1 / 10

The Complete CRM Handbook

Do you know what is CRM? Why is CRM essential for business growth? How CRM leads traffic for your website? Get an insight on how to craft the best CRM strategy to leverage your business. Take a look at this complete CRM handbook to learn more about the CRM implementation strategies.<br>For more information to visit https://www.cloudanalogy.com/

cloudanalogy12
Download Presentation

The Complete CRM Handbook

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. The Complete CRM Handbook info@cloudanalogy.com +1(415)830-3899 cloud.analogy

  2. What is CRM? Tom Sibelclosely related to these thoughts and came up with the idea of CRM in 1993. Customer Relationship Management or CRM is closely related to and considered as an acronym for business and sales commonly. It didn’t take much time for CRM to become one of the most powerful software and talk of the century. It was only in the 1990s that CRM came into much use and is now relabelled as ‘Customer Management.’ CRM came into use as the name suggests for the development of business and is based on the principles of relationship marketing, which goes back to the period of the start of commerce where relationships between supplier and customer were developed. info@cloudanalogy.com +1(415)830-3899 cloud.analogy

  3. Over the years, customer relationships have improved much after the advent of the capability of businesses to sustain relationships. This is primarily due to the following factors: the increasing popularity of computers and deduction in cost of computers; the increased storage capacity; upcoming new sophisticated tools for data analysis and data mining; and sophisticated approach towards marketing and so on. info@cloudanalogy.com +1(415)830-3899 cloud.analogy

  4. Why do businesses need CRM? info@cloudanalogy.com +1(415)830-3899 cloud.analogy

  5. Initially, in the starting phase of your business you can take down notes or create excel spreadsheets but after a point when your business grows then this type of data planning and storage would not be sufficient. It is when a powerful CRM-based software is required for the growth of your business. The main purpose of CRM is Organization. Allocating your customer’s details and orders in different places would create a haphazard situation. This would have shown the unproductivity of your team and the lack of management of customer’s details and interactions. In any business, what is most at risk is the loss of data, which can be prevented by a cloud-based CRM. CRM also provides visibility of your sales team and what they are doing as well as analytics regarding customer interactions. Creating reports manually can also be tiresome and CRM eliminates all such issues. Also, CRM gives an analysis of traffic driven in your site. For instance, if analytics show that people visit your profile but don’t buy anything, then it means you’re lacking something. This will help your business to know what you’re missing and overcome this problem. info@cloudanalogy.com +1(415)830-3899 cloud.analogy

  6. Crafting a CRM strategy info@cloudanalogy.com +1(415)830-3899 cloud.analogy

  7. 1) Build your Plan Some believe that developing a vision is a waste of time. However, if you’re not thorough with your plan, you cannot escalate ahead. This will create a problem for your team you’re working in and will create a mess. Your plan can be anything from becoming a leader of your sales team to escalating your market research. 2) State your strategy The strategy depends on what your plan is for the future. Suppose, your plan is to increase your sales by the end of the year. info@cloudanalogy.com +1(415)830-3899 cloud.analogy

  8. 3) Implementation This stage involves putting your plan and CRM strategy into action. A typical obstacle faced while opting for CRM is business to retain old business strategies rather than developing and implementing new strategies. For example, a core team should be hired who will work on sales & marketing only via the CRM system to increase your sales. 4) Analyzing Metrics "You can't quantify what you can't do" is an adage common to several businesses. Metrics should be available to everyone and this means building dashboards for all organizational levels, from the sales representatives and managers to the executive team. info@cloudanalogy.com +1(415)830-3899 cloud.analogy

  9. 5) Define your Game Plan Training is essential first. After building your CRM strategy, you should not always expect it to be a grand success. Start with minimal updates and improvements. A successful game plan is essential but so is your launch. Measure and maximize your CRM technology with Salesforce, the world’s number 1 CRM, and Cloud Analogy, the world’s most preferred Salesforce Silver Consulting Partner. info@cloudanalogy.com +1(415)830-3899 cloud.analogy

  10. What is famously said for a sales team can be quoted as“there are never be enough hours in a day”. info@cloudanalogy.com +1(415)830-3899 cloud.analogy

More Related