Published on March 7, 2014
Signs You’ve Outgrown Outlook Presentation by Kendra Von Achen DB Pros
Introduction to Databases • What is a database? • These are all examples of databases
What is CRM? • Stands for Customer Relationship Management • Definition: CRM is the process of managing all aspects of interaction a company has with its customers, including prospecting, sales, and service. • CRM applications attempt to provide insight into and improve the company/customer relationship by combining all these views of customer interaction into one picture.
Key Features of CRM Systems • Account/Contact Management • Opportunity/Sales Management • Customer Service/Case Management • Marketing/Campaign Management • Activity and Calendar Management • • • • Notes and History Tracking Email Management Project Management Dashboards/Business Intelligence • Customized Reports • Workflow/Process Automation • Mobile/Remote Tools
Why Use CRM in a Business? • Organize all key information – Contacts – Prospect – Clients/customers – Proposals • Keeps all key employees on the same page • Saves time • Helps increase the company’s revenues
Using Outlook to Manage Business Activities • Key areas – Contacts, Calendar, Tasks, Email • Functions: – Categories – Drag-and-drop – Integrate with Word for Mail Merge – Flags/Reminders
What Outlook Can’t Do • • • • • Tie records together Manage opportunities/pipeline/forecasts Mass update fields/records Send out mass emails (limited to 50-100) Create hierarchies of records – Eases data entry – Reduces/removes duplicates • Categorize records with separate fields
Signs You’ve Outgrown Outlook • Filtering on Categories just isn’t cutting it anymore • You have 10 records for the same company with 10 different company names listed • You’re losing productivity entering the same information over and over again • You’re ready to track your pipeline (and not in Excel) • You have a group of people trying to share information easily
Alternative Solutions • Contact Management vs Customer Relationship Management • CM – ACT!; Goldmine; Batchbook; Highrise; SalesNexus; and more • CRM – Zoho; Quickbase; SugarCRM; Salesforce; NetSuite; Oracle CRM OnDemand; and more – Range from Free to $100/user/month
Thank you! Kendra Von Achen DB Pros Denville, NJ (973) 607-1627 firstname.lastname@example.org www.dbprosconsulting.com
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