Integrated marketing for accountancy firms
•Download as PPT, PDF•
1 like•283 views
The document discusses integrated marketing strategies for accountancy firms using customer relationship management (CRM) software. It covers topics like cross-selling opportunities, referral tracking, campaign management, mailings, and gaining adoption among fee earners. Really Simple Systems is introduced as a leading UK provider of cloud-based CRM focused on ease-of-use. Barriers to successful CRM implementation are outlined as well as strategies to overcome them like setting targets, tracking results, and incentivizing or "nagging" fee earners to use the system.
Report
Share
Report
Share
Recommended
BAASS Connect 2013- 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 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.
Inspiring positivity: Managing attitudes towards CRM adoption
Maximise CRM user adoption and make sure employee sentiment about your CRM is as positive as your ambitions for it.
Do you know why some of the best CRM people have experience outside CRM?
It’s because today, CRM providers and partners alike know people matter most. The value of CRM to your business doesn’t stem from just the software, but from how deeply people integrate it into their jobs.
It’s why disciplines like change management, process improvement, and organisation design feature on the CVs of today’s CRM experts. Because when an implementation fails - as, sadly, some still do - it’s usually because the software was rolled out without taking the people along and there has been a lack of CRM user adoption.
This SlideShare outlines how you can inspire positive attitudes towards CRM adoption.
Brief about CRM
Customer relationship management (CRM) refers to the practices, strategies, and technologies that companies use to manage customer interactions and data in order to strengthen relationships with customers and drive sales growth. CRM systems help companies gain a complete understanding of customers, protect customer data, and allow access to customer information both in the office and on the road. While CRM can help identify leads, track the customer lifecycle, and improve forecasting, CRM implementations often fail due to unclear goals, lack of executive support, overcustomization, poor data quality, insufficient training, and team dynamics issues. Selecting and implementing CRM is hugely complex with difficulties at every stage.
Modern CRM – So Much More Than A Sales Tool
Modern CRM systems allow sales and marketing teams to better integrate and share customer data insights. This enables improved segmentation, product development, and use of multiple marketing channels. Modern CRM uses big data analytics to gain deeper customer understanding from various sources like web, mobile, social media. Effective CRM requires organizations to prepare teams through communication, training, and developing a collaborative culture before implementing new technology. Benefits include centralized lead management, aligned sales and marketing metrics, automated processes, and a single customer view to improve performance.
The 10 Most Important Questions to Ask When Selecting the Right CRM Partner
The document discusses important questions to ask when selecting a CRM partner. It summarizes research that found common issues with CRM implementations like difficulties with deployment and planning, poor integration with business processes, and lack of appropriate technology. Selecting the right partner can help overcome these issues. The document then lists and explains 10 key questions to ask partners around their methodology, team, resources, experience, support, user adoption process, upgrades, benefits to the business, and service levels. It emphasizes that the right partner will be able to clearly explain how their solution will deliver benefits across the business.
Workflow heroes crm online
This document discusses Microsoft Dynamics CRM Online as an affordable CRM option for small businesses that fits within their budget and processes. It addresses common misconceptions about CRM being too complex or costly. Microsoft Dynamics CRM Online provides full CRM functionality online for a monthly fee without the upfront infrastructure costs of on-premise CRM. It can be quickly deployed and is suitable for businesses with 1-250 users that prefer a monthly subscription model starting at $41 per user. The document outlines how Dynamics CRM Online can drive sales, marketing and customer service processes while centralizing customer information. It promotes taking a free 30-day trial.
Buliding a Case for Lead Nurturing
Building a case for automated lead nurturing from the marketing and sales perspectives and implementing a lead nurturing campaign successfully Webinar slides
Rob Greeno - The Value of CRM Software
This document discusses customer relationship management (CRM) software and its benefits. CRM software provides a centralized database to store customer information, helps with customer analysis, service, and prospect tracking. It allows for improved internal communication and reporting. Choosing the right CRM solution depends on factors like integration needs, company size, and customization requirements. Implementing CRM can increase revenue, reduce costs, improve retention, and provide a 360-degree view of customers. Success requires aligning CRM with business strategy and goals.
Recommended
BAASS Connect 2013- 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 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.
Inspiring positivity: Managing attitudes towards CRM adoption
Maximise CRM user adoption and make sure employee sentiment about your CRM is as positive as your ambitions for it.
Do you know why some of the best CRM people have experience outside CRM?
It’s because today, CRM providers and partners alike know people matter most. The value of CRM to your business doesn’t stem from just the software, but from how deeply people integrate it into their jobs.
