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CRM Basics  Customer Relationship Management www.fayebsg.com
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],www.fayebsg.com
David Faye www.fayebsg.com As CEO of Faye Business Systems Group I have over 20 years experience in consulting, implementing, customizing, and supporting CRM systems and software. The right CRM software specifically tailored to your business can have a positive effect on your company…increasing revenue, improving customer relationships, and helping employees work more effectively and efficiently.
Faye Business Systems Group Faye Business Systems Group is a software and technology consulting firm that assists a variety of organizations in the selection, implementation, and customization of the right software for the right task.   Specializing in CRM, Accounting & ERP software, and offering specialized services such as: Project management, consulting, programming, training, support, packaged software implementations and custom accounting software.  www.fayebsg.com
What is CRM? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],www.fayebsg.com Increase sales, improve customer retention, and/or improve employee effectiveness
What is CRM? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],www.fayebsg.com
The Top 6 Things CRM Can Do For You ,[object Object],www.fayebsg.com (2) Create standardized processes. (4) No more weekly status reports  –  status is available up to the minute (3) Automation of Your Unique Sales Process  (make it repeatable and easily trainable) (5) Improve collaboration (6) Greater visibility and metrics about customers
Fundamentals of CRM ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],www.fayebsg.com
Stages in the development of a Customer Relationship ,[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],www.fayebsg.com CRM Software helps in All Stages of the Relationship!
Stages in the development of a Customer Relationship (and CRM Software) The Pre-relationship Stage The event/meeting that opens a buyer to seek a new business partner.   The Early Stage Start of a relationship between the buyer and seller although a great degree of uncertainty and distance exists.   The Developmental Stage An increased level of communications/commitment resulting in exchange.   The Long-term Stage Importance of relationship evaluated and acted upon.    The Final Stage The interaction between both parties becomes institutionalized. www.fayebsg.com Lead Tracking Opportunity Tracking Data Analysis Anticipating Needs Automation & Complete Knowledge
CRM Objectives ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],www.fayebsg.com
CRM Programs Can Potentially Improve ,[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],www.fayebsg.com
Typical Areas of CRM Activity ,[object Object],[object Object],[object Object],[object Object],www.fayebsg.com
New Frontiers in CRM ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],www.fayebsg.com CRM: The Benefits www.fayebsg.com ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Leading CRM Solutions www.fayebsg.com New Frontiers in CRM ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Leading CRM Solutions www.fayebsg.com
Making CRM Happen ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],www.fayebsg.com
Implementing CRM ,[object Object],[object Object],[object Object],[object Object],www.fayebsg.com
Summary ,[object Object],[object Object],[object Object],[object Object],www.fayebsg.com
Q & A www.fayebsg.com http://www.marketingautomationuniversity.com

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What is CRM?

  • 1. CRM Basics Customer Relationship Management www.fayebsg.com
  • 2.
  • 3. David Faye www.fayebsg.com As CEO of Faye Business Systems Group I have over 20 years experience in consulting, implementing, customizing, and supporting CRM systems and software. The right CRM software specifically tailored to your business can have a positive effect on your company…increasing revenue, improving customer relationships, and helping employees work more effectively and efficiently.
  • 4. Faye Business Systems Group Faye Business Systems Group is a software and technology consulting firm that assists a variety of organizations in the selection, implementation, and customization of the right software for the right task.   Specializing in CRM, Accounting & ERP software, and offering specialized services such as: Project management, consulting, programming, training, support, packaged software implementations and custom accounting software. www.fayebsg.com
  • 5.
  • 6.
  • 7.
  • 8.
  • 9.
  • 10. Stages in the development of a Customer Relationship (and CRM Software) The Pre-relationship Stage The event/meeting that opens a buyer to seek a new business partner.   The Early Stage Start of a relationship between the buyer and seller although a great degree of uncertainty and distance exists.   The Developmental Stage An increased level of communications/commitment resulting in exchange.   The Long-term Stage Importance of relationship evaluated and acted upon.   The Final Stage The interaction between both parties becomes institutionalized. www.fayebsg.com Lead Tracking Opportunity Tracking Data Analysis Anticipating Needs Automation & Complete Knowledge
  • 11.
  • 12.
  • 13.
  • 14.
  • 15.
  • 16.
  • 17.
  • 18.
  • 19. Q & A www.fayebsg.com http://www.marketingautomationuniversity.com