signs you're ready for a database crm

Signs You’re Ready for a Database/CRM System

Presentation by Kendra Von AchenDB Pros

Introduction to Databases

• What is a database?

• These are all examples of databases

What is CRM?• Stands for Customer Relationship

Management• Definition: CRM is the process of managing all

aspects of interaction a company has with its customers, including prospecting, sales, and service.

• CRM applications attempt to provide insight into and improve the company/customer relationship by combining all these views of customer interaction into one picture.

Key Features of CRM Systems• Account/Contact

Management• Opportunity/Sales

Management• Customer Service/Case

Management• Marketing/Campaign

Management• Activity and Calendar

Management

• Notes and History Tracking• Email Management• Project Management • Dashboards/Business

Intelligence• Customized Reports• Workflow/Process

Automation• Mobile/Remote Tools

Why Use CRM in a Business?• Organize all key information– Contacts– Prospect– Clients/customers– Proposals

• Keeps all key employees on the same page• Saves time• Helps increase the company’s revenues• Track metrics• Email marketing integration

Using Outlook to Manage Business Activities

• Key areas – Contacts, Calendar, Tasks, Email• Functions:– Categories– Drag-and-drop– Integrate with Word for Mail Merge– Flags/Reminders

What Outlook (or Excel) Can’t Do

• Tie records together• Manage opportunities/pipeline/forecasts• Mass update fields/records• Send out mass emails (limited to 50-100)• Create hierarchies of records– Eases data entry– Reduces/removes duplicates

• Categorize records with separate fields

Signs You’ve Outgrown Outlook/Excel

• Filtering on Categories just isn’t cutting it anymore• You have 10 records for the same company with 10

different company names listed• You’re losing productivity entering the same

information over and over again• You’re ready to track your pipeline• You have a group of people trying to share

information easily

Alternative Solutions

• Contact Management vs Customer Relationship Management

• CM – ACT!; Goldmine; Batchbook; Highrise; SalesNexus; and more

• CRM – Zoho; Quickbase; SugarCRM; Salesforce; NetSuite; Oracle CRM OnDemand; and more– Range from Free to $100/user/month

Implementation Success Factors

1. Plan2. Outline your needs and match the system to needs

for next 2-5 years3. Collect data to import4. Customize system5. Build reports and Dashboards6. Learn system and rollout to company7. Communicate throughout process to company8. Assess plan to results

System Decisions

• Purchase vs Subscription• Cost• Ease of use• Features/Functionality• Scalability• Integration with other tools

QUESTIONS?

Thank you!

Kendra Von AchenDB Pros

Denville, NJ(973) 607-1627

kendra@dbprosconsulting.comwww.dbprosconsulting.com