5 Steps for Achieving 360 Degree Customer View CRM Effectiveness Workshop. Paul Petersen

Save this PDF as:
 WORD  PNG  TXT  JPG

Size: px
Start display at page:

Download "5 Steps for Achieving 360 Degree Customer View CRM Effectiveness Workshop. Paul Petersen"

Transcription

1 5 Steps for Achieving 360 Degree Customer View CRM Effectiveness Workshop Paul Petersen

2 Featured Speaker Paul R. Petersen, JD, PCM Vice President & General Manager GoldMine

3 A Successful GoldMine CRM Strategy Reduces marketing costs & increases response rates. Responds to new leads fast. Keeps your team productive. Tracks your active deals. Increases marketing ROI with leads you already have in your database. Prevents loss of market share. Increases customer retention and profitability. You make better decisions.

4 GoldMine Premium Edition Delivers Your Corporate Memory of all customer & prospect information Interaction history management Workflow & the tools you need to increase efficiency Real Time Access Shared licensing for affordable company access Key integration points Real-time dashboard reporting Comes with SQL 2008 for Work Group -- Free Also includes Universal search for instant sales tools Preview Panes display details faster Outlook Client New! Premium Edition 9.2 Social media integration

5 1. Where are they? They should be in GoldMine. Get them in one central place to provide company access Eliminate the duplication of key info, e.g., address, that is in mail merge spreadsheets Track customer service inquiries Include customers for retention marketing

6 2. What do you know about them? Capture the bits and pieces that will help you Its called firm-o-graphics Examples: customer number, industry, products owned, sales summary Capture product interest and sales qualification information All Interactions: Corporate Memory pass along what you know References

7 3. Build Targeted Campaigns Develop targeted campaigns by product interest Communicate personalized messages with highly relevant messages increases response rates. Distribute leads quickly Queue Leads for the sales team Manage phone follow up

8 Marketing Automation should: Provide one central repository for managing suspects, prospects, and customers Capture firm-o-graphics to segment your database Provide integration with various lead sources Build campaigns to communicate tailored message for different segments Distribute leads to the right rep quickly Track customer issues to monitor customer satisfaction Retain customers with on-going marketing communications nurture future prospects Track results with real-time reports

9 4. Be Efficient Manage your activities using filters to stay in the groove target your efforts Customized documents speed response, save time, personalized for attention Automated Literature fulfillment saves cycle time. Shorten sales cycles with scheduled follow-ups Work with team members

10 The GoldMine Sales Toolkit Activity list to track new leads and scheduled follow-ups Filters to manage the territory s prospects, customers, activities Account Management tools Relationships Integration with other systems Tools for Efficiency Maps Document Center Literature fulfillment Opportunity tracking Track results with built-in real-time reports Forecasts, Quotas

11 5. Complete Customer Service Capture customer service cases from your web site, , or from the phone Manage inquiries by priority, company, issue or agent Includes searchable knowledgebase for your agents Customize labels and look-up lists to properly categorize each call for reporting and searching. Set due dates and priorities Assign and escalate cases to others for resolution Complete 360 view for sales and service Complete contact management for follow ups History of all completed activities

12 Achieve the elusive 360 View Share information across the company using affordable, shared licenses Develop rapport based on past interactions Keep promises made by scheduling next actions Involve the right person in your company with workflow Be aware of Organizational relationships Create more effective marketing by segmenting your database Track marketing results using sales forecast Manage the complete relationship from prospecting, sales, to support Track what s bothering your customers Communicate about matters that are relevant to them Keep in touch: calls, newsletters

13 New! In PE 9.2 Real time visibility to social feeds for your contacts Respond leverage their contacts be up to date Links to Google search for the latest company information Get maps to the contact s location 13

14 Today we ll show & discuss: Quick Review of Premium Edition navigation Central database features Marketing tools Sales management\ Productivity Customer r service New: Social Media integration See how social media feeds can be linked to your contacts See how contact information can be use to set up maps and search for company information

15 Bonus: Go Mobile on ipad & iphone Relationship Management Search, View & Edit Contacts & Companies Tap to get Google maps of contact address Activity Management View & Complete Activities See and create Sales Management Create, edit, and view sales forecasts Customer Service on the go Create, edit, view, resolve, and escalate cases

16 Next Steps New Volume Purchase discount on New & Upgrades through Sept 28 th Add Mobile for just $92 Visit for more product details and see the new Overview. You will receive the What s New in GoldMine White Paper and a link to the recording Submit a question to

17 GMPE 9.0: Management Dashboard Benefits Managers by giving them visibility into each aspect of CRM, such as sales & services, and provides access into how each user is managing their day to day CRM records Example Management Dashboards include: Forecast by Product Forecasts by Owner Cases by owner or Status Activity

