Managing sales using CRM
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This document discusses strategies for customer relationship management (CRM) in small and medium enterprises (SMEs). It outlines several problems SMEs may face like not knowing customers well, inability to analyze business data, lack of sales methodology and process inefficiency. The document then presents CRM as a solution to provide a 360 degree view of customers, improve marketing, sales, analytics and collaboration. It highlights key CRM features and emphasizes that cloud-based CRM has no upfront costs and provides scalability, security and availability.
Managing sales using CRM
- 1. Success Strategies for SMEs Customer Relationship Management
- 2. We need a 360 degree view of our customer We need to track our sales We need to obtain more customers We need to measure our marketing return on investment We need sales force automation We need to increase our customer satisfaction Do you hear your Business say this?
- 3. Do you face any of these problems? • You don’t know your customers well • You can’t get Analytics on your customer and business • Have you ever lost a salesperson who left with all of your contacts under their arm • You have logistics information, and don't know how to tap into it from other areas • Need to enhance sales, but can't find another decent salesperson for your team • You have a paper process in place that costs a great deal in time, money and missed opportunity • You want a full customer record on the screen detailed with information needed by the person in that position • Management is not able to track the business • Does Accounting, marketing sales and customer service work together • Customer service don't have all the information they require to provide the best customer service • Sales staff don't follow a methodology for selling, and leads and prospects are being denied • You have information, but can't analyze it properly to see buying patterns and cycles accurately to capitalize on • You have people running around and think they are working hard, not working smart due to the business process • Is your business technology one solid system, or a patchwork of various packages which don't share information or allow easy analysis
- 4. Customer Relationship Management • Customer 360 Degree view • Marketing/Lead Management • Opportunity Management • Activity Management • Forecast and tracking • Analytics • Sales Planning • Performance Tracking
- 5. Customer Relationship Management • Customer Service Management • Customer Portal • Quotes, Contracts, Invoices, Project • Collaboration • Product Management • Workflows • Maps • PDF Templates
- 6. • No upfront investment • No hardware cost • No installation and maintenance cost • No support cost • Always ON • Always AVAILABLE • Scalable • Secure Cost of Ownership
- 7. THANK YOU Ride the Wave of Success [email protected]