What Is CRM?
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The document discusses CRM (Customer Relationship Management) and its importance in business strategy, particularly highlighting Brainsell's expertise in ERP, CRM, and marketing automation. It outlines the basic function of CRM, its benefits for companies, and introduces SugarCRM as a popular application. The document emphasizes the role of CRM in enhancing customer relationships, sales management, and reporting.
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What Is CRM?
- 1. What is CRM? October 26, 2011
- 2. About BrainSell • Making businesses better for 17 years • Business Strategy: To provide a 360 degree business solution offering; services and software • Provide the specific expertise in ERP, CRM & Marketing Automation • One of the only companies in North America with or depth of expertise in both fields www.BrainSell.net
- 3. Agenda • What CRM is at the most basic level • Why companies use it • A quick overview of a popular CRM application, SugarCRM • Open Q & A
- 4. C Contact Before Customer Collects pre-sales info Conversion tool Collaborate Day planner on steroids (goodbye paper)
- 5. Relationship • Nurture after the sale closes to… • Retain customers • Referrals • Repeat business
- 6. Management • Know how leads are being handled • Know your pipeline • Set goals and quotas • REPORT
- 7. Ask Yourself Can I Benefit From CRM?
- 9. Still Building Reports in Excel?
- 10. Have Bad Visibility Into Your Sales Team?
- 11. Do Sales and Marketing Work Together?
- 12. Let’s Take a Tour Of your life on CRM…