18 GoldMine Outlook Client Linking of s Scheduling Appointments Tasks Completing scheduled items Composing a letter Viewing CRM data Creating a new Case Synching Contacts Configuring

19 GMPE 9.2 LinkedIn integration Shows your connections to a new contact and enables you to connect via LinkedIn You see very quickly who your shared connections are, so you can contact a friend for insight or assistance in establishing the relationship

20 GMPE 9.2 Twitter integration Tweets from contact View and reply to tweets Similar integration to Facebook

21 GMPE 9.2 Google news integration Google news search Keep up to date on company news affecting your contacts

22 GMPE 9.2 Google maps integration View map Get directions

23 Copyright 2012 FrontRange Solutions USA Inc. GoldMine is a registered trademark of FrontRange Solutions USA Inc. and/or its affiliates in the United States and/or other countries. All Rights Reserved.

Customer Timeline - New in Summer 2012. Web Lead Capture - New in Summer 2012. Built-In Dashboards - New in Summer 2012

Customer Timeline - New in Summer 2012. Web Lead Capture - New in Summer 2012. Built-In Dashboards - New in Summer 2012 What s New Maximizer CRM 12 Features New Mobile Access User Interface Enhanced Mobile Access Appointment Management Enhanced Web Access User Interface Improved Web Access Speed & Navigation LinkedIn Integration

More information

Why Buy GoldMine Premium Edition 9.2?

Why Buy GoldMine Premium Edition 9.2? Why Buy GoldMine Premium Edition 9.2? The Top Reasons Why to Buy GoldMine Premium Edition with New Items in Version 9.2 GoldMine is a leading provider of relationship management solutions for small businesses

More information

Customer Relationship Management Assessment

Customer Relationship Management Assessment Customer Relationship Management Assessment Copyright 2010 FrontRange Solutions USA, Inc. Kevin Reichley Ticomix Kevin Smith FrontRange Solutions CRM Assessment What is CRM? Common CRM Related Business

More information

CRM Assessment. GoldMine Solutions CRM Assessment

CRM Assessment. GoldMine Solutions CRM Assessment CRM Assessment GoldMine Solutions CRM Assessment CRM Assessment Overview This Customer Relationship Management (CRM) Assessment was created to help companies understand how well they performing with customer

More information

Normal CRM Activities with Synergy

Normal CRM Activities with Synergy Normal CRM Activities with Synergy (866) 227-0221 www.synergyexpert.com Terminology Used by Synergy Common Synergy Terms we will be discussing will include: Resources / Persons - Employees of your organization

More information

ATTRACT PROSPECTS ENGAGE CUSTOMERS SUCCEED IN YOUR BUSINESS

ATTRACT PROSPECTS ENGAGE CUSTOMERS SUCCEED IN YOUR BUSINESS ATTRACT PROSPECTS ENGAGE CUSTOMERS SUCCEED IN YOUR BUSINESS Maximizer CRM is a completely integrated sales, marketing and customer service and support management solution that enables you to attract prospects,

More information

Compare your version to Maximizer CRM 12

Compare your version to Maximizer CRM 12 Compare your version to Features: Account and contact LinkedIn integration Time icalendar integration Task and automation Sales force automation & forecasting Marketing campaign automation & Customer service

More information

Maximizer CRM Group Edition

Maximizer CRM Group Edition Maximizer CRM Group Full featured and affordable CRM for small to medium sized enterprises Maximizer CRM Group is a fullfeatured CRM software solution that enables teams of up to ten users to work together

More information

Customer Relationship Management

Customer Relationship Management It s about customers. M Microsoft Customer Relationship Management PUT YOUR CUSTOMERS AT THE CENTER OF YOUR BUSINESS Microsoft Customer Relationship Management THE GOAL: THE NEED: THE SOLUTION: Provide

More information

80 Reasons to Love GoldMine CRM

80 Reasons to Love GoldMine CRM 80 Reasons to Love GoldMine CRM Over the last few years the idea of an on premise, Windows based CRM program has been overshadowed by, on-line, web based, or hosted CRM programs, like SalesForce.com, SugarCRM,

More information

Sage CRM. Know your business. Grow your business.

Sage CRM. Know your business. Grow your business. Sage CRM Know your business. Grow your business. Welcome to Sage CRM Sage CRM is an affordable, adaptable and easy to use CRM solution designed with the needs of small and medium sized companies at its

More information

Focused sales management

Focused sales management Focused sales management Make the most of every sales opportunity Sage CRM directs your sales efforts toward the most profitable, most winnable deals and helps you make the most of cross-selling and upselling

More information

Compare versions with Maximizer CRM 12: Summer 2013

Compare versions with Maximizer CRM 12: Summer 2013 Compare versions with Maximizer CRM 12: Summer Group and Enterprise Editions The Summer release of 12 continues to build on the theme of enhanced performance, usability and productivity while maintaining

