Designed for both the novice or avid user of Sage CRM, join our session to unveil the roadmap of success for a
CRM soluon in your business.Understand how CRM delivers business benefits while exploring the key question of “how” it can benefit your business. By discussing common business challenges amongst varying industries, our team will take you through various role perspectives in
your organization and share the keybenefits for each.
It is important for organizations of all sizes to adopt to a Customer Relationship Software for end to end collaboration and improved customer service.
Customer Relationship Management (CRM) helps to develop and retain more profitable customer relationships through our broad range of capabilities that address every aspect of the customer experience. We help our clients accelerate growth, improve sales productivity and reduce customer-care costs to increase the value of their customer relationships and enhance the economic value of their brands.
It is important for organizations of all sizes to adopt to a Customer Relationship Software for end to end collaboration and improved customer service.
Customer Relationship Management (CRM) helps to develop and retain more profitable customer relationships through our broad range of capabilities that address every aspect of the customer experience. We help our clients accelerate growth, improve sales productivity and reduce customer-care costs to increase the value of their customer relationships and enhance the economic value of their brands.
Pre-CRM Planning Tips for SMB's
In this presentation, we’ll look the basics of Pre-CRM planning and how your organization can stem the tide of over blown CRM costs and engineer systems that will meet your sales and marketing objectives.
Sage CRM enhances your customers’ experience by doing so many things they never even see, for instance, enabling improved business processes, closer management of new and existing customer relationships, increased revenues and decreased inefficiencies. Sage CRM provides management with timely and reliable insight to guide important business decisions.
More information about Sage CRM:
Sundae Solutions Co., Ltd. - Thailand
Tel. +66 2 634 8899
Email: sales@sundae.co.th
URL: www.sundae.co.th
Mobile CRM is a CRM tool designed for mobile devices – smartphones and tablets. By connecting through
mobile CRM application, you allow your sales rep’s access to customer data through a mobile CRM app or
through an online browser with Cloud CRM app. It enables sales, marketing, customer service teams to
work together and more importantly, it improves employee efficiency.
Meemic Insurance Agents CRM Presentation February 2015AspenTech CRM
What are Customer Relationship Management (CRM) systems and how will small and medium sized business' benefit from them. Examples of Zoho CRM and Act! v17 are included.
With CRM quickly becoming an integral part of organizational infrastructures, you need answers to the "what, who, when, where, why, and how” questions about CRM: What is CRM? Who needs it? When will I be ready? Where can I get the information I need to evaluate what's right for me? Why use Sage? How will CRM impact my organization? We will answer these questions and show you that CRM is no longer a wish list item – it's an absolute requirement to compete and thrice in a world driven by business 2.0 practices.
Operational CRM lets you oversee processes and streamline operations to its right end. Analytical CRM assimilates data and form insights , which is better
Increase Sales and Improve ProductivityAndrea Ryan
The Small Business Partners presented an overview of how a CRM program can help small businesses increase sales and improve productivity at the inaugural "Coffee Connections" kickoff for the Cheektowaga Chamber of Commerce.
Customer relationship management. Jump to navigation Jump to search. Business administration; Management of a business: Accounting. Management accounting; Financial accounting; Financial audit; Business entities. Corporate group; Conglomerate (company) Holding company; Cooperative; Corporation; Joint-stock company ...
crm systems definition
crm systems
ms crm
crm database
crm solutions
microsoft crm dynamics
what is a crm
what is crm software
business research topics for mba
mba topics for presentation
mba project topics
mba research topics in management
dissertation topics for mba
mba finance research topics
mba topics on strategic management
thesis topic for mba
Importance of Easy-to-Use CRM Software InterfaceSima Singh
A simple interface has evident changes in your business processes. CRM handles a complex and large amount of database; that is why the interface should be simple to help your team to succeed.
Smart voice based CRM Will help more Productivity,Accelerate sales and customer In-flow with our User-friendly Real Time IVR integrated Customer Engagement Platform
Payment Processing powered by the Sage Exchange module gives Sage 300 ERP users the benefit of comprehensive business management coupled with credit card processing. Studies show that more and more purchases are being made with credit cards. Explore the
efficiency offered by a fully integrated payment processing system.
The overall impact of processing, handling, and storing paper documents in the workplace is astounding from a financial, environmental, and resource perspective. Not only can the inefficiencies attendant with paper-based bottlenecks be cumbersome on day-to-day operations, but the improper storage or loss of these documents can cripple or devastate a business. Join us and discover how document management can revolutionize your business.