It’s why disciplines like change management, process improvement, and organisation design feature on the CVs of today’s CRM experts. Because when an implementation fails - as, sadly, some still do - it’s usually because the software was rolled out without taking the people along and there has been a lack of CRM user adoption.
This SlideShare outlines how you can inspire positive attitudes towards CRM adoption.
Brief about CRM
Customer relationship management (CRM) refers to the practices, strategies, and technologies that companies use to manage customer interactions and data in order to strengthen relationships with customers and drive sales growth. CRM systems help companies gain a complete understanding of customers, protect customer data, and allow access to customer information both in the office and on the road. While CRM can help identify leads, track the customer lifecycle, and improve forecasting, CRM implementations often fail due to unclear goals, lack of executive support, overcustomization, poor data quality, insufficient training, and team dynamics issues. Selecting and implementing CRM is hugely complex with difficulties at every stage.
Modern CRM – So Much More Than A Sales Tool
Modern CRM systems allow sales and marketing teams to better integrate and share customer data insights. This enables improved segmentation, product development, and use of multiple marketing channels. Modern CRM uses big data analytics to gain deeper customer understanding from various sources like web, mobile, social media. Effective CRM requires organizations to prepare teams through communication, training, and developing a collaborative culture before implementing new technology. Benefits include centralized lead management, aligned sales and marketing metrics, automated processes, and a single customer view to improve performance.
The 10 Most Important Questions to Ask When Selecting the Right CRM Partner
The document discusses important questions to ask when selecting a CRM partner. It summarizes research that found common issues with CRM implementations like difficulties with deployment and planning, poor integration with business processes, and lack of appropriate technology. Selecting the right partner can help overcome these issues. The document then lists and explains 10 key questions to ask partners around their methodology, team, resources, experience, support, user adoption process, upgrades, benefits to the business, and service levels. It emphasizes that the right partner will be able to clearly explain how their solution will deliver benefits across the business.
Workflow heroes crm online
This document discusses Microsoft Dynamics CRM Online as an affordable CRM option for small businesses that fits within their budget and processes. It addresses common misconceptions about CRM being too complex or costly. Microsoft Dynamics CRM Online provides full CRM functionality online for a monthly fee without the upfront infrastructure costs of on-premise CRM. It can be quickly deployed and is suitable for businesses with 1-250 users that prefer a monthly subscription model starting at $41 per user. The document outlines how Dynamics CRM Online can drive sales, marketing and customer service processes while centralizing customer information. It promotes taking a free 30-day trial.
Buliding a Case for Lead Nurturing
Building a case for automated lead nurturing from the marketing and sales perspectives and implementing a lead nurturing campaign successfully Webinar slides
Rob Greeno - The Value of CRM Software
This document discusses customer relationship management (CRM) software and its benefits. CRM software provides a centralized database to store customer information, helps with customer analysis, service, and prospect tracking. It allows for improved internal communication and reporting. Choosing the right CRM solution depends on factors like integration needs, company size, and customization requirements. Implementing CRM can increase revenue, reduce costs, improve retention, and provide a 360-degree view of customers. Success requires aligning CRM with business strategy and goals.
Sage e-Marketing and CRM
This document discusses how CRM (customer relationship management) and e-marketing are more effective when used together. It argues that e-marketing needs CRM to send targeted, personalized messages based on customer insights and data. Meanwhile, CRM benefits from e-marketing by having a way to automatically market to customers and feed new data back into CRM to keep the customer profiles up-to-date. The best approach is to integrate the two systems fully so marketing activities can drive sales and sales activities can inform marketing, creating a continuous feedback loop that qualifies leads and helps close more deals.
Sales for Startups
The way consumers buy has changed. To maximize your sales--and profits--your salespeople must adopt. Here's how they should do it.
Bni1
The document provides an overview of the services offered by N2M, a small business marketing and web design company. It describes their small business marketing services including Google AdWords, local business listings, informational articles, surveys, and referral generation. It also outlines their front-end web design services such as rebuilding sites, ensuring fast load times and compatibility. The document further discusses their database management, e-commerce, and synergy services.
