Transforming Work Efficiency with CRM Systems
Discover the power of CRM systems and how they revolutionize business operations by efficiently managing relationships, automating communications, and optimizing decision-making processes. Learn about the benefits for your team and how CRM systems can enhance productivity and growth in your organization.
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Presentation Transcript
Instructions Slide - Delete After Setup Review the Notes section for instructions or a tipc specific to that slide. Use the Filmstrip view to add, move and delete slides from your presentation deck. 1
What is a CRM & how can it change the way we work?
What is a CRM? We hear and see this acronym frequently and... It s expected that we know what it is . But it s not often explained.
What is a CRM? CRM stands for Customer Relationship Manager
What is a CRM? It s a tool that eliminates antiquated and ineffective practices for Documenting critical lead and contact information and interactions Conducting new client prospecting activities Managing follow up requests and appointments Analyzing key business data Examples: recording details in a notebook or spreadsheet, setting reminders in an email calendar, or attempting to commit details to memory
What is a CRM? It s a system that helps you more efficiently manage relationships with your leads, clients and partners, and easily measure key performance indicators to make data driven decisions.
What is a CRM? The right system will allow you to Organize and segment your lists Close holes in your sales funnel Identify top priorities for the day Visually track each client s progress through a transaction Review real time business data Access records and data from any device
Communication Benefits A great CRM can send automated and blast email messages to leads and contacts based on funnel stage or list segment. It can also provide visibility into who is interacting with the automated communications, allowing for more targeted prospecting activities.
Key Benefits for Our Team A CRM can allow us to Manage more business without increasing our sales or support staff Provide a consistently excellent experience for every client Reduce the amount of time reviewing files Easily share records with each other
Which CRM benefits will initially have the biggest positive impact on your business? 10
Which CRM benefits will have the greatest long term impact on your business? 11
How much time would gain in a day if you no longer had to send the same follow up, check in, and update emails over and over? 12
