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WWW.MAXIMIZER.COM ©2015 Maximizer Software Inc.
Selecting the Right CRM.
How to Prevent
Buyer’s Remorse.
WWW.MAXIMIZER.COM ©2015 Maximizer Software Inc.
Presenters
Noel Forst
Business Development
Manager – Americas
MAXIMIZER CRM
WWW.MAXIMIZER.COM ©2015 Maximizer Software Inc.
• How the Right CRM can Help
You Achieve a Quick ROI
• What to look for in a CRM
• How to Select a Solution Your
Employees will Want to Use
• Whether Paying for Extra
Services is Worth the Expense
Today’s Agenda
WWW.MAXIMIZER.COM ©2015 Maximizer Software Inc.
How many in the listening audience are
planning on purchasing a CRM within the
next 60 days?
Poll Question
WWW.MAXIMIZER.COM ©2015 Maximizer Software Inc.
Before You Call Anyone.
WWW.MAXIMIZER.COM ©2015 Maximizer Software Inc.
Do You have a Technology Plan?
Adopting a CRM is a big decision.
What other systems are you using?
What’s your 5 year plan?
WWW.MAXIMIZER.COM ©2015 Maximizer Software Inc.
Click to edit Master title style
WWW.MAXIMIZER.COM
How the Right CRM can Help
You Achieve a Quick ROI
WWW.MAXIMIZER.COM ©2015 Maximizer Software Inc.
1. Replacing one info silo for another
2. No reconciliation of CRM needs between depts
3. Reports – not doing anything with them
4. Ignoring what CRM tells about customers
5. Not changing bad habits – assuming CRM does
all the work
CAREFUL PLANNING TAKES CARE OF THIS
5 Common Mistakes
WWW.MAXIMIZER.COM ©2015 Maximizer Software Inc.
Standard Definition of ROI
WWW.MAXIMIZER.COM ©2015 Maximizer Software Inc.
Where do we see ROI?
• Streamline your calling efforts
• Ensure the maximum number of prospects
are being called
• Minimize duplication of effort
• Identification and Elimination of Pain Points
REDUCED COSTS AND INCREASED EFFICIENCIES
WWW.MAXIMIZER.COM ©2015 Maximizer Software Inc.
Customer Story #1
The Organization that added
108 days to it’s year.
WWW.MAXIMIZER.COM ©2015 Maximizer Software Inc.
Where do we see ROI
• Better understand customers
• Anticipate their needs
• Promises are kept
INCREASED CUSTOMER SATISFACTION AND RETENTION
WWW.MAXIMIZER.COM ©2015 Maximizer Software Inc.
Where do we see ROI
• Improving Selling Process
• Track Sales Cycles
• Increase revenue from
each customer
• Increased Margins
INCREASED REVENUES
WWW.MAXIMIZER.COM ©2015 Maximizer Software Inc.
Click to edit Master title style
WWW.MAXIMIZER.COM
What to look for in a CRM
WWW.MAXIMIZER.COM ©2015 Maximizer Software Inc.
Name Brand isn’t Everything
WWW.MAXIMIZER.COM ©2015 Maximizer Software Inc.
Tailor Your Search
WWW.MAXIMIZER.COM ©2015 Maximizer Software Inc.
Cloud or On Premise?
Where is their cloud?
Regulations?
What do They Offer?
WWW.MAXIMIZER.COM ©2015 Maximizer Software Inc.
Does it have different modules?
Integrations?
And does your vendor
charge for features?
Functionality Offered
WWW.MAXIMIZER.COM ©2015 Maximizer Software Inc.
Do you understand the
pricing model?
Do you understand the
contract terms?
Are there any ‘gotchas’?
Pricing and Contract Details
WWW.MAXIMIZER.COM ©2015 Maximizer Software Inc.
Click to edit Master title style
WWW.MAXIMIZER.COM
How to Select a Solution Your
Employees will Want to Use
WWW.MAXIMIZER.COM ©2015 Maximizer Software Inc.
User adoption is the key.
Better usability = Better results.
Great Adoption = Great Results
WWW.MAXIMIZER.COM ©2015 Maximizer Software Inc.
Your business is Unique.
Tailoring your solution makes
Your CRM an integral part
of Your business.
Can it be Tailored to Meet Your Needs?
WWW.MAXIMIZER.COM ©2015 Maximizer Software Inc.
Click to edit Master title style
WWW.MAXIMIZER.COM
Whether Paying for Extra
Services is Worth the Expense
WWW.MAXIMIZER.COM ©2015 Maximizer Software Inc.
How does it benefit you?
How will implementation
increase productivity?
Implementation
WWW.MAXIMIZER.COM ©2015 Maximizer Software Inc.
How does it benefit you?
How will training increase
productivity which leads
to increases in sales?
Training
WWW.MAXIMIZER.COM ©2015 Maximizer Software Inc.
Sometimes getting to know
your new system first is the
best idea.
Customer Story #2
WWW.MAXIMIZER.COM ©2015 Maximizer Software Inc.
MEANS MORE OF THIS AND LESS OF THIS
Making the Right Choice
WWW.MAXIMIZER.COM ©2015 Maximizer Software Inc.
Click to edit Master title style
WWW.MAXIMIZER.COM ©2015 Maximizer Software Inc.WWW.MAXIMIZER.COM
Thank You

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