CRM Predictions for 2016 Webinar
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Transcript of CRM Predictions for 2016 Webinar
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CRMPredictions for 2016
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Housekeeping
• Type questions in G2W• Special draw revealed at end of
presentation• This presentation is being recorded
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Nicole SteeleMarketing Manager
MAXIMIZER CRM
Presenters
David CostinSolutions Architect
MAXIMIZER CRM
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Agenda• What is CRM• Evolution of CRM• Importance of Mobile• The Need for CRM Integrations• Vertical CRM Solutions are Vital• Understand Your Customers• My Predictions for 2016 CRM
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• Practises, strategies and technologies used to manage & analyze data
• Data (or interactions) can be managed through the customer lifecycle
• Goal: Improve relationships with customers (and prospects) to increase customer retention and drive net new sales
What is CRM
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CRM Systems
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Agenda• What is CRM• Evolution of CRM• Importance of Mobile• The Need for CRM Integrations• Vertical CRM Solutions are Vital• Understand Your Customers• My Predictions for 2016 CRM
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Evolution of CRM
THE BEGINNING
THE ROLODEX
THE LEDGER
1990
1950
1980 PRESENT DAY2000
2015
DATABASE MARKETING
CONTACT MANAGEMENT SOFTWARE
INFORMATION EXCHANGE
MOBILE & SAAS
Y2K
CRM INNOVATIONS
KEEPING UP WITH THE
CONNECTED CONSUMER
CUSTOMER RELATIONSHIP MANAGEMENT
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Agenda• What is CRM• Evolution of CRM• Importance of Mobile• The Need for CRM Integrations• Vertical CRM Solutions are Vital• Understand Your Customers• My Predictions for 2016 CRM
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• What is Mobile CRM? 82%Importance of Mobile
48% 45%81%20%29%
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• Crucial Information At Your Fingertips• You can use your mobile CRM to access their account anytime, anywhere
• Increased Potential for More Sales• Nucleus Research found Salespeople became 26.4% more productive
when adding mobile access to CRM
• Shortened Sales Cycle• Research shows 65% of sales reps achieve their sales quotas faster,
compared to 22% with non-mobile CRM
• Faster Production & Planning• Use your mobile CRM to place an order at the conclusion of your
important meetings
Benefits of Mobile CRM
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Agenda• What is CRM• Evolution of CRM• Importance of Mobile• The Need for CRM Integrations• Vertical CRM Solutions are Vital• Understand Your Customers• My Predictions for 2016 CRM
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The Importance of Integration
ERP
DocumentSystems
$
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Agenda• What is CRM• Evolution of CRM• Importance of Mobile• The Need for CRM Integrations• Vertical CRM Solutions are Vital• Understand Your Customers• My Predictions for 2016 CRM
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• Custom tailored to meet industry needs• Typically include an additional configurable
set of capabilities appropriate for the industry
• Are based on business processes and rules of the industry
• Include reporting and analytics that are relevant to the industry
What are Vertical Solutions
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• Easy to implement• Reduce training and adoption time• Leverage industry best • Are cost-effective.
Benefits of Vertical Solutions
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Agenda• What is CRM• Evolution of CRM• Importance of Mobile• The Need for CRM Integrations• Vertical CRM Solutions are Vital• Understand Your Customers• My Predictions for 2016 CRM
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Understand Your Customers
Automatically build rich and insightful profiles on your customer
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Agenda• What is CRM• Evolution of CRM• Importance of Mobile• The Need for CRM Integrations• Vertical CRM Solutions are Vital• Understand Your Customers• My Predictions for 2016 CRM
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• Mobile is a Must & Will Get Even Better• Personalization is No Longer a Nice to Have• Vertical CRM’s Will Become a Big Competitor• Integration with Other Solutions is Vital to
Success
My Predictions for 2016 CRM
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Thank you for attending we will be drawing for an Amazon gift card –
a winner will be contacted later today
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Thank You for Your Time!