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Rev up your business with CRM
and Marketing Automation
Rev up your business with CRM
and Marketing AutomationRichard Bolton
Agenda
Rev up your business!
� What is CRM?
� Why invest in CRM?
� How to chose the right CRM?
- The Landscape
- The Platforms
- The Top 9
� The Challenges
� The Evolution of CRM – The Trends
� The Finish Line
What is CRM?
What is CRM?
Industry:
� CRM is a strategy.
� A 360 degree view from lead to close.
� People – Process – Technology.
� Software to organize, automate, and synchronize business
processes.
What is CRM?
The CR (Customer Relations):
� A business philosophy.
� Building relationships with your customers.
� Understanding your customers needs and behaviours.
� Gathering Information that creates stronger relationships.
� Make your relationships with your customers more
profitable.
Are you using a CRM?
What does CR mean to you and your business?
Why Invest in CRM?
Why Invest in CRM?
Today's business environment is competitive
� Data Centralized
� Tracking Communication
� Increased Visibility
� Team building
� Reporting
� Automation and Workflows
� Competitive Advantage
How to choose the right CRM?
How to choose the right CRM?
The Landscape
How to choose the right CRM?
Choosing the Right Platform
Choosing the Right platform
� Software as a Service (SAAS)
� On Premise
� Hosted Model
Choosing the Right CRM?
Top 9
Choosing the Right CRM?
Top 9
1. Do a Trial.
2. Cost.
3. Easy to Use.
4. Easy to Implement.
5. Integration.
6. Remote Access – Anytime Anywhere
7. Mobile Access.
8. Scalable
9. Customizable.
Any others?
The Challenges
How to make sure the wheels don’t fall off!
The Challenges
� No Defined Implementation Process - Good Foundation.
- 3 Peaks – Ian Clark
� Management Approval
� User Buy in
� No Training
What have your challenges been?
3 Peaks – Ian Clark
The Evolution of CRM – The Trends
The Trends
� The Cloud
� Self Service
� Big Data – Predictive Analytics
� Social CRM
� Marketing Automation - PowerMailChimp
Marketing Automation
PowerMailChimp
Marketing Automation
PowerMailChimp
Marketing Automation
PowerMailChimp
Marketing Automation
PowerMailChimp
The Finish Line
Centricity360 Consulting
Richard Bolton
Tel: 905.691.0652
Email: [email protected]
Website: www.centricity360.com
Blog: www.centricity360.wordpress.com/
Twitter: @rbolton @centricity360
