Information Technology presentation
What is ERP?ERP is a solution, which Facilitates company-wide integrated Information systems, covering all functional areas.
Performs core Corporate activities and increases customer service augmenting Corporate Image.Enterprise Resource Planning
Information Islandshttp://www.open-source-erp-site.com
Why ERP?  For Management – to know what is happening    in the company  To shun the geographical gaps  To satisfy the customers with high expectations  To be Competitive & for survivalEnterprise Resource Planning
Customer Relationship Management
Customer Relationship ManagementCustomer relationship management (CRM) is a widely-implemented strategy for managing a company’s interactions with customers, clients and sales prospects. It involves using technology to organize, automate, and synchronize business processes—principally sales activities, but also those for marketing, customer service, and technical support. 
Why Need CRMEvery company do CRM – one way or other.Few Facts : why need CRMNot a single point of contact Communication GapGetting a new customer cost 5 times then retaining existing customer 1% increase in sale with existing customer will boost profit by 17% while 3% in other case
Goals of CRM The idea behind CRM to gain insight into the behavior of customers and the values of those customers.  If it works as hoped then business can :-Provide better customer servicesMake call center more efficientCross sell product more effectivelyHelps sales staff close deals fasterSimplify marketing & sales processDiscover new customersIncrease customer revenue
Types of CRMOperational CRM which provides support to front office, business processes including sales, marketing and service. Operational CRM processes customer data for a variety of purposes:    Managing campaigns    Enterprise Marketing Automation    Sales Force Automation    Sales Management SystemAnalytical CRM which analyses the customer data for various purposes such as design and execution of targeted marketing campaigns to optimize marketing effectiveness, design and execution of specific customer campaign, analysis of customer behavior to aid product and service decision making, management decision, prediction of probability of customer defection.Continue….
Consumer Relationship CRM covers aspects of a company's dealing with customers handled by the Consumer Affairs and Customer Relations contact centers within a company. Representatives handle in-bound contact from anonymous consumers and customers. Sales Intelligence CRM is similar to Analytical CRM, but is intended as a more direct sales tool. Features include alerts sent to sales staff regarding:Cross-selling/Up-selling/Switch-selling opportunities Customer DriftSales performance Customer trends Customer margins Customer alignment
CRM ImplementationChoose a Vendor
Gain support for Top Level Management
Training
Commit to your CRM Software
Ensure IT and Management CoordinationHow Does CRM Work?
The Current State of Customer Relationship Management
The Current Model of CRM
Contd..
CRM Sales Force Automation VendorsSales ForceSAPOracle
Top Vendors1. SAP2. Oracle10. Sales Force
SAPBusiness One delivers:Customer Order ManagementTerritory ManagementData Quality Management frameworkPipeline Performance Management Key Benefits:Their sales representative rave about the improved ease-of-use of the SAP CRM 2007 solution.
Consistent Comprehensive, multi-channel selling solution
It provides all relevant information - product, inventory, sales performance and financial performance of their company.OracleSiebel includes:Siebel Collaboration - Sales and channel analyticsMobile and Handheld AccessOn-demand and hybridPartner management	 Key Benefits : Oracle products unify DHL customer information and create a single, global, multi-channel view of each and every customer relationship. Their products reduce the amount of time the sales force needs to spend on administrative duties have achieved an increase in revenue in year to year.
SalesForceCloud is a collaborative application that providesCustomizable forecastingMicrosoft integration Mobile solutions Account and contact management Key Benefits : NASA's Innovative Partnership Program is using Salesforce CRM to realize its vision of a 360 degree view of interactions with its external entities
U.S. Army Experience Center is using Salesforce CRM which has resulted in saved time and resources .Products Benchmark
Potential Business and Management ImpactsPositive Business Impacts
Negative Business Impacts
Management Impacts
Implementation IssuesPositive Business ImpactsMore positive relationship with Customers/vendors
Data can be utilized for:
Marketing campaigns
Business strategies
Customer acquisition campaigns
Cross-selling, up-selling and add-on selling
Changes to products and services
ForecastingNegative Business ImpactsOveruse for sales & marketing can frustrate customers
Data is only as good as is input

