Why CFOs are Loving CRM
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This document summarizes a live webinar about why Chief Financial Officers are embracing customer relationship management (CRM) systems. The webinar will discuss how CRM has evolved to integrate business systems and provide contextual information to help companies work more efficiently. Attendees will learn how assessing current technology capabilities and developing a strategic plan can help organizations leverage integrated systems to achieve performance goals. The presentation will include a question and answer session.
Why CFOs are Loving CRM
- 1. Live Webinar: We will begin shortly Webinar Audio: You can dial the telephone numbers located on your webinar panel. Or listen in using your microphone or computer speakers. Why CFO’s Are Loving CRM
- 2. Questions? Type your questions into your “questions box” located at the bottom of your webinar panel
- 3. Danny Estrada, MBA – CRM Practice Director 20 Years in CRM CRM Magazine Columnist Practical CRM Blog Contributor for Accounting Today BloggerforAccounting Web Today’s Presenters
- 4. Webinar Details • Presentation is roughly 1 hour • All phone lines are muted • Type your questions into your “questions box” located at the bottom of your webinar panel
- 5. 250+ Business Technology Architects and Consultants ERP/ Accounting CRM & Marketing Automation HRMS/ Employer Solutions BI, Analytics & Reporting Road Mapping & Strategic Planning Business Process Review IT & Managed Services Cloud Services Document Management Nonprofit Solutions Web Development & e-Commerce Sister Company Payment Processing SWYPE Sister Company Ecosystem
- 6. Today’s Agenda What are we solving for? How has CRM evolved? Business System Challenges The modern CFO Leveraging Integrated Systems Contextual Information Path to Performance Q&A
- 8. The current business climate Speed is everything Competition is fierce Customer expectations are high Employees are under pressure
- 9. 5 Keys to the Successful Business System
- 11. It’s All About Platform CRM Email Web Site DocumentsERP System Marketing Automation
- 12. Evolution of CRM
- 16. Charter of Today’s Chief Financial Officer
- 18. The Ideal State
- 21. The Idea of “Just in Time” Information
- 23. Creating a Blue Print
- 24. Assessing Your Current Situation Organizational Strategy Technology Business Objectives Technology Strategy Existing Capabilities Technology Gaps Implementation Technology Training
- 25. Making the Right Call
- 26. Thank You For Attending! For additional information, please contact me (or your Net@Work Account Manager) Danny Estrada | Net@Work CRM Practice Director Phone: 800-719-3307 Ext. 1749 destrada@netatwork.com sgarrity@netatwork.com