Pre-CRM Planning Tips for SMB's
In this presentation, we’ll look the basics of Pre-CRM planning and how your organization can stem the tide of over blown CRM costs and engineer systems that will meet your sales and marketing objectives.
Sage CRM enhances your customers’ experience by doing so many things they never even see, for instance, enabling improved business processes, closer management of new and existing customer relationships, increased revenues and decreased inefficiencies. Sage CRM provides management with timely and reliable insight to guide important business decisions.
More information about Sage CRM:
Sundae Solutions Co., Ltd. - Thailand
Tel. +66 2 634 8899
Email: sales@sundae.co.th
URL: www.sundae.co.th
Mobile CRM is a CRM tool designed for mobile devices – smartphones and tablets. By connecting through
mobile CRM application, you allow your sales rep’s access to customer data through a mobile CRM app or
through an online browser with Cloud CRM app. It enables sales, marketing, customer service teams to
work together and more importantly, it improves employee efficiency.
Meemic Insurance Agents CRM Presentation February 2015AspenTech CRM
What are Customer Relationship Management (CRM) systems and how will small and medium sized business' benefit from them. Examples of Zoho CRM and Act! v17 are included.
With CRM quickly becoming an integral part of organizational infrastructures, you need answers to the "what, who, when, where, why, and how” questions about CRM: What is CRM? Who needs it? When will I be ready? Where can I get the information I need to evaluate what's right for me? Why use Sage? How will CRM impact my organization? We will answer these questions and show you that CRM is no longer a wish list item – it's an absolute requirement to compete and thrice in a world driven by business 2.0 practices.
Operational CRM lets you oversee processes and streamline operations to its right end. Analytical CRM assimilates data and form insights , which is better
Increase Sales and Improve ProductivityAndrea Ryan
The Small Business Partners presented an overview of how a CRM program can help small businesses increase sales and improve productivity at the inaugural "Coffee Connections" kickoff for the Cheektowaga Chamber of Commerce.
Customer relationship management. Jump to navigation Jump to search. Business administration; Management of a business: Accounting. Management accounting; Financial accounting; Financial audit; Business entities. Corporate group; Conglomerate (company) Holding company; Cooperative; Corporation; Joint-stock company ...
crm systems definition
crm systems
ms crm
crm database
crm solutions
microsoft crm dynamics
what is a crm
what is crm software
business research topics for mba
mba topics for presentation
mba project topics
mba research topics in management
dissertation topics for mba
mba finance research topics
mba topics on strategic management
thesis topic for mba
Importance of Easy-to-Use CRM Software InterfaceSima Singh
A simple interface has evident changes in your business processes. CRM handles a complex and large amount of database; that is why the interface should be simple to help your team to succeed.
Smart voice based CRM Will help more Productivity,Accelerate sales and customer In-flow with our User-friendly Real Time IVR integrated Customer Engagement Platform
Payment Processing powered by the Sage Exchange module gives Sage 300 ERP users the benefit of comprehensive business management coupled with credit card processing. Studies show that more and more purchases are being made with credit cards. Explore the
efficiency offered by a fully integrated payment processing system.
The overall impact of processing, handling, and storing paper documents in the workplace is astounding from a financial, environmental, and resource perspective. Not only can the inefficiencies attendant with paper-based bottlenecks be cumbersome on day-to-day operations, but the improper storage or loss of these documents can cripple or devastate a business. Join us and discover how document management can revolutionize your business.
Join Jamie Smith for an introduction to the Sage 300 Hosted and Managed Services offered by BAASS Business Solutions. We will discuss the basics of
our on premise and cloud hosted services by sharing examples of how companies just like yours benefit from
our services. We’ll engage in a quick demo of our offerings to make sure we answer all of your key questions.
Join the experts at BAASS to explore the endless possibilities and client success stories associated with our BAASS Development Tools. We’ll introduce you to various add on-tools we’ve developed in-house to meet your tailored business needs in every line of work. From ERP add-ons to CRM customizations for your business, our team at BAASS will share it all.
Purchasing Workflow provides a sophisticated workflow engine with
configurable rules, routing and approval functions. An easy-to-use requisition
interface creates documents that are controlled through the workflow
process. Purchasing Workflow enables organizations to tightly control &
manage their procurement system. Join us at this session as we help you
map out ways to use this tool to increase efficiencies and minimize manual
procedures.
