……………………….………… CRM Trends Christopher Bates Ramp Technology Group.

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……………………….………… CRM Trends Christopher Bates Ramp Technology Group

Transcript of ……………………….………… CRM Trends Christopher Bates Ramp Technology Group.

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CRM TrendsChristopher BatesRamp Technology Group

…………………………………………………………………………………………………………………………………………………………………………………………….………………………………………………………………Ramp 2010. Confidential and Proprietary

Ramp Group CRM Practice

pg 2

Trend #1: CRM is not just software…

CRM is a growth strategy for our company.

…………………………………………………………………………………………………………………………………………………………………………………………….………………………………………………………………Ramp 2010. Confidential and Proprietary

Ramp Group CRM Practice

pg 3

Trend #2: Invest wisely in…

User Adoption

…………………………………………………………………………………………………………………………………………………………………………………………….………………………………………………………………Ramp 2010. Confidential and Proprietary

Ramp Group CRM Practice

pg 4

Trend #3: No more hit and run…

Manage Change

1. Create a Sense of Urgency

2. Pull Together the Guiding Team

3. Develop the Change Vision and Strategy

4. Communicate for Understanding and Buy-in

5. Empower Others to Act

6. Produce Short-Term Wins

7. Repeat Relentlessly

8. Create a New Culture

…………………………………………………………………………………………………………………………………………………………………………………………….………………………………………………………………Ramp 2010. Confidential and Proprietary

Ramp Group CRM Practice

pg 5

Trend #4: Focus on incremental…

Quick and Easy Win’s

Phase OneSales Activity Management

Phase TwoSales Forecasting & Reports

Phase Three360° Customer View

…………………………………………………………………………………………………………………………………………………………………………………………….………………………………………………………………Ramp 2010. Confidential and Proprietary

Ramp Group CRM Practice

pg 6

Trend #5: Address the concerns of…

Four Types of Stakeholders

Customers

“REMEMBER me… Don’t make me a

number.”

Managers

“Help me SEE… I need to monitor,

measure, and direct.”

Sales Reps

“Help me SELL… Don’t slow me

down. Show me my day.”

I.T.

“We need new TOOLS for our existing

skillsets.”

…………………………………………………………………………………………………………………………………………………………………………………………….………………………………………………………………Ramp 2010. Confidential and Proprietary

Ramp Group CRM Practice

pg 7

Trend #6: Foster a company-wide…

Relational Culture

Shared Domain

Shared Interests

Shared Purpose

…………………………………………………………………………………………………………………………………………………………………………………………….………………………………………………………………Ramp 2010. Confidential and Proprietary

Ramp Group CRM Practice

pg 8

Trend #7: Set and manage…

Realistic Expectations

Choose any two

Choose any two

Quality

Speed Cost

……………………….…………

fin.