How to Maximize CRM forSales & Marketing

Kevin Hollis – VP Business Development

Agenda• Sales Force Automation– What is it– Why do it– How to do it

• Demo Day in Sales

Sales Force Automation• What is it?– Standardizing and Automating the processes of

converting Suspects into Prospect then into Customers for life.

– Tracking Performance Metrics for Feedback

Integrated Sales and Marketing

Sales Force Automation• Why Do it?– Productivity– Stronger Customer Relations– Best Practices– Enhanced Communication

How to Do it? CRM SFA

Agenda• Day in the Life – Demo– Managing your time and activities– Managing Sales Opportunities & Pipeline– Outlook Integration– Email and Document Templates– Order Entry (integrated to ERP)– Marketing Campaigns• Swiftpage & Elogua