George Dempster. This Afternoon Technology in My Practice Customer Relationship Management (CRM 101)...

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George Dempster

Transcript of George Dempster. This Afternoon Technology in My Practice Customer Relationship Management (CRM 101)...

Page 1: George Dempster. This Afternoon Technology in My Practice Customer Relationship Management (CRM 101) Merging I.T. & CRM.

George Dempster George Dempster

Page 2: George Dempster. This Afternoon Technology in My Practice Customer Relationship Management (CRM 101) Merging I.T. & CRM.

This Afternoon

Page 3: George Dempster. This Afternoon Technology in My Practice Customer Relationship Management (CRM 101) Merging I.T. & CRM.

Technology

Page 4: George Dempster. This Afternoon Technology in My Practice Customer Relationship Management (CRM 101) Merging I.T. & CRM.

Hardware

Page 5: George Dempster. This Afternoon Technology in My Practice Customer Relationship Management (CRM 101) Merging I.T. & CRM.

Software

Page 6: George Dempster. This Afternoon Technology in My Practice Customer Relationship Management (CRM 101) Merging I.T. & CRM.

Operating Systems

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Practice Management

50% 14%

OtherOther

EMD

Optimax

IKAT

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Business Applications

Page 9: George Dempster. This Afternoon Technology in My Practice Customer Relationship Management (CRM 101) Merging I.T. & CRM.

3rd Party Providers

Page 10: George Dempster. This Afternoon Technology in My Practice Customer Relationship Management (CRM 101) Merging I.T. & CRM.

Connectivity

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Technology?Technology?

Page 13: George Dempster. This Afternoon Technology in My Practice Customer Relationship Management (CRM 101) Merging I.T. & CRM.

CRM 101CRM 101

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Customer Relationship Management

Customer relationship management (CRM) are methods that companies use to interact with customers.

Includes – systems – customers -staff processes – collecting and sharing information

The outcome satisfied customers – measured by company profitability

Page 15: George Dempster. This Afternoon Technology in My Practice Customer Relationship Management (CRM 101) Merging I.T. & CRM.

Step 1 – Position the Practice

Page 16: George Dempster. This Afternoon Technology in My Practice Customer Relationship Management (CRM 101) Merging I.T. & CRM.

Step 2 – Gather Information

CommunityCommunity

ConnectConnect

ContentContent

CommunicationsCommunications

CommerceCommerce

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Step 3 - Build your customer base

Page 18: George Dempster. This Afternoon Technology in My Practice Customer Relationship Management (CRM 101) Merging I.T. & CRM.

CRM Checklist

Employees trained and empowered

Customer service performance measures exist – attainable goals are set

Regular and informative communications

Employees build one on one relationships with key customers

Conducive working environment - collaboration and teamwork encouraged

Regular employer - employee appraisals

Business processes reviewed and improved

Customer data maintained – updated and improved

Customer complains welcomed and resolved quickly

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CRM 101?CRM 101?

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Merging I.T. with CRM Merging I.T. with CRM

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My Website

Practice website

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My Website

Online Forms

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My Database

Admin Tool

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My Database

Admin Tool

Page 25: George Dempster. This Afternoon Technology in My Practice Customer Relationship Management (CRM 101) Merging I.T. & CRM.

My Database

Admin Tool

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My Society

Admin Toolkit

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My Society

Admin Toolkit

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Bulk Communications

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Bulk Communications - surveys

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Rep Platform

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The Results

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Our Products

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E2 - 2010

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Thank YouThank You