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TFMA2013 - Smarter Marketing Sage CRM 1
Sage CRM
Market Smarter
How CRM can
Accelerate your
Marketing in 2013
David Beard
CRM Principal
@talkcrm
TFMA2013 - Smarter Marketing Sage CRM 2
Overview
- CRM at its core
- E-marketing at its core
- Why E-marketing needs CRM?
- Why CRM needs E-marketing?
- Why integrated E-marketing is a
better experience?
CRM points the user in
the right direction
allowing them to focus
on their business
TFMA2013 - Sage CRM - Social CRM what it is and how to implement 3
CRM at its Core
Relationships
– Help companies manage and improve
their relationships with their customers
TFMA2013 - Smarter Marketing Sage CRM 4
CRM at its Core
Insight
– CRM delivers deep insight into each
relationship as it pertains to the overall
business
TFMA2013 - Smarter Marketing Sage CRM 5
CRM at its Core
Business Process
– CRM points the user in the right direction
allowing them to focus on their business
TFMA2013 - Smarter Marketing Sage CRM 6
E-marketing at its Core
Reach
– Develop and nurture relationships
TFMA2013 - Smarter Marketing Sage CRM 7
E-marketing at its Core
Grow
– Create new relationships
– Develop deeper knowledge of existing
relationship
TFMA2013 - Smarter Marketing Sage CRM 8
E-marketing at its Core
Qualify
– Allow profitable relationships to surface
TFMA2013 - Smarter Marketing Sage CRM 9
E-marketing at its Core
Automate
– Set it and forget it
TFMA2013 - Smarter Marketing Sage CRM 10
Why E-marketing needs CRM
More than Contact Information
– The message can only be as good as the
data allows it to be.
TFMA2013 - Smarter Marketing Sage CRM 11
Why E-marketing needs CRM
Relevancy
– Batch and blast marketing doesn’t work
– With insight comes focus – focused
messaging, focused target group
TFMA2013 - Smarter Marketing Sage CRM 12
Why E-marketing needs CRM
Personalisation
– Merge database information to make it feel
completely tailored to the recipient
TFMA2013 - Smarter Marketing Sage CRM 13
Why E-marketing needs CRM
Measurement
– CRM is more than contact management…
e-marketing adds to the overall story told
within CRM
TFMA2013 - Smarter Marketing Sage CRM 14
Why E-marketing needs CRM
Data Access
– Sage’s CRM applications are integrated
into Sage’s ERP and Accounting Products
…more data more relevancy
TFMA2013 - Smarter Marketing Sage CRM 15
Why CRM needs E-marketing
Data Becomes Information
– Give the user a reason to think..
“So if I enter this.. Then what happens?”
– Suddenly see the benefit of “accurate &
timely data”
TFMA2013 - Smarter Marketing Sage CRM 16
Why CRM needs E-marketing
Full Circle Information
– CRM is static unless it is fed and driven by
information
– CRM pushes information to e-marketing
and e-marketing feeds data into CRM to
make it more intelligent
TFMA2013 - Smarter Marketing Sage CRM 17
Why CRM needs E-marketing
Marketing Drives Sales
Engagement
– E-marketing results inform the Sales about
the customer
– If the next step is to call a hot prospect as
a result of E-Marketing marketing
messages then Sales are happy
TFMA2013 - Smarter Marketing Sage CRM 18
Why CRM needs E-marketing
Data Freshness
– Opt out
– Correct bad information
– Product interest - surveys
TFMA2013 - Smarter Marketing Sage CRM 19
Why Integrated is Better
Data Lives in One Place
– Don’t have 2 systems
TFMA2013 - Smarter Marketing Sage CRM 20
Why Integrated is Better
Automation
– Data drives Marketing activities
– As the data in the CRM changes, so does
a target group
– As E-Marketing interaction occurs - CRM
is informed
TFMA2013 - Smarter Marketing Sage CRM 21
Why Integrated is Better
Results Alter the Sales Experience
– E-marketing activity feeds sales
automation activity which feeds E-
marketing activity
– Cycle continues to qualify and ultimately
close
– More informed
– More efficient
– More confident
TFMA2013 - Smarter Marketing Sage CRM 22
Why Integrated is Better
History
– Put the R back in CRM
– Its about Relationships..
– E-Marketing is part of that
TFMA2013 - Smarter Marketing Sage CRM 23
Why Integrated is Better
Its Where You Live
– What happened lives where you live
– CRM
TFMA2013 - Smarter Marketing Sage CRM 24
Achieving Business Success with on premise or online CRM 25
Sage CRM
MarketSmarter
How CRM can Accelerate
your Marketing in 2013
Get Social with Sage CRM &
stay up to date
David Beard
CRM Principal
@talkcrm

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Smarter Marketing With Sage CRM

  • 1. TFMA2013 - Smarter Marketing Sage CRM 1 Sage CRM Market Smarter How CRM can Accelerate your Marketing in 2013 David Beard CRM Principal @talkcrm
  • 2. TFMA2013 - Smarter Marketing Sage CRM 2 Overview - CRM at its core - E-marketing at its core - Why E-marketing needs CRM? - Why CRM needs E-marketing? - Why integrated E-marketing is a better experience?
