This presentation looks at Customer Relationship Management Software CRM. It gives you an overview of the things to expect with this type of software application.

1. Business Exchange Empowered What IS CRM? Customer Relationship Management By Sonja Onthank 2/22/11

2. Customer Relationship Management Collaborationfor Employees Database for Documents, Client Info, Employee Schedules, Shared Email Templates Auto-Responders for Email Marketing Drip Marketing Programs Marketing Campaigns Tracked… From Inbound Calls to Outgoing Tradeshows

3. Cash flow—How is it impacted? Sales Pipeline Forecast: Who is Planning to Purchase? What is the Probability? What Employee is Managing The Sale? Learn What ROI comes from Marketing Expenses Determine Upcoming Expenses in Relation to Incoming Revenue Projections

4. Employees that use crm Marketing Persons Input Campaigns, Leads, Email Templates & Shared Documents Sales People Record Activities and Emails with Customers Customer Support Schedule Service Calls Assistants Know Where Employees are At Executives Access Reports & Customer Data

5. Seasonal employees CRM Should have Security Levels for Record Ownership, Adding Records, Viewing Lists and Importing or Exporting Accounts Look for a CRM Software License that Doesn’t Cost Extra When Seasonal Employees Are Hired Make Sure Seasonal Employees Cannot Export Your Customer List Blend Remote Employees Into the System

6. Seems time-consuming… Is it? Time Spent to Input Customer Interactions Usually Replaces the Pen & Paper Content, but Time is Invested to Make the Record Clarity in What was Typed for a Conversation Give Each Employee 2 Minutes After a Customer Interaction to Input their Activity Publish Procedures for Your CRM System

7. Importing old records Many Companies Start with Importing Contact Records Only Update Marketing Campaigns. Adjust the Industry List for Your Markets & Groups for the Product Line. Add Users with Pertinent Security Levels. Convert Contacts to Leads & Accounts When Activity Occurs. Streamline Lead Qualification & Sales

8. Minimum feature list for crm Activity Tracking Email Integration Document Sharing Marketing Campaign Tracking Opportunity Pipelines Merging Records Multi-User Reports

9. Presentation summary CRM is a Valuable Database for a Company Streamline Procedures with Training Classes when a New CRM product is Purchased Establish System Administrators Review Reports After the First Month and Modify or Add New Reports as Needed Assess Marketing ROI