dynamics crm presentation for onplatinum conference
TRANSCRIPT
CRM Presentation
2015 Conference
Typical Business
Website
Outlook Calendar
Outlook ContactsOutlook
ContactsOutlook ContactsOutlook
Contacts
Paper forms
Excel Files
Paper formsPaper
forms
Excel FilesExcel
FilesExcel FilesExcel
Files
Access Database
Web Applicati
onWeb
Application
Tablet App
Accounting
Outlook Contacts
Paper forms
2015 Conference
Duplicated Data Entry
2015 Conference
CRM, or customer relationship management, refers to software that lets companies track every interaction with current and future customers.
What is CRM
2015 Conference
2015 Conference
2015 Conference
Marketing & Lead Generation
Lead ScoringPlace a value on each interaction a Lead has with your website, mass email marketing and even direct contact
with your sales teamThe higher the value the hotter the Lead
Mass email MarketingLead Conversion processes via
personalised mass communicationCampaign results logged directly into
CRMReview each Lead's email campaign status. Eg: Opens, Click Through,
Unsubscribe.
Form CaptureData capture forms for more information, white papers, brochures
etcLeads automatically added to CRM
IP addresses from Web Traffic automatically linked to data entered
via Web Forms
Web TrackingDrive traffic via SEO, Adwords
campaigns and other strategiesRecord IP addresses of Web site
visitorsLog directly into CRM for Marketing
Automation and Business Intelligence
2015 Conference
Marketing & Lead Generation
Post Purchase SurveysSend Post purchase client surveys to
improve current sales processIdentify potential referral sources,
testimonials and marketing metrics Log results directly into CRM
Close SalesStrategically timed sales calls greatly assist conversion
rates Close Opportunities and report on Top Performers
Personalised email MktgUse CRM's email templates to deliver consistent and branded email
communicationSales team can customised the email
to ensure it is personalisedTrack client interaction with emails
and your website
Opportunity ManagementAutomatically allocate Sales calls Use Lead Scoring to maintain sales
efficiencyLog Opportunities into CRM for
improved Sales forecasting
2015 Conference
Sales & Opportunity Improvement
Opportunity List at your finger tips Laptop, Tablet and Phone
One system to update Instant Reporting Easier collaboration Stay focused on new business not past sales commissions Easily set future reminder activities Business Process Steps Accurate centralised reporting for Sales Management
2015 Conference
Who needs CRM
2015 Conference
Custom systems built inside CRM XRM
Integrated external applications Xero, Zendesk
Replace all of those Excel files.
Product and Service Delivery Systems
2015 Conference
Build lists of clients based on all available data Identify patterns by using Graphs and Charts Automate routine tasks
Exception management Market to those hot prospects Identify who to call and when to call them
Business Intelligence
2015 Conference
How to select a CRM system?
2015 Conference
The Guthrie business evolution of CRM needs
2015 Conference
Sole Trader
1) Sole Trader 1-2 staff Absolute person focus No systems Paper based
2015 Conference
1) Sole Trader2) Micro Business
2-5 staff Personalised service No systems Excel based
Micro Business
2015 Conference
1) Sole Trader2) Micro Business3) Small Business
5-15 staff Personalised service Limited systems Multi-tasking staff Management by communication
history GoldMine CRM
Small Business
2015 Conference
1) Sole Trader2) Micro Business3) Small Business4) SMB
10+ staff System focused Silo based work allocation Management by KPI’s Microsoft Dynamics CRM
SMB
2015 Conference
How to select the right systemCRM
Sales & Marketing
Product & Service Delivery Systems
Accounting System Accounting System
CRM Sales & Marketing
Product & Service Delivery Systems
Growth FocusedEntrepreneurStrong Sales Director
Cost FocusedStrong CFO
2015 Conference
1) Complete eco-system2) Integrates Outlook and Office3) Integrates with other systems4) Delivers business productivity5) Easy to use
What else should you consider
2015 Conference
Apple
2015 Conference
2015 Conference
Microsoft
2015 Conference
“We need to move from delivering IT innovation in your organization, to driving innovation and transformation in your
organization.”
Satya Nadella, Microsoft CEO
Microsoft’s Vision
2015 Conference
“We need to move from delivering IT innovation in your organization, to driving innovation and transformation in your
organization.”
“We want to be the mobility and platform company in a Mobile First, Cloud First world.”
Satya Nadella, Microsoft CEO
Microsoft’s Vision
2015 Conference
“We need to move from delivering IT innovation in your organization, to driving innovation and transformation in your
organization.”
“We want to be the mobility and platform company in a Mobile First, Cloud First world.”
“We want to deliver that platform, productivity and business processes services that you, can use to achieve your business
transformation.”Satya Nadella, Microsoft CEO
Microsoft’s Vision