  • 3. CRM points the user in the right direction allowing them to focus on their business TFMA2013 - Sage CRM - Social CRM what it is and how to implement 3
  • 4. CRM at its Core Relationships – Help companies manage and improve their relationships with their customers TFMA2013 - Smarter Marketing Sage CRM 4
  • 5. CRM at its Core Insight – CRM delivers deep insight into each relationship as it pertains to the overall business TFMA2013 - Smarter Marketing Sage CRM 5
  • 6. CRM at its Core Business Process – CRM points the user in the right direction allowing them to focus on their business TFMA2013 - Smarter Marketing Sage CRM 6
  • 7. E-marketing at its Core Reach – Develop and nurture relationships TFMA2013 - Smarter Marketing Sage CRM 7
  • 8. E-marketing at its Core Grow – Create new relationships – Develop deeper knowledge of existing relationship TFMA2013 - Smarter Marketing Sage CRM 8
  • 9. E-marketing at its Core Qualify – Allow profitable relationships to surface TFMA2013 - Smarter Marketing Sage CRM 9
  • 10. E-marketing at its Core Automate – Set it and forget it TFMA2013 - Smarter Marketing Sage CRM 10
  • 11. Why E-marketing needs CRM More than Contact Information – The message can only be as good as the data allows it to be. TFMA2013 - Smarter Marketing Sage CRM 11
  • 12. Why E-marketing needs CRM Relevancy – Batch and blast marketing doesn’t work – With insight comes focus – focused messaging, focused target group TFMA2013 - Smarter Marketing Sage CRM 12
  • 13. Why E-marketing needs CRM Personalisation – Merge database information to make it feel completely tailored to the recipient TFMA2013 - Smarter Marketing Sage CRM 13
  • 14. Why E-marketing needs CRM Measurement – CRM is more than contact management… e-marketing adds to the overall story told within CRM TFMA2013 - Smarter Marketing Sage CRM 14
  • 15. Why E-marketing needs CRM Data Access – Sage’s CRM applications are integrated into Sage’s ERP and Accounting Products …more data more relevancy TFMA2013 - Smarter Marketing Sage CRM 15
  • 16. Why CRM needs E-marketing Data Becomes Information – Give the user a reason to think.. “So if I enter this.. Then what happens?” – Suddenly see the benefit of “accurate & timely data” TFMA2013 - Smarter Marketing Sage CRM 16
  • 17. Why CRM needs E-marketing Full Circle Information – CRM is static unless it is fed and driven by information – CRM pushes information to e-marketing and e-marketing feeds data into CRM to make it more intelligent TFMA2013 - Smarter Marketing Sage CRM 17
  • 18. Why CRM needs E-marketing Marketing Drives Sales Engagement – E-marketing results inform the Sales about the customer – If the next step is to call a hot prospect as a result of E-Marketing marketing messages then Sales are happy TFMA2013 - Smarter Marketing Sage CRM 18
  • 19. Why CRM needs E-marketing Data Freshness – Opt out – Correct bad information – Product interest - surveys TFMA2013 - Smarter Marketing Sage CRM 19
  • 20. Why Integrated is Better Data Lives in One Place – Don’t have 2 systems TFMA2013 - Smarter Marketing Sage CRM 20
  • 21. Why Integrated is Better Automation – Data drives Marketing activities – As the data in the CRM changes, so does a target group – As E-Marketing interaction occurs - CRM is informed TFMA2013 - Smarter Marketing Sage CRM 21
  • 22. Why Integrated is Better Results Alter the Sales Experience – E-marketing activity feeds sales automation activity which feeds E- marketing activity – Cycle continues to qualify and ultimately close – More informed – More efficient – More confident TFMA2013 - Smarter Marketing Sage CRM 22
  • 23. Why Integrated is Better History – Put the R back in CRM – Its about Relationships.. – E-Marketing is part of that TFMA2013 - Smarter Marketing Sage CRM 23
  • 24. Why Integrated is Better Its Where You Live – What happened lives where you live – CRM TFMA2013 - Smarter Marketing Sage CRM 24
  • 25. Achieving Business Success with on premise or online CRM 25 Sage CRM MarketSmarter How CRM can Accelerate your Marketing in 2013 Get Social with Sage CRM & stay up to date David Beard CRM Principal @talkcrm