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What is CRM?
October 26, 2011
About BrainSell
• Making businesses better for 17 years
• Business Strategy: To provide a 360 degree business solution
offering; services and software
• Provide the specific expertise in ERP, CRM & Marketing Automation
• One of the only companies in North America with or depth of expertise in both fields
www.BrainSell.net
Agenda
• What CRM is at the most basic level
• Why companies use it
• A quick overview of a popular CRM
application, SugarCRM
• Open Q & A
C
Contact Before Customer
 Collects pre-sales info
 Conversion tool
 Collaborate
 Day planner on steroids (goodbye paper)
Relationship
• Nurture after the sale closes to…
• Retain customers
• Referrals
• Repeat business
Management
• Know how leads are being handled
• Know your pipeline
• Set goals and quotas
• REPORT
Ask Yourself
Can I Benefit From CRM?
Long to-do list?
Still Building Reports in Excel?
Have Bad Visibility Into Your Sales
Team?
Do Sales and Marketing Work
Together?
Let’s Take a Tour
Of your life on CRM…

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