derrick lildhar bringing it together with sage crm
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Bringing it Together with SageCRMDerrick Lildhar, Sage
AgendaWhat is CRM?
Why CRM?
What challenges can CRM address for your organization?
Q & A
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What is CRM?CRM (Customer Relationship Management)
– Sales – Marketing– Customer Service– Productivity and task management– Process automation– Calendaring– Alerts and escalation
What is Customer?– Client, patron, shopper, consumer, vendor, partner, home buyer/seller, subscriber, distributor, etc…
CRM is not just Customer Relationship Management
CRM empowers your organization to manage relationships
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Enterprise CollaborationCRM
Rolodex
Evolution of CRM
Sales Force Automation Contact and Calendar Management
Why would I need CRM?Is everyone working through a central portal to access data?
Do you track as many interactions with people as possible?
Does your sales, marketing, finance, support, and consulting teams interact with the same customers and prospects?
Are leads potentially falling through the cracks?
Can anyone in your team pickup when someone is sick or on vacation?
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CRM facilitates internal and external collaboration for maximum customer satisfaction
Customers & Partners
Web self-service
Internal External
CRM
Sales Marketing Support Finance
CRM Facilitates Collaboration
Managing ALL INTERACTIONS. Both internal and external.
CUSTOMER SERVICESALES
PERSON
SALESMANAGER
MARKETINGMANAGER
BUSINESS OWNER
BACK OFFICE
Productivity Management
SageCRM Productivity Management & Process Workflow
Request Credit Increase Automation
What is your AR Collections process like now?
SageCRM AR Collection Manager
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AR Collections Manager
Why would you need SageCRM?
Free anytime learning coursewww.sageu.com/accpac
5 minute overview videowww.youtube.com/watch?v=HYUErIxYiPg
The Sage ERP Learning Channelwww.youtube.com/user/SageUERPLearning
Interactive Documentationwww.youtube.com/user/SageAccpacDoc
Learn more at:www.sageaccpac.com/sagecrm
Thank you!
Derrick Lildhar