george dempster. this afternoon technology in my practice customer relationship management (crm 101)...

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Page 1: George Dempster. This Afternoon Technology in My Practice Customer Relationship Management (CRM 101) Merging I.T. & CRM

George Dempster George Dempster

Page 2: George Dempster. This Afternoon Technology in My Practice Customer Relationship Management (CRM 101) Merging I.T. & CRM

This Afternoon

Page 3: George Dempster. This Afternoon Technology in My Practice Customer Relationship Management (CRM 101) Merging I.T. & CRM

Technology

Page 4: George Dempster. This Afternoon Technology in My Practice Customer Relationship Management (CRM 101) Merging I.T. & CRM

Hardware

Page 5: George Dempster. This Afternoon Technology in My Practice Customer Relationship Management (CRM 101) Merging I.T. & CRM

Software

Page 6: George Dempster. This Afternoon Technology in My Practice Customer Relationship Management (CRM 101) Merging I.T. & CRM

Operating Systems

Page 7: George Dempster. This Afternoon Technology in My Practice Customer Relationship Management (CRM 101) Merging I.T. & CRM

Practice Management

50% 14%

OtherOther

EMD

Optimax

IKAT

Page 8: George Dempster. This Afternoon Technology in My Practice Customer Relationship Management (CRM 101) Merging I.T. & CRM

Business Applications

Page 9: George Dempster. This Afternoon Technology in My Practice Customer Relationship Management (CRM 101) Merging I.T. & CRM

3rd Party Providers

Page 10: George Dempster. This Afternoon Technology in My Practice Customer Relationship Management (CRM 101) Merging I.T. & CRM

Connectivity

Page 12: George Dempster. This Afternoon Technology in My Practice Customer Relationship Management (CRM 101) Merging I.T. & CRM

Technology?Technology?

Page 13: George Dempster. This Afternoon Technology in My Practice Customer Relationship Management (CRM 101) Merging I.T. & CRM

CRM 101CRM 101

Page 14: George Dempster. This Afternoon Technology in My Practice Customer Relationship Management (CRM 101) Merging I.T. & CRM

Customer Relationship Management

Customer relationship management (CRM) are methods that companies use to interact with customers.

Includes – systems – customers -staff processes – collecting and sharing information

The outcome satisfied customers – measured by company profitability

Page 15: George Dempster. This Afternoon Technology in My Practice Customer Relationship Management (CRM 101) Merging I.T. & CRM

Step 1 – Position the Practice

Page 16: George Dempster. This Afternoon Technology in My Practice Customer Relationship Management (CRM 101) Merging I.T. & CRM

Step 2 – Gather Information

CommunityCommunity

ConnectConnect

ContentContent

CommunicationsCommunications

CommerceCommerce

Page 17: George Dempster. This Afternoon Technology in My Practice Customer Relationship Management (CRM 101) Merging I.T. & CRM

Step 3 - Build your customer base

Page 18: George Dempster. This Afternoon Technology in My Practice Customer Relationship Management (CRM 101) Merging I.T. & CRM

CRM Checklist

Employees trained and empowered

Customer service performance measures exist – attainable goals are set

Regular and informative communications

Employees build one on one relationships with key customers

Conducive working environment - collaboration and teamwork encouraged

Regular employer - employee appraisals

Business processes reviewed and improved

Customer data maintained – updated and improved

Customer complains welcomed and resolved quickly

Page 19: George Dempster. This Afternoon Technology in My Practice Customer Relationship Management (CRM 101) Merging I.T. & CRM

CRM 101?CRM 101?

Page 20: George Dempster. This Afternoon Technology in My Practice Customer Relationship Management (CRM 101) Merging I.T. & CRM

Merging I.T. with CRM Merging I.T. with CRM

Page 21: George Dempster. This Afternoon Technology in My Practice Customer Relationship Management (CRM 101) Merging I.T. & CRM

My Website

Practice website

Page 22: George Dempster. This Afternoon Technology in My Practice Customer Relationship Management (CRM 101) Merging I.T. & CRM

My Website

Online Forms

Page 23: George Dempster. This Afternoon Technology in My Practice Customer Relationship Management (CRM 101) Merging I.T. & CRM

My Database

Admin Tool

Page 24: George Dempster. This Afternoon Technology in My Practice Customer Relationship Management (CRM 101) Merging I.T. & CRM

My Database

Admin Tool

Page 25: George Dempster. This Afternoon Technology in My Practice Customer Relationship Management (CRM 101) Merging I.T. & CRM

My Database

Admin Tool

Page 26: George Dempster. This Afternoon Technology in My Practice Customer Relationship Management (CRM 101) Merging I.T. & CRM

My Society

Admin Toolkit

Page 27: George Dempster. This Afternoon Technology in My Practice Customer Relationship Management (CRM 101) Merging I.T. & CRM

My Society

Admin Toolkit

Page 28: George Dempster. This Afternoon Technology in My Practice Customer Relationship Management (CRM 101) Merging I.T. & CRM

Bulk Communications

Page 29: George Dempster. This Afternoon Technology in My Practice Customer Relationship Management (CRM 101) Merging I.T. & CRM

Bulk Communications - surveys

Page 30: George Dempster. This Afternoon Technology in My Practice Customer Relationship Management (CRM 101) Merging I.T. & CRM

Rep Platform

Page 31: George Dempster. This Afternoon Technology in My Practice Customer Relationship Management (CRM 101) Merging I.T. & CRM

The Results

Page 32: George Dempster. This Afternoon Technology in My Practice Customer Relationship Management (CRM 101) Merging I.T. & CRM

Our Products

Page 33: George Dempster. This Afternoon Technology in My Practice Customer Relationship Management (CRM 101) Merging I.T. & CRM

E2 - 2010

Page 34: George Dempster. This Afternoon Technology in My Practice Customer Relationship Management (CRM 101) Merging I.T. & CRM

Thank YouThank You