MULTICHANNEL CRM
Open source CRM with built-in marketing tools for your Multi-
Channel business.
OroCRM Multi-Channel
Jary Carter
(Co-Founder, OroCRM)
Brandon Briggs
(Business Development Manager,
OroCRM)
AGENDA
1 Introduction
2 Case Studies
3 Product Demo
4 Wrap Up – Q&A
No CRM for Multi-Channel
Market Challenges
Flexible, Reliable, Open
Business Platform
280,000+
Unique Site Visitors
OroCRM Momentum
15,000+
Registered Users
1,500+
Active Customers
35,000+
Product Downloads
15+
Worldwide Partners
Single View of Customer – Across Channels
Magento Purchases
eBay Purchases
In-Store Purchases
Sales Calls
Email Campaigns
Support Requests
Collected Customer Data
OroCRM
Sales Marketing
Created for Sales & Marketing
Sparesbox
Overture
Forty Winks
DIFFAM
OroCRM Multi-Channel Webinar

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OroCRM Multi-Channel Webinar

Editor's Notes

  • #10:   The Company:   Spares Box was founded with a simple goal: make it easier to shop for automotive parts online.They excel in meeting the needs of car lovers, with everything you need for car care The Challenge:   -A custom-parts store does not have the same needs as a general parts retailer. Each Spares Box customer has needs unique to their vehicle. -Spares Box needed a way to unify customer purchase data and communications. -Customer interactions are spread across platforms that include eBay, Magento, MailChip and ZenDesk. To meet customer needs, Spares Box needed a CRM solution to be able to maintain coherent customer profiles and keep up with all communications. -Because of their unique customer needs, intelligent segmentation are also key to their growth.   The Solution: -OroCRM allows them to see information from all sales and communication channels in a single place. -OroCRM’s flexible segmentation engine assures that every customer gets the information that is most relevant to their specific needs. A customer who buys an oil filter most likely needs oil, too. And, in a few months, it's likely that they'll need fuel filters or another maintenance product. OroCRM's ability to capture offline sales opportunities and to track orders through the sales funnel means that fewer prospects fall away. Integration with ZenDesk consolidates customer communications and leads to a higher level of customer service and satisfaction. -OroCRM integration with MailChimp enables Spares Box to easily segment and reach out to customers from their wide range of channels.
  • #11: Since 2001, Overture Promotions has created award-winning promotional branding campaigns for businesses of all sizes. Overture serves clients worldwide, including some of the world's largest brands. Overture's combination of passion and expertise is why companies like Dr. Pepper, Corona, Uber, Google and NBC rely on them to manage their branded merchandise and promotional items.   The Challenge:   -In 2011, Overture launched an e-commerce division, Blue Soda Promo, to offer promotional services to businesses online. -Blue Soda Promo offers over 100,000 customizable promotional items. Fast growth to several milliion in revenue meant that Blue Soda Promo needed a highly scalable, robust and customizable CRM to ensure that the company could continue to grow.  -Blue Soda Promo needed a flexible CRM, with the ability to create simple custom workflows without needing extensive customization. -Blue Soda Promo needed a solution that would allow them to see marketing campaign results across the website, social media, and both paid and organic search traffic. They also needed an easy way to track follow-ups with customers so no prospects fell through the cracks.   The Solution:   -OroCRM allows Account Managers to see data from all communication channels, including phone, email, web forms and live chat in a single, comprehensive view. -Once data is in OroCRM, it is easy for marketing managers to gather metrics from individual marketing channels and campaigns. -OroCRM workflows streamline communication. For example, Automatic reminders are sent to customers at key intervals. Drip emails guide prospects through the sales funnel. -Account representatives can see what happened in earlier communications, allowing them to touch customers at the right time with the right message.
  • #12: Challenge: -Single view of customers across POS, ecommerce, customer service and in store door count and lead capture. - measurement of omni-channel conversion rate online and instore  - marketing automation based upon customer behavior and position in sales cycle ability to capture prospects and leads via any device in any location via enhancements developed by Balance Internet Results: a CRM solution customized and configured to needs of the Franchise Sector via adding "Local" enhancements to OROCRM via SI partner Balance Internet Receiving aggragated data across all sales channels and customer service interactions. In conjunction with their partner, Balance Internet, they are now gaining a single view of customer across all channels.
  • #13: Company: -Diffam Automation has been in business for 30 years, selling garage doors, and other associated products. -Traditionally a B2B focused organizaiton, in2013, the company has opened a new channel, B2C ecommerce. They now have a phyical office presence as well as two eCommerce sites one for B2B and one for B2C. Challenge: -All this opportunity was also creating issues. They had customers across sales channels and different customer types. -They need to unify customer information across all channels, for two reasons: they wanted to optimize customer interactions and service and marketing operations. Result: -With OroCRM they were able to get a single view of their customer across all these purhcase channels. -With tools for sales and customer service they are now able to manage customer relationships in OroCRM, based on a real view of customers. -With tools for marketing, they are able to market to customers based on the real view of their customers. Whether the purchase online on the B2B channel, offline, or on the B2C channel, Diffam can market to their customers based on a holistic customer view, which allows them better marketing decision making and targeted focus.