So many people go to networking events and collect business cards but then what This presentation outlines what CRM is, why its important for ANY business and some 'do's and don't's' to help ensure your business grows

1. Now you have the business card…
James White - CEO of InTouch CRM

2. Why I think the next 45 minutes
will be interesting!
What the heck is CRM?
Why should I care about it?
5 key things you should not do tomorrow!
5 Key actions you should take TOMORROW for your business!
What will happen if you take this advice?
Things were going to talk about

3. Why listen to me
• James White – CEO In Touch CRM
– Backed my own ideas with my own money
– Backed myself to deliver a scalable business model that had no
limits!
– Focused on solving REAL small business issues
• If I had them, others would as well!
– Built InTouch into the UK’s leading Integrated CRM & Email
Marketing System
– Over 2000 UK & International customers and some 50 partners &
growing daily
– Still learning on how and where to improve

4. But first.............................
How good is your memory?
Prizes are available for the winner!

5. The Rules
• You will have 10 seconds to memorise the images on the page
• Were then going to test everyone to see who has the best
memory
• You are NOT allowed to write anything down!
• There is a prize for everyone!
• Do this on your own!
• It’s relevance will become apparent!

6. What can you remember?

7. Who has the best memory....
And the winner is
??????

8. Writing things down helps....
Doing things from memory is impossible
for busy people!
Writing things down helps!
Linking things together can help
even more!

9. • Just memory = Forget
• Write down = Improve
• Link both together &
systemise = Full House
• So the moral of the story is
unless you are........
What this shows is......

10. What is CRM all about?
C
R
M
Customers – Who are they, what do they buy from
You, why do they buy from you?
Relationship – What is your relationship with them, are
they pleased with your service?
Management – How do you hold and manage this
Information?

11. Some scenarios you will all be familiar with
• A new customer rings you on the phone with a new business prospect
• Customer fills in a form on your website
• A friend or contact provides you with a potential opportunity
• An existing customer phones you to tell you they have moved
• Your away on business and you need access to some information to finish
a proposal
• You go to a networking event and get a load of business cards
Its all about customer relationship information

12. Why should you care?
• It’s your job
• It’s your house!
• It’s your livelihood
• It’s your dreams
• It’s your reputation
• It’s your bank balance each month
• It’s your business growing
• It’s having more time to do other things
Like it or not but Customers are key to any business success!

13. 5 Actions Not to Take tomorrow
Keep doing these
things &
the world will
pass you by

14. Point 1 – NOT to do
Don’t leave business
cards in your pocket/bag
Business cards
all over
the place?

15. Point 2 – NOT to do
Don’t store information
in multiple areas
Spreadsheet
version
nightmares?

16. Point 3 – NOT to do
Why you shouldn’t
send bulk
emails through outlook
ISP’s
blocking your
emails?

17. Point 4 – NOT to do
Don’t use desktop
software!
The Internet
is here to stay & its
Sociable!

18. Point 5 – NOT to do
Don’t let potential
customers slip
through the net

19. 5 Actions to Take Tomorrow & How
How much does you
business mean to you?

20. Point 1 – DO
Collect & store data
wherever & whenever
you can

21. Point 2 – DO
Punch, punch &
punch again

22. Point 3 – DO
Measure
Everything!

23. Point 4 – DO
Don’t
be afraid to
try things

24. Point 5 – DO
Promote
what others say
about you!
• Bill Oversby – Director – Best of
Petersfield
– I have been using InTouch now for over 12
months and I would highly recommend it to
any other business. The system is the most
powerful CRM and Email marketing tool
that I have found in the market and it helps
me manage my business more effectively.
The communication tools allow me to tell
our customers about new products and
services we offer and the support is excellent
• Mark Chudley – International Shipping
– InTouch is an ideal solution for a growing
business like ours. It is available either in the
office or out on the road and it has helped
us organise our data more effectively and
communicate with our customers. We would
certainly recommend InTouch to other
businesses as a great tool to help them
continue to grow.

25. 5 Actions to take tomorrow
1. Collect & store data wherever & whenever
you can
2. Punch, punch & punch again
3. Measure everything
4. Don’t be afraid to try things
5. Promote what others say about you

26. You could start at A and hope
for the best?
Your business success is down to you!

27. You could just
be in the right
place at the right
time?
Your business success is down to you!

28. Good Habits
Business Success
Good People
(i.e. You!)
Good Systems
Or you could try our recipe for successs?

29. Which do you prefer?

30. Or this....
Or this?

31. Thanks for listening
For listening
Don’t be scared – Be inspired!
James White - CEO of InTouch CRM
Email: j.white@intouchcrm.co.uk
Twitter.com/jijwhite