Top 10 considerations when selecting a CRM Software solutions. Visit http://agilitytech.com.sg for more details

1. Top 10 Consideration when
Selecting a CRM
Growing Sales with the Right CRM Tools
- By Agility Technology
http://agilitytech.com.sg

2. Agenda
• Ten Things you need to know to select a CRM
• Demo
•Q & A

3. 10 Things you need to know
when selecting a CRM

4. 1. Types of CRM Platform
On Premise CRM Cloud Based CRM
• An on-premise CRM is exactly what
it sounds like: It’s a CRM system
housed at the place of business that
uses it.
• This can mean the CRM is kept in a
dedicated server room, or even in a
closet. Generally, an on-premise
solution requires the business to buy
either a server or a computer that
can act as a server. Once this takes
place, the CRM software can be
installed on that server, usually by an
inhouse IT department.
• A cloud- based CRM system is
managed digitally via the
Internet by an offsite team of experts.
• This solution is also referred to as
software as a service (SaaS),
because it does not require a
software installation or an IT
department for management
purposes. Instead, you simply log in
online and begin using it.
• Cloud-based CRM is accessible
anytime by anyone approved within
the business to use it — even
on mobile devices

5. 2. Pros and Cons
On Premise CRM Cloud Based CRM
On -Premise Pros
• In-house IT teams have greater control
over equipment, security, and data.
• It may be all smaller businesses need for
the time being.
On -Premise Cons
• Outages can cause major delays in using
the system.
• If using as a customer service touchpoint,
outages can be especially damaging.
• Can mean extra expense if IT expertise
must be hired for setup and maintenance.
• Difficult to scale and upgrades can be
costly.
Cloud-Based Pros
• Accessible 24/7 by anyone approved within
the organization.
• Accessible on the road via mobile devices
• Minimum investment needed.
• Do not require server maintenance and
upgrades are often automatic.
• Scalable and secure to keep up with
business growth
.
Cloud-Based Cons
• Cloud based systems rely on your Internet
connection. If your Internet service goes
down you may experience downtime

6. 3. Your Team need to use it

7. 3. Your Team need to use it
** Adoption = Success

8. 4. Know what features you need

9. 4. Know what features you need

10. 5. Examine How it helps grow your business

11. 6. Do you need Mobile ?

12. 7. Consider your hardware

13. 7. No longer just about your company hardware
Employees bring their own devices

14. 8. You don’t work in a vacuum

15. 9. Measuring your performance

16. 10. Will it grow with you

17. Gartners placed Salesforce as Leaders
- For the 8th Consecutive Years

18. What does it mean to the customers
Fast Easy Open Flexible Trusted
No Hardware
No Software
Automatic Upgrades
Scalable
Any Device
Data Portability
Transparency
Real-time Status
App Marketplace
Extensible
1. Visionary
• Advanced Thinking
• Best Practices from Others
2. Ability to Execute
• High Success Rate
• Flexibility to Adapt and Grow

19. Proven Market and Product Leader
Market Leadership Customer SuccessProduct Leadership
100,000+ Companies
Across Every Market
Magic Quadrant Leader
Groundswell Award
#1 SFA Market Share
Highest ROI Technology of the Year
Winner – Sales Force Automation 2012
Winner – Enterprise Suite CRM 2012
Innovative Company

20. Grow Your Business Along Every Major Metric
Average Percentage Improvements Reported by Customers
Lead
Conversion
+38%
Sales
Productivity
+36%
Forecast
Accuracy
+45%
Win
Rate
+26%
Source: Salesforce.com Customer Relationship Survey conducted March 2013, by an independent third-party,
Confirmit Inc., on 5,200+ customers randomly selected. Response sizes per question vary.
+28%
Sales