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Meetup 47 on Sept 10, 2013 on Selecting your First CRM. Held at a new co-working space in Burlington: burlingtonhive.com www.siliconhalton.com twitter.com/siliconhalton
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www.siliconhalton.comlinkedin/siliconhalton@siliconhalton
Meetup #47: Your First CRMSeptember 10 2013
• 7:15 pm Welcome &Intro to Burlington HiVE
• 7:20 pm Announcements• 7:30 pm Q&A – Your First CRM• 8:15 pm Mark Your Calendar• 8:20 pm Get To Know Your
Members• 8:30 Open Floor
Agenda
Welcome from the Burlington HiVE
@BurlingotonHiVE
www.burlingtonhive.com
The Hive Prezi: http://bit.ly/1eNUrOc
Show of Hands
• 910+_ members• 47 meetups• 7 peer2peer groups• Hundreds of LinkedIn
discussions
Announcements
Membership Target For 2013
2,500Invite 2 friends to join!
Launch a Workshop
Q & A Panel
Your First CRM
Jim Barnet Promys Inc.
@PROMYS_PSA
Geoff HoganPresidentOsnium Software Inc.
@OsniumSoftware
Philip NeukomProfit Analytics Inc.
@PhilipNeukom
Robert DuvallPresident, RDC Networks
@rdcnetworks
Chris HerbertCMOMI6 Agency Inc.
@b2bspecialist
Rick StomphorstPresidentSearchVelocity
@stompr
(Tonight’s Moderator)Tags: @BurlingtonHive #SiliconHalton #BurlON
Recap
What was shared & learned?A wealth of knowledge was shared for those considering a CRM. Here is some of it:Insight• “If your sole sales person leaves, do you know what is going on?”• One CRM does not fit all.• “We have a CRM for prospecting and use another CRM for customer management”• “Contact Management is a good first step towards adopting a CRM”• “We tried to write our own CRM twice, and failed both times.”• Challenge: Adoption within the company. Adoption of the CRM was cited as the largest
challenge.• Someone needs to own the CRM. If everyone owns it, then no one does in reality.• “Have your leads go directly into a CRM. This will encourage adoption.”• Cloud CRMs are for the masses. Custom CRM is the future• “Startups are not trained to be sales people. We need a CRM to train us.”Benefits• “A percentage of your contacts matter. A CRM will remind you that they matter.”• “A CRM can make you efficient”• “A CRM makes sales reps follow a process.”• “A CRM will become an information client database.”Getting started• “What business process are you trying to automate?”• Need to document your sales process or a CRM is of little, if any, value• “If you automate a broken process, you’ll just make mistakes faster with a CRM”• Start with Excel and learn your sales process. ”I started with Excel, then a Contact Manager,
then a CRM”• “Start with a CRM that has a generous free period, and one that will allow you to extract
your data (should you choose to us it)”• Use a social CRM if your prospects/clients are using social media
Mark Your Calendars
Sept. 21, 9 a.m. – 5 p.m., The Burlington HiVE
Lean Startup WorkshopWhen:
Who: Hosted by Jason Little of Leanintuit
Who it’s for:Startups, solo entrepreneurs and people in established organizations who want to discover more effective ways to bring products to market!
Gaining Your Unclaimed SR&ED Tax Credit$
Audience: Technology entrepreneurs, professionalsand business owners
Date & Time change: Oct 23, 2013, 8:00am – 10am
Location: Hampton Inn, 754 Bronte Road, Oakville
Cost: $35, includes breakfast
Presenter: Raj Phalpher, P.Eng, CMC
Workshop for hi-tech start-ups
Content Marketing Workshop
Audience: Technology entrepreneurs, professionalsand business owners
Presenter: @DonnaPapacosta
Date, Time, LocationFri., Sept. 27, 2013, 9 – 11:30 a.m.
Hampton Inn, 754 Bronte Road, Oakville
Use promo code earlybird2013 to save 15%
Presentors:• Trevor Hood, Partner & VP @ SB Partners• Greg Clarke, Partner @ SB Partners
#G2KYM(Get to Know Your Member)
Innovate Burlington@InnovateBurl
Open Floor
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