Increase sales effectiveness using CRM. Drive sales, productivity and revenue using technology.

1. Success Strategies for SMEs
Customer Relationship Management

2. We need a 360 degree view of our customer
We need to track our sales
We need to obtain more customers
We need to measure our marketing return on investment
We need sales force automation
We need to increase our customer satisfaction
Do you hear your Business say this?

3. Do you face any of these problems?
• You don’t know your customers well
• You can’t get Analytics on your customer and
business
• Have you ever lost a salesperson who left with
all of your contacts under their arm
• You have logistics information, and don't know
how to tap into it from other areas
• Need to enhance sales, but can't find another
decent salesperson for your team
• You have a paper process in place that costs a
great deal in time, money and missed
opportunity
• You want a full customer record on the screen
detailed with information needed by the person
in that position
• Management is not able to track the business
• Does Accounting, marketing sales and customer
service work together
• Customer service don't have all the information
they require to provide the best customer
service
• Sales staff don't follow a methodology for
selling, and leads and prospects are being
denied
• You have information, but can't analyze it
properly to see buying patterns and cycles
accurately to capitalize on
• You have people running around and think they
are working hard, not working smart due to the
business process
• Is your business technology one solid system, or
a patchwork of various packages which don't
share information or allow easy analysis

4. Customer Relationship Management
• Customer 360 Degree view
• Marketing/Lead Management
• Opportunity Management
• Activity Management
• Forecast and tracking
• Analytics
• Sales Planning
• Performance Tracking

5. Customer Relationship Management
• Customer Service Management
• Customer Portal
• Quotes, Contracts, Invoices, Project
• Collaboration
• Product Management
• Workflows
• Maps
• PDF Templates

6. • No upfront investment
• No hardware cost
• No installation and maintenance cost
• No support cost
• Always ON
• Always AVAILABLE
• Scalable
• Secure
Cost of Ownership

7. THANK YOU
Ride the Wave of Success
ramesh.prasad@ieee.org