Beginners guide for CRM users - PenguinCRM

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Presentation Description

A basic guide for early stage CRM users who are often confused with the general terminologies of CRM software, which ultimately results in user’s non compliance.

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Presentation Transcript

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Winning over CRM software 1 I will tell you how!!………..It’s not a rocket science A beginners guide for early stage CRM Users

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So the day has come….. Your Management has decided to bring a new CRM software to the organization and you are told to use this instead of your earlier excel sheets

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Oops! We Know how do you feel like

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Confused with new terminologies Leads Contacts Prospects opportunity Target Accounts Case

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5 Let’s crack the codes!! Tutorial Ahead

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Name nearly any CRM software today..

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They Share the same Principle… Acquisition Prospecting Retention 1 2 3 - Target to lead conversion - Campaigns to educate target Lead  Account Contact  opportunity Customer / contact Case / issue / tickets

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OK .. But the question is still the same What is target?? when should I consider the details as lead and when it becomes contact??? What is opportunity??? Why contact and account are different??? Why & why…………

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Prospecting First stage of any sales process : Principle module - Campaign You create a list of people based on certain criteria like: age, Sex, Special interests, demography etc. and run a campaign – email / tele -calling / outdoor etc. to reach them… Campaign Recipient’s feedback Leads So::: Campaign recipients = “Targets” Interested Targets = “Leads”

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Acquisition Principal module: “Contact”, “Account”, “Opportunity” Leads Follow-up – calls, meetings Qualified Leads Converting Lead  contact -Adding Contact against Account Creating Opportunity Sales conversion 1 2 3 4 So::: “Contacts” are more qualified leads with the defined interest in your services/products. “Accounts” are generally company details and contacts belongs to these accounts. “Opportunity” is the defined contact’s (buyer’s) interest in the specific services with an expected monetary value.

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Retention Principle Module: cases, bugs Once sales is closed; the most important activity is customer retention. It is about creating, recording and assigning cases/bugs against customer complains Handling and resolving the cases with customer satisfaction. It gives you an opportunity for cross/up selling .

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What’s more?? That’s it!! I told you It’s not a rocket science

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We will come again – by then “Believe in Relationship Your CRM consulting partner PenguinCRM Pvt. Ltd. Hyderabad, India, Ph. no. +91 40 6524 1102 Email: sales@penguincrm.com info@penguincrm.com http://twitter.com/penguincrm http://www.facebook.com/pages/PenguinCRM/313580679871 www.penguincrm.com

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