introduction to crm seven
TRANSCRIPT
General information
Webinar duration: about 30 minutes;Recorded: posted on YouTube
Agenda
What is a CRM solution and Why do I need it? CRM Seven approach Overview of the application Edition plans
Purposes of a CRM software
The primary purpose of CRM software is to centrally collect and manage all information of prospective and existing customers:
prospects: managing the whole sales cycle, from lead until becomes a customer;
Existing customers: manage the relationship so that he continue to buy.
Do I need a CRM system?
Yes, if I want to manage efficiently my leads;Yes, if I want to work according to a standardized
process;Yes, if I want to share customer information to other
people within the organization;Yes, if I want to have a centralized information
repository of all customers history;Yes, if I want to better understand my customer needs;Yes, if I want to focus on those customers that
generate more revenues;More reasons needed?
CRM Seven helps you to work with processes
Recurrent Sales process
CRM Seven goes beyond
Provides Product Management; Manages Price books; Manages Quotes; Integrates Orders; Issues Invoices; Provides Support tickets management; Provides Customer portal; Generates customized reports.
CRM Seven: Cloud based solution
CRM Seven is a cloud based solution, accessible from the internet with standard browser:
NO local installation (just an internet browser); NO need for back-up (we take care of that); NO need for equipment investment (we take care of that); NO need for software upgrades (we take care of that); NO need for data security (we take care of that); NO need for maintenance (we take care of that);
CRM Seven: Cloud with control
London - UK, Amsterdam - Netherlands, Bucharest - Romania, Frankfurt - Germany, Dallas - Texas, Fremont & San Jose - California USA, Kansas City - Missouri USA, Chicago - Illinois USA, Scranton - Pennsylvania USA, Buffalo - New York USA. More European destinations to come
Servers located in Europe and USA
CRM Seven: Hybrid cloud
One database for every customer: Location based; Secured; Increased performance; Easy extract (known format)
CRM Seven: application overview
Dashboard
Leads - Lists
Leads – Details
Contact - Details
Contact – Details (cont.)
Opportunity
Products - Lists
Products - Lists
Trouble tickets
Marketing campaigns
CRM Seven Editions
CRM Seven – under the hood
This software is a collective work consisting of the following major Open Source components:Apache software, MySQL server, PHP, SugarCRM, Vtiger, Drupal, ADOdb, Smarty, PHPMailer, phpSysinfo, MagpieRSS and others
