The document discusses the importance of Customer Relationship Management (CRM) systems for small and medium-sized businesses (SMBs), outlining the various available options, benefits, and considerations for selecting an appropriate CRM solution. It highlights key factors such as usability, adaptability, integration type, and cost structure that affect the implementation and effectiveness of CRM systems. Additionally, the document emphasizes a structured methodology for consultants to assist businesses in choosing and implementing the right CRM solution to achieve better customer alignment and operational efficiency.

1. 534121CRM DRILLINGWHAT IS CRM ? DO YOU REALLY NEED ONE ?CRM and Kavylon...WHAT ARE THE AVAILABLE OPTIONS ?WHY SHOULD YOU BE SO CAREFUL, WHILE SELECTING ONE ?HOW & WHERE DOES WE ADD IN VALUE ?

2. Why do SMBs go for Special IT Solution ?Need Of IT Solutions

3. Primary reasons for any SMB, to implement an IT solution123456Data PullingAutomation of Manual ProcessesDigitizing of RecordsQuality data CapturingActionable insight of dataBusiness Process Re-ngineering

4. The Result ???Need Of IT Solutions

5. 2Any good IT Solution, should dictate atleast one or all…123IncreaseRevenueDecrease CostCompetitive AdvantageBusiness Aligned

6. 1CRM DRILLINGWhat is CRM ? Do you really need one ?

7. 2CRM is used…123Not just to bridge the gap with the customersBut also to make sales Business alignedIncreaseRevenueDecrease CostCompetitive AdvantageIncrease Customer LoyaltyIncrease Customer SatisfactionReduce Operational CostEnhance Marketing EfficiencyHow CRM helps to make the business Aligned

8. What more can a CRM do for you ?24681357Higher Sales ProductivityBetter profiling and TargetingHigher overall profitabilityMarginal CostingHigher close ratesIncreased Market shareImproved service, loyalty & RetentionStreamlined sales and marketing processes

9. A Typical CRM FLOW

10. How does a CRM looks like ?

11. Example CRMs – Microsoft Dynamics

12. Dynamics CRM – BI Reports/Dashboard< Sales Pipeline<Lead By SourceWork Load>

13. Activities

14. Dynamics – Sales Dashboard< Sales Management Menu^Opportunity

15. KAYVLON2CRM and Kaylon...

16. Kayvlon Business Process - Overview

17. Adds/CampaignEmails/ LeadsOpportunitiesClientsBusiness – CRM MappingOctroiCustomsCustomerCommissionSelling AgentSales Force/ Export import TeamFreightBuying AgentAnalysisTeam ManagementBIReportsResellerCustomsFreightOctroiCommissionSupplier

18. 3CRM DRILLINGWhat are the available Options

19. Some CRM options

20. Microsoft Dynamics On Demand CRMZOHO On Demand CRM editionsSugar On Demand CRM editionsSales Force On Demand CRM On Demand CRMs basic costs structure

21. 4CRM DRILLINGWhy should you be So careful, while selecting one ?

22. Where you should be careful?Affinity Is it really Required?AdaptabilityWill my staff be able to use it? If not what are the training requirements?Type of Product (Technology Fit)What do you need? Client server app, plugin, SAAS/Cloud, etc.PricingMeasure your capital-> Amount you can spend -> ROI -> TCO.

23. CRM Can be implemented in two ways:On PremiseOn DemandCRM Implementation Types

24. An IT solutions needs to be evaluated not only on the basis of their cost structure, but also on factors associated with client in particular . For instances,12345For some in Premise CRM becomes best option, as they already have the required infrastructure along with other things.For some learning curve becomes biggest challenge.Some may be ready to change their business processes while other wants the system to be expandable on the go.For some a complete on demand CRM does a better job, from the viewpoint of scalability & scattered geographical locationFor some Total Cost of Ownership with respect to usable lifespan of the solution is very important, while for some this may not be the case

25. 12345Business Specific Priority ListFor some in Premise CRM becomes best option, as they already have the required infrastructure along with other thingsFor some learning curve becomes biggest challenge.Some may be ready to change their business processes while other wants the system to be expandable on the go.For some a complete on demand CRM does a better job, from the viewpoint of scalability & scattered geographical locationFor some Total Cost of Ownership with respect to usable lifespan of the solution is very important, while for some this may not be the case

26. Business Specific Priority List21For some in Premise CRM becomes best option, as they already have the required infrastructure along with other thingsFor some learning curve becomes biggest challenge.3Some may be ready to change their business processes while other wants the system to be expandable on the go.4For some a complete on demand CRM does a better job, from the viewpoint of scalability & scattered geographical locationFor some Total Cost of Ownership with respect to usable lifespan of the solution is very important, while for some this may not be the case5

27. Business Specific Priority List31245For some in Premise CRM becomes best option, as they already have the required infrastructure along with other thingsFor some learning curve becomes biggest challenge.Some may be ready to change their business processes while other wants the system to be expandable on the go.For some a complete on demand CRM does a better job, from the viewpoint of scalability & scattered geographical locationFor some Total Cost of Ownership with respect to usable lifespan of the solution is very important, while for some this may not be the case