More information

Sage CRM. Communicate, Collaborate, Compete with Sage CRM

Sage CRM. Communicate, Collaborate, Compete with Sage CRM Sage CRM Communicate, Collaborate, Compete with Sage CRM FEATURES AT-A-GLANCE FOR ALL USERS Easy to use with fresh look and feel Fully customisable interactive dashboard End-user personalisation of interface

More information

Customer Relationship Management

Customer Relationship Management It s about customers. M Microsoft Customer Relationship Management PUT YOUR CUSTOMERS AT THE CENTER OF YOUR BUSINESS Microsoft Customer Relationship Management THE GOAL: THE NEED: THE SOLUTION: Provide

More information

Perfect Customer Relationship Management (CRM) System

Perfect Customer Relationship Management (CRM) System Al-Andalus Software Development & Technology Co. Perfect Customer Relationship Management (CRM) System Product Overview Overview Perfect Customer Relationship Management (CRM) System empowers your sales,

More information

Maximizer CRM Enterprise Edition

Maximizer CRM Enterprise Edition Maximizer CRM Enterprise Innovative and sophisticated CRM for medium to large organisations Today s demanding medium to largesized businesses are challenged with competing in a fierce market against tough

More information

4 ways to grow your small business with Salesforce CRM

4 ways to grow your small business with Salesforce CRM 4 ways to grow your small business with Salesforce CRM Contents Executive Summary... 2 Make everyone more productive... 2 Customize: Make Salesforce CRM work the way you do... 2 Organize: Centralize your

More information

Sage CRM 7.2 Enhancing productivity. Enabling success.

Sage CRM 7.2 Enhancing productivity. Enabling success. Sage CRM 7.2 Enhancing productivity. Enabling success. May 2013 What s new for Sage CRM 7.2? Sage CRM 7.2 has been designed to support busy, growing businesses who want to foster internal collaboration,

More information

Overview & Highlights- Maximizer CRM Live

Overview & Highlights- Maximizer CRM Live Overview & Highlights- Maximizer CRM Live In today s world, businesses need a tool that helps flourish client relationships. Maximizer CRM Live is that tool for our firm. Maximizer CRM Live saves money,

More information

Overview & Highlights

Overview & Highlights Overview & Highlights Empower staff with the tools to leverage sales, marketing and customer service information and build long-term customer relationships, win more deals, and accelerate your business

More information

Targeted measurable marketing

Targeted measurable marketing Targeted measurable marketing Plan, execute, and measure your campaigns An invaluable tool for marketers, Sage CRM enables your marketing teams to plan, execute, and measure the success of every marketing

More information

CRM. Know your business. Grow your business.

CRM. Know your business. Grow your business. CRM Know your business. Grow your business. Welcome to Sage CRM Sage CRM is an affordable, adaptable and easy to use CRM solution designed with the needs of small and medium sized companies at its core.

More information

Wizard-Driven Dashboards: A personalized, instant snapshot of your business

Wizard-Driven Dashboards: A personalized, instant snapshot of your business What s includes new features and key enhancements in the following areas: User Interface All Access Licensing Business Intelligence Business Productivity Mobile Marketing Automation Sales Force Automation

More information

Web access for real-time convenience online

Web access for real-time convenience online All access options Access Maximizer CRM when and where you need it Optimise productivity and increase profitability To work effectively and stay ahead of your competitors in today s demanding business

More information

Sage CRM I White Paper. Enhance Your Business Relationships With Sage CRM

Sage CRM I White Paper. Enhance Your Business Relationships With Sage CRM I White Paper Enhance Your Business Relationships With Accelerate Your Performance With True 360 Business Visibility Imagine: Your top sales professional calls your best customer to sell him a new product.

More information

Elevate Customer Experience and Engagement in the New Digital World

Elevate Customer Experience and Engagement in the New Digital World Elevate Customer Experience and Engagement in the New Digital World John Chan CRM Solutions Lead, Microsoft Business Solutions Microsoft Asia Customer buying behavior has fundamentally changed therefore,

More information

Build Contacts, Manage Relationships, Get Results

Build Contacts, Manage Relationships, Get Results Build Contacts, Manage Relationships, Get Results ACT! is the world s best selling contact management software with over 120,000 UK registered users. By using Sage ACT!, individuals, small businesses and

More information

Exceptional customer service

Exceptional customer service Sage CRM Exceptional customer service Deliver fast, efficient customer service Winning a new customer is only the beginning of what should be a long and profitable relationship. But keeping customers happy

More information

Compare versions with Maximizer CRM 12: Winter 2012

Compare versions with Maximizer CRM 12: Winter 2012 Compare versions with Maximizer CRM 12: Winter 2012 Group and Enterprise Editions The Winter release of Maximizer CRM 12 continues to build on the theme of enhanced performance, usability and productivity

