the benefits of crm
DESCRIPTION
This presentation explains Customer Relationship Management help their businessTRANSCRIPT
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
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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