CRM Selection - MemberClicks · • Smooth workflow • Tons of features • Free 30-day trial...
30
CRM Selection: Finding the Right Fit for Your Organization
Transcript of CRM Selection - MemberClicks · • Smooth workflow • Tons of features • Free 30-day trial...
CRM Selection: Finding the Right Fit for Your Organization
SpeakerJennifer Karpus-Romain
Director of Marketing, Intelestream
About Intelestream
• Chicago-based CRM consulting firm
• SugarCRM Elite Partner• Founded in 2007 by former
SugarCRM employees• Transportation industry expertise
Let’s Dive In→ Who
→ What
→ When
→ Where
→ Why
→ How
But let’s start with the WHAT
• Identify current CRM software on the market• Learn top factors to consider for your software• Delve into use cases for different-sized
companies
The WHY
80% of CEOs believe they deliver a superior customer experience
Only 8% of their customers agree
Bain & Company
The WHY
The WHEN• Customer information in multiple locations.• Awkward follow-ups with prospects.• Lack of knowledge about quotas.• Sales meeting preparation takes significant prep
time…every week.• Sales meetings are long and unproductive.• Filing information in an abyss.• Finding information takes all morning.• Loss of potential clients or projects.
The WHEN
The WHEN: Time for a Reboot?
Your CRM just isn’t working.
Your business is growing.
The WHERE
The WHERE
The WHERE
The WHERE
PROS:• The brand to beat• Smooth workflow• Tons of features• Free 30-day trial
CONS:• Lower tiers have less functionality• Steep Learning Curve• Expensive especially for more
advanced lead gen, managerial functions.
Price starts at $25 per user, per month
The WHERE
PROS:• Named #1 CRM in PCMag’s
Business Choice Awards• Highly-customizable• Lots of third party applications• Software for sales, marketing, and
customer service
CONS:• 10-user minimum• Shorter free trial than others
Price starts at $40 per user, per month
The WHERE
PROS:• Offline Access• Easy integrations with Microsoft
products• Built-in marketing and automation
tools
CONS:• Expensive• Steep learning curve
Price starts at $40 per user, per month
The WHERE
PROS:• Personalized tools for event
planning, ad campaigns.• Automotive triggers for marketing
campaigns• Software for sales, marketing, and
customer service
CONS:• Shorter trial periods than others• Forms require some coding skills • Doesn’t work directly with social
networks
Price starts at $25 per month, per license
The WHERE
The WHO
Who should be involved?
The How: Implementation
• Identify your need• Choose your vendor• Understand the use• Create phases• Reassess and adjust
Use Case #1
Large Freight Management Firm. New Sales Director has used Salesforce in the past and looking for something different. Use a lot of Microsoft products.
Use Case #2
Mid-sized logistics firm.Limited budget for starting.Trouble with getting team onboard.
Use Case #3
Small trucking company. Wants to test the market.Uses marketing automation for campaigns.
