2. Let it all
hang out
CRM provides much
more than just a way of
storing contact details.
3. Let it all
hang out
CRM provides much
more than just a way of
storing contact details.
“One of the key elements of any CRM plan is integration,
the unification of all your company’s data sources to
create a single, holistic view of each customer.”
- DestinationCRM.com
4. You can use Customer Relationship
Management software to:
Create a central, authoritative repository of
information so everyone is on the same page
5. You can use Customer Relationship
Management software to:
Create a central, authoritative repository of
information so everyone is on the same page
Increase accountability - Who
is doing what? When? Why?
6. You can use Customer Relationship
Management software to:
Create a central, authoritative repository of
information so everyone is on the same page
Increase accountability - Who 360˚
is doing what? When? Why?
Get a 360 degree view - Shared customer records create a 360 degree view of
each client and contact allowing a better quality of customised service to be offered
7. You can use Customer Relationship
Management software to:
Create a central, authoritative repository of
information so everyone is on the same page
Increase accountability - Who 360˚
is doing what? When? Why?
Get a 360 degree view - Shared customer records create a 360 degree view of
each client and contact allowing a better quality of customised service to be offered
Integrate different departments - With a harmonised system,
everyone from finance to sales can see each customer’s journey at
a glance, making the processes of lead management and customer
care smoother and simpler.
8. Why get naked?
Going naked — that is, shedding opaque processes to move to a more
transparent CRM system — could be the shrewdest business move you make.
9. Why get naked?
Going naked — that is, shedding opaque processes to move to a more
transparent CRM system — could be the shrewdest business move you make.
What do you get for your nakedness?
Quick access to accurate
data allowing for faster
business decisions
10. Why get naked?
Going naked — that is, shedding opaque processes to move to a more
transparent CRM system — could be the shrewdest business move you make.
What do you get for your nakedness?
Quick access to accurate Better auditing and
data allowing for faster analysis to see what is
business decisions and is not working
11. Why get naked?
Going naked — that is, shedding opaque processes to move to a more
transparent CRM system — could be the shrewdest business move you make.
What do you get for your nakedness?
Quick access to accurate Better auditing and Granular sales forecast
data allowing for faster analysis to see what is analysis for improved
business decisions and is not working financial planning
12. “Business processes that were driven by departmental efficiencies
will evolve to serve company-wide needs instead.”
- Gautam Parasnis, IBM BCS.
13. “Business processes that were driven by departmental efficiencies
will evolve to serve company-wide needs instead.”
- Gautam Parasnis, IBM BCS.
Lose the clothes
or lose the business
14. “Business processes that were driven by departmental efficiencies
will evolve to serve company-wide needs instead.”
- Gautam Parasnis, IBM BCS.
“Information silos are more
than just inefficient, they hinder a
company’s ability to serve customers
and succeed with its strategy. Without
a unified view of the customer,
marketing, sales and service/support
departments will all be working in
the dark, chasing goals that don’t
Lose the clothes fulfil the organization’s
broader ones.”
or lose the business - DestinationCRM.com
15. Download the free
HOW TO AVOID
How to avoid CRM CRM BACKLASH
backlash
eGuide from Workbooks
to get your journey to
CRM nudity underway.
Download Now 1