how to get the most of your crm solution
TRANSCRIPT
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
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www.cbcsolutions.biz(619) 784-5211
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