Everyone wants to know the secrets of using SageCRM more effectively and efficiently. Join this session to learn about how CRM can impact your Finance activities, enable you to have greater visibility within your Sales Force, revolutionize your approach to Customer Care, and lastly enable you to leverage CRM's more powerful feature – Workflow. We will take an in-depth look at version 7 and review the product features and integration to your ERP essentials.
Engage in an over-arching discussion about how CRM can solve your organizational business challenges and demonstrate winning results. By illustrating the wide range of features available in CRM, join the team at BAASS, as we explore the benefit of installing cross functional CRM beyond ERP and contact management.
Share your thoughts and ideas in an “around- the-room” open table discussion to help us quantify the
relevant CRM requirements for your business.
A CRM system can help you see all of your customers in one place. At present, SEO Expate Bangladesh Ltd. can provide you with every type of service. Everything is visible here. Here, the status of their orders, any outstanding customer service issues, and more. They can also better understand the sales or prospects coming in, which makes forecasting easier and more accurate. In addition, SEO Expate Bangladesh can give you 100% authentic data.CRM systems are usually used for sales and marketing. But customer service and support are growing parts of CRM. One of the most important aspects of client relationship management is communication. A customer today might bring up a problem on one channel, like Twitter. You can use email or the phone to solve it in private. A CRM platform lets CRM Web Solution you manage customer inquiries across different channels without losing track of them. It also gives sales, customer service, and marketing a single view of the customer. You’ll be able to see every opportunity or lead clearly. Here, it will show you how to go from inquiries to sales. It will maintain from finance to customer service to supply chain management.
If you don't have CRM, it can cost you a lot of money to run a business
When there is more work to do, there is less time for everything else. A busy sales team can bring in a lot of information. Reps are out on the road talking to customers and prospects and learning valuable information. However, all of this can get worse if a key salesperson leaves.
But without CRM, you can’t develop your business. Customers can get in touch with you by phone, email, or social media to ask questions and check on orders. It can be hard to get information out of people. Most importantly, a lack of oversight can also make the team less responsible.
Why Should SMEs Use CRM & Workflow Management Systems_.pptxXapsys CRM Software
Small and medium-sized enterprises (SMEs) can greatly benefit from implementing Customer Relationship Management (CRM) and Workflow Management Systems (WMS). CRM helps SMEs organize and manage their interactions with customers and clients, providing a centralized view of customer data and interactions. This allows for better customer service and increased sales opportunities. Workflow System streamlines and automates repetitive tasks, freeing up time and resources for more strategic activities. Both CRM and workflow management system also provide valuable insights into business operations, enabling SMEs to make informed decisions and improve their overall performance. In short, CRM and workflow automation software can help SMEs improve customer relationships, increase efficiency, and drive business growth.
Achieving customer loyalty is the best way to keep sales pipelines full. Customer experience management is key to customer loyalty. This whitepaper is about how to achieve customer loyalty in small and medium size busines.
Learn what solutions Sage offers for Sales, Marketing and Customer Service teams to be more successful. Our Relationship Management solution is packed with features that will make a real and immediate impact to organizations looking to stay ahead in today’s competitive marketplace.
Series of presentations from the MantraVision Caribbean 2016 Event held on April 20th by Mantralogix Inc.
http://insights.mantralogix.com/mantravision-caribbean-2016
Municipal
13 Teams
__
Average talent teams that get along well with each other are more productive than gifted teams that don’t get along. It doesn’t matter how well a team with low emotional intelligence is in control of the numbers. They can’t even decide what to try to do.
14 Stress
___
Difficulties at work and in our relationships put us under stress. Stress makes it difficult for us to find solutions to problems. When we can’t find solutions to problems, we get more stressed. To get rid of this dead end, we need to know how to manage our stressful situations.
15 Marriage
____
The secret of long and happy marriages is sincerity in your feelings. If your marriage was not built on this basis of intimacy from the very beginning, it will begin to crack over the years. Even small problems become unsolvable. You have to be emotionally open at the beginning of the road.
16 Leadership
______
Leadership does not mean dominance. Leading your colleagues to a common goal and making them believe in the reality of this purpose. Successful leaders are those who can keep their team’s motivation alive for many years. You have to make them desire the work to be done.
17. Emotions Are All Normal
___
Anger, hatred, love, happiness… You can understand when and under what circumstances these feelings will emerge by following yourself. You may have these feelings depending on how you interpret the events you encounter. The important thing is to be able to react independently of your feelings. You may find yourself making promises that you cannot keep because you are happy, or you may resort to violence when you are angry.
