PowerPoint Presentation presented at the Arizona Hispanic Chamber of Commerce Tech Forum on May 10, 2011

1. CRM for Business
Presented at the Arizona Hispanic Chamber of
Commerce Tech Forum on May 10, 2011
James Marzola
President and CEO
AbilityCRM

2. • Rolodex, Business Card Files, Postcards,
Spreadsheets
• Software Based Contact Managers
• Sales Force Automation
• Customer Relationship Management
• Sales
• Marketing
• Service
CRM Progression
2

3. • CRM ties activities together to increase
revenue and profitability:
• Marketing - Lead Management
• Sales - Sales Pipeline
• Service – Timely Support
• Management – Informed Decision Making
Customer Relationship
Management
3

4. • Use Microsoft Word, Excel, Outlook, or Access to:
• Organize and manage customer and prospect lists
• Quoting templates
• Customer service call logs/inquiries
• Have shared folders on the network for:
• Customer files
• Quotes, Drawing, and other customer data
Be Honest, do you…
4

5. • Account Management • Activity Management
• Contact Management • Calendar Management
• Pipeline Management • Marketing
• Sales Management • Workflow
• Lead Management • Customer Service
All in One System…
What if …
5

6. By giving your people the
.
right tools…
Attract more Improve
prospects service
Close Discover
deals faster insights
Keep Enhance
customers relationships
That’s the Power of Productivity

7. On average, sales
representatives
spend only 36%
of their time on
actual selling
activities.
Source: CSO Insights
Sales Pipeline

8. Marketing / Lead Management

9. 6 KEYS TO REMEMBER
A Successful Approach to CRM
9

10. • Who are your Executive stakeholders
• What are your metrics of success
• Why are we doing this
Building Blocks of
Success
10

11. • Software in a box
• Something you simply “sign up” for
• An excuse for not addressing fundamental
business process change
• Done without Executive Involvement
What CRM is NOT
11

12. • Project Analysis and Understanding
• Design & Planning
• Personalization
• Deployment and Training
• Post-Deployment Support
Implementation Basics
12

13. • User will not use the system
• Enter minimum data
• Enter poor data
• Work around the system
What’s in it for me?
13

14. • Executive involvement
• Involve Key/Influential Users
• Invest in user training to maximize
efficiency
• Look for easy-to-use software
Overcoming User
Challenges
14

15. • Manage from CRM
• Hold user group meetings for
continuous improvement
• Turn data into useful information
Words of Wisdom
(after Deployment)
15

16. • Founded in 1998
• Microsoft
• Managed Partner - Dynamics CRM Gold Competency
• Hosting Partner (www.alwayson-crm.com)
• Member – Microsoft Dynamics Partner Advisory Board
• Sage SalesLogix CRM Business Partner
• Headquarters in Scottsdale, AZ
• CRM Consulting
AbiltyCRM

17. For more information, contact us at:
15029 N. Thompson Peak B111-424
Scottsdale, Arizona 85260
480-726-5400
www.abilitycrm.com
info@abilitycrm.com
AbiltyCRM