No Regrets: How to Choose the Right CRM Solution

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No Regrets – How to Choose
the Right CRM Solution

Presenter
Noel Forst
Business Development Manager – Americas

• How the Right CRM can Help
You Achieve a Quick ROI
• What to look for in a CRM
• How to Select a Solution Your
Employees will Want to Use
• Whether Paying for Extra
Services is Worth the Expense
Today’s Agenda

How many in the listening audience
are planning on purchasing a CRM
within the next 60 days?
Poll Question

Before You Call Anyone.

Do You have a Technology Plan?
Adopting a CRM is a big decision.
What other systems are you using?
What’s your 5 year plan?

Make a List
Your CRM Must do:
Your CRM Could do:
Your CRM Should cost:

Click to edit Master title style
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How the Right CRM can Help
You Achieve a Quick ROI

1. Replacing one info silo for another
2. No reconciliation of CRM needs between
depts
3. Reports – not doing anything with them
4. Ignoring what CRM tells about customers
5. Not changing bad habits – assuming CRM
does all the work
CAREFUL PLANNING TAKES CARE OF THIS
5 Common Mistakes

Standard Definition of ROI

Where do we see ROI?
• Streamline your calling efforts
• Ensure the maximum number of prospects
are being called
• Minimize duplication of effort
• Identification and Elimination of Pain Points
REDUCED COSTS AND INCREASED EFFICIENCIES

Customer Story #1
The Organization that
added 108 days to it’s
year.

Where do we see ROI
• Better understand customers
• Anticipate their needs
• Promises are kept
INCREASED CUSTOMER SATISFACTION AND RETENTION

Where do we see ROI
• Improving Selling Process
• Track Sales Cycles
• Increase revenue from
each customer
• Increased Margins
INCREASED REVENUES

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What to look for in a CRM

Name Brand isn’t Everything

Tailor Your Search

Cloud or On Premise?
Where is their cloud?
Regulations?
What do They Offer?

Does it have different modules?
Integrations?
And does your vendor
charge for features?
Functionality Offered

Do you understand the
pricing model?
Do you understand the
contract terms?
Are there any ‘gotchas’?
Pricing and Contract Details

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How to Select a Solution Your
Employees will Want to Use

User adoption is the key.
Better usability = Better results.
Great Adoption = Great Results

Your business is Unique.
Tailoring your solution makes
YOUR CRM an integral part
of YOUR business.
Tailored to Meet Your Needs?

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Whether Paying for Extra
Services is Worth the Expense

How does it benefit you?
How will implementation
increase productivity?
Implementation

How does it benefit you?
How will training
increase productivity
which leads
to increases in sales?
Training

Sometimes getting to
know your new system
first is the best idea.
Customer Story #2

The Four Pillars
Flexibility
Affordability
Usability
Credibility

Questions

No Regrets: How to Choose the Right CRM Solution

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