18/ Being able to Express Your Emotions
____
Not everyone’s level of empathy can be very good. You may be in a difficult situation immediately. You may feel bad, but people may not understand it. In these situations, you may need to express your feelings a little more directly.
19/You Are Not Your Emotions
______
Keep doing what you need to do, no matter how you feel. Success is achieved by people who cannot give up no matter what their feelings and thoughts are. Don’t let your feelings affect your actions.
20/ Timing
__
As soon as you feel a different emotion, try to think before you act. Because emotional intelligence moves faster than rational intelligence, it can make you act irrationally and make you say any unnecessary words.
Thanks for reading
~ 𝗧𝗼𝗻𝗴𝘀𝗮 𝗚𝘂𝘆
Book:- https://amzn.to/3XsVTz2.13 Teams
__
Average talent teams that get along well with each other are more productive than gifted teams that don’t get along. It doesn’t matter how well a team with low emotional intelligence is in control of the numbers. They can’t even decide what to try to do.
14 Stress
___
Difficulties at work and in our relationships put us under stress. Stress makes it difficult for us to find solutions to problems. When we can’t find solutions to problems, we get more stressed. To get rid of this dead end, we need to know how to manage our st
Customer Relationship Management [CRM] is a business strategic tool which helps in developing great relations with your customer. The prime factor here is customer satisfaction. CRM is a process where a company with the aid of technology, sales team, marketing and various other methods interact with their customer. This interaction is vital to have feedbacks, to earn leads and to develop that relationship which can be nurtured over several years, also to have strong product base.
CRM: A Business Imperative for Companies during the Global Economic DownturnNavik Numsiang
CRM: A Business Imperative for Companies during the Global Economic Downturn
Companies that invest wisely in information technology will reap the rewards
Implementing CRM will enable you to:
Increase revenue-generating activities
Achieve significant cost-savings and on-going productivity improvements
Deliver exceptional and personalised service
See the exciting new time collection and attendance management system offered by Sage. Deana shares her depth of experience with this product and offers insights to time and cost savings that can be gained by any organization.
Learn about the robust advanced
scheduling system that empowers
supervisors and employees to promote
collaboraon and a workflow of
changes.
Explore how CRM works exclusively for your business by drilling into the details of the CRM Consultation process, and the tools required in developing your business case. We’ll address the common questions of what to look for,
how to measure it, what to demand, and much more, by introducing effective measurements of how to manage a CRM program at work.
Are you listening to your business? Join the team at BAASS for an informational session about how you can keep people informed. From late shipments, overdue
customers, to low inventory, our team will show you how you can deliver alerts in any method to any device. Streamline your processes by automating best practices. Attend our session to explore how you can “give a voice to your data”.
Are some of your employees spending most of their business hours on data entry? System Integrations built using best practices reduces data entry time and manual errors, while improving audit and compliance issues. Attend this session to understand best practices and considerations for building effective system integrations.
We’ll walk you through a number of our systems to ensure your in compliance with the best practices for seamless system integration throughout your organization.
Join the professionals at BAASS as we answer your key quesons about Business Intelligence and how it can fit
within your business model. Dive deeper into how varying
soluons offered by our vendors can cater specifically to your business needs. Uncover technology that transforms raw data into meaningful and useful informaon for your key business funcons. You’ll hear from a wide range of
presenters and be able to uncover details regarding each of the following Business Intelligence Tools:
1. BAASS Business Intelligence
2. Sage Business Intelligence
3. Info Explorer
4. BI Metrix
5. Data Warehousing BI
Payment Processing powered by the Sage Exchange module gives Sage
300 ERP customers the benefit t of comprehensive business management
coupled with credit card processing. Studies show that more and
more purchases are being made with credit cards each year, and vendors
accepting credit cards increase their sales by 15 to 50 percent. Sage ERP
Accpac customers can take full advantage of this opportunity with the
ease and efficiency offered by fully integrated payment processing.
Are your employees connected? Looking for workforce management
solutions that help you effectively communicate with your employees,
capturing vital information from your workforce in order to maximize
efficiency and reduce errors normally encountered with traditional time
entry systems. Join us as we showcase Manusonic workforce management
solutions.
HR executives face strategic challenges, economic pressures, and a
multitude of tactical issues every day. Given the priority that businesses
and organizations place on making their employees a competitive
differentiator, HR must be able to help the business align people with
business objectives. Sage HRMS is designed to leverage HR's knowledge,
processes, and systems to achieve optimal return on employee
investment from Hire to Retire solutions.
