

38. Calendar View

39. Implementing CRM Before selecting a system, actually use it for a bit, setup some customers or leads and get a feel for how it would work for you. Define who will be using the CRM Salespeople Customer Service Reps Marketing Department Help Desk Team Select a CRM that is flexible enough to conform to your business practices, not the other way around Establish company wide standards for your CRM to ensure everyone uses it the same way

40. Free Signup http://www.karmacrm.com/signup/new Use the invitation code: instantkarma We love your feedback, feel free to email me at jp@karmacrm.com or message me on twitter: @metajp @karmacrm