What is CRM? October 26, 2011

About BrainSell

• Making businesses better for 17 years• Business Strategy: To provide a 360 degree business solution

offering; services and software• Provide the specific expertise in ERP, CRM & Marketing Automation• One of the only companies in North America with or depth of expertise in both fields

www.BrainSell.net

Agenda

• What CRM is at the most basic level • Why companies use it • A quick overview of a popular CRM

application, SugarCRM• Open Q & A

CContact Before Customer

Collects pre-sales info Conversion tool Collaborate Day planner on steroids (goodbye paper)

Relationship

• Nurture after the sale closes to…• Retain customers• Referrals • Repeat business

Management

• Know how leads are being handled• Know your pipeline• Set goals and quotas• REPORT

Ask Yourself

Can I Benefit From CRM?

Long to-do list?

Still Building Reports in Excel?

Have Bad Visibility Into Your Sales Team?

Do Sales and Marketing Work Together?

Let’s Take a Tour

Of your life on CRM…