Ensure optimal performance of your services, maintenance and project
management processes at virtually any touch point. Make smarter, faster
service and support decisions that exceed customer expectations with
Sage ERP Accpac Services and Project Management. Get the visibility
and intelligence you need into all information and key performance indicators
to effectively allocate resources, increase customer uptime, and
enhance productivity across all business systems.
Cloud computing is transforming how businesses run their applications.
Join us as we present the latest insights on why and how businesses are
using cloud computing applications. You’ll hear the latest industry trends
and get practical strategies around adoption success. Can cloud computing
give you the security and trust you require while providing you with
scalable solutions?
Empower your business with the ability to easily create reports from Sage
Accpac and quickly analyze information, based on the familiar Microsoft
Excel application. You will learn how to rapidly create Financial Reports
with minimal customization; analyze Sales, Inventory, Purchases, and GL
Trend including drill down into detailed transactions; easily filter, sort, and
format reports and create new reports; automate monthly managerial
report distribution; and much more.
Come learn how YOU can Animate and Illuminate the World with Generative AI's Explosive Power. Come sit in the driver's seat and learn to harness this great technology.
When most people in the industry talk about online or digital reputation management, what they're really saying is Google search and PPC. And it's usually reactive, left dealing with the aftermath of negative information published somewhere online. That's outdated. It leaves executives, organizations and other high-profile individuals at a high risk of a digital reputation attack that spans channels and tactics. But the tools needed to safeguard against an attack are more cybersecurity-oriented than most marketing and communications professionals can manage. Business leaders Leaders grasp the importance; 83% of executives place reputation in their top five areas of risk, yet only 23% are confident in their ability to address it. To succeed in 2024 and beyond, you need to turn online reputation on its axis and think like an attacker.
Key Takeaways:
- New framework for examining and safeguarding an online reputation
- Tools and techniques to keep you a step ahead
- Practical examples that demonstrate when to act, how to act and how to recover
Search Engine Marketing - Competitor and Keyword researchETMARK ACADEMY
Over 2 Trillion searches are made per day in Google search, which means there are more than 2 Trillion visits happening across the websites of the world wide web.
People search various questions, phrases or words. But some words and phrases are searched
more often than others.
For example, the words, ‘running shoes’ are searched more often than ‘best road running
shoes for men’
These words or phrases which people use to search on Google are called Keywords.
Some keywords are searched more often than others. Number of times a keyword is searched
for in a month is called keyword volume.
Some keywords have more relevant results than others. For the phrase “running shoes” we
get more than 80M relevant results, whereas for “best road running shoes for men” we get
only 8.
The former keyword ‘running shoes’ has way more competition from popular websites to
new and small blogs, whereas the latter keyword doesn’t have that much competition. This
search competition for a keyword is called search difficulty of a keyword or keyword
difficulty.
In other words, if the keyword difficulty is ‘low’ or ‘easy’, there won’t be any competition
and if you target such keywords on your site, you can easily rank on the front page of Google.
Some keywords are searched for, just to know or to learn some information about something,
that’s their search intention. For example, “What shoe size should I choose?” or “How to pick
the right shoe size?”
These keywords which are searched just to know about stuff are called informational
keywords. Typically people who are searching this type of keywords are top of a Conversion
funnel.
Conversion funnel is the journey that search visitors go through on their way to an email
subscription or a premium subscription to the services you offer or a purchase of products
you sell or recommend using your referral link.
For some buyers, research is the most important part when they have to buy a product.
Depending on that, their journey either widens or narrows down. These types of buyers are
Researchers and they spend more time with informational keywords.
Conversion is the action you want from your search visitors. Number of conversions that you
get for every 100 search visitors is called Conversion rate.
People who are at different stages of a conversion funnel use different types of keywords.
SMM Cheap - No. 1 SMM panel in the worldsmmpanel567
Boost your social media marketing with our SMM Panel services offering SMM Cheap services! Get cost-effective services for your business and increase followers, likes, and engagement across all social media platforms. Get affordable services perfect for businesses and influencers looking to increase their social proof. See how cheap SMM strategies can help improve your social media presence and be a pro at the social media game.