Top 10 Reasons Why CRM Implementations Fail
The document lists the top 10 reasons why CRM implementations fail. These include: 1) Not defining clear objectives for the project. 2) Poor planning or project management. 3) Believing software alone will solve problems rather than being a tool. 4) Trying to use every feature right away rather than a phased approach. 5) Insufficient training and support for users. 6) Not getting buy-in from employees ahead of time. 7) Incomplete or erroneous data imported into the new software. 8) Not planning for changes or issues outside the scope. 9) An unstable hardware or network platform. 10) Choosing the wrong software or provider that does not meet the company's needs. The document provides tips to
Cygnet CRM Solutions
Cygnet provides end-to-end Dynamics CRM solutions and services including consulting, implementation, customization, integration, migration, and maintenance support to help businesses improve sales, marketing and customer support. CRM is often considered a business strategy that enables companies to manage customer relationships and data across different business functions. The document then lists and describes various CRM solutions, features, reports, and trends including enterprise CRM, social CRM, mobile CRM, and how CRM is used for functions like marketing, sales, and customer service.
dynamic crm solution
Cygnet provides end-to-end Dynamics CRM solutions and services right from consulting to configuration, implementation, upgradation, customization, integration, migration and maintenance and support to help you improve your sales, marketing and consumer support.
KayakPlus - marketing automation integrated to Kayak
Steeri Oy offers a marketing automation solution called KayakPlus Dialog that allows companies to automate customer care processes using triggers and personalized email, SMS, and mail campaigns. The solution integrates customer data from various sources to identify the right audiences for different customer care actions. It also includes tools for building audiences, creating triggers, scheduling campaigns, and reporting on metrics. Steeri acts as a partner to help clients assess their needs, plan customer care models, and implement a successful marketing automation process.
True Partners
This document discusses how businesses can achieve sustainable revenue growth and succeed in today's fast-changing environment. It notes that 75% of businesses fail and winners are those that consistently achieve ambitious growth goals. These winners are able to get early traction, scale sales quickly, and adapt to changes. The document promotes hiring fractional or interim executives who can provide specialized expertise and help businesses implement scalable processes rapidly without high fixed costs. It provides quotes from companies that engaged a fractional executive and saw quick results, including acquiring customers faster and working through issues more effectively.
Why Rob? A guide to sales force CRM adoption
Do you have problems with CRM adoption? This presentation is a quick guide, with a associated webcast, that discuss the issues with users and how to get greater acceptance.
Intellio Incloud - Top 5 business payoffs
Salesforce can provide 5 key business payoffs according to the document: 1) Improved sales profitability by focusing reps on the most profitable deals, 2) Better visibility and control of sales data for all users, 3) Less waste in marketing and sales by identifying effective vs ineffective campaigns, 4) Increased business agility to adapt quickly to market changes, 5) Making the revenue generation process more reliable by identifying problems and ensuring compliance with improvements.
D-Link Case Study By Zyme Channel Data Management Solutions
D-Link decided they needed a proven, world-class Channel Data Management (CDM) solution. D-Link was familiar with Zyme, and knew that the implementation process was: 1). Streamlined
2). Well-managed
3). Capable of rapidly producing the best outcomes.
Zyme Solutions helps D-Link in building networks for people in Australia with improved channel sales process and regular monitoring of centralized sales performances.
For more information, please visit - http://www.zyme.com/channel-data-management
Meemic Insurance Agents CRM Presentation February 2015
The document discusses the benefits of customer relationship management (CRM) systems for insurance agencies. It defines CRM as a system for managing interactions with current and future customers, often using technology to organize, automate, and synchronize sales, marketing, customer service, and support. The document outlines key CRM benefits such as improved productivity, decision-making, and customer experience through centralized customer data and history. It also provides examples from insurance agencies that have experienced these benefits after implementing a CRM system.
Connect 6-case studies
Seth Voorhies gave a keynote at the CONNECT 2015 conference about performance in the real world. He explained that while performance is important, business outcomes are what really matter. Optimization efforts should only target areas that impact customers and drive business results. Voorhies also discussed the need to understand performance data in the context of competitors and then use those insights to take customer-impacting actions that improve business outcomes.
Sugar crm by sakee
This document discusses the benefits of customer relationship management (CRM) systems for organizations. It outlines how CRM can help automate sales and marketing processes, understand customers better to increase retention and attract new customers. Specifically, CRM can help generate more qualified leads, improve marketing results, and benefit sales and marketing teams through features like multi-channel campaigns, email marketing, and lead management. The document then presents Sugar CRM as a leading CRM provider and details some of its key capabilities and benefits for organizations.
Why crm ?
Customer relationship management is the key to grow business and have loyal customer forever, Here is some more reasons why you should use CRM software
Ecrm anki tn-agin
CRM focuses on optimizing profitability through enhanced customer satisfaction and loyalty by automating and enhancing customer-centric processes. It evolved from cost reduction strategies in the 1980s to growth strategies and marketing led approaches in the 2000s. Electronic CRM (eCRM) expands traditional CRM techniques by integrating electronic channels like web and wireless technologies into the overall enterprise CRM strategy to measure, create, and increase income while reducing costs for each customer segment to generate greater lifetime value. eCRM systems use customer analytic software, data mining software, campaign management software, business simulation, and a real-time decision engine to achieve these goals.
