This presentation explains Customer Relationship Management help their business

1. The Benefits of CRM… Helen Coldicott Training Consultant www.coldicottfreelancetraining.com Call: 01905 23902 | 0770 410 5954

2. The Benefits of CRM What is CRM? What can it do for your business? * Manage Client Lifecycle – Internal communication * Increase Profitability – 5 Ways * Accurate Forecast Pipeline * Effective Lead Qualification - Scotsman What do CFT do that’s different? Testimonials… Training Courses…

3. www.coldicottfreelancetraining.com Call: 01905 23902 | 0770 410 5954 What is CRM? Customer Relationship Management

4. 1. What is CRM? a. Helps to manage your contacts Customers Prospects Leads Friends &Family Suppliers Contacts Distributors Referrers

5. 1. What is CRM? b. Helps to manage communications and touches Cases Phone Calls Customer Record Renewals Appointments Opportunities Next Actions Emails

6. Helps Manage Client Interactions… 360 Degree Client View

7. 1. What is CRM? c. Helps to Build Good Relationships Communicate Trust Remember Relationship Deliver Understand Compromise

8. 1. What is CRM? d. Management & Measurement Staff Productivity Marketing Number of Leads Management Sales Stats Delegation Procedures Customer Service

9. What can CRM do for your business?

10. 2. What can CRM do for your Business?

11. Helps Manage your Client Life Cycle…

12. CRM Benefits – Sales into 5 Ways

13. CRM Benefits:

14. CRM Benefits – Sales Pipeline

15. CRM Benefits – SCOTSMAN To find out more you need to attend SalesENRICHED! http://www.helencoldicottfreelance.blogspot.com/

16. CRM Benefits – SCOTSMAN Effective Lead Qualification

17. 4. What do CFT do? Listen Unique Understand Practical Solution Listen Communicate

18. 5. Testimonials "Helen's a sweetie! We have been using ACT for about 2 years now and getting about 20% of the value. With Helen's help we'll now get 80%. Well worth the time spent - I recommend to all CRM users".Simon Williams, Action Coach "Very good training. Clear and concise. Helen obviously has excellent knowledge of the package - Thanks". Lee Clarke, ClarkewoodConsulting "The course was very informative and related to my job role, everything was covered thoroughly, was presented well and of a good pace, with opportunity for me to try out each individual task". Mike Coggins, Prosale "Helen's presentation style was very well received. Course enjoyable and friendly". Stella Hammond, Kidderminster College

19. 6. Training Courses Basic , Advanced or Admin Training Bespoke agenda to meet your needs At your premises Using your bespoke software Training Manuals Certificates Experience Impartial Advice Other training available…

20. www.coldicottfreelancetraining.com01905 23902 | 0770 410 5954 Helen Coldicott Training Consultant helen@coldicottfreelancetraining.com