crm overview from_mindaclient
TRANSCRIPT
Overview of CRM
Brian Kelly CEO www.mindaclient.com
What is CRM ?
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.
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.
SalesCustomer Service
Pipeline
Marketing
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
SalesCustomer Service
Pipeline
Marketing
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
SalesCustomer Service
PipelineMarketing
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
SalesCustomer Service
Pipeline
Marketing
Making CRM work
People – ENSURE YOU HAVE BUY IN FROM ALL PEOPLE WHO WILL BE USING IT
Making CRM work
Training – PROVIDE RELEVANT TRAINING FOR USERS
Making CRM work
Support - PROVIDE ONGOING SUPPORT PARTICULARLY IN 1ST THREE MONTHS
Making CRM work
Don’t Over-Complicate – NOT AN OPPORTUNITY TO INSTALL
THREE NEW SOFTWARE SYSTEMS !
Making CRM work
Step by Step – EG 1. GET ALL CUSTOMERS IN2. RECORD CONTACTS WITH CLIENTS
CRM Trends
Mobile CRM More IntegrationSaaS modelSocial Media Self Service
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
MindaClient Customer profilesHotels – Managing SalesSolicitor – Recording Client workConstruction company Qatar - Clients Gym – Membership Management Electrical Contractors - Recording workCounsellor – Clients & Appointments Adult Guidance Serbia Clients & StudentsTraining Company – Clients & Classes KSPCA – Complaint Management
