selecting the right crm. how to prevent buyer’s remorse

Selecting the Right CRM.How to Prevent Buyer’s Remorse.

Presenters

Noel ForstBusiness Development Manager – Americas

MAXIMIZER CRM

• How the Right CRM can Help You Achieve a Quick ROI

• What to look for in a CRM

• How to Select a Solution Your Employees will Want to Use

• Whether Paying for Extra Services is Worth the Expense

Today’s Agenda

How many in the listening audience are planning on purchasing a CRM within the next 60 days?

Poll Question

Before You Call Anyone.

Do You have a Technology Plan?

Adopting a CRM is a big decision. What other systems are you using?What’s your 5 year plan?

Click to edit Master title style

WWW.MAXIMIZER.COM

How the Right CRM can HelpYou Achieve a Quick ROI

1.Replacing one info silo for another2.No reconciliation of CRM needs between

depts3.Reports – not doing anything with them4.Ignoring what CRM tells about customers5.Not changing bad habits – assuming CRM

does all the workCAREFUL PLANNING TAKES CARE OF THIS

5 Common Mistakes

Standard Definition of ROI

Where do we see ROI?

• Streamline your calling efforts• Ensure the maximum number of prospects

are being called• Minimize duplication of effort• Identification and Elimination of Pain Points

REDUCED COSTS AND INCREASED EFFICIENCIES

Customer Story #1The Organization that added 108 days to it’s year.

Where do we see ROI

• Better understand customers• Anticipate their needs• Promises are kept

INCREASED CUSTOMER SATISFACTION AND RETENTION

Where do we see ROI

• Improving Selling Process

• Track Sales Cycles• Increase revenue from

each customer• Increased Margins

INCREASED REVENUES

WWW.MAXIMIZER.COM

What to look for in a CRM

Name Brand isn’t Everything

Tailor Your Search

Cloud or On Premise?Where is their cloud?Regulations?

What do They Offer?

Does it have different modules? Integrations?And does your vendor charge for features?

Functionality Offered

Do you understand the pricing model? Do you understand the contract terms?Are there any ‘gotchas’?

Pricing and Contract Details

WWW.MAXIMIZER.COM

How to Select a Solution Your Employees will Want to Use

User adoption is the key.Better usability = Better results.

Great Adoption = Great Results

Your business is Unique.Tailoring your solution makes Your CRM an integral part of Your business.

Can it be Tailored to Meet Your Needs?

WWW.MAXIMIZER.COM

Whether Paying for Extra Services is Worth the Expense

How does it benefit you?How will implementation increase productivity?

Implementation

How does it benefit you?How will training increase productivity which leads to increases in sales?

Training

Sometimes getting to know your new system first is the best idea.

Customer Story #2

MEANS MORE OF THIS AND LESS OF THIS

Making the Right Choice

Thank You

selecting the right crm. how to prevent buyer’s remorse

Software

einkaufsfÜhrer buyer’s guide - iv-schmuck-metall.de ·...

selecting and structuring vocational training contents

linguistica e letteraria anno xvi 2008 · laura balbiani -...

buyer’s guide - myanmarwater 2016s guide fa...

ade guidelines for assessment accessibility: selecting...

guidance for developing and selecting quality assessments in...

sapporo short fest selecting committee's festival ... ·...

english public speaking chapter 4 selecting a topic &...

selecting the best credit repair company

the ultimate home buyer’s-seller’s guide dec2016.pdf

selecting and developing new essential oil crops - a...

guide to selecting your small business legal structure

selecting a cms for a large health system

report - ovum decision matrix on selecting alm

research variables-selecting statistics

selecting projects where six-sigma can add value

selecting japanese newspaper keywords

academic advising & selecting courses

selecting appropriate statistical procedures

its procurement workshop module 3: selecting a contracting...