CRM for Sales: 5 things yours should be doing
This document discusses 5 things that a sales CRM solution should be doing to help sales teams. It outlines that a good CRM solution can help teams by increasing automation through lead scoring and routing, creating better forecasting and reporting using live data, boosting alignment between sales and marketing through shared access and dashboards, allowing mobile access to customer information, and driving the benefits of CRM through training and advocacy to gain buy-in from sales. The document provides examples for each of how a CRM can deliver these benefits to improve sales productivity and success.
Pardot UK Seminar: Jeremy Jones (6/23/2011)
This document discusses how Datanomic, a provider of data management and risk compliance solutions, uses marketing automation. It outlines Datanomic's challenges of limited resources and need to qualify leads. Marketing automation allows Datanomic to automate tasks, gain customer insights, provide sales better lead qualification, and automatically progress leads through nurturing campaigns. Datanomic sees benefits including a 375% pipeline increase, fewer unproductive sales meetings, and cost savings from reduced manual work.
Freightos FAST Quoting
Spearheading the trend of FAST (Freight Automated Sales Technology), Freightos provides freight vendors with an easy to use, cloud-based solution (SaaS) that enables them increase revenue and reduce overhead by automating freight quotes. Freight quotes shouldn't have to take hours (or days!). Easily upload contracts and allow your sales team, agents or even customers to generate immediate multi-modal quotes, directly from your website!
The Shipper Customer Experience
Freight forwarders and logistics providers need to provide an optimal shipper customer experience in order to increase sales in this competitive market. Here we break down exactly how to create an outstanding shipper experience.
Getting the most from your crm
The document discusses getting the most from a CRM system. It emphasizes that user adoption is key and can be improved by keeping the system simple. It recommends integrating the CRM with other systems to share a single customer database, using the CRM's data for targeted marketing campaigns, and periodically removing unused fields to simplify the interface. The summary highlights adoption, using data for campaigns, and spring cleaning the system as important strategies.
Linked in
This document summarizes the benefits of implementing a Customer Relationship Management (CRM) system and introduces Peter Fletcher and his company BusApps as experts that can help set up a CRM. Some key benefits mentioned are increasing sales productivity, improving customer service, gaining better visibility and reducing costs. BusApps takes a proven approach to implementing SugarCRM in order to provide value within weeks by addressing business issues and goals.
More Related Content
What's hot
Sage e-Marketing and CRM
This document discusses how CRM (customer relationship management) and e-marketing are more effective when used together. It argues that e-marketing needs CRM to send targeted, personalized messages based on customer insights and data. Meanwhile, CRM benefits from e-marketing by having a way to automatically market to customers and feed new data back into CRM to keep the customer profiles up-to-date. The best approach is to integrate the two systems fully so marketing activities can drive sales and sales activities can inform marketing, creating a continuous feedback loop that qualifies leads and helps close more deals.
Sales for Startups
The way consumers buy has changed. To maximize your sales--and profits--your salespeople must adopt. Here's how they should do it.
Bni1
The document provides an overview of the services offered by N2M, a small business marketing and web design company. It describes their small business marketing services including Google AdWords, local business listings, informational articles, surveys, and referral generation. It also outlines their front-end web design services such as rebuilding sites, ensuring fast load times and compatibility. The document further discusses their database management, e-commerce, and synergy services.
Top 10 Reasons Why CRM Implementations Fail
The document lists the top 10 reasons why CRM implementations fail. These include: 1) Not defining clear objectives for the project. 2) Poor planning or project management. 3) Believing software alone will solve problems rather than being a tool. 4) Trying to use every feature right away rather than a phased approach. 5) Insufficient training and support for users. 6) Not getting buy-in from employees ahead of time. 7) Incomplete or erroneous data imported into the new software. 8) Not planning for changes or issues outside the scope. 9) An unstable hardware or network platform. 10) Choosing the wrong software or provider that does not meet the company's needs. The document provides tips to
Cygnet CRM Solutions
Cygnet provides end-to-end Dynamics CRM solutions and services including consulting, implementation, customization, integration, migration, and maintenance support to help businesses improve sales, marketing and customer support. CRM is often considered a business strategy that enables companies to manage customer relationships and data across different business functions. The document then lists and describes various CRM solutions, features, reports, and trends including enterprise CRM, social CRM, mobile CRM, and how CRM is used for functions like marketing, sales, and customer service.
dynamic crm solution
Cygnet provides end-to-end Dynamics CRM solutions and services right from consulting to configuration, implementation, upgradation, customization, integration, migration and maintenance and support to help you improve your sales, marketing and consumer support.