More information

CRM for Sales. Increase productivity and sales effectiveness to optimise opportunities and drive revenue. Email Templates

CRM for Sales. Increase productivity and sales effectiveness to optimise opportunities and drive revenue. Email Templates CRM for Sales Increase productivity and sales effectiveness to optimise opportunities and drive revenue From quote to close, sales executives and frontline sales professionals face the challenge of higher

More information

Maximizer CRM For Sales

Maximizer CRM For Sales OVERVIEW Maximizer CRM For Sales MAXIMIZER CRM Published By Increase productivity and sales effectiveness to optimize opportunities and drive revenue From quote to close, sales executives and frontline

More information

BPMonline CRM User Guide

BPMonline CRM User Guide BPMonline CRM 1 CONTENTS About This Guide... 4 1. BPMonline CRM Concept... 5 1.1. Leads... 6 1.2. Accounts... 7 1.3. Contacts... 10 1.4. Activities... 12 1.5. Opportunities... 14 1.6. Invoices... 16 1.7.

More information

Targeted Marketing Effectiveness

Targeted Marketing Effectiveness Targeted Marketing Effectiveness Plan, execute and measure your campaigns An invaluable tool for marketers, helps you to plan, execute, and measure the success of every marketing campaign. It becomes much

More information

Targeted measurable marketing

Targeted measurable marketing Targeted measurable marketing Plan, execute and measure your campaigns An invaluable tool for marketers, enables your marketing teams to plan, execute, and measure the success of every marketing campaign.

More information

Mothernode CRM SALES & MARKETING EDITION

Mothernode CRM SALES & MARKETING EDITION Mothernode CRM SALES & MARKETING EDITION Increase lead acquisition and conversion, measure campaign revenue and integrate with popular marketing applications. Mothernode CRM The easiest way to run your

More information

Create, attract, retain and delight customers, profitably. HubSpot Connector

Create, attract, retain and delight customers, profitably. HubSpot Connector CRM for Marketing Create, attract, retain and delight customers, profitably Maximizer s built-in marketing tools mean you can simply and effectively plan, budget, execute, analyse and optimise all aspects

More information

Create, attract, retain and delight customers, profitably. HubSpot Connector

Create, attract, retain and delight customers, profitably. HubSpot Connector CRM for Marketing Create, attract, retain and delight customers, profitably Maximizer s built-in marketing tools mean you can simply and effectively plan, budget, execute, analyse and optimise all aspects

More information

Version Comparison. Maximizer CRM 12 Winter Version Comparison Chart. Performance, Usability, Simplicity Enhanced

Version Comparison. Maximizer CRM 12 Winter Version Comparison Chart. Performance, Usability, Simplicity Enhanced Maximizer CRM 12 Winter Version Comparison Chart Performance, Usability, Simplicity Enhanced The Winter release of Maximizer CRM 12 continues to build on the theme of enhanced performance, usability and

More information

NetSuite CRM+ Powerful CRM That Drives The Complete Customer Lifecycle. Why NetSuite CRM+? NETSUITE BENEFITS. Data Sheet

NetSuite CRM+ Powerful CRM That Drives The Complete Customer Lifecycle. Why NetSuite CRM+? NETSUITE BENEFITS. Data Sheet NetSuite CRM+ Powerful CRM That Drives The Complete Customer Lifecycle Data Sheet NETSUITE BENEFITS Benefits experienced by organizations using NetSuite CRM+ include 1 : Improve sales productivity by 15%

More information

Hosted CRM Comparison Guide. Focus Research March 2009

Hosted CRM Comparison Guide. Focus Research March 2009 Hosted CRM Comparison Guide Focus Research March 2009 Focus Research 2009 Salesforce.com Inc. SalesBoom Sage Software RightNow Technologies Inc. Oracle Salesforce On Demand CRM, SageCRM.com RightNow CX

More information

Marketing Automation Request for Proposal

Marketing Automation Request for Proposal Marketing Automation Request for Proposal Choosing the right marketing automation system isn t easy. This is why we created this sample RFP, consisting entirely of actual questions from real RFPs submitted

More information

PIVOTAL CRM FOR HOME BUILDING

PIVOTAL CRM FOR HOME BUILDING PIVOTAL CRM FOR HOME BUILDING AND REAL CASE STUDY ESTATE Managing the total customer lifecycle gives homebuilders the ability to create long-lasting client relationships and success WHITEPAPER ATTRACT,

More information

SAP Cloud for Customer Expert Session

SAP Cloud for Customer Expert Session SAP Cloud for Customer Expert Session It s time to engage your customers like never before! Joeri Seghers (Expertum) Steve Debruyne (Expertum) Wim Verschoore (SAP) Expertum History Founded in April 2006

More information

Sales Force Automation with Microsoft Dynamics

Sales Force Automation with Microsoft Dynamics Sales Force Automation with Microsoft Dynamics Drive sales productivity, user adoption and consistent best practices with Microsoft Dynamics CRM for Sales Streamline and automate your sales processes and

