This document discusses why businesses need a customer relationship management (CRM) system. It notes that many businesses today lose 30-50% of their leads and opportunities due to a lack of proper processes and tools. Without a CRM, businesses store customer information in spreadsheets, notes, and diaries, making it hard to track opportunities and empower staff. A CRM allows businesses to automate daily processes, measure key metrics, prevent missed opportunities, and empower staff to better manage customer relationships and grow the business.

1. WHY D O Y O U
N E E D A CRM?
Z U B I N B I L I M O R I A
C O - F O U N D E R & C E O

2. AGENDA
• What is a CRM?
• Why do we need a CRM?
• What’s in it for me?
• What are the challenges we face today?
• How can I grow my business by using CRM?

3. MANY BUSINESS TODAY
ARE NOT OPTIMISED
• Today we as a business owner are loosing money every hour, every day, every week, every
month, every year and many years in the past.
• This loss of revenue continues
• To make it verse we pay commissions to drive more sales via agents and resellers.
• Well for sure we need partners who can help us expand our business but have we ever
focused on how much we lose just because we do not have the right process or tools.
• Businesses today lose over 30% to even 50% of their leads which is loss of conversion and
revenue.
• Businesses lose revenue also because they do not have processes or are unable to
maintain all their data and link it to best suit their business model.

4. OPPORTUNITY LOSS = REVENUE LOSS
• An opportunity loss = revenue loss
• Every day you receive many queries from various sources.
E.g.Website, Calls, Direct customers, Partners, Resellers,
Emails etc.
• Question is with so many queries diverted to different
departments or employees via all the above sources do
you have control over these leads as well as the stage they
are in.?
• Most companies do not know of the number of leads they
receive daily.
• Question is really, how many of such leads really turn into
an opportunity?
• You can get as many leads as you want but if you cannot
convert them to an opportunity then you have a DEAD
LEAD

5. THIS IS WHAT YOU FEEL WITHOUT A
PROPER SOLUTION AND PROCESS?

6. LETS TAKE A CLOSURE
LOOK AT HOW
BUSINESSES MANAGE
THEIR WORK , AND
HOW CRM CAN HELP

7. LET’S TAKE A CLOSER
LOOK?
• Today we store information on
– Spreadsheets
– Diaries
– Handwritten or Sticky Notes
• What sort of information?
– Client information like
– Address
– Phone numbers
– Meetings
– Quotes

8. SO WHAT DO YOU NEED TO ENSURE
THAT YOU ARE ON TOP OF IT ALL?

9. PREVENT OVERWHELM
• Business owners need not be the central hub of the
business
• Staff should not be calling business owners all the
time asking for questions, requesting information,
or wondering how to do things for the second or
third time.
CRM takes the procedures out of your
head and into the CLOUD

10. AUTOMATE YOUR DAILY PROCESSES
• Setup reminders
• Track your daily activities / meetings
• Check you pipeline
• Check your overdue activities and expected closures
• All the above for the present day as well as the Next 7 days
• Track performance and opportunities
Have your finger on the pulse using our
intelligent DASHBOARD

11. YOU CAN’T MANAGE THAT YOU CAN’T
MEASURE
• CRM gives you clarity on what works and what doesn’t so that you so that you know
where to focus on energy on maximum return on investment (ROI)
Measure the activities that create results,
so they can be modelled and duplicated

12. EMPOWER YOUR TEAM
• Systems empower people to be accountable so give them a framework to use
so that you can get on with the important stuff, like growing your business.
Empower your team ….
So they can run their daily operations

13. NO MISSED OPPORTUNITIES
• Have you every missed an enquiry or opportunity because you did not get
back to them in time?
CRM can provide you reminders & alerts to ensure you
don’t let money slip through your fingers

14. BUILD YOUR COMMUNITY
• Design your relationship and your processes.
• This does not happen by accident.This happens
because you thought it through, you have a
process and you know how to deliver value
constantly.
Become an integral part of your business
network’s life.
Design and nurture relationships and customers,
suppliers and partners

15. …. IN A
NUTSHELL
• So if you want to GROWYOUR BUSINESS
• You better know who your customers are, when you
spoke to them, and what about
• Having a clear Sales Process and Tracking the activities of
your sales people is Critical if you are going to SURVIVE
CRM gives you this & more

16. GET READY TO RUN YOUR BUSINESS

17. For more information email us
Sales@BingoForge.com