1. Rev up your business with CRM
and Marketing Automation
Richard Bolton

2. Agenda
Rev up your business!
What is CRM?
Why invest in CRM?
How to chose the right CRM?
- The Landscape
- The Platforms
- The Top 9
The Challenges
The Evolution of CRM – The Trends
The Finish Line

3. What is CRM?

4. What is CRM?
Industry:
CRM is a strategy.
A 360 degree view from lead to close.
People – Process – Technology.
Software to organize, automate, and synchronize business
processes.

5. What is CRM?
The CR (Customer Relations):
A business philosophy.
Building relationships with your customers.
Understanding your customers needs and behaviours.
Gathering Information that creates stronger relationships.
Make your relationships with your customers more
profitable.
Are you using a CRM?
What does CR mean to you and your business?

6. Why Invest in CRM?

7. Why Invest in CRM?
Today's business environment is competitive
Data Centralized
Tracking Communication
Increased Visibility
Team building
Reporting
Automation and Workflows
Competitive Advantage

8. How to choose the right CRM?

9. How to choose the right CRM?
The Landscape

10. How to choose the right CRM?
Choosing the Right Platform

11. Choosing the Right platform
Software as a Service (SAAS)
On Premise
Hosted Model

12. Choosing the Right CRM?
Top 9

13. Choosing the Right CRM?
Top 9
1. Do a Trial.
2. Cost.
3. Easy to Use.
4. Easy to Implement.
5. Integration.
6. Remote Access – Anytime Anywhere
7. Mobile Access.
8. Scalable
9. Customizable.
Any others?

14. The Challenges
How to make sure the wheels don’t fall off!

15. The Challenges
No Defined Implementation Process - Good Foundation.
- 3 Peaks – Ian Clark
Management Approval
User Buy in
No Training
What have your challenges been?

16. 3 Peaks – Ian Clark

17. The Evolution of CRM – The Trends

18. The Trends
The Cloud
Self Service
Big Data – Predictive Analytics
Social CRM
Marketing Automation - PowerMailChimp

19. Marketing Automation
PowerMailChimp

20. Marketing Automation
PowerMailChimp

21. Marketing Automation
PowerMailChimp

22. Marketing Automation
PowerMailChimp

23. The Finish Line

24. Centricity360 Consulting
Richard Bolton
Tel: 905.691.0652
Email: rbolton@centricity360.com
Website: www.centricity360.com
Blog: www.centricity360.wordpress.com/
Twitter: @rbolton @centricity360