When most people in the industry talk about online or digital reputation management, what they're really saying is Google search and PPC. And it's usually reactive, left dealing with the aftermath of negative information published somewhere online. That's outdated. It leaves executives, organizations and other high-profile individuals at a high risk of a digital reputation attack that spans channels and tactics. But the tools needed to safeguard against an attack are more cybersecurity-oriented than most marketing and communications professionals can manage. Business leaders Leaders grasp the importance; 83% of executives place reputation in their top five areas of risk, yet only 23% are confident in their ability to address it. To succeed in 2024 and beyond, you need to turn online reputation on its axis and think like an attacker.\
Key Takeaways:
- New framework for examining and safeguarding an online reputation
- Tools and techniques to keep you a step ahead
- Practical examples that demonstrate when to act, how to act and how to recover
10 Video Ideas Any Business Can Make RIGHT NOW!
You'll never draw a blank again on what kind of video to make for your business. Go beyond the basic categories and truly reimagine a brand new advanced way to brainstorm video content creation. During this masterclass you'll be challenged to think creatively and outside of the box and view your videos through lenses you may have never thought of previously. It's guaranteed that you'll leave with more than 10 video ideas, but I like to under-promise and over-deliver. Don't miss this session.
Key Takeaways:
How to use the Video Matrix
How to use additional "Lenses"
Where to source original video ideas
Most small businesses struggle to see marketing results. In this session, we will eliminate any confusion about what to do next, solving your marketing problems so your business can thrive. You’ll learn how to create a foundational marketing OS (operating system) based on neuroscience and backed by real-world results. You’ll be taught how to develop deep customer connections, and how to have your CRM dynamically segment and sell at any stage in the customer’s journey. By the end of the session, you’ll remove confusion and chaos and replace it with clarity and confidence for long-term marketing success.
Key Takeaways:
• Uncover the power of a foundational marketing system that dynamically communicates with prospects and customers on autopilot.
• Harness neuroscience and Tribal Alignment to transform your communication strategies, turning potential clients into fans and those fans into loyal customers.
• Discover the art of automated segmentation, pinpointing your most lucrative customers and identifying the optimal moments for successful conversions.
• Streamline your business with a content production plan that eliminates guesswork, wasted time, and money.
Monthly Social Media News Update May 2024Andy Lambert
TL;DR. These are the three themes that stood out to us over the course of last month.
1️⃣ Social media is becoming increasingly significant for brand discovery. Marketers are now understanding the impact of social and budgets are shifting accordingly.
2️⃣ Instagram’s new algorithm and latest guidance will help us maintain organic growth. Instagram continues to evolve, but Reels remains the most crucial tool for growth.
3️⃣ Collaboration will help us unlock growth. Who we work with will define how fast we grow. Meta continues to evolve their Creator Marketplace and now TikTok are beginning to push ‘collabs’ more too.
The session includes a brief history of the evolution of search before diving into the roles technology, content, and links play in developing a powerful SEO strategy in a world of Generative AI and social search. Discover how to optimize for TikTok searches, Google's Gemini, and Search Generative Experience while developing a powerful arsenal of tools and templates to help maximize the effectiveness of your SEO initiatives.
Key Takeaways:
Understand how search engines work
Be able to find out where your users search
Know what is required for each discipline of SEO
Feel confident creating an SEO Plan
Confidently measure SEO performance
In this presentation, Danny Leibrandt explains the impact of AI on SEO and what Google has been doing about it. Learn how to take your SEO game to the next level and win over Google with his new strategy anyone can use. Get actionable steps to rank your name, your business, and your clients on Google - the right way.
Key Takeaways:
1. Real content is king
2. Find ways to show EEAT
3. Repurpose across all platforms
It's another new era of digital and marketers are faced with making big bets on their digital strategy. If you are looking at modernizing your tech stack to support your digital evolution, there are a few can't miss (often overlooked) areas that should be part of every conversation. We'll cover setting your vision, avoiding siloes, adding a democratized approach to data strategy, localization, creating critical governance requirements and more. Attendees will walk away with actions they can take into initiatives they are running today and consider for the future.
Top 3 Ways to Align Sales and Marketing Teams for Rapid GrowthDemandbase
In this session, Demandbase’s Stephanie Quinn, Sr. Director of Integrated and Digital Marketing, Devin Rosenberg, Director of Sales, and Kevin Rooney, Senior Director of Sales Development will share how sales and marketing shapes their day-to-day and what key areas are needed for true alignment.
5 big bets to drive growth in 2024 without one additional marketing dollar AND how to adapt to the biggest shifting eCommerce trend- AI.
