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Cus ustomer omer Relati lationsh onship ip Manag nagemen ement Don Wii iid Contact tact Edge e CRM You will l be: Able to spot business problems as a result of the absence / under-utilisation of CRM Confident about

  1. Cus ustomer omer Relati lationsh onship ip Manag nagemen ement Don Wii iid Contact tact Edge e CRM

  2. You will l be:  Able to spot business problems as a result of the absence / under-utilisation of CRM  Confident about evaluating and selecting a CRM system Contact tact Edge e CRM

  3. First t session ion  What goes wrong in the absence of CRM  Discussion groups  Case study Contact tact Edge e CRM

  4. First t session ion  What goes wrong in the absence of CRM  Discussion groups  Case study --------------- Br Break ak ------------------- Second cond Session ion  Criteria for choosing a system  Success factors  Demo of Workbooks CRM Contact tact Edge e CRM

  5. Contact tact Edge e CRM

  6. Contact tact Edge e CRM

  7. Contact tact Edge e CRM

  8. Contact tact Edge e CRM

  9. Contact tact Edge e CRM

  10. Contact tact Edge e CRM

  11. Think ink about ut proce ocess sses es and systems ms in your r business iness. . Contact tact Edge e CRM

  12. Think ink about ut proce ocess sses es and systems ms in your r business iness. . Think of the customer journey… Contact tact Edge e CRM

  13. Think ink about ut proce ocess sses es and systems ms in your r business iness. . Think of the customer journey… What systems ems are you using ng to:  Record customer and prospect data  Record interactions with customers Contact tact Edge e CRM

  14. Proc ocess ess Syste stem Phone messages Post-it notes Track sales Excel Track stock Bespoke database Contact tact Edge e CRM

  15. Think ink about ut proce ocess sses es and systems ms in your r business iness. . Think ink of the customer journey… What systems ems are you using ng to:  Record customer and prospect data  Record interactions with customers Process cess System tem Phone messages Post-it notes Track sales Excel Track stock Bespoke database Contact tact Edge e CRM

  16. Contact tact Edge e CRM

  17. Proces cess System em Impact act Ease Total otal 17 17 Phone messages Post-it notes 7 10 10 15 15 Track sales Excel 9 6 7 Track stock Bespoke database 5 2 If you switched a process to CRM…  What will the impact on the business be?  How easy is it to implement? Contact tact Edge e CRM

  18. First t session ion  What goes wrong in the absence of CRM  Discussion groups  Cas ase study dy --------------- Br Break ak ------------------- Second cond Session ion  Criteria for choosing a system  Success factors  Demo of Workbooks CRM Contact tact Edge e CRM

  19. Contact tact Edge e CRM

  20. Business siness Ov Overview iew  5 people and growing fast  One-off interventions, e.g. assessments, accidents  Re-sell online asbestos training  Provide health and safety support packages (Bronze, Silver, Gold) Contact tact Edge e CRM

  21. Systemised emised, , Lean princ ncip iples les  Financial: GoCardless, Xero accounts Contact tact Edge e CRM

  22. Systemised emised, , Lean princ ncip iples les  Financial: GoCardless, Xero accounts Contact tact Edge e CRM

  23. Systemised emised, , Lean princ ncip iples les  Financial: GoCardless, Xero accounts  Process: Whiteboards and MagicCharts Contact tact Edge e CRM

  24. Systemised emised, , Lean princ ncip iples les  Financial: GoCardless, Xero accounts  Process: Whiteboards and MagicCharts  Using VTiger CRM Contact tact Edge e CRM

  25. Systemised emised, , Lean princ ncip iples les  Financial: GoCardless, Xero accounts  Process: Whiteboards and MagicCharts  Using VTiger CRM  Spreadsheets to fill in the gaps Contact tact Edge e CRM

  26. Contact tact Edge e CRM

  27. Contact tact Edge e CRM

  28. Contact tact Edge e CRM

  29. Contact tact Edge e CRM

  30. Contact tact Edge e CRM

  31. Contact tact Edge e CRM

  32. Import Contact tact Edge e CRM

  33. Contact tact Edge e CRM

  34. Contact tact Edge e CRM

  35. Contact tact Edge e CRM

  36. Contact tact Edge e CRM

  37. Contact tact Edge e CRM

  38. Contact tact Edge e CRM

  39. Contact tact Edge e CRM

  40. First t session ion  What goes wrong in the absence of CRM  Discussion groups  Case study Second cond Session ion  Criteria for choosing a system  Success factors  Demo of Workbooks CRM Contact tact Edge e CRM

  41. Contact tact Edge e CRM

  42. Contact tact Edge e CRM

  43. 96 96 % Pr % Prefer efer a clo loud ud-bas based ed CRM Contact tact Edge e CRM

  44. 1 + 1 = 2 Contact tact Edge e CRM

  45. Contact tact Edge e CRM

  46. In Inte tegratio ration CRM Contact tact Edge e CRM

  47. Contact tact Edge e CRM

  48. Contact tact Edge e CRM

  49. Contact tact Edge e CRM

  50. Contact tact Edge e CRM

  51.  Cloud vs. On-Premises deployment  Ease of use  Email integration  Capability Contact tact Edge e CRM

  52. nce t Presence ket Marke Satisfacti faction Contact tact Edge e CRM

  53. Contenders Leaders t Presence nce ket Marke Niche High Performers Satisfacti faction Contact tact Edge e CRM

  54. Contenders Leaders t Presence nce ket Marke Niche High Performers Satisfacti faction Contact tact Edge e CRM

  55. Contact tact Edge e CRM

  56. 1 + 1 = 2 Contact tact Edge e CRM

  57. 1 + 1 = 2 Contact tact Edge e CRM

  58. 1 + 1 = 2 Contact tact Edge e CRM

  59. Contact tact Edge e CRM

  60. Contact tact Edge e CRM

  61. Contact Edge CRM Orion House 14 Barn Hill Stamford Lincs PE9 2AE W: www.contactedgecrm.com E: don@contactedgecrm.com T: 01780 480031 Contact tact Edge e CRM

  62. Contact tact Edge e CRM

  63. Contact Edge CRM Orion House 14 Barn Hill Stamford Lincs PE9 2AE W: www.contactedgecrm.com E: don@contactedgecrm.com T: 01780 480031 Contact tact Edge e CRM

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