CRM

  • 1.
  • 2.
    What is ERP?ERPis a solution, which Facilitates company-wide integrated Information systems, covering all functional areas.
  • 3.
    Performs core Corporateactivities and increases customer service augmenting Corporate Image.Enterprise Resource Planning
  • 4.
  • 5.
    Why ERP? For Management – to know what is happening in the company To shun the geographical gaps To satisfy the customers with high expectations To be Competitive & for survivalEnterprise Resource Planning
  • 7.
  • 9.
    Customer Relationship ManagementCustomerrelationship management (CRM) is a widely-implemented strategy for managing a company’s interactions with customers, clients and sales prospects. It involves using technology to organize, automate, and synchronize business processes—principally sales activities, but also those for marketing, customer service, and technical support. 
  • 10.
    Why Need CRMEverycompany do CRM – one way or other.Few Facts : why need CRMNot a single point of contact Communication GapGetting a new customer cost 5 times then retaining existing customer 1% increase in sale with existing customer will boost profit by 17% while 3% in other case
  • 11.
    Goals of CRMThe idea behind CRM to gain insight into the behavior of customers and the values of those customers. If it works as hoped then business can :-Provide better customer servicesMake call center more efficientCross sell product more effectivelyHelps sales staff close deals fasterSimplify marketing & sales processDiscover new customersIncrease customer revenue
  • 12.
    Types of CRMOperationalCRM which provides support to front office, business processes including sales, marketing and service. Operational CRM processes customer data for a variety of purposes: Managing campaigns Enterprise Marketing Automation Sales Force Automation Sales Management SystemAnalytical CRM which analyses the customer data for various purposes such as design and execution of targeted marketing campaigns to optimize marketing effectiveness, design and execution of specific customer campaign, analysis of customer behavior to aid product and service decision making, management decision, prediction of probability of customer defection.Continue….
  • 13.
    Consumer Relationship CRMcovers aspects of a company's dealing with customers handled by the Consumer Affairs and Customer Relations contact centers within a company. Representatives handle in-bound contact from anonymous consumers and customers. Sales Intelligence CRM is similar to Analytical CRM, but is intended as a more direct sales tool. Features include alerts sent to sales staff regarding:Cross-selling/Up-selling/Switch-selling opportunities Customer DriftSales performance Customer trends Customer margins Customer alignment
  • 14.
  • 15.
    Gain support forTop Level Management
  • 16.
  • 17.
    Commit to yourCRM Software
  • 18.
    Ensure IT andManagement CoordinationHow Does CRM Work?
  • 19.
    The Current Stateof Customer Relationship Management
  • 20.
  • 21.
  • 22.
    CRM Sales ForceAutomation VendorsSales ForceSAPOracle
  • 23.
    Top Vendors1. SAP2.Oracle10. Sales Force
  • 24.
    SAPBusiness One delivers:CustomerOrder ManagementTerritory ManagementData Quality Management frameworkPipeline Performance Management Key Benefits:Their sales representative rave about the improved ease-of-use of the SAP CRM 2007 solution.
  • 25.
  • 26.
    It provides allrelevant information - product, inventory, sales performance and financial performance of their company.OracleSiebel includes:Siebel Collaboration - Sales and channel analyticsMobile and Handheld AccessOn-demand and hybridPartner management Key Benefits : Oracle products unify DHL customer information and create a single, global, multi-channel view of each and every customer relationship. Their products reduce the amount of time the sales force needs to spend on administrative duties have achieved an increase in revenue in year to year.
  • 27.
    SalesForceCloud is acollaborative application that providesCustomizable forecastingMicrosoft integration Mobile solutions Account and contact management Key Benefits : NASA's Innovative Partnership Program is using Salesforce CRM to realize its vision of a 360 degree view of interactions with its external entities
  • 28.
    U.S. Army ExperienceCenter is using Salesforce CRM which has resulted in saved time and resources .Products Benchmark
  • 29.
    Potential Business andManagement ImpactsPositive Business Impacts
  • 30.
  • 31.
  • 32.
    Implementation IssuesPositive BusinessImpactsMore positive relationship with Customers/vendors
  • 33.
    Data can beutilized for:
  • 34.
  • 35.
  • 36.
  • 37.
  • 38.
  • 39.
    ForecastingNegative Business ImpactsOverusefor sales & marketing can frustrate customers
  • 40.
    Data is onlyas good as is input

Editor's Notes

  • #3 Performs core Corporate activities and increases customer service augmenting Corporate Image Facilitates company-wide integrated information systems, covering all functional areas.
  • #9 CRM is the function of building a long standing relationship with customers. Over the years, businesses have found it easier and cheaper to retain a certain customer as oppose to obtaining new ones. This idea of building strong healthy relationships with customers essentially increases a businesses profits by reducing the costs included in obtaining a new customer base.
  • #15 -CRM is a combination of policies, processes, and strategies implemented by an organization to unify its customer interactions and provide a means to track customer information. CRM uses the collection of customer data, (such as demographics and income levels), to attract new customers, while forming stronger bonds with current customers. (THE COLLECTION PROCESS IS DONE VIA *SLIDES*)-CRM software system can only be effective and mature if a company has dedicated employees constantly updating the customer information database. Front office customer interactions are the first step to collecting customer information. Employees will input customer demographic info, the more detailed the better, into the CRM software system. Once a profile is created for a customer, all different sectors of a corporation can add information regarding future interactions with that particular customer onto that customers profile. -With the accumulation of information from different customers over time, companies can then begin to analyze their data in order to improve their customer service and define targeted markets for certain products, as previously mentioned.
  • #19 Geography no longer an advantage; resources and processes only offer a short gain;
  • #21 DocuShare Developers Network SupportCPX allows process management functions as well
  • #22 MSP also known as Microsoft SharePoint Products and Technologies ; WSS =which is included with Windows Server and available as a free download for those with Windows Server licenses. BI that allow you to track key performance indicators and build BI dashboards into your team site. MySites= which are individual mini-sites that can be set up to show who in your company you’re connected to, what your tasks and skills are, your contact information, and more.
  • #35 Customer complaints cut by 25%
  • #37 Alignment with businessstrategy