Silicon Halton Meetup #47 - Your First CRM
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This document provides an agenda and summary for a Meetup event on choosing a CRM system. The agenda includes introductions, announcements about membership growth goals, a panel discussion on selecting a first CRM, and networking. The summary recaps insights from panelists on challenges of adoption, documenting processes before automating, and starting simply with Excel or a contact manager before implementing a full CRM. Tips included starting with a CRM with a free trial and ensuring leads are entered directly into the system. Upcoming related events were also announced.
Silicon Halton Meetup #47 - Your First CRM
- 1. www.siliconhalton.com linkedin/siliconhalton @siliconhalton Meetup #47: Your First CRM September 10 2013
- 2. • 7:15 pm Welcome & Intro to Burlington HiVE • 7:20 pm Announcements • 7:30 pm Q&A – Your First CRM • 8:15 pm Mark Your Calendar • 8:20 pm Get To Know Your Members • 8:30 Open Floor Agenda
- 3. Welcome from the Burlington HiVE @BurlingotonHiVE www.burlingtonhive.com The Hive Prezi: http://bit.ly/1eNUrOc
- 4. Show of Hands • 910+_ members • 47 meetups • 7 peer2peer groups • Hundreds of LinkedIn discussions
- 6. Membership Target For 2013 2,500 Invite 2 friends to join!
- 8. Q & A Panel
- 10. Jim Barnet Promys Inc. @PROMYS_PSA Geoff Hogan President Osnium Software Inc. @OsniumSoftware Philip Neukom Profit Analytics Inc. @PhilipNeukom Robert Duvall President, RDC Networks @rdcnetworks Chris Herbert CMO MI6 Agency Inc. @b2bspecialist Rick Stomphorst President SearchVelocity @stompr (Tonight’s Moderator) Tags: @BurlingtonHive #SiliconHalton #BurlON
- 11. Recap
- 12. What was shared & learned? A wealth of knowledge was shared for those considering a CRM. Here is some of it: Insight • “If your sole sales person leaves, do you know what is going on?” • One CRM does not fit all. • “We have a CRM for prospecting and use another CRM for customer management” • “Contact Management is a good first step towards adopting a CRM” • “We tried to write our own CRM twice, and failed both times.” • Challenge: Adoption within the company. Adoption of the CRM was cited as the largest challenge. • Someone needs to own the CRM. If everyone owns it, then no one does in reality. • “Have your leads go directly into a CRM. This will encourage adoption.” • Cloud CRMs are for the masses. Custom CRM is the future • “Startups are not trained to be sales people. We need a CRM to train us.” Benefits • “A percentage of your contacts matter. A CRM will remind you that they matter.” • “A CRM can make you efficient” • “A CRM makes sales reps follow a process.” • “A CRM will become an information client database.” Getting started • “What business process are you trying to automate?” • Need to document your sales process or a CRM is of little, if any, value • “If you automate a broken process, you’ll just make mistakes faster with a CRM” • Start with Excel and learn your sales process. ”I started with Excel, then a Contact Manager, then a CRM” • “Start with a CRM that has a generous free period, and one that will allow you to extract your data (should you choose to us it)” • Use a social CRM if your prospects/clients are using social media
- 14. Sept. 21, 9 a.m. – 5 p.m., The Burlington HiVE Lean Startup Workshop When: Who: Hosted by Jason Little of Leanintuit Who it’s for: Startups, solo entrepreneurs and people in established organizations who want to discover more effective ways to bring products to market!
- 15. Gaining Your Unclaimed SR&ED Tax Credit$ Audience: Technology entrepreneurs, professionals and business owners Date & Time change: Oct 23, 2013, 8:00am – 10am Location: Hampton Inn, 754 Bronte Road, Oakville Cost: $35, includes breakfast Presenter: Raj Phalpher, P.Eng, CMC Workshop for hi-tech start-ups
- 16. Content Marketing Workshop Audience: Technology entrepreneurs, professionals and business owners Presenter: @DonnaPapacosta Date, Time, Location Fri., Sept. 27, 2013, 9 – 11:30 a.m. Hampton Inn, 754 Bronte Road, Oakville Use promo code earlybird2013 to save 15%
- 17. Presentors: • Trevor Hood, Partner & VP @ SB Partners • Greg Clarke, Partner @ SB Partners
- 18. #G2KYM(Get to Know Your Member)
- 20. Open Floor
Editor's Notes
- #19: The “Get to know your members” segment. ~3min introductions by local tech companies.