Selecting the Right CRM. How to Prevent Buyer’s Remorse.
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Slide deck used for a webinar of the same name where Noel Forst, from Maximizer Software talks about what businesses should consider before implementing a Customer Relationship Management (CRM) solution.
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Selecting the Right CRM. How to Prevent Buyer’s Remorse.
- 1. WWW.MAXIMIZER.COM ©2015 Maximizer Software Inc. Selecting the Right CRM. How to Prevent Buyer’s Remorse.
- 2. WWW.MAXIMIZER.COM ©2015 Maximizer Software Inc. Presenters Noel Forst Business Development Manager – Americas MAXIMIZER CRM
- 3. 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
- 4. 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
- 5. WWW.MAXIMIZER.COM ©2015 Maximizer Software Inc. Before You Call Anyone.
- 6. 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?
- 7. 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
- 8. 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
- 9. WWW.MAXIMIZER.COM ©2015 Maximizer Software Inc. Standard Definition of ROI
- 10. 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
- 11. WWW.MAXIMIZER.COM ©2015 Maximizer Software Inc. Customer Story #1 The Organization that added 108 days to it’s year.
- 12. 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
- 13. 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
- 14. WWW.MAXIMIZER.COM ©2015 Maximizer Software Inc. Click to edit Master title style WWW.MAXIMIZER.COM What to look for in a CRM
- 15. WWW.MAXIMIZER.COM ©2015 Maximizer Software Inc. Name Brand isn’t Everything
- 16. WWW.MAXIMIZER.COM ©2015 Maximizer Software Inc. Tailor Your Search
- 17. WWW.MAXIMIZER.COM ©2015 Maximizer Software Inc. Cloud or On Premise? Where is their cloud? Regulations? What do They Offer?
- 18. WWW.MAXIMIZER.COM ©2015 Maximizer Software Inc. Does it have different modules? Integrations? And does your vendor charge for features? Functionality Offered
- 19. 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
- 20. 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
- 21. WWW.MAXIMIZER.COM ©2015 Maximizer Software Inc. User adoption is the key. Better usability = Better results. Great Adoption = Great Results
- 22. 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?
- 23. 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
- 24. WWW.MAXIMIZER.COM ©2015 Maximizer Software Inc. How does it benefit you? How will implementation increase productivity? Implementation
- 25. WWW.MAXIMIZER.COM ©2015 Maximizer Software Inc. How does it benefit you? How will training increase productivity which leads to increases in sales? Training
- 26. WWW.MAXIMIZER.COM ©2015 Maximizer Software Inc. Sometimes getting to know your new system first is the best idea. Customer Story #2
- 27. WWW.MAXIMIZER.COM ©2015 Maximizer Software Inc. MEANS MORE OF THIS AND LESS OF THIS Making the Right Choice
- 28. WWW.MAXIMIZER.COM ©2015 Maximizer Software Inc. Click to edit Master title style
- 29. WWW.MAXIMIZER.COM ©2015 Maximizer Software Inc.WWW.MAXIMIZER.COM Thank You