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CRM Atlanta Meetup

CRM Atlanta Meetup. 2011 Resolution: CRM Overhaul. Goals. Meet Monthly Provide Agnostic Insight Help users and businesses. CRM Events and Orgs. CRM Association of Atlanta SugarCRM Meetup Atlanta Salesforce Users Group Convergence 2011 – April SugarCon - April Dreamforce - August.

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CRM Atlanta Meetup

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  1. CRM Atlanta Meetup 2011 Resolution: CRM Overhaul

  2. Goals • Meet Monthly • Provide Agnostic Insight • Help users and businesses

  3. CRM Events and Orgs. • CRM Association of Atlanta • SugarCRMMeetup • Atlanta Salesforce Users Group • Convergence 2011 – April • SugarCon - April • Dreamforce - August

  4. Topics • Ongoing Efficiency • Emerging Trends

  5. Ongoing Efficiency • CRM is not a deploy and quit solution. • Not tracking efficiency will cause blind spots in CRM value. • Less Overhead, More Automation

  6. Efficiency • Call Efficiency • Call more leads, more quickly and more accurately. • Click Efficiency • Minimize clicks • Lead Efficiency • Better lead routing, nurturing and scoring. • Sales Efficiency

  7. Emerging Trends • Cloud • Integrations • Mobile • Social

  8. Emerging Trends - Cloud • Cloud has changed hosting • Complex scalable systems are now an inexpensive service. • Microsoft Azure, Amazon EC2, Rackspace Cloud Servers and Cloud Sites. • Vendor hosted solutions can be good but there are drawbacks.

  9. Emerging Trends – Saas Integrations • Integrations with other systems enhances efficiency. • No double entry • Find the right set of tools to adopt. • Lots of lightly technical products and Saas services popping up for integrating data.

  10. Emerging Trends - Mobile • Mobile gets hot with native apps. • Do more with less clicks across many phones. • Build native apps with a non proprietary platforms made to support multiple phones ( Ex: Appcelerator )

  11. Emerging Trends - Social • Social is huge but watch for hype and marketing spin. • Set your goals and determine what you consider social. • Monitor ROI closely

  12. How are you going to overhaul? • Overhaul of your CRM • Overhaul of your customers CRM

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