More information

Sage CRM Focused Sales Management

Sage CRM Focused Sales Management Sage CRM Focused Sales Management Equipping your sales team with the complete customer information and the necessary tools to enable them to do their job effectively is very important. Sage CRM empowers

More information

A White Paper on LEAD MANAGEMENT

A White Paper on LEAD MANAGEMENT A White Paper on LEAD MANAGEMENT MetaConcepts Pvt Ltd 507, D B Road, R S Puram,Coimbatore - 641 002 Phone : 91 422 553109, Fax : 91 422 550072 Email :, Website: www.focus2sell.com Manage Measure and mine

More information

Attract Prospects, Win New Customers, Increase Repeat Business. Sales Marketing Customer Service & Support

Attract Prospects, Win New Customers, Increase Repeat Business. Sales Marketing Customer Service & Support In today s customer-led economy, sustaining your company s growth stems from: Empowering staff to manage, distribute and access the sales, marketing and service information that makes business move forward.

More information

IBM Global Business Services Microsoft Dynamics CRM solutions from IBM

IBM Global Business Services Microsoft Dynamics CRM solutions from IBM IBM Global Business Services Microsoft Dynamics CRM solutions from IBM Power your productivity 2 Microsoft Dynamics CRM solutions from IBM Highlights Win more deals by spending more time on selling and

More information

CRM for Marketing MAXIMIZER CRM. Published By

CRM for Marketing MAXIMIZER CRM. Published By OV E RV I E W CRM for Marketing MAXIMIZER CRM Published By Create, attract, retain and delight customers, profitably Maximizer s built-in marketing tools mean you can simply and effectively plan, budget,

More information

Pivotal CRM for Small and Mid-Sized Business. Big Benefits. Small Price.

Pivotal CRM for Small and Mid-Sized Business. Big Benefits. Small Price. Pivotal CRM for Small and Mid-Sized Business Big Benefits. Small Price. Before Pivotal CRM, we were like an eight-cylinder car that was operating on only two cylinders. When we jumped into Pivotal CRM,

More information

Sales Force Automation

Sales Force Automation Sales Force Automation Maximizer CRM helps sales managers, teams and individual contributors collaborate, access and share information across Sales, Marketing and Customer Service & Support. Key Benefits

More information

Elementum with PositiveEdge Solutions on Salesforce Case Management & Knowledge Base System

Elementum with PositiveEdge Solutions on Salesforce Case Management & Knowledge Base System Elementum with PositiveEdge Solutions on Salesforce Case Management & Knowledge Base System 1 P a g e PositiveEdge Solutions facilitates Elementum to leverage features of one of the fastest growing technologies

More information

CRM for Customer Service and Support

CRM for Customer Service and Support OV E RV I E W CRM for Customer Service and Support MAXIMIZER CRM Published By Maximize satisfaction. Drive repeat business Servicing customers effectively is a key component in growing your business through

More information

Focused Sales Management

Focused Sales Management Focused Sales Management Make the most of every sales opportunity. directs your sales efforts towards the most profitable, most winnable deals, and helps you make the most of cross-selling and upselling

More information

Find, track, pipeline, and manage your highly-skilled talent.

Find, track, pipeline, and manage your highly-skilled talent. Jobvite Engage: High Tech Find, track, pipeline, and manage your highly-skilled talent. As competition heats up for hard-to-find skills across the tech industry everything from precious engineering and

More information

Your relationships. Your information. Your CRM.

Your relationships. Your information. Your CRM. Your relationships. Your information. Your CRM. Your relationships. Your information. Your CRM. In short, this means CRM without compromise. Your processes for identifying prospects, acquiring customers,

More information

Strategic Solutions Innovative Consulting Rapid Results

Strategic Solutions Innovative Consulting Rapid Results Strategic Solutions Innovative Consulting Rapid Results Multi-Color Corporation: Streamlining Sales in 12 Weeks CON5959 Brian Uhlin Multi-Color Corporation Jason Carr everge Group Agenda The Business Situation

More information

Base CRM Guide. Getting started and understanding of the basic features of Base CRM.

Base CRM Guide. Getting started and understanding of the basic features of Base CRM. Base CRM Guide Getting started and understanding of the basic features of Base CRM. Table of Contents BASIC NAVIGATION 03 Logging in 04 Desktop Navigation 05 Settings DASHBOARD 06 Your Dashboard LEADS

More information

Evolution of CRM. What is CRM? CRM at it s Core is. Sage CRM PC Retreat 2013. www.martinandassoc.com 1. Agenda. What is CRM? Why CRM?

