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Leah Chang — CRM video worksheet

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Resources from Leah Chang's March 2020 NetSquared Vancouver workshop on Technology planning and change management.

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Leah Chang — CRM video worksheet

  1. 1. ​   https://www.youtube.com/watch?v=hnEQq7kNFWo  “CRM: It’s not a tactic, it’s a strategy.”  Turn the “Corporate speak” into “Non-profit speak”!    Business__________________________  More profitable____________________  Employees________________________  Sales_____________________________  Sales pipeline_____________________  Customer_________________________  Profits____________________________  Customer Relationship  Management______________________  Leads ____________________________  Money _______________________  Company _______________________  Customer lifecycle__________________  Retention _______________________  Acquisition _______________________  Paying customers___________________  Loyal customer base ________________  Customer experience________________  Customer satisfaction________________    5 CRM Benefits      Sales team  ___________________________  Web-to-lead forms ______________________  Sales person____________________________  Customer interactions___________________    Business relationships____________________  Business practices ______________________  Business processes______________________    Automatic Workflow Rules _______________  Potential Customers_____________________  Sales “close offline” _____________________  Close more “deals” ______________________    Notes:          leah@leahchanglearning.com 604.715.4354 leahchanglearning.com 

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