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CRM   implementation -  A Six sigma way Your CRM consulting  Partner
Agenda ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
[object Object],[object Object],[object Object],[object Object],What is CRM?
Interaction Management Customer/Account Data Analytics Potential CRM  Scope A COMMON GOAL: 360° Customer View CRM matrix
CRM and Six Sigma  ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
[object Object],[object Object],[object Object],[object Object],CRM and Six Sigma…..
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],CRM and Six Sigma…..
Profit margin calculation for Six sigma and CRM implementation  ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Some statistical facts for CRM implementation ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
CRM Integrates all customer interactions at one platform Pre-sales Automation Sales Automation Post sales automation ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],1 2 3
Benefits of CRM ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Critical success factors ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
About SugarCRM ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Campaign Lead Contact  Account Opportunity  Campaign Activity Calendar Dashboards Cases Emails Role management These are the existing features of Community edition SugarCRM   Forecast Reports Invoices Sales order Product Quote  These are the available features with commercial version and could be easily added with community version of SugarCRM These are the specific features which can be added or developed whenever asked for  SugarCRM feature matrix Team management Workflows Ad-hoc report  Hierarchy management Escalation management Auto assignment Asterisk integration Integration with other applications SMS integration Integration with BI tool Other custom development Territory management
What Penguinians do? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Our offerings CRM Related offerings and CRM integrations ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Your  CRM  consulting partner PenguinCRM Pvt. Ltd. Hyderabad, India, Ph. no. +91 40 6524 1102 +91 40 6602 8556 www.penguincrm.com Email:  [email_address] [email_address] http://twitter.com/penguincrm http://www.facebook.com/pages/PenguinCRM/313580679871 Find us for more

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CRM Implementation A Six Sigma Way

  • 1. CRM implementation - A Six sigma way Your CRM consulting Partner
  • 2.
  • 3.
  • 4. Interaction Management Customer/Account Data Analytics Potential CRM Scope A COMMON GOAL: 360° Customer View CRM matrix
  • 5.
  • 6.
  • 7.
  • 8.
  • 9.
  • 10.
  • 11.
  • 12.
  • 13.
  • 14. Campaign Lead Contact Account Opportunity Campaign Activity Calendar Dashboards Cases Emails Role management These are the existing features of Community edition SugarCRM Forecast Reports Invoices Sales order Product Quote These are the available features with commercial version and could be easily added with community version of SugarCRM These are the specific features which can be added or developed whenever asked for SugarCRM feature matrix Team management Workflows Ad-hoc report Hierarchy management Escalation management Auto assignment Asterisk integration Integration with other applications SMS integration Integration with BI tool Other custom development Territory management
  • 15.
  • 16.
  • 17. Your CRM consulting partner PenguinCRM Pvt. Ltd. Hyderabad, India, Ph. no. +91 40 6524 1102 +91 40 6602 8556 www.penguincrm.com Email: [email_address] [email_address] http://twitter.com/penguincrm http://www.facebook.com/pages/PenguinCRM/313580679871 Find us for more

Notes de l'éditeur

  1. Reference: http://www.salestipaday.com