1) Romance Your Customers - Retention
2) ‘Alternative’ Lead Gen - Advocacy
3) The Beautiful Basics - Conversion Rate Optimization
4) Land that Bottom Line - Profitability
5) Roll the Dice - New Business Models
BAASS Connect 2013- Where CRM Works Inside a Business
1. Where CRM Works Inside a Business
Presented By: David Beard
CRM Principal at Sage
Zainab Salihi
CRM Practice Leader at BAASS
2. What is CRM?
Customer Relationship
Management (CRM) is a set of
strategies and processes
designed to manage customer
relationships.
It involves acquiring and
developing knowledge about
your customers and using this
information to improve customer
satisfaction and retention.
3. Evolution of CRM
Sales force automation
CRM
Contact and Calendar Management
Rolodex
Extended enterprise collaboration
5. The business value
Automated processes – less human
errors, less administrative time, less
paperwork, less duplication of work
Improved customer service – less
returns, less attrition, better responses
Better customer insight – effective
marketing with quality information
7. Acquiring …
“I need to be able to calculate the cost per
lead or click easily and accurately.”
“I want to optimise my marketing spend by
reaching out to as many prospects as
possible, especially through social
networks.”
“I’d like to improve the quality of the
campaigns and increase sales leads.”
Marketing
8. Supporting …
“Sometimes it is hard to service customers
because we don’t have a documented
history of their previous calls.”
“We want to give great service but we lack
actionable real time information.”
“Our processes are not automated so cases
sometimes are not fully resolved.”
Customer
Services
9. Monitoring …
“I need analytics tools to help me monitor
the state of my business and measure
performance metrics.”
“I want to see how the company is
delivering on customer service.”
“I need to stay accessible to my top
customers and know their business inside
out.”
Managers
10. What about your business ?
What are your latent business issues
- can you really expose the root causes?
What’s the cost of not solving these issues?
Customers
How can BAASS help you build a credible
case for change?
11. Building the case .. /2
Things to think about
Top line improvement by:
Bottom line improvement by:
•Increasing lead volume by sales
•Increases in business close rate
•Reducing marketing budget
•Reducing sales travel and
•Reducing the length of the sales cycle
•Improving the opportunity close rate
•Increasing average contract value
•Increasing the contract renewal rate
expense
•Reducing staff costs through
productivity improvements
12. Building the case .. /3
Putting CRM to work
• Let’s describe real world examples of how
BAASS has put CRM to work for our customers.
– Top Line and Bottom Line improvements as a result
15. The Sage CRM Enabler
Builds on 30+ years of SMB heritage to deliver
a CRM solution that is optimised to the needs of SMBs.
For 15,000 customers, 250k users , 70 countries
Easy to use and customise to adapt to your business
16. The Sage CRM Enabler /2
• Powerful tool to manage customer
relationship and gain customer insight
• Easy to use & Fast to deploy
• Scales up as needed to meet company’s
growth needs
• Cost Effective
17. The Sage CRM Enabler /3
• Eliminates duplication of efforts
and data corruption
• Fosters collaboration and
Improves communications
across business units
• Accelerates customer responses
to inquiries and Increases
quality of information
18. For companies like you …
Automotive
Technology/
Software
Services/
Retail
Membership
Organisations
Health/Sport
/Leisure
19. That gain measurable success …
“60% efficiency gains have been achieved across the entire business”.
Ayda Hornak, Infrastructure and Innovation Manager, Waivestar Group
“…within three to four months of implementing the new system, we were able to
achieve fifty per cent growth in the business.”
Steve Cumper, Founder, Medshop
ROI on the new system was achieved within 17 months. “Overcoming the account
keeping overhead linked with duplication has saved us $55k per year in audit activity.”
Ian Lindgren, Chief Executive Officer, PayMe
“The software can take some credit for an 8 per cent improvement in customer
satisfaction ratings as well as revenue growth.”
Chakri Wicharn, Information Manager, Fuji Xerox, Thailand
20. Thank you!
Talk to your Account Manager,
email or visit our booth for more
information
21. Where CRM Works Inside a Business
Presented By: David Beard
CRM Principal at Sage
Zainab Salihi
CRM Practice Leader at BAASS
Editor's Notes
Where CRM Works Inside a Business
"Designed for both the novice or avid user of Sage CRM, join our session to unveil the roadmap of success for a CRM solution in your business. Understand how CRM delivers business benefits while exploring the key question of “how” it can benefit your business. By discussing common business challenges amongst varying industries, our team will take you through various role perspectives in your organization and the key benefits for each. From the accounts personnel to the CEO, we’ll showcase the key components for each of your cross functional departments. "
[audience= accounts personnel, not CxO]
30 minute session comprising:
5” -: A potted history of CRM – where it comes from, where it’s been, where it’s going (re-use keynote material, if appropriate)
10” -: Understanding how CRM delivers business benefit
-why business have system challenges
-how to think about your company & quantify the problems
15” -: BAASS CRM customer as guest speaker to talk of their experiences & recommendations
Speak to the audience about:
Setting the story about what CRM is all about today. (illustrating how we have moved on from the earlier slides (Rolodex, etc.))
