crm tools for small business
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MarketingIntegrating CRM to Manage Your Customers and Vendors
©2013 Integrality, LLC All Rights Reserved
Presented by Cynthia Nevels, Senior Partner for IntegralityHost of Disrupt Radio and Senior Editor of Disruptive View
En
tre
pre
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urs
hi
pYou can control the flow of information and positively impact you business’ power to grow.
Business channels that require your attention. Sales Marketing Accounting Customer Service Operations/Logistics Human Resources
En
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urs
hi
pIf strategically implemented properly, technology can save you time and money.
GETTING STARTED
What are you doing?
Where’s the information?
What Do You Use?
What Do You Use?
Are you resistant to change?
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How can you measure what you’re not tracking?
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How can you grow if you’re not sure what your sales and marketing channels are doing?
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WHY MANAGE THE DATA?Better communication with key internal
and external stakeholdersBetter performance trackingInstant access to pertinent data
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Managing StakeholdersC
OM
MU
NIT
Y
Who WhyWhenHow
Evaluate Your Infrastructure
WHAT DO YOU NEED
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HOW
WHAT ARE YOUR GOALS
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HOW
SELECT A SERVICE
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HOW
IMPLEMENT THE SOLUTION
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Automate the Process
Salesforce AutomationMarketing AutomationCustomer SupportCall Center
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CRM SOLUTION
SalesCreate a sales processManaging your sales process, put yourself
in your customers’ shoesManage through the end of the chain
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Use One SystemTrack Your LeadsTrack Your VendorsManage Your RelationshipsCreate and Track Your Products and
ServicesTrack Your RevenueTrack Your ExpensesManagement Social Media and Marketing
Communications
SHARE WITH USThank You!
Please take a quick moment to complete our survey online at
http://bit.ly/144o8C0
Integrality, LLC
www.integrality.us
O 877-601-3211 ext 151
F 866-561-8027
E info@integrality.us
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