Evolution of CRM. What is CRM? CRM at it s Core is. Sage CRM PC Retreat 2013. www.martinandassoc.com 1. Agenda. What is CRM? Why CRM? PC Retreat 2013 : 360 view of your business. For the following teams in your organization Executive, Sales, Finance, Marketing Customer Care and Process Management ( is now included with Sage 100 ERP)

More information

PUTTING THE i IN CRM. Series 1: The Impact to the Sales Team. ebook

PUTTING THE i IN CRM. Series 1: The Impact to the Sales Team. ebook PUTTING THE i IN CRM Series 1: The Impact to the Sales Team. ebook Table of Contents Section I Empowering the Individual 3 Section II Management Benefits 6 of Individualized CRM Section III Expanding your

More information

Meet & Exceed Rising Customer Expectations

Meet & Exceed Rising Customer Expectations Infor Customer Relationship Management Meet & Exceed Rising Customer Expectations Manufacturing businesses today need a customer-centric business strategy to survive and thrive. They must increase customer

More information

THE ESSENTIAL EVENT AUTOMATION PRIMER. A Big Picture Look at Event Automation Software for Data-Driven Marketers and Event Professionals

THE ESSENTIAL EVENT AUTOMATION PRIMER. A Big Picture Look at Event Automation Software for Data-Driven Marketers and Event Professionals THE ESSENTIAL EVENT AUTOMATION PRIMER A Big Picture Look at Event Automation Software for Data-Driven Marketers and Event Professionals 28 % of marketing budgets are allocated to events INTRODUCTION Even

More information

iextensions CRM v6.3 Marketing Datasheet

iextensions CRM v6.3 Marketing Datasheet iextensions CRM v6.3 Marketing Datasheet What Does iextensions CRM Do for Marketing? Helps Me Effectively Manage and Measure the Success of My Marketing Campaigns Overall Benefits: Lets me plan, develop

More information

ORACLE CRM ON DEMAND RELEASE 26

ORACLE CRM ON DEMAND RELEASE 26 ORACLE CRM ON DEMAND RELEASE 26 THE WORLD S MOST COMPREHENSIVE CRM ON DEMAND SOLUTION Easy to use Fast to deploy Powerful analytics Pre-built industry solutions Embedded sales, marketing, and service best

More information

Business Management Made Simpler

Business Management Made Simpler SAP Brief SAP s for Small Businesses and Midsize Companies SAP Business One Objectives Business Management Made Simpler Successfully manage and grow your small business Successfully manage and grow your

More information

Lead Management CRM Marketing Automation Powerful. Affordable. Intuitive. gold-vision

Lead Management CRM Marketing Automation Powerful. Affordable. Intuitive. gold-vision Unify your communications with Gold-Vision, a fully featured CRM solution with customer Contact, Sales, Marketing, Projects and Events. Gold-Vision stands out from the crowd with interactive dashboard

More information

ORACLE TELESALES ORACLE DATA SHEET KEY FEATURES

ORACLE TELESALES ORACLE DATA SHEET KEY FEATURES ORACLE TELESALES KEY FEATURES Maintain customer and contact information View of business activities across operating units Lead and opportunity management Quote and order management Forecast management

More information

QAD Customer Relationship Management Demonstration Guide. May 2015 EE2015 / CRM 6.7

QAD Customer Relationship Management Demonstration Guide. May 2015 EE2015 / CRM 6.7 QAD Customer Relationship Management Demonstration Guide May 2015 EE2015 / CRM 6.7 Overview This demonstration shows how QAD Customer Relationship Management supports the vision of the Effective Enterprise;

More information

Content. Basic Navigation Dashboard Leads Contacts Deals Documents Tasks Emails Voice Reports Mobile M A O B C J D E

Content. Basic Navigation Dashboard Leads Contacts Deals Documents Tasks Emails Voice Reports Mobile M A O B C J D E Base Guide Content The purpose of this deck is to give you a better understanding of the basic features of Base CRM. M A O B C J D E F Basic Navigation Dashboard Leads Contacts Deals Documents Tasks Emails

More information

35 Examples How Sales Teams Benefit from Microsoft Dynamics CRM

35 Examples How Sales Teams Benefit from Microsoft Dynamics CRM 35 Examples How Sales Teams Benefit from Microsoft Dynamics CRM Achieving Growth Targets 1. Managing Sales Goals Sales teams need to know how they re performing in comparison to their sales goals. Are

More information

Sage CRM 7.1 Overview. What s New with Sage CRM 7.1 & Sage CRM 7.1 SP2

Sage CRM 7.1 Overview. What s New with Sage CRM 7.1 & Sage CRM 7.1 SP2 Sage CRM 7.1 Overview What s New with Sage CRM 7.1 & Sage CRM 7.1 SP2 Abstract Sage CRM v7.1 is packed with new features which will make a real and immediate impact to businesses looking to stay ahead