28. Business Specific Priority List41235For some in Premise CRM becomes best option, as they already have the required infrastructure along with other thingsFor some learning curve becomes biggest challenge.Some may be ready to change their business processes while other wants the system to be expandable on the go.For some a complete on demand CRM does a better job, from the viewpoint of scalability & scattered geographical locationFor some Total Cost of Ownership with respect to usable lifespan of the solution is very important, while for some this may not be the case

29. Business Specific Priority List51234For some in Premise CRM becomes best option, as they already have the required infrastructure along with other thingsFor some learning curve becomes biggest challenge.Some may be ready to change their business processes while other wants the system to be expandable on the go.For some a complete on demand CRM does a better job, from the viewpoint of scalability & scattered geographical locationFor some Total Cost of Ownership with respect to usable lifespan of the solution is very important, while for some this may not be the case

31. 5CRM DRILLINGHow & Where does we add in Value ?

32. Following are some of the areas, which we as a Consultant help you get focused & resolved, before signing any vendor as YOUR CRM Vendor.24681357 Usability and Adoption Try & find a lite version, which helps to do the job in less cost Upgrades Payment terms & Penalty termsIf modular, can the implementation done in stagesDecide in implementaion TypeBusiness Intelligence & ReportingProduct Functionality – Fit Analysis

33. Following are some of the areas, which we as a Consultant help you get focused & resolved, before signing any vendor as YOUR CRM Vendor.24681357 Usability and Adoption Try & find a lite version, which helps to do the job in less cost Upgrades Payment terms & Penalty termsProduct Functionality – Fit AnalysisIf modular, can the implementation done in stagesDecide in implementaion TypeBusiness Intelligence & Reporting

34. Following are some of the areas, which we as a Consultant help you get focused & resolved, before signing any vendor as YOUR CRM Vendor.46821357Try & find a lite version, which helps to do the job in less cost Upgrades Payment terms & Penalty terms Usability and Adoption If modular, can the implementation done in stagesDecide in implementaion TypeBusiness Intelligence & ReportingProduct Functionality – Fit Analysis

35. Following are some of the areas, which we as a Consultant help you get focused & resolved, before signing any vendor as YOUR CRM Vendor.24683157 Usability and Adoption Try & find a lite version, which helps to do the job in less cost Upgrades Payment terms & Penalty termsIf modular, can the implementation done in stagesDecide in implementaion TypeBusiness Intelligence & ReportingProduct Functionality – Fit Analysis

36. Following are some of the areas, which we as a Consultant help you get focused & resolved, before signing any vendor as YOUR CRM Vendor.26841357 Usability and Adoption Upgrades Payment terms & Penalty termsIf modular, can the implementation done in stagesDecide in implementaion TypeBusiness Intelligence & ReportingProduct Functionality – Fit AnalysisTry & find a lite version, which helps to do the job in less cost

37. Following are some of the areas, which we as a Consultant help you get focused & resolved, before signing any vendor as YOUR CRM Vendor.24685137 Usability and Adoption Try & find a lite version, which helps to do the job in less cost Upgrades Payment terms & Penalty termsDecide in Implementation TypeIf modular, can the implementation done in stagesBusiness Intelligence & ReportingProduct Functionality – Fit Analysis

38. Following are some of the areas, which we as a Consultant help you get focused & resolved, before signing any vendor as YOUR CRM Vendor.24861357 Usability and Adoption Try & find a lite version, which helps to do the job in less cost Payment terms & Penalty termsIf modular, can the implementation done in stagesDecide in implementaion TypeBusiness Intelligence & ReportingProduct Functionality – Fit Analysis Upgrades

39. Following are some of the areas, which we as a Consultant help you get focused & resolved, before signing any vendor as YOUR CRM Vendor.24687135 Usability and Adoption Try & find a lite version, which helps to do the job in less cost Upgrades Payment terms & Penalty termsBusiness Intelligence & ReportingIf modular, can the implementation done in stagesDecide in implementaion TypeProduct Functionality – Fit Analysis

40. Following are some of the areas, which we as a Consultant help you get focused & resolved, before signing any vendor as YOUR CRM Vendor.24681357 Usability and Adoption Try & find a lite version, which helps to do the job in less cost UpgradesIf modular, can the implementation done in stagesDecide in implementaion TypeBusiness Intelligence & ReportingProduct Functionality – Fit Analysis Payment terms & Penalty terms

41. Summary – What we will be for you!!!Your CRM up and Running!!!Find Best effectiveSolution/Product,We as Consultant..Implement/ Customize/Delegate Solution.Which best fits youAnd your business, Understand your business process,

42. OUR METHODOLOGYSTEP 1Business Process OverviewStep DetailsFace To Face meetings

43. Drafting Business Flow

44. Validating the business flow

45. Create requirement documentOUR METHODOLOGYSTEP 2Fit AnalysisStep DetailsPrepare a Decision /Fit matrix

46. Find solutions as per requirement document

47. Map it with Decision/Fit matrix

48. Result -> Required solutionOUR METHODOLOGYStep DetailsSTEP 3Finalizing Business ProposalIf we are implementors then finalizing requirements and implementation cost