Introduction to CRM Customer Relationship Management Systems Class











>> YOUR LINK HERE: ___ http://youtube.com/watch?v=SEIp-Gfgf1g

http://frugalbrothers.com This is an introductory class covering various elements of a customer relationship management system. The class agenda is below: • Introduction to Customer Relationship Management Systems|Class • Part 1: What is CRM • A) Business is about People and Relationships • B) Your customers come with an Acquisition Cost and have a Lifetime Value • C) CRM was developed to nurture Relationships • D) CRM is your companies front office (sales, marketing, customer service) • Part 2: Why You Need CRM • A) Business without CRM • B) loose valuable data when a sales person quits (one uses outlook, another excel, another evernote, and so on) • C) Business lose when data isn’t centralized • D) Businesses lose when they fail to spot trends • E) Businesses lose when they don’t offer key people a 360 degree view of their customers/vendors • F) Business lose when they can’t forecast CAC or LTV • G) Business Lose when customers defect to a competitor • Part 3: What CRM Offers You • A) CRM systems are modular Accounts, Contacts,Leads,Opprtunities,Sales,Quotes,Invocies,Activvities,Vendors,Help Desk, • B) CRM systems can contain knowledge bases and make distributing collateral easier • C) CRM systems organize and relate customer and vendor information • D) CRM systems may integrate with Office 365, Google Apps • E) CRM systems may offer Automation (Drip email, birthday greetings, reports and more) • F) CRM Offer workflows such as lead distribution, follow up, activities, • G) CRM offer Analytics , Sales Funnel, Sales forecasting, campaign costs and more • H) CRM systems can integrate with your website, provide autoresponders • I) CRM systems can deduplicate data • J) CRM systems can follow customers on social media • K) CRM systems can manage marketing campaigns and dollars • L) CRM systems can incorporate different marketing tracks • M) CRM systems can integrate with Accounting, project management, office applications • Part 4 How CRM is Obtained • A) CRM systems available on premise and hosted • B) Pricing as low as 0.00 to 90 or more per user • C) Maybe priced based on different versions • D) Might have pricing based on storage • E) Might have pricing based on plugins and add-ons • Part 5 Popular CRM Systems • Sugar CRM, Microsoft CRM, Salesforce,GoldMine, Zoho CRM,Insightly,SalesLogix,NetSuite,Work ETC,Nimble

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