crm tools for small business

21
Marketing Integrating CRM to Manage Your Customers and Vendors ©2013 Integrality, LLC All Rights Reserved Presented by Cynthia Nevels, Senior Partner for Integrality Host of Disrupt Radio and Senior Editor of Disruptive View

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Learn about CRM technology tools for small business with Cynthia Nevels. Good and smart stuff!

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Page 1: CRM tools for Small Business

MarketingIntegrating CRM to Manage Your Customers and Vendors

©2013 Integrality, LLC All Rights Reserved

Presented by Cynthia Nevels, Senior Partner for IntegralityHost of Disrupt Radio and Senior Editor of Disruptive View

Page 2: CRM tools for Small Business

En

tre

pre

ne

urs

hi

pYou can control the flow of information and positively impact you business’ power to grow.

Page 3: CRM tools for Small Business

Business channels that require your attention. Sales Marketing Accounting Customer Service Operations/Logistics Human Resources

Page 4: CRM tools for Small Business

En

tre

pre

ne

urs

hi

pIf strategically implemented properly, technology can save you time and money.  

Page 5: CRM tools for Small Business

GETTING STARTED

What are you doing?

Where’s the information?

Page 6: CRM tools for Small Business

What Do You Use?

Page 7: CRM tools for Small Business

What Do You Use?

Page 8: CRM tools for Small Business

Are you resistant to change?

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Page 9: CRM tools for Small Business

How can you measure what you’re not tracking?

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Page 10: CRM tools for Small Business

How can you grow if you’re not sure what your sales and marketing channels are doing?

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Page 11: CRM tools for Small Business

WHY MANAGE THE DATA?Better communication with key internal

and external stakeholdersBetter performance trackingInstant access to pertinent data

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Page 12: CRM tools for Small Business

Managing StakeholdersC

OM

MU

NIT

Y

Who WhyWhenHow

Page 13: CRM tools for Small Business

Evaluate Your Infrastructure

WHAT DO YOU NEED

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Page 14: CRM tools for Small Business

HOW

WHAT ARE YOUR GOALS

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Page 15: CRM tools for Small Business

HOW

SELECT A SERVICE

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Page 16: CRM tools for Small Business

HOW

IMPLEMENT THE SOLUTION

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Page 17: CRM tools for Small Business

Automate the Process

Salesforce AutomationMarketing AutomationCustomer SupportCall Center

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Page 18: CRM tools for Small Business

CRM SOLUTION

Page 19: CRM tools for Small Business

SalesCreate a sales processManaging your sales process, put yourself

in your customers’ shoesManage through the end of the chain

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Page 20: CRM tools for Small Business

Use One SystemTrack Your LeadsTrack Your VendorsManage Your RelationshipsCreate and Track Your Products and

ServicesTrack Your RevenueTrack Your ExpensesManagement Social Media and Marketing

Communications

Page 21: CRM tools for Small Business

SHARE WITH USThank You!

Please take a quick moment to complete our survey online at

http://bit.ly/144o8C0

Integrality, LLC

www.integrality.us

O 877-601-3211 ext 151

F 866-561-8027

E [email protected]