The document provides an overview of customer relationship management (CRM) systems and their benefits. It discusses how CRM systems allow businesses to track important customer information like purchase history, complaints, and marketing response in order to improve customer service, retain existing customers, and identify new sales opportunities. The document also outlines key factors for successful CRM implementation, such as gaining user buy-in, providing training, and offering ongoing support. It concludes by promoting the features of the MindaClient CRM system.

1. Overview of CRM
Brian Kelly CEO
www.mindaclient.com

2. What is CRM ?

3. What is CRM ?
50 years ago you would have gone into your
local greengrocer and expected them to know :
 What you liked to buy.
 When you buy their different products.
 Roughly how much you have to spend.
 How your elderly mother is keeping.
 They would let you know about some new product that
might be of interest to you.
A good CRM, Client system should help you provide
the same customer service to your clients.

4. Benefits of CRM
 Who did we sell to this time last
year ?
 Schedule repeat business.
 Who hasn’t bought from us lately ?
 Why are we losing sales.
 I may lose sales staff but I won’t
lost sales information.
Sales
Customer
Service
Pipeline
Marketing

5. Benefits of CRM
 All complaints swiftly dealt with
 Record work done for clients
 Customer not repeating themselves
 One source for all client information
 Schedule customer care follow up
calls
 See who we haven’t been in touch
with
Sales
Customer
Service
Pipeline
Marketing

6. Benefits of CRM
 No more lost leads
 What is my pipeline for next 3
months
 See what work goes into a sale
 Compare Sales Activity to
actual sales
Sales
Customer
Service
Pipeline
Marketing

7. Benefits of CRM
 Filter your customers and
carry out marketing campaigns
 Occasional Text or email with
special offers
 Use the information you have
about your customers to
target sales
 Plan your marketing using
actual data
Sales
Customer
Service
Pipeline
Marketing

8. Making CRM work
People – ENSURE YOU HAVE BUY IN
FROM ALL PEOPLE WHO WILL BE USING IT

9. Making CRM work
Training – PROVIDE RELEVANT
TRAINING FOR USERS

10. Making CRM work
Support - PROVIDE ONGOING SUPPORT
PARTICULARLY IN 1ST THREE MONTHS

11. Making CRM work
Don’t Over-Complicate –
NOT AN OPPORTUNITY TO INSTALL
THREE NEW SOFTWARE SYSTEMS !

12. Making CRM work
Step by Step – EG
1. GET ALL CUSTOMERS IN
2. RECORD CONTACTS WITH CLIENTS

13. CRM Trends
Mobile CRM
More Integration
SaaS model
Social Media
Self Service

14. MindaClient.com
Sample Dashboard
 Easy to use interface
 Accessible online
 Use on Tablet & Smartphone
 Tailor for different sectors
 Record work done for clients
 Include photos of work done

15. MindaClient Customer profiles
Hotels – Managing Sales
Solicitor – Recording Client work
Construction company Qatar - Clients
Gym – Membership Management
Electrical Contractors - Recording work
Counsellor – Clients & Appointments
Adult Guidance Serbia Clients & Students
Training Company – Clients & Classes
KSPCA – Complaint Management

16. 11 Patrick Street, Kilkenny Ireland
info@mindaclient.com
+353(0)56 7720873
www.mindaclient.com