KayakPlus - marketing automation integrated to Kayak
Steeri Oy offers a marketing automation solution called KayakPlus Dialog that allows companies to automate customer care processes using triggers and personalized email, SMS, and mail campaigns. The solution integrates customer data from various sources to identify the right audiences for different customer care actions. It also includes tools for building audiences, creating triggers, scheduling campaigns, and reporting on metrics. Steeri acts as a partner to help clients assess their needs, plan customer care models, and implement a successful marketing automation process.
True Partners
This document discusses how businesses can achieve sustainable revenue growth and succeed in today's fast-changing environment. It notes that 75% of businesses fail and winners are those that consistently achieve ambitious growth goals. These winners are able to get early traction, scale sales quickly, and adapt to changes. The document promotes hiring fractional or interim executives who can provide specialized expertise and help businesses implement scalable processes rapidly without high fixed costs. It provides quotes from companies that engaged a fractional executive and saw quick results, including acquiring customers faster and working through issues more effectively.
Why Rob? A guide to sales force CRM adoption
Do you have problems with CRM adoption? This presentation is a quick guide, with a associated webcast, that discuss the issues with users and how to get greater acceptance.
Intellio Incloud - Top 5 business payoffs
Salesforce can provide 5 key business payoffs according to the document: 1) Improved sales profitability by focusing reps on the most profitable deals, 2) Better visibility and control of sales data for all users, 3) Less waste in marketing and sales by identifying effective vs ineffective campaigns, 4) Increased business agility to adapt quickly to market changes, 5) Making the revenue generation process more reliable by identifying problems and ensuring compliance with improvements.
D-Link Case Study By Zyme Channel Data Management Solutions
D-Link decided they needed a proven, world-class Channel Data Management (CDM) solution. D-Link was familiar with Zyme, and knew that the implementation process was: 1). Streamlined
2). Well-managed
3). Capable of rapidly producing the best outcomes.
Zyme Solutions helps D-Link in building networks for people in Australia with improved channel sales process and regular monitoring of centralized sales performances.
For more information, please visit - http://www.zyme.com/channel-data-management
Meemic Insurance Agents CRM Presentation February 2015
The document discusses the benefits of customer relationship management (CRM) systems for insurance agencies. It defines CRM as a system for managing interactions with current and future customers, often using technology to organize, automate, and synchronize sales, marketing, customer service, and support. The document outlines key CRM benefits such as improved productivity, decision-making, and customer experience through centralized customer data and history. It also provides examples from insurance agencies that have experienced these benefits after implementing a CRM system.
Connect 6-case studies
Seth Voorhies gave a keynote at the CONNECT 2015 conference about performance in the real world. He explained that while performance is important, business outcomes are what really matter. Optimization efforts should only target areas that impact customers and drive business results. Voorhies also discussed the need to understand performance data in the context of competitors and then use those insights to take customer-impacting actions that improve business outcomes.
Sugar crm by sakee
This document discusses the benefits of customer relationship management (CRM) systems for organizations. It outlines how CRM can help automate sales and marketing processes, understand customers better to increase retention and attract new customers. Specifically, CRM can help generate more qualified leads, improve marketing results, and benefit sales and marketing teams through features like multi-channel campaigns, email marketing, and lead management. The document then presents Sugar CRM as a leading CRM provider and details some of its key capabilities and benefits for organizations.
Why crm ?
Customer relationship management is the key to grow business and have loyal customer forever, Here is some more reasons why you should use CRM software
Ecrm anki tn-agin
CRM focuses on optimizing profitability through enhanced customer satisfaction and loyalty by automating and enhancing customer-centric processes. It evolved from cost reduction strategies in the 1980s to growth strategies and marketing led approaches in the 2000s. Electronic CRM (eCRM) expands traditional CRM techniques by integrating electronic channels like web and wireless technologies into the overall enterprise CRM strategy to measure, create, and increase income while reducing costs for each customer segment to generate greater lifetime value. eCRM systems use customer analytic software, data mining software, campaign management software, business simulation, and a real-time decision engine to achieve these goals.
CRM for Sales: 5 things yours should be doing
This document discusses 5 things that a sales CRM solution should be doing to help sales teams. It outlines that a good CRM solution can help teams by increasing automation through lead scoring and routing, creating better forecasting and reporting using live data, boosting alignment between sales and marketing through shared access and dashboards, allowing mobile access to customer information, and driving the benefits of CRM through training and advocacy to gain buy-in from sales. The document provides examples for each of how a CRM can deliver these benefits to improve sales productivity and success.
