CRM isn't just for the sales process. Through integration with native apps, a well designed CRM solution can help you business run smooth. Whether your system is Salesforce, ZoHo, Dynamics or Saleslogix, CBC Solutions can help you transform your business with in house software.

1. Prepared by CBC Solutions
11/17/2015

2. CRM manages more than just the sales process:
Contact Management
Customer relations
Project Management
Content Management services

3. Automation is used to qualify leads…
Prospect Lead Opportunity Account
• Web form
• Phone call
• Constant
contact
• Door knock
• Referral
• Client
qualification
• Documents,
drop-off cards,
brochures
• Project
engagement
• Estimating
• Quoting
• Sub-
contractors
• Invoicing
• Follow-up
surveys
• Testimonial
• Maintenance

4. …as you work through your sales funnel

5. Track effective sales & find areas of improvement

7. Integrating calendar and email keeps track of all your interactions
with customers

8. “Contact Us” forms on your website link data to leads and
runs appropriate workflows
Leads can be assigned to specific sales teams based on
location, product or any other field in the form

9. Finance integration links customers to accounts and
opportunities to transactions
Helps calculate the cost of the engagement

10. Voice calls can be integrated so that calls to and from
customers will be logged with the lead
Calls can be made right out of CRM

11. PM modules track project tasks
Standard project templates ease project setup
Process of creating a new project is turn-key
Integrating project management and CRM helps show each opportunity’s value

12. Libraries & metadata ensure consistent data flow & easy searching
Permissions structure and tracking ensure data integrity
Relevant documents are indexed with the record for each customer

13. Governance planning covers the movement of data
Company policy ensures data is managed properly
Good governance planning ensures data is always managed within company
standards

14. A good CRM solutions tracks more than just sales
The whole customer engagement is standardized
Standardization leads to a easy workflow and consistent level of
service
Consistent service leads to happy customers

15. www.cbcsolutions.biz
Lean how CBC Solutions can help you get the most
of your CRM solution. Contact us today for a free
consultation and take control of your business!