how to get the most of your crm solution

How to get the most out of your CRM Solution

Prepared by CBC Solutions11/17/2015

Overview

CRM manages more than just the sales process:Contact ManagementCustomer relationsProject ManagementContent Management services

Sales Process

Automation is used to qualify leads…

Prospect Lead Opportunity Account

• Web form• Phone call• Constant

contact• Door knock• Referral

• Client qualification

• Documents, drop-off cards, brochures

• Project engagement

• Estimating• Quoting• Sub-

contractors

• Invoicing• Follow-up

surveys• Testimonial• Maintenance

Sales Process

…as you work through your sales funnel

Leaderboards

Track effective sales & find areas of improvement

…but

What else can you do?

Integration: Email & CalendaringIntegrating calendar and email keeps track of all your interactions with customers

Integration: Website

“Contact Us” forms on your website link data to leads and runs appropriate workflows Leads can be assigned to specific sales teams based on location, product or any other field in the form

Integration: Invoicing

Finance integration links customers to accounts and opportunities to transactionsHelps calculate the cost of the engagement

Integration: Calling Features

Voice calls can be integrated so that calls to and from customers will be logged with the leadCalls can be made right out of CRM

Project ManagementPM modules track project tasksStandard project templates ease project setupProcess of creating a new project is turn-keyIntegrating project management and CRM helps show each opportunity’s value

Content Management

Libraries & metadata ensure consistent data flow & easy searchingPermissions structure and tracking ensure data integrityRelevant documents are indexed with the record for each customer

Governance PlansGovernance planning covers the movement of dataCompany policy ensures data is managed properlyGood governance planning ensures data is always managed within company standards

Conclusion

A good CRM solutions tracks more than just salesThe whole customer engagement is standardized Standardization leads to a easy workflow and consistent level of serviceConsistent service leads to happy customers

CBC SolutionsTrusted Procurement Advisors

www.cbcsolutions.biz(619) 784-5211

info@cbcsolutions.biz

Lean how CBC Solutions can help you get the most of your CRM solution. Contact us today for a free consultation and take control of your business!