Pardot UK Seminar: Jeremy Jones (6/23/2011)
This document discusses how Datanomic, a provider of data management and risk compliance solutions, uses marketing automation. It outlines Datanomic's challenges of limited resources and need to qualify leads. Marketing automation allows Datanomic to automate tasks, gain customer insights, provide sales better lead qualification, and automatically progress leads through nurturing campaigns. Datanomic sees benefits including a 375% pipeline increase, fewer unproductive sales meetings, and cost savings from reduced manual work.
Freightos FAST Quoting
Spearheading the trend of FAST (Freight Automated Sales Technology), Freightos provides freight vendors with an easy to use, cloud-based solution (SaaS) that enables them increase revenue and reduce overhead by automating freight quotes. Freight quotes shouldn't have to take hours (or days!). Easily upload contracts and allow your sales team, agents or even customers to generate immediate multi-modal quotes, directly from your website!
The Shipper Customer Experience
Freight forwarders and logistics providers need to provide an optimal shipper customer experience in order to increase sales in this competitive market. Here we break down exactly how to create an outstanding shipper experience.
What's hot (20)
KayakPlus - marketing automation integrated to Kayak
KayakPlus - marketing automation integrated to Kayak
D-Link Case Study By Zyme Channel Data Management Solutions
D-Link Case Study By Zyme Channel Data Management Solutions
Meemic Insurance Agents CRM Presentation February 2015
Meemic Insurance Agents CRM Presentation February 2015
Similar to Integrated marketing for accountancy firms
Getting the most from your crm
The document discusses getting the most from a CRM system. It emphasizes that user adoption is key and can be improved by keeping the system simple. It recommends integrating the CRM with other systems to share a single customer database, using the CRM's data for targeted marketing campaigns, and periodically removing unused fields to simplify the interface. The summary highlights adoption, using data for campaigns, and spring cleaning the system as important strategies.
Linked in
This document summarizes the benefits of implementing a Customer Relationship Management (CRM) system and introduces Peter Fletcher and his company BusApps as experts that can help set up a CRM. Some key benefits mentioned are increasing sales productivity, improving customer service, gaining better visibility and reducing costs. BusApps takes a proven approach to implementing SugarCRM in order to provide value within weeks by addressing business issues and goals.
Customer relationship management
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
CRM-1.pptx
This document provides an overview of customer relationship management (CRM). It defines CRM as a business strategy designed to improve customer satisfaction and increase profits through solid customer relationships. The document outlines the history, goals, benefits and components of CRM. It explains that CRM systems help companies provide better customer service, boost sales, and simplify marketing processes. While CRM requires significant resources, it can also increase customer retention and cut operational costs when implemented effectively.
11 top questions before you choose a CRM
This document outlines 11 key questions to consider before choosing a CRM system. It discusses evaluating the costs, implementation timeline, ability to import existing data, mobile and integration capabilities, reporting and analytics features, ease of use, scalability, and ability to transition away from the system. Addressing these questions can help ensure a CRM selection meets the business needs and has the functionality required to support adoption and deliver a positive ROI.
Why Sales People Love or Hate CRM
Learn what makes sales people either love or hate CRM systems. Now you can control the success of your CRM implementation.
mba Customer Relationship Management ppt.pptx
This document provides an overview of customer relationship management (CRM). It defines CRM as a business strategy designed to improve customer satisfaction and increase profits through solid customer relationships. The document outlines the history and evolution of CRM from database marketing in the 1980s to modern Internet-based systems. It describes the goals of CRM as improving customer satisfaction, business efficiency, marketing campaigns, and sales. Key benefits are increased revenues, customer loyalty, and improved customer service. The document also discusses the components, advantages, and disadvantages of implementing a CRM system for an organization.
Introduction, Strategy, organisation and implementation of crm
This will cover Introduction, Strategy, organization and basic of implementation of CRM. Maintain as a guide to students
Use of CRM for Business Industry
Customer relationship management (CRM) involves developing and managing relationships with customers to increase their loyalty and satisfaction. The history of CRM began in the late 1980s with systems for managing customer information and relationships. CRM strategies aim to optimize profitability, revenue, and customer satisfaction by organizing around customer segments, fostering satisfying customer behaviors, and implementing customer-centric processes. Potential benefits of CRM include increased customer retention, cross-selling opportunities, and up-selling existing customers to more profitable products or services. However, CRM also requires significant investments of time, money, and organizational change that can face resistance if not implemented appropriately.