More information

when it comes. Benjamin Disraeli to be ready for opportunity The secret of success is What is CRM? Why CRM? About Agiline CRM

when it comes. Benjamin Disraeli to be ready for opportunity The secret of success is What is CRM? Why CRM? About Agiline CRM What is CRM? Customer Relationship Management (CRM) is a strategy and a corporate philosophy that puts the customer at the center of business operations so as to increase profits by improving customer

More information

CRM for Customer Service and Support

CRM for Customer Service and Support CRM for Customer Service and Support Maximize satisfaction. Drive repeat business Servicing customers effectively is a key component in growing your business through loyal, repeat buyers. Whether it s

More information

Experience Business Success Invest in Microsoft CRM Today

Experience Business Success Invest in Microsoft CRM Today Experience Business Success Invest in Microsoft CRM Today Published: August 2005 The information contained in this document represents the current view of Microsoft Corporation on the issues discussed

More information

ACHIEVE DIGITAL TRANSFORMATION WITH SALES AND SERVICE SOLUTIONS

ACHIEVE DIGITAL TRANSFORMATION WITH SALES AND SERVICE SOLUTIONS SAP Hybris Solution Overview: SAP Hybris Cloud for Customer ACHIEVE DIGITAL TRANSFORMATION WITH SALES AND SERVICE SOLUTIONS The Digital customer requires companies to be one step ahead of them, be better

More information

The New Rules of Sales Effectiveness SAP Cloud for Sales. ISB Global

The New Rules of Sales Effectiveness SAP Cloud for Sales. ISB Global The New Rules of Sales Effectiveness SAP Cloud for Sales ISB Global What do sales leaders care about today? Desired sales outcomes Key priority in achieving sales outcomes Increase revenues Capture new

More information

Use social media to get more sales leads, increase your pipeline, close faster, improve customer relationships and meet your sales team's goals

Use social media to get more sales leads, increase your pipeline, close faster, improve customer relationships and meet your sales team's goals HOW TO FIND, MANAGE AND CLOSE MORE BUSINESS USING THE SOCIAL MEDIA 2-Day Training Use social media to get more sales leads, increase your pipeline, close faster, improve customer relationships and meet

More information

Sales Force Automation

Sales Force Automation Sales Force Automation 360 Degree View VinnoCRM gives a 360-degree view of each of your customers, enabling you to acquire deep knowledge of every account, facilitate collaboration across your organization,

More information

Microsoft Customer Engagement Solutions

Microsoft Customer Engagement Solutions Microsoft Customer Engagement Solutions Customer engagement Personalized Proactive Predictive MS Dynamics CRM Functional Areas Sales Marketing Customer Care Leads Opportunities Communication Quotation

More information

Ticomix. proudly presents the December 2013 Breaking Away Update

Ticomix. proudly presents the December 2013 Breaking Away Update Ticomix proudly presents the December 2013 Breaking Away Update Summary of Update Enhancements Knowledge Base Breaking Away Updates: To view which updates have been installed, go to the GO TO menu in GoldMine,

More information

Sage CRM with Sage ERP MAS 90 March Madness Lunch & Learn 2012

Sage CRM with Sage ERP MAS 90 March Madness Lunch & Learn 2012 SAGECRM - INCLUDEDIN SAGEMAS 90 V4.5 PRESENTED BY JEFF ROSE WHAT IS INCLUDEDWITHMAS 90/200 4.5 SageCRM Software and Licenses Included with MAS 90/200 SageCRM 200 Server License $3,995 if purchased separately

More information

ORACLE CRM ON DEMAND INSURANCE DISTRIBUTION MANAGEMENT SOLUTION

ORACLE CRM ON DEMAND INSURANCE DISTRIBUTION MANAGEMENT SOLUTION ORACLE CRM ON DEMAND INSURANCE DISTRIBUTION MANAGEMENT SOLUTION For many insurance carriers, sales through indirect channels form the largest proportion of their business. However, most carriers do not

More information

Getting Started With Marketing Measurement

Getting Started With Marketing Measurement Introduction To Integrated Marketing: Getting Started With Marketing Measurement The B2B marketing world has changed a lot over the past decade. One especially important new trend is the growing emphasis

More information

Mothernode CRM ENTERPRISE (ERP) EDITION

Mothernode CRM ENTERPRISE (ERP) EDITION Mothernode CRM ENTERPRISE (ERP) EDITION Everything you need to run your business from sales to order fulfillment, inventory management to invoicing, and much more. Mothernode CRM The easiest way to run

More information

Oncontact CRM 7 The CRM software that does it all.

