Taking video conferencing to the next level with CRM integration

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Talking about synergy, it is added value to the CRM user using its alignment with web conferencing tools. The combination of the two technologies makes it more powerful and useful than a standalone approach.

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Taki ng vi deo c onf er enc i ng t o t he next l evel wi t h CRM i nt egr at i on. Tal ki ng about s yner gy i t i s added val ue t o t he CRM us er us i ng i t s al i gnment wi t h web c onf er enc i ng t ool s . The c ombi nat i on of t he t wo t ec hnol ogi es makes i t mor e power f ul and us ef ul t han a s t andal one appr oac h. Thr ough t he year s CRM has gone beyond i t s t ec hni c al abi l i t i es wi t hi n an or gani z at i on. Commonl y known by i t s ac r onym CRM i n bus i nes s j ar gon i t has been ext r emel y r es pons i ve t o devi s e s t r at egi c pr oc es s es t o eas e c us t omer s er vi c e and has mor eover been an i nfluent i al el ement i n bui l di ng or gani c and l ong- l as t i ng r el at i ons hi ps bet ween or gani z at i ons and t hei r c l i ent s . As mor e and mor e or gani z at i ons have bec ome awar e of t hi s c ompat i bl e f unc t i on.

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I n t he c ont ext of a CRM s ys t em t he t er m i nt egr at i on s i gni fies t he al l i anc e of mar ket i ng and s al es pr oc es s es t o a CRM s of t war e. Thi s c r eat es a s eaml es s c oexi s t enc e bet ween t he f or mer and t he l at t er i n a c ompany. I n i t s c or e f or m CRM i s qui nt es s ent i al f or mai nt ai ni ng c us t omer i nf or mat i on but when i nt egr at ed wi t h ot her el ement s l i ke vi deo c onf er enc i ng s of t war e dr i ves c ompr ehens i ve aut omat i on t o boos t s al es and mar ket i ng. Woul dn’ t i t be eas i er f or t eams and bus i nes s es i f your s of t war e s t ac k was f ul l y opt i mi z ed

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Al ongs i de t he s al es and mar ket i ng t eams even an ac c ount i ng t eam woul d pr obabl y be one of t hos e uni t s i n an or gani z at i on t hat deal s wi t h c us t omer dat a. The f ac t t hat ac c ount i ng t eams c an go t hr ough an uns ur mount abl e amount of dat a on a per pet ual bas i s i s a f ac t s i mi l ar l y t her e ar e var i ous depar t ment s l i ke s uppor t f eedbac k et c . t hat c ont ai n t ons of dat a i n t er ms of names c ont ac t s emai l I D’ s et c . Mos t c ompani es j us t have pr e- c onc ei ved not i ons t hat t eams c an s ur vi ve wi t hout s uc h i nt egr at i ons or API s . The i nt egr at i on of CRM s ys t ems t o vi deo c onf er enc i ng s of t war e i s n’ t c os t l y.

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Wi t h vi deo c onf er enc i ng s al es manager s c an s et up a vi deo conf er enci ng envi r onment wher e s al es pr of es s i onal s have ever yt hi ng i n pl ac e t o f ol l ow a pr e- defined s al es s t r at egy. Fur t her mor e vi deo conf er ences c an be r ec or ded and ar c hi ved and us ed as f ut ur e exampl es i n var i ous s al es s c enar i os . Wi t h t he i nt egr at i on of vi deo c onf er enc i ng and CRM s ys t ems s al es r eps and manager s c an doc ument obs er vat i ons and not es . Common web conf er enci ng s cenar i os t o s ee how t he i nt egr at i on of CRM wi t h vi deo conf er enci ng makes t hi ngs bet t er : Sc enar i o 1: Augment i ng s al es gr owt h.

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Wi t h vi deo c onf er enc i ng at t he hel m s es s i ons c an be r ec or ded of what has t r ans pi r ed i n t he meet i ng and ac t i on i t ems t hat c ome out of t he meet i ng. I t al l ows s al es manager s t o us e ar c hi ved meet i ngs as a c oac hi ng t ool r epl ay c l i ps and pr ovi de f eedbac k f or enhanc ed per f or manc e. Wi t h t he addi t i on of a CRM c oac hi ng c an be t r ac ked and moni t or ed by s al es manager s t o moni t or t he per f or manc e of s al es r eps . Sc enar i o 2: Tr ai ni ng your s al es wor kf or c e.

