No Regrets: How to Choose the Right CRM Solution

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No Regrets – How to Choosethe Right CRM Solution


Presenter

Noel ForstBusiness Development Manager – Americas


• How the Right CRM can Help You Achieve a Quick ROI

• What to look for in a CRM

• How to Select a Solution Your Employees will Want to Use

• Whether Paying for Extra Services is Worth the Expense

Today’s Agenda


How many in the listening audience are planning on purchasing a CRM within the next 60 days?

Poll Question


Before You Call Anyone.


Do You have a Technology Plan?

Adopting a CRM is a big decision. What other systems are you using?What’s your 5 year plan?


Make a List

Your CRM Must do:Your CRM Could do:Your CRM Should cost:


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How the Right CRM can HelpYou Achieve a Quick ROI


1. Replacing one info silo for another2. No reconciliation of CRM needs between

depts3. Reports – not doing anything with them4. Ignoring what CRM tells about customers5. Not changing bad habits – assuming CRM

does all the workCAREFUL PLANNING TAKES CARE OF THIS

5 Common Mistakes


Standard Definition of ROI


Where do we see ROI?

• Streamline your calling efforts• Ensure the maximum number of prospects

are being called• Minimize duplication of effort• Identification and Elimination of Pain Points

REDUCED COSTS AND INCREASED EFFICIENCIES


Customer Story #1The Organization that added 108 days to it’s year.


Where do we see ROI

• Better understand customers• Anticipate their needs• Promises are kept

INCREASED CUSTOMER SATISFACTION AND RETENTION


Where do we see ROI

• Improving Selling Process• Track Sales Cycles• Increase revenue from

each customer• Increased Margins

INCREASED REVENUES



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What to look for in a CRM


Name Brand isn’t Everything


Tailor Your Search


Cloud or On Premise?Where is their cloud?Regulations?

What do They Offer?


Does it have different modules? Integrations?And does your vendor charge for features?

Functionality Offered


Do you understand the pricing model? Do you understand the contract terms?Are there any ‘gotchas’?

Pricing and Contract Details



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How to Select a Solution Your Employees will Want to Use


User adoption is the key.Better usability = Better results.

Great Adoption = Great Results


Your business is Unique.Tailoring your solution makes YOUR CRM an integral part of YOUR business.

Tailored to Meet Your Needs?



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Whether Paying for Extra Services is Worth the Expense


How does it benefit you?How will implementation increase productivity?

Implementation


How does it benefit you?How will training increase productivity which leads to increases in sales?

Training


Sometimes getting to know your new system first is the best idea.

Customer Story #2


The Four Pillars

Flexibility

Affordability

Usability

Credibility


Questions

No Regrets: How to Choose the Right CRM Solution

Software

Transcript of No Regrets: How to Choose the Right CRM Solution