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 evaluating and selecting a CRM system Contact tact Edge e CRM
First t session ion What goes wrong in the absence of CRM Discussion groups Case study 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 Contact tact Edge e CRM
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Contact tact Edge e CRM
Contact tact Edge e CRM
Contact tact Edge e CRM
Contact tact Edge e CRM
Contact tact Edge e CRM
Think ink about ut proce ocess sses es and systems ms in your r business iness. . Contact tact Edge e CRM
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
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
Proc ocess ess Syste stem Phone messages Post-it notes Track sales Excel Track stock Bespoke database Contact tact Edge e CRM
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
Contact tact Edge e CRM
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
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
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) Contact tact Edge e CRM
Systemised emised, , Lean princ ncip iples les Financial: GoCardless, Xero accounts Contact tact Edge e CRM
Systemised emised, , Lean princ ncip iples les Financial: GoCardless, Xero accounts Contact tact Edge e CRM
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Systemised emised, , Lean princ ncip iples les Financial: GoCardless, Xero accounts Process: Whiteboards and MagicCharts Using VTiger CRM 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 Contact tact Edge e CRM
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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 Contact tact Edge e CRM
Contact tact Edge e CRM
Contact tact Edge e CRM
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Cloud vs. On-Premises deployment Ease of use Email integration Capability Contact tact Edge e CRM
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Contenders Leaders t Presence nce ket Marke Niche High Performers Satisfacti faction Contact tact Edge e CRM
Contact tact Edge e CRM
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1 + 1 = 2 Contact tact Edge e CRM
1 + 1 = 2 Contact tact Edge e CRM
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Contact tact Edge e CRM
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
Contact tact Edge e CRM
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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