This document discusses customer relationship management (CRM) systems. It explains that CRM is a central repository for customer interactions that facilitates team selling and service while producing meaningful reports and implementing defined processes in a configurable way. It notes that CRM can improve business management by providing data, predictable revenue, repeatable processes, team selling, performance tracking, reduced ramp up time, and branding. The document advises starting implementation by defining wants from the system, getting management support, changing behaviors and rewarding adoption, ensuring easy use and adoption, owning the data, choosing a referenceable and stable company, ensuring platform and device independence, and right-sizing the solution.

1. CRM
What it is – Why you need it – How to find the right one

2. What it is
Customer Relationship Management
● A Central Repository for All Customer Interactions
● Facilitates Team Selling & Service
● Produces Meaningful Reports
● Implements Defined Processes
● Configurable to Meet Specific Needs

3. Why you need it
Improve your Business Management by:
○ Data!
○ Predictable Revenue
○ Repeatable Process
○ Team Selling
○ Performance Tracking
○ Reduce Ramp up Time
○ Branding

4. Don’t be a
victim of
paralysis by
analysis
Remember:
No system is
perfect
How to be successful using a CRM
● Start from the end & work backwards
○ Define your wants from the system (meaningful reports & processes)
● Get STRONG Management Support
● Develop a program to change behavior & reward adoption
● System can be configured to meet your needs
● System is easy to use and will be adopted
● Ensure you own the data & you can get it in and out
● Ensure Company is Referenceable and Stable
● Makes sure it is platform & device independent
● Right size your solution

5. If you would like a Zoho demo,
please email ashley@cloudbakers.com
Thank you