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As vi deo or web conf er ences dr aw at t endees f r om var i ous l oc at i ons s al es pr of es s i onal s find i t a c r uc i al pl at f or m or venue f or pos i ng ques t i ons on c ompany s t r uc t ur e bus i nes s pr oc es s es et c . I ns t ant pol l s t hr ough vi deo c onf er enc i ng appl i c at i ons hel p as s es s whet her t he c us t omer r equi r es a pr oduc t and whet her t hey ar e r eady t o make a pur c has e. I nt egr at i ng CRM’ s wi t h vi deo conf er enci ng hel ps ens ur e t hat s al es r eps r ecor d val uabl e i nf or mat i on f or ot her i nt er nal t eam member s t o ac c es s i n t he f ut ur e. Sc enar i o 3: Rec or d val uabl e i nf or mat i on.

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Web c onf er enc i ng or vi deo conf er enci ng enc our ages f r equent i nt er ac t i on bet ween s al es r eps dec i s i on- maker s and c ompany s t akehol der s . Vi deo c onf er enc i ng i s a power f ul way t o unc over new oppor t uni t i es i n s al es mar ket i ng. The per ks of c onduc t i ng s uc h c onf er enc es i n t he c ont ext of CRM hel ps r ec or d oppor t uni t i es i n r eal - t i me f or f ut ur e f ol l ow- up. Sc enar i o 4: Rec ogni z e ups el l i ng pr obabi l i t i es .

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Compani es need t o s t ar t movi ng f or war d wi t h t i me and s t ar t r eal i z i ng vi deo conf er enci ng i nt egr at i on benefit s l i ke qui c k meet i ngs wi t h c us t omer s or i nt er nal t eams z er o i nves t ment f or expens i ve s of t war e or har dwar e vi deo pr es ent at i ons wi t h c us t omer s meet i ng r ec or di ng r eal - t i me c ommuni c at i on and c ol l abor at i on and mor e. Sal es f or c e Ci s c o Spar k Zoho Zendes k et c . ar e s ome of t he CRM’ s avai l abl e i n t he mar ket . Vi deo Conf er enci ng s of t war e l i ke i FMeet s enabl es qui c k and eas y i nt egr at i on wi t h any CRM pl at f or m. Not t hat i t i s a c r i me t o r un wi t hout a CRM s ys t em but wi t h t he c ur r ent i ndus t r y pac e ever y ent i t y needs t o keep up wi t h t he fleet i ng evol ut i on t hat oc c ur s wi t hi n i t . An unor gani z ed dat abas e An out dat ed onl i ne conf er enci ng s ys t em Doc ument at i on of dai l y ac t i vi t i es Thes e ar e s ome of t he c r i t i c al t as ks t hat CRM’ s need t o per f or m s o why do i t manual l y l et your CRMs do i t f or you.

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Today’ s hos t ed CRM’ s offer t he abi l i t y t o c r eat e qui c k and eas y- t o- t r ac k fiel ds i n t he CRM appl i c at i on and t he abi l i t y t o l i nk i t di r ec t l y wi t h anot her appl i c at i on. i FMeet s i s al l about col l abor at i on and pr oduct i vi t y. Col l abor at e wi t h your t eammat es or cus t omer s wi t h a s i ngl ecl i ck – even when you’ r e on t he go. I f i t c an’ t wai t t i l l t omor r ow s i mpl y begi n your meet i ngs f r om i FMeet s . Type s har e fil es and t al k wi t hout havi ng t o s wi t ch bet ween a s t ack of apps .

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C o n c l u s i o n Vi si t Us: www. i f meet s. com Maki ng t hi ngs s i mpl er f or bus i nes s es t hr ough t he i nt egr at i on of CRM’ s and vi deo c onf er enc i ng i s key. I t gi ves s al es r eps manager s and s eni or s t aff t o hos t meet i ngs f r om any l oc at i on anyt i me. A s i ngl e c l i c k makes i t pos s i bl e t o s c hedul e a meet i ng. You c an add t he i FMeet s ext ens i on as t he def aul t opt i on f or any meet i ng you s c hedul e wi t h CRM’ s l i ke Sal es f or c e Hubs pot Zoho et c .

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