Cus ustomer omer Relati lationsh onship ip Manag nagemen - - PowerPoint PPT Presentation

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Cus ustomer omer Relati lationsh onship ip Manag nagemen - - PowerPoint PPT Presentation

Sep 16, 2023 457 likes •1.11k views

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

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Contact tact Edge e CRM

Don Wii iid

Cus ustomer

  • mer

Relati lationsh

  • nship

ip Manag nagemen ement

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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 evaluating and selecting a

CRM system

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Contact tact Edge e CRM

First t session ion

 What goes wrong in the absence of CRM  Discussion groups  Case study

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Contact tact Edge e CRM

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

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Think ink about ut proce

  • cess

sses es and systems ms in your r business iness. .

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Contact tact Edge e CRM

Think ink about ut proce

  • cess

sses es and systems ms in your r business iness. . Think of the customer journey…

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Contact tact Edge e CRM

Think ink about ut proce

  • cess

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

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Contact tact Edge e CRM

Proc

  • cess

ess Syste stem

Phone messages Post-it notes Track sales Excel Track stock Bespoke database

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Contact tact Edge e CRM

Think ink about ut proce

  • cess

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

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Proces cess System em Impact act Ease Total

  • tal

Phone messages Post-it notes 7 10 10

17 17

Track sales Excel 9 6

15 15

Track stock Bespoke database 5 2

7

  • What will the impact on the business be?
  • How easy is it to implement?

If you switched a process to CRM…

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Contact tact Edge e CRM

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

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Contact tact Edge e CRM

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)

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Contact tact Edge e CRM

Systemised emised, , Lean princ ncip iples les

 Financial: GoCardless, Xero accounts

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Contact tact Edge e CRM

Systemised emised, , Lean princ ncip iples les

 Financial: GoCardless, Xero accounts

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Contact tact Edge e CRM

Systemised emised, , Lean princ ncip iples les

 Financial: GoCardless, Xero accounts  Process: Whiteboards and MagicCharts

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Systemised emised, , Lean princ ncip iples les

 Financial: GoCardless, Xero accounts  Process: Whiteboards and MagicCharts  Using VTiger CRM

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Contact tact Edge e CRM

Systemised emised, , Lean princ ncip iples les

 Financial: GoCardless, Xero accounts  Process: Whiteboards and MagicCharts  Using VTiger CRM  Spreadsheets to fill in the gaps

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Import

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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

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96 96 % Pr % Prefer efer a clo loud ud-bas based ed CRM

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1 + 1 = 2

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In Inte tegratio ration

CRM

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 Cloud vs. On-Premises deployment  Ease of use  Email integration  Capability

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Marke ket t Presence nce Satisfacti faction

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Contenders High Performers Niche Leaders Marke ket t Presence nce Satisfacti faction

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Contenders High Performers Niche Leaders Marke ket t Presence nce Satisfacti faction

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1 + 1 = 2

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1 + 1 = 2

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1 + 1 = 2

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

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