back to basics crm: communicate. collaborate. compete

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Back to Basics CRM Communicate. Collaborate. Compete.

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Post on 13-Jan-2015

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We’ll be talking, and sharing case studies, about three themes that are essential for successful CRM deployment. Firstly why communication in the planning phase pays dividends in defining needs, committing to measures & building coherence across your company. Secondly, how collaboration can move CRM initiatives company-wide, enabling linkage of processes to unlock value & knowledge within a business. Finally, we will consider how CRM allows companies to better compete, with information on tap helping focus on a company’s strategic goals – now & in the future.

TRANSCRIPT

Page 1: Back to basics CRM: Communicate. Collaborate. Compete

Back to Basics CRMCommunicate. Collaborate. Compete.

Page 2: Back to basics CRM: Communicate. Collaborate. Compete

Back to Basics CRM

A CRM programme offers business a rapid route to success and value

Communicate. Collaborate. Compete.

Page 3: Back to basics CRM: Communicate. Collaborate. Compete

“A business strategy whose outcomes optimise profitability, revenue and customer

satisfaction… CRM technologies should enable greater customer insight, increased customer

access, more effective customer interactions, and integration throughout all customer channels and

back-office enterprise functions”.

-Gartner

CRM is…

Page 4: Back to basics CRM: Communicate. Collaborate. Compete

“A business strategy whose outcomes optimise profitability, revenue and customer satisfaction…

CRM technologies should enable greater customer insight, increased customer access,

more effective customer interactions, and integration throughout all customer channels and

back-office enterprise functions”.

-Gartner

CRM is...

Page 5: Back to basics CRM: Communicate. Collaborate. Compete

a Business Strategy, not a Technology

CRM is...

Page 6: Back to basics CRM: Communicate. Collaborate. Compete

Communicate

Planning Pays Dividends•Define your needs•Commit to measures•Build coherence

Compete

Build upon your strategy•Information everywhere•Focus on strategic goals

Collaborate

Think company-wide•Not just for one area•Link processes for value•Leverage knowledge

Communicate. Collaborate. Compete. – back to basics CRM

Page 7: Back to basics CRM: Communicate. Collaborate. Compete

Communicate

Planning Pays Dividends•Define your needs•Commit to measures•Build coherence

Define your needs …•Stakeholder analysis•Benefits prioritisation

Commit to measures …•Justify the investment costs - IRACIS

Build coherence•Clear descriptions of strategic objectives

Communicate. Collaborate. Compete. – back to basics CRM

Page 8: Back to basics CRM: Communicate. Collaborate. Compete

Communicate

Planning Pays Dividends•Define your needs•Commit to measures•Build coherence

Safecall talks about the importance of communication with customers around the world …

Communicate. Collaborate. Compete. – back to basics CRM

Page 9: Back to basics CRM: Communicate. Collaborate. Compete

Not just for one area …•Company wide benefits•Learn & grow with your plans

Link processes for value …•Processes that make sense for customers

Leverage knowledge …•Share the corporate wisdom

Collaborate

Think company-wide•Not just for one area•Link processes for value•Leverage knowledge

Communicate. Collaborate. Compete. – back to basics CRM

Page 10: Back to basics CRM: Communicate. Collaborate. Compete

Cellular Solutions talk about the importance of collaboration across his company when it comes to customer care …

Collaborate

Think company-wide•Not just for one area•Link processes for value•Leverage knowledge

Communicate. Collaborate. Compete. – back to basics CRM

Page 11: Back to basics CRM: Communicate. Collaborate. Compete

Information on tap …•Information anywhere, anytime

Focus on strategic goals …•Embed & evolve the implementation

Compete

Build upon your strategy•Information on tap•Focus on strategic goals

Communicate. Collaborate. Compete. – back to basics CRM

Page 12: Back to basics CRM: Communicate. Collaborate. Compete

Taylor Cocks says their ability to compete in their marketplace just couldn’t be done with out a company-wide CRM solution …

Compete

Build upon your strategy•Information on tap•Focus on strategic goals

Communicate. Collaborate. Compete. – back to basics CRM

Page 13: Back to basics CRM: Communicate. Collaborate. Compete

Communication, collaboration & competing effectively …

Requires a focus on a planned deployment and stakeholder investment.

Back to Basics CRMCommunicate. Collaborate. Compete.

Page 14: Back to basics CRM: Communicate. Collaborate. Compete

Find out more

Sage CRM Solutions provide flexible and robust customer relationship management (CRM) solutions, including Sage ACT!, Sage SalesLogix and Sage CRM.

To find out more visit www.sage.co.uk/crm or call 0845 111 99 88.

Back to Basics CRMCommunicate. Collaborate. Compete.