Misha sulpovar - Customer Relationship Managment Application
Misha Sulpovar - Relationship with customers can change from time to time because it is progressed under recognized situations.
The CRM Eco-System
This document discusses customer relationship management (CRM) systems. It defines CRM as a business strategy aimed at understanding customers to manage relationships and maximize lifetime value. CRM systems provide a holistic view of customers through integrated data on interactions. Benefits include increased sales and profits, reduced costs, and strengthened customer loyalty through standardized processes and a consistent brand. The document outlines key components and features of CRM systems, examples of CRM software options for different company sizes, and factors to consider when evaluating CRM systems.
3 e business management
1) Customer expectations are higher than ever, and companies lack integration between sales and service data to meet customer needs.
2) CRM combines business processes and technology to create value for customers through timely delivery of excellent service across all channels.
3) Leading CRM capabilities include operational excellence, analytical insights, and collaborative optimization to enhance the customer experience.
The Ultimate How-To CRM Guide
The Ultimate How-To CRM Guide is the document that you need to make your decision between cloud-computing technology and on-premises. We call it "Ultimate" because it is the Ultimate How-To CRM Guide, the "Must-have" Guide :)
Crm
This document discusses customer relationship management (CRM). It begins by outlining the purpose and history of CRM, including its evolution from earlier customer information systems. Key definitions of CRM are provided that emphasize optimizing profitability through understanding customer needs and developing strong customer relationships. The document then discusses the underlying theory of CRM including retaining valuable customers and using technology to manage different customer touchpoints. Potential benefits and costs of CRM implementation are presented, as well as benefits for customers. The document concludes by outlining steps to improve CRM and considerations for building an effective customer database.
Crm (2)
This document discusses customer relationship management (CRM). It begins by outlining the purpose and history of CRM, including defining key terms. It then discusses the underlying theory of CRM, including retaining existing customers being more cost effective. Potential benefits and costs of CRM are identified. The document also outlines elements, applications, types of customers, and steps to improve CRM. It concludes by discussing advantages of CRM, such as increased customer satisfaction, and potential disadvantages like significant investment required.
Crm
This document discusses customer relationship management (CRM). It begins by outlining the purpose and history of CRM, including its evolution from earlier systems like customer information management systems. Key definitions of CRM are provided that emphasize optimizing profitability through understanding customer needs and developing strong customer relationships. The document then covers the underlying theory of CRM, provides examples of CRM applications and elements, and discusses potential benefits and costs. It outlines three phases of CRM - acquiring, enhancing, and retaining relationships. Steps to improve CRM are presented, along with what should be included in a CRM database and different types of customers. Advantages and disadvantages of CRM are summarized.
Chap008
This document provides an overview of enterprise business systems including customer relationship management (CRM) systems, enterprise resource planning (ERP) systems, and supply chain management (SCM) systems. It discusses the business processes supported by these systems and the customer value they provide. It also examines potential challenges in implementing these systems and trends in their use. Case studies are presented to illustrate how specific companies have benefited from implementing these enterprise systems.
CUSTOMER RELATIONSHIP MANAGEMENT SYSTEM
This document discusses a customer relationship management (CRM) system presentation. It provides an overview of CRM and how it allows companies to gain profit and attract customers. The presentation then discusses the SugarCRM platform, its features and deployment models. An example is given of Coca-Cola Enterprise's use of SugarCRM and how it optimized distribution channels and increased orders. Advantages of CRM systems are identified as improving marketing, identifying and retaining customers, and enhancing customer service. Potential disadvantages are also noted such as employee resentment of change, a learning curve, and technical customization challenges.
Customer Relationship Management (CRM)
Customer Relationship Management (CRM) is a strategy for managing all your company’s relationships and interactions with customers and potential customers. It helps you stay connected to them, streamline processes and improve your profitability.
More commonly, when people talk about CRM they are usually referring to a CRM system, a tool which helps with contact management, sales management, productivity and more.
Customer Relationship Management enables you to focus on your organization’s relationships with individual people – whether those are customers, service users, colleagues or suppliers. CRM is not just for sales. Some of the biggest gains in productivity can come from moving beyond CRM as a sales and marketing tool and embedding it in your business – from HR to customer services and supply-chain management.
Are SOP's the secret to CRM adoption success
Are SOP's or Standard Operating Procedures one of the keys to CRM adoption success. This pack contains some CRM SOP examples and a template for your use.
