Post on 17-Jul-2015
Efficiency & Growth with CRMWhat it means for a Meemic agency
www.aspen-tech.com 866-880-4228 info@aspen-tech.com
Introduction
• AspenTech Consulting Group, Inc. – Plymouth, MI
• Marshall Knapp
• Greg Knapp
• Registration Form
www.aspen-tech.com 866-880-4228 info@aspen-tech.com
Introduction
• Small business focus
• Results-driven Customer Relationship Management (CRM) systems since 1994
• What is CRM?
www.aspen-tech.com 866-880-4228 info@aspen-tech.com
Introduction (cont’d)
Customer relationship management (CRM) is a system for managing a company's interactions with current and future customers. It often involves using technology to organize, automate and synchronize sales, marketing, customer service, and support.
- Wikipedia
www.aspen-tech.com 866-880-4228 info@aspen-tech.com
Introduction (cont’d)
System
Interactions
Technology
Organize
Automate
Synchronize
www.aspen-tech.com 866-880-4228 info@aspen-tech.com
What qualifies as CRM?
CRM
• Act! • Base• Infusionsoft• Goldmine• Maximizer• Microsoft Dynamics CRM• Salesforce.com• SugarCRM• Zoho• And many more…
Not CRM
• Excel Spreadsheets• Outlook Contacts / Calendar• That rolodex on your desk• Stack of business cards in
your pocket• Anything in your head• Sticky notes• Smart phone• Day planner• And many more…
www.aspen-tech.com 866-880-4228 info@aspen-tech.com
Key Benefits of CRM – Part I
• 360° View
• Greater Productivity
• More Meaningful Interactions
• Facilitate Cross-Selling
• Incorporate Technology
www.aspen-tech.com 866-880-4228 info@aspen-tech.com
CRM Benefits
360° ViewKeep everyone on the same page with minimal additional effort required to do so.
The ability to have all of a client’s history in one place has made our team more efficient by eliminating long hold times and callbacks.
- Steven Scherff, Scherff Agency
www.aspen-tech.com 866-880-4228 info@aspen-tech.com
CRM Benefits (cont’d)
Greater ProductivityWhen you implement a CRM system, you’ll be able to easily share information and increase your productivity
With Act! and our detailed note keeping, each CSR has the ability to service any one of our clients. It makes them feel welcomed and want to do business with us.
- Timothy Wittman, Leski Insurance Agency
www.aspen-tech.com 866-880-4228 info@aspen-tech.com
CRM Benefits (cont’d)
More Meaningful InteractionsCentralized data and history of previous interactions will prepare your staff and enhance each customer experience
My CSRs are logging every phone and email contact in the client’s Act! record and that helps us greatly in our day by day interactions with our clients.
- Stew Gordon, Gordon Group Agency
www.aspen-tech.com 866-880-4228 info@aspen-tech.com
CRM Benefits (cont’d)
Facilitate Cross-SellingKnowing the interests of your customers and what they’ve previously purchased leads to cross-sell and up-sell opportunities
When we are trying to improve someone’s coverage, we can send out letters recommending a certain type.
- Stew Gordon, Gordon Group Agency
www.aspen-tech.com 866-880-4228 info@aspen-tech.com
CRM Benefits (cont’d)
Incorporate TechnologyTake advantage of technology to improve your business, the customer experience, and the working environment for your team.
Multiple locations can access the same data. I can move staff between locations seamlessly. Either location can service any call.
- Mike Macy, Macy Insurance Agency
www.aspen-tech.com 866-880-4228 info@aspen-tech.com
Demo #1
www.aspen-tech.com 866-880-4228 info@aspen-tech.com
Questions?
www.aspen-tech.com 866-880-4228 info@aspen-tech.com
Key Benefits of CRM – Part II
• Improved Decision Making
• Reduce Costs & Increase Return
• Target Marketing
• Protect Your Company
www.aspen-tech.com 866-880-4228 info@aspen-tech.com
CRM Benefits
Improved Decision MakingIdentify trends, measure and forecast sales and evaluate your team’s performance
I have quick access to how the month, quarter, year, etc are going, both for sales and retention.
- Mike Macy, Macy Insurance Agency
www.aspen-tech.com 866-880-4228 info@aspen-tech.com
CRM Benefits (cont’d)
Reduce Costs and Increase ReturnImproving the customer experience and increasing efficiency will reduce costs, increase customer retention and add new customers
Act! has allowed us to regain lost business!- Lori Deem, Deem Insurance Agency
www.aspen-tech.com 866-880-4228 info@aspen-tech.com
CRM Benefits (cont’d)
Target MarketingSearch, sort and segment your customer and prospects for laser-focused marketing efforts launched directly from your CRM system
Zoho email templates have allowed us to provide consistent and timely communication to our clients.
- Bethann Gyorke, Krumm Agency
www.aspen-tech.com 866-880-4228 info@aspen-tech.com
CRM Benefits (cont’d)
Protect Your CompanyWhen there is turnover or realignment, disruption is minimized.You have the records to cover yourself and your team.
When a loss takes place, clients never remember having the conversation where they declined coverage. We have their actual voice and words.
- Stew Gordon, Gordon Group Agency
www.aspen-tech.com 866-880-4228 info@aspen-tech.com
Demo #2
www.aspen-tech.com 866-880-4228 info@aspen-tech.com
Questions?
www.aspen-tech.com 866-880-4228 info@aspen-tech.com
What does AspenTech do?
• Requirements Gathering
• System Design
• Data Migration
• Implementation
• Training
• Support
THANK YOU!!!