Oncontact CRM 7 The CRM software that does it all. The CRM software that does it all. Oncontact CRM 7 The CRM software that does it all. Oncontact CRM 7 is the answer. CRM 7 gives your company the competitive edge it needs with a flexible and effective

More information

Salesforce Automation

Salesforce Automation Salesforce Automation Bill Evanow Vice President, Sales salesforce.com Alana Kaselitz Principal Founder Echo Lane Jim Thompson Founder and CEO Rogue IT 1 July 16-17, 2009 Napa Valley Marriott Salesforce.com

More information

Sage CRM and Sage 300 CRE. How CRM can help your business

Sage CRM and Sage 300 CRE. How CRM can help your business Sage CRM and Sage 300 CRE How CRM can help your business Agenda What is CRM? Common business issues faced by companies today How CRM can help your company What is CRM4CRE and how does it work? Live Demo

More information

D&B360 for CRM. See opportunities first. Build relationships that last. Name, Title Date

D&B360 for CRM. See opportunities first. Build relationships that last. Name, Title Date See opportunities first. Build relationships that last. Name, Title Date In today s fast-paced business environment, keeping up with the accelerated pace of B2B commerce is increasingly difficult, yet

More information

Exceptional Customer Service

Exceptional Customer Service Exceptional Customer Service Deliver fast, efficient customer service Winning a new customer is only the beginning of what should be a long and profitable relationship. But keeping customers happy means

More information

Creating engaging website experiences on any device (e.g. desktop, tablet, smartphone), using a range of mobile delivery options.

Creating engaging website experiences on any device (e.g. desktop, tablet, smartphone), using a range of mobile delivery options. Evoq Content: A CMS built for marketers to deliver modern web experiences Content is central to your ability to find, attract and convert customers. According to Forrester Research, buyers spend two-thirds

More information

Customer Relationship Management

Customer Relationship Management P R I S M Invoice Campaign Delivery Sales Order CRM Lead Opportunity Purchase Order Quote Customer Relationship Management PRISM SalesPRO - CRM. DONE SIMPLY. Reports & Dashboards E-mail Campaigns CRM Automatic

More information

Pivotal CRM: The Market s Most Innovative CRM Solution

Pivotal CRM: The Market s Most Innovative CRM Solution Pivotal CRM: The Market s Most Innovative CRM Solution Pivotal CRM: Microsoft Partner of the Year Why Your Business Will Love Pivotal CRM BUSINESS INNOVATION What Is Business Innovation? Business innovation

More information

ORACLE SALES ANALYTICS

ORACLE SALES ANALYTICS ORACLE SALES ANALYTICS KEY FEATURES & BENEFITS FOR BUSINESS USERS Analyze pipeline opportunities to determine actions required to meet sales targets Determine which products and customer segments generate

More information

Mavin CRM CUSTOMER RELATIONSHIP MANAGEMENT

Mavin CRM CUSTOMER RELATIONSHIP MANAGEMENT Mavin CRM CUSTOMER RELATIONSHIP MANAGEMENT What is CRM? Introduction Mavin CRM CRM is an enterprise wide business strategy designed to learn about customer s needs and behaviors to organize and manage

More information

Grow Sales Faster with Sales Cloud. Richard Doyle Senior Alliances Manger rdoyle@salesforce.com

Grow Sales Faster with Sales Cloud. Richard Doyle Senior Alliances Manger rdoyle@salesforce.com Grow Sales Faster with Sales Cloud Richard Doyle Senior Alliances Manger rdoyle@salesforce.com Connect With Your Customers in a Whole New Way Cloud LTE Mobile Server Mainframe SNA Terminal LAN // WAN Client

More information

Sage CRM. Sage CRM v7.1 Cloud. sagecrm.com/trial

Sage CRM. Sage CRM v7.1 Cloud. sagecrm.com/trial Sage CRM Sage CRM v7.1 Cloud sagecrm.com/trial Sage CRM provides your business with a complete view of prospect and customer interactions, enabling effective communication throughout the organization.

More information

ORACLE SOCIAL ENGAGEMENT AND MONITORING CLOUD SERVICE

ORACLE SOCIAL ENGAGEMENT AND MONITORING CLOUD SERVICE ORACLE SOCIAL ENGAGEMENT AND MONITORING CLOUD SERVICE KEY FEATURES Global social media, web, and news feed data Market-leading listening quality Automatic categorization Configurable dashboards, drill-down

More information

CRM: Retaining Your Customers: Preventing Your Competitors

CRM: Retaining Your Customers: Preventing Your Competitors CRM: Retaining Your Customers: Preventing Your Competitors Krittapon Victor Indarakris Founder & CEO Blue Intelligence (Thailand) Co., Ltd. October 30, 2007 Microsoft CRM October 30 th, 2007 1 Core Microsoft

More information

Non-Profit Solution for Microsoft Dynamics CRM

Non-Profit Solution for Microsoft Dynamics CRM Non-Profit Solution for Microsoft Dynamics CRM 1 Non-Profit Solution for Microsoft Dynamics CRM Users Guide Table of Contents Introduction... 2 Overview... 2 Default Objects... 2 Screen Elements... 3 Required

More information