the benefits of crm

The Benefits of CRM…

Helen ColdicottTraining Consultant

www.coldicottfreelancetraining.com Call: 01905 23902 | 0770 410 5954

The Benefits of CRM1. What is CRM?

2. What can it do for your business? * Manage Client Lifecycle – Internal communication * Increase Profitability – 5 Ways * Accurate Forecast Pipeline * Effective Lead Qualification - Scotsman

3. What do CFT do that’s different?

4. Testimonials…

5. Training Courses…

What is CRM?

CustomerRelationshipManagement

www.coldicottfreelancetraining.com Call: 01905 23902 | 0770 410 5954

1. What is CRM? a. Helps to manage your contacts

Customers

Referrers Distributors

Leads

SuppliersFriends &Family

Contacts

Prospects

1. What is CRM? b. Helps to manage communications and touches

Phone Calls

Next Actions Opportunities

Cases

AppointmentsRenewals Customer Record

Emails

Helps Manage Client Interactions…

360 Degree Client View

Relationship

Communicate

Deliver

Understand

Trust

Remember

Compromise

1. What is CRM? c. Helps to Build Good Relationships

Management

Staff Productivity

Delegation

Customer Service

Marketing

Sales Stats

Procedures

Number of Leads

1. What is CRM? d. Management & Measurement

What can CRM do for your business?

2. What can CRM do for your Business?With CRM

• Be more efficient – Achieve more

• Be more effective

• Great Customer Service

• Increase your sales revenue

• Shorten your sales cycle

• Manage resources

• Less Hard work!

Without CRM

• Standard process hard to implement

• No collaboration – no shared 360 degree client view

• No visibility – what are sales, engineers and marketing doing?

• Duplication of effort – T&M

• Reporting time consuming T&M

• Takes twice as long to achieve anything

Helps Manage your Client Life Cycle…

CRM Benefits – Sales into 5 Ways

5. Profit Margin Column for Margins (Price – Cost)

How CRM can help your sales

1. Leads TargetingEmail and Mail MergeLead Source

2. Conversion Rate ***Effective Lead Follow Up***

SCOTSMAN – chase the right Leads

3. Number of Transactions

What have customers bought***What is left to offer/sell to them?***Diamond Matrix! TM!

4. Average Sale Easy to report, what are things being sold at?

CRM Benefits:

CRM Benefits – Sales Pipeline

InitialDate

Company &Contact

Sales Exec

Opportunity Product Lead Source

Probability Factored Value

Total Closed date

CRM Benefits – SCOTSMAN9

Solutions 9Competitors 9Only me 9Timescales 9Size 9Money 9Authority 9Need 9

72

To find out more you need to attend

SalesENRICHED!http://www.helencoldicottfreelance.

blogspot.com/

CRM Benefits – SCOTSMAN

Effective Lead Qualification

4. What do CFT do?

Listen

Understand

ListenCommunicate

Unique

Practical

Solution

5. Testimonials"Helen's a sweetie! We have been using ACT for about 2 years now

and getting about 20% of the value. With Helen's help we'll now get 80%. Well worth the time spent - I recommend to all CRM users".

Simon Williams, Action Coach

"Very good training. Clear and concise. Helen obviously has excellent knowledge of the package - Thanks".

Lee Clarke, Clarkewood Consulting

"The course was very informative and related to my job role, everything was covered thoroughly, was presented well and of a good pace,

with opportunity for me to try out each individual task".Mike Coggins, Prosale

"Helen's presentation style was very well received. Course enjoyable and friendly".Stella Hammond, Kidderminster College

6. Training Courses1. Basic , Advanced or Admin Training

2. Bespoke agenda to meet your needs

3. At your premises

4. Using your bespoke software

5. Training Manuals

6. Certificates

7. Experience

8. Impartial Advice

9. Other training available…

www.coldicottfreelancetraining.com01905 23902 | 0770 410 5954

Helen ColdicottTraining Consultant

helen@coldicottfreelancetraining.com