CRM

What it is – Why you need it – How to find the right one

What it isCustomer Relationship Management

● A Central Repository for All Customer Interactions● Facilitates Team Selling & Service● Produces Meaningful Reports● Implements Defined Processes ● Configurable to Meet Specific Needs

Why you need itImprove your Business Management by:

○ Data!○ Predictable Revenue○ Repeatable Process○ Team Selling○ Performance Tracking○ Reduce Ramp up Time○ Branding

Don’t be a victim of

paralysis by analysis

Remember:No system is

perfect

How to be successful using a CRM● Start from the end & work backwards

○ Define your wants from the system (meaningful reports & processes)● Get STRONG Management Support ● Develop a program to change behavior & reward adoption● System can be configured to meet your needs● System is easy to use and will be adopted● Ensure you own the data & you can get it in and out● Ensure Company is Referenceable and Stable● Makes sure it is platform & device independent● Right size your solution

If you would like a Zoho demo,please email ashley@cloudbakers.com

Thank you