Similar to Integrated marketing for accountancy firms (20)
Introduction, Strategy, organisation and implementation of crm
Introduction, Strategy, organisation and implementation of crm
Misha sulpovar - Customer Relationship Managment Application
Misha sulpovar - Customer Relationship Managment Application
Integrated marketing for accountancy firms
- 1. Integrated Marketing for Accountancy firms www.reallysimplesystems.com John Paterson CEO, Really Simple Systems
- 2. Agenda • Cross Selling • Referral Tracking • Campaign Management • Topic Mailings Management • Fee Earner Adoption • Integration with Practice Management systems • The Business Development Process • Summary and Quick Wins Copyright © 2013 Really Simple Systems. Making CRM Simple. www.reallysimplesystems.com 2
- 3. Really Simple Systems • Largest UK vendor of Cloud CRM • Focussing on ease-of-use and end-user adoption • Customers include RSM Tenon, Fisher Meredith, Red Cross, NHS, Dept of Environment, Royal Academy • Integrated Sales & Marketing – No need for 3rd party mailers • Proven since 2006 – 5,000 users – 99.999% uptime • Award winning product & support Copyright © 2013 Really Simple Systems. Making CRM Simple. www.reallysimplesystems.com 3
- 4. Cross Selling • Set targets for lead generation – 2 contacts a month? • Capture and report follow ups – Have they been done? – What was the result? • Chase, nag and reward • Track the total results – how many contacts identified – how many contacts followed up – how much business won Copyright © 2013 Really Simple Systems. Making CRM Simple. www.reallysimplesystems.com 4
- 5. Referral Tracking • Capture incoming and outgoing referrals • Capture how much business won from incoming • Report and contrast incoming v outgoing • Use results to leverage more incoming leads Copyright © 2013 Really Simple Systems. Making CRM Simple. www.reallysimplesystems.com 5 Organisation Leads In Leads Out Deals Won NatWest 5 10 2 SJ Berwin 7 6 1 Smith & Williamson 8 4 3
- 6. Campaign Management • Track new business by Campaign – Referrals – Cross Selling – Newsletter & Mailings – Pay per Click – Web Site – Suspects, Prospects, Opportunities & Sales • What is working, what is not Copyright © 2013 Really Simple Systems. Making CRM Simple. www.reallysimplesystems.com 6
- 8. Topic Mailings • Build a list of topics – HR – International Tax – Compliance – Etc • Add Contacts to Campaigns • Mail & Manage – Unsubscribes – Bounces – ClickThroughs Copyright © 2013 Really Simple Systems. Making CRM Simple. www.reallysimplesystems.com 8
- 9. Fee Earner Adoption • Very few people like using a CRM system – Some will buy in, some won’t – “nothing in it for me” • Barriers – Ease of use – Speed to update – Learning curve – Reliability • Stick & Carrot – Track logins, usage – Thank them when they use it properly – Nag them (or their manager) when they don’t • If you can’t get the fee earner to use the CRM, try their PA Copyright © 2013 Really Simple Systems. Making CRM Simple. www.reallysimplesystems.com 9
- 10. Practice Management Systems • Ideally, you want to see revenue and new contacts back into the CRM system • Integration with Practice Management Systems is always “possible” – Just often not easy=expensive • Newer PMS are cloud-based, have standard APIs • When you next upgrade/replace your PMs, make sure that it is cloud based, and has built-in APIs, for standard Copyright © 2013 Really Simple Systems. Making CRM Simple. www.reallysimplesystems.com 10
- 11. Business Development Process • Barriers 1. Too busy to follow up leads 2. Not motivated to find new leads 3. Uncomfortable making appointments • Solutions – Report progress across firm 1. Nag! 2. Nag! 3. Try and get a call agreed upfront – And if that doesn’t work, try praise and embarrassment Copyright © 2013 Really Simple Systems. Making CRM Simple. www.reallysimplesystems.com 11
- 12. Summary Copyright © 2013 Really Simple Systems. Making CRM Simple. www.reallysimplesystems.com 12 • It isn’t rocket science • But it does need organising, reporting, and prompting • Fee Earner Adoption is key • Proving to the firm that Marketing works is key • Two quick wins – Get one copy of the data, and start email campaigns – Capture and report referrals • Choose a CRM system – from a supplier that understands the business – that is easy for fee earners to use – yet has the analysis capabilities for the reporting
- 13. RSM Tenon Copyright © 2013 Really Simple Systems. Making CRM Simple. www.reallysimplesystems.com 13 • RSM Tenon needed – to co-ordinate business development across practice areas and offices – One copy of the data – Easy for fee earners to use – Zero IT overhead