www.siliconhalton.comlinkedin/siliconhalton@siliconhalton

Meetup #47: Your First CRMSeptember 10 2013

• 7:15 pm Welcome &Intro to Burlington HiVE

• 7:20 pm Announcements• 7:30 pm Q&A – Your First CRM• 8:15 pm Mark Your Calendar• 8:20 pm Get To Know Your

Members• 8:30 Open Floor

Agenda

Welcome from the Burlington HiVE

@BurlingotonHiVE

www.burlingtonhive.com

The Hive Prezi: http://bit.ly/1eNUrOc

Show of Hands

• 910+_ members• 47 meetups• 7 peer2peer groups• Hundreds of LinkedIn

discussions

Announcements

Membership Target For 2013

2,500Invite 2 friends to join!

Launch a Workshop

Q & A Panel

Your First CRM

Jim Barnet Promys Inc.

@PROMYS_PSA

Geoff HoganPresidentOsnium Software Inc.

@OsniumSoftware

Philip NeukomProfit Analytics Inc.

@PhilipNeukom

Robert DuvallPresident, RDC Networks

@rdcnetworks

Chris HerbertCMOMI6 Agency Inc.

@b2bspecialist

Rick StomphorstPresidentSearchVelocity

@stompr

(Tonight’s Moderator)Tags: @BurlingtonHive #SiliconHalton #BurlON

Recap

What was shared & learned?A wealth of knowledge was shared for those considering a CRM. Here is some of it:Insight• “If your sole sales person leaves, do you know what is going on?”• One CRM does not fit all.• “We have a CRM for prospecting and use another CRM for customer management”• “Contact Management is a good first step towards adopting a CRM”• “We tried to write our own CRM twice, and failed both times.”• Challenge: Adoption within the company. Adoption of the CRM was cited as the largest

challenge.• Someone needs to own the CRM. If everyone owns it, then no one does in reality.• “Have your leads go directly into a CRM. This will encourage adoption.”• Cloud CRMs are for the masses. Custom CRM is the future• “Startups are not trained to be sales people. We need a CRM to train us.”Benefits• “A percentage of your contacts matter. A CRM will remind you that they matter.”• “A CRM can make you efficient”• “A CRM makes sales reps follow a process.”• “A CRM will become an information client database.”Getting started• “What business process are you trying to automate?”• Need to document your sales process or a CRM is of little, if any, value• “If you automate a broken process, you’ll just make mistakes faster with a CRM”• Start with Excel and learn your sales process. ”I started with Excel, then a Contact Manager,

then a CRM”• “Start with a CRM that has a generous free period, and one that will allow you to extract

your data (should you choose to us it)”• Use a social CRM if your prospects/clients are using social media

Mark Your Calendars

Sept. 21, 9 a.m. – 5 p.m., The Burlington HiVE

Lean Startup WorkshopWhen:

Who: Hosted by Jason Little of Leanintuit

Who it’s for:Startups, solo entrepreneurs and people in established organizations who want to discover more effective ways to bring products to market!

Gaining Your Unclaimed SR&ED Tax Credit$

Audience: Technology entrepreneurs, professionalsand business owners

Date & Time change: Oct 23, 2013, 8:00am – 10am

Location: Hampton Inn, 754 Bronte Road, Oakville

Cost: $35, includes breakfast

Presenter: Raj Phalpher, P.Eng, CMC

Workshop for hi-tech start-ups

Content Marketing Workshop

Audience: Technology entrepreneurs, professionalsand business owners

Presenter: @DonnaPapacosta

Date, Time, LocationFri., Sept. 27, 2013, 9 – 11:30 a.m.

Hampton Inn, 754 Bronte Road, Oakville

Use promo code earlybird2013 to save 15%

Presentors:• Trevor Hood, Partner & VP @ SB Partners• Greg Clarke, Partner @ SB Partners

#G2KYM(Get to Know Your Member)

Innovate Burlington@InnovateBurl

Open Floor