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.

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

14. Common System Shortcomings

16. Charter of Today’s Chief Financial Officer

18. The Ideal State

19. The Business Justification

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