Why Sage CRM? Robert Kramer Managing Consultant, BKD Technologies Sean Mohan President, Strategic Sales Systems

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1 Why Sage CRM? Rbert Kramer Managing Cnsultant, BKD Technlgies Sean Mhan President, Strategic Sales Systems

2 Why CRM Systems Custmer relatinship management (CRM) helps businesses t gain an insight int the behavir f their custmers and mdify their business peratins t ensure that custmers are served in the best pssible way.

their custmers and mdify their business peratins t

hub Integratin t Websites Email system Scial Media Marketing Campaigns Integratin with Outbund Emailing

3 Custmer Lifecycle Management (acrnym t be determined) Scial Media Cnfiguratin Tls SmartCatalgue BI Tls CRM Website Tls Hubspt Cnstant Cntact Swiftpage Sage ERP Systems Ordering Fulfillment CRM database is hub Integratin t Websites system Scial Media Marketing Campaigns Integratin with Outbund ing Opprtunity Management Custmer Service Web Prtal fr issues Integratin t ERP Business Intelligence Systems

4 Management Insight int Sales Activity Timely and accurate Frecasts Insight int Custmer satisfactin Custmer prfitability Autmate prven sales prcesses t clse deals faster

5 Marketing Ability t measure Marketing Campaigns success Better analysis f where Leads cme frm Ability t tuch large vlumes f Prspects/Leads quickly and inexpensively Reduced cst per Lead/Prspect due t integratin Track the effectiveness f yur multi-channel marketing campaigns with ROI and Budget Tls

and inexpensively Reduced cst per Lead/Prspect due t integratin Track the

6 Sales Sales Organizatin/Prductivity Reduced time frm Lead t Cntact Insight int Fulfillment prcess Increased Sales thrugh better timing; anticipating needs based n histric trends Crss-selling f ther Prducts Cmpetitive insight Visibility int Custmer prfitability Reduce disruptin f Sales turnver Insight int Custmer satisfactin

n histric trends Crss-selling f ther Prducts Cmpetitive insight Visibility int

7 Operatins/Custmer Service Recurring prduct issues (defects) Visibility int verall custmer health Visibility int individual Custmer Health Assignment f issues by skills Accuntability t reslving custmer issues Manage Tickets, Defects, Returns, Cntracts, and Assets all frm ne easy-t-use interface.

Assignment f issues by skills Accuntability t reslving custmer issues

8 Why SageCRM Revlutinize the way yu manage yur business SageCRM is a full-featured, Web-based CRM slutin that is easy t use and quick t deply. Back ffice integratin t ERP Ease-f-Use Fast, Flexible Deplyment Sage CRM is quick and easy t deply.

9 Why SageCRM Ease-f-Custmizatin Sage CRM is easy t custmize t meet yur business needs. Business Integratin Sage CRM integrates ut-f-the-bx with Sage ERP prducts, delivering end-t-end business integratin. Ease-f-Anywhere Access Web access Mbile access

Business Integratin Sage CRM integrates ut-f-the-bx with Sage

10 SageCRM Demnstratin

11 Questins Yu Shuld Lk Fr Management Hw d yu understand what is happening with yur custmers? Hw d yu knw when markets are grwing r shrinking? Hw d yu determine if a sales persn is fllwing standard r best practices prcedures? D yu get timely frecasts?

12 Questins Yu Shuld Lk Fr Marketing Hw d I measure the success f a particular campaign? Where is ur business cming frm? Hw can I tuch mre prspects with less mney? Where shuld we be spending ur time? Are sales fllwing up n ur leads?

13 Questins Yu Shuld Lk Fr Sales Management What is the activity level f my sales frce? D we have enugh leads? Are ur leads being qualified in a timely manner? When shuld yu grw yur sales staff?

14 Questins Yu Shuld Lk Fr Sales Where are my leads? Are my leads qualified? What custmers/prspects d I we call backs? What des my schedule lk like this week? Are there ther cmpanies in the area I shuld be calling n? Hw big is my pipeline?

15 Questins Yu Shuld Lk Fr Sales What has recently shipped fr a custmer? What is scheduled t ship fr a custmer? What is the histry f a particular custmer s rders; Price, Quantity, Timing? When shuld I expect a custmer t rerder? Is my custmer trending up r dwn? Are there any pen issues that I shuld be aware f at a particular custmer?

What is the histry f a particular custmer s rders; Price, Quantity, Timing?

16 Questins Yu Shuld Lk Fr Custmer Service Are we fllwing up n issues in a timely manner? What issues remain pen well past their due date? Are things falling thrugh the cracks? What are the areas f issues we see and can I measure them? Hw lng des it take us as an rganizatin t reslve issues?

17 Best Practice fr Implementing a CRM System Determine gals f prject Determine a Budget Must have high-level crprate spnsrship Create CRM team, include resurces frm Management IT Sales (critical t invlve sales peple) Marketing Custmer service

spnsrship Create CRM team, include resurces frm Management

18 Best Practice fr Implementing a CRM System Determine any critical IT issues r Architecture issues, timing issues Implement Prcess/System in a phased apprach Develpment Measurements Train and Supprt Measure Results And Train, Train, Train sme mre Strategic Sales Systems CRM Class

in a phased apprach Develpment Measurements Train and Supprt Measure

19 Questins

20 Where t Dwnlad Slides & Webinar Archive Tday s presentatin slides are available at bkdtechnlgies.cm/events. A recrded cpy f the webinar will be available n the website later this week We will be sending ut a shrt survey fllwing the webinar Fr yur benefit, please take a few minutes t cmplete the survey s we may imprve upn future webinars

A recrded cpy f the webinar will be available n the website later this week We will

21 BKD Technlgies Supprt Center Sage Supprt Center Mnday - Friday, 8 a.m. - 5 p.m. Central time Supprt Center tll-free number

22 Rbert Kramer Managing Cnsultant, BKD Technlgies Sean Mhan President, Strategic Sales Systems

CRM 101: A Beginner s Guide

CRM 101: A Beginner s Guide t BKD Technlgies & Micrsft Dynamics CRM Brett Mathews Business Develpment Executive Micrsft Certified Prfessinal CRM Applicatin bmathews@bkd.cm CRM 101: A Beginner s Guide Agenda