Speak to the audience about:
Where has CRM come from?
CRM started with a simple, contact management in the form of Rolodex. With the advent of MS Outlook and the evolution of contact management systems, sales reps were able to better manage their contacts and customer information but soon wanted more. Sales Force Automation enabled sales teams to manage leads and opportunities better, to track their progress against targets and to create forecasts more easily.
Sales Force Automation extended beyond the Sales Dept with Marketing automation for the Marketing team (to improve lead management and enable the calculation of cost per lead and marketing RoI) and Customer Service and Support automation for the Customer Service dept. (to improve customer satisfaction, monitor SLAs and reduce customer support costs). Before long, SFA had evolved into CRM.
Full Suite CRM combines sales, marketing and customer service automation to provide a complete view of the business. Initially the domain of the larger enterprises, Sage, as leader in business management software for the SMB, pioneered CRM for SMBs and today offers a choice of CRM solutions to meet every and all SMB needs.
CRM has continued to evolve from an internal system to an external system that can be extended outside the organisation to suppliers, partners and customers. The growth in the web and self-service sites for customers has driven online customer collaboration, and leading CRM systems such as Sage CRM enable third parties to service their own information needs and requirements (e.g. order or delivery status) via secure self-service portals. By integrating with existing back office systems, Sage CRM can provide a complete view of the business across front and back office, providing better business insight and management.
Speak to the audience about:
Many companies have information stored in disparate data sources and are unable to bring them together in a holistic way. By keeping data in silos - as many SMBs do as their businesses grow - users are unable to get a unified picture of the business. This presents difficulties for all types of users but in particular managers that are unable to get a view of their entire business because information is spread across organisation.
Therefore, SMBs should look to bring these data sources together through technology like CRM. Using CRM allows these data sources to be brought into a single system to provide all users with access to all relevant information. In turn this allows managers and business owners to get a much more holistic view of their business across marketing, finance, customer services or sales.
Speak to the audience about:
Particularly when companies generally are in more competitive times, there are leaner competitors out there, marketing is becoming smarter & customers expect to be recognised, profiled, etc.
Speak to the audience about:
This is a pause slide --- to say “now, let’s think about your business priorities” ---- and we will look at this along a 3 step continnum
Speak to the audience about:
When you acquire customers --- how much does it cost per sale? Do you know? Do you understand your most profitable customers / sectors / etc? Can you direct your spending more appropriately?
Do you have these challenges as shown on the screen? Use this slide as a chance to question the audience.
Speak to the audience about:
When you look after customers --- how much does it cost per customer? Do you know? Do you understand your most profitable customers / sectors / lines of business, etc? Can you direct your support spend more appropriately --- some to telephone, some to the web, some to competitors?
Do you have these challenges as shown on the screen? Use this slide as a chance to question the audience.
Speak to the audience about:
When you look after your own business --- Do you know what’s going on? Have you got this sort of data? How long does it take you to collate it ? How fast can you react?
Do you have these challenges as shown on the screen? Use this slide as a chance to question the audience.
Speak to the audience about:
Ask them to question / think about their own business. Where & what are the processes that are not working as well as they could be? How much time & money is it costing? How are competitors in their market doing better, why & where? What does this mean to their long term competitiveness, customer satisfaction (etc.)?
Speak to the BAASS approach to helping build the business case / flesh out the requirements / what you have done for other customers and more.
Speak to the audience about:
Use this slide to prompt business option thinking
Give example of CBS – Self Service – view invoices (amount owed) online. Reduced call volume by 20%, reduced call centre staff by 5 employees
Workflow Notifications when important data events happen – reduce time for issue resolution. Identify potential problems in the company much quicker.
Back to David Beard and/or a BAASS spokesperson to wrap-up this session
Speak to the audience about:
The history and validated proposition that is Sage CRM --- 12 years in market, customers large & small, across many industries
Speak to the audience about:
With these points as the market messages
Speak to the audience about:
And the benefits you gain in joining together accounts AND other systems to achieve that single customer journey