Our Approach and Platform for CRM Success
See and serve your customers better ℠ Our approach and platform for CRM success Commercial Excellence | Customer Care | Systems Support March 2020 Contents What is a CRM strategy? Why commit to a CRM strategy? What does the CRM technology do? What is our preferred CRM platform? How might we help? How about a demo? 2 What is a CRM strategy? Commitment to knowing and serving your customers better A Commitment For better interaction with, insight upon, and value for your customers. CRM A Platform For collecting data, supporting workflow, providing insight, and connecting outwardly across marketing, sales, and service. Customer Relationship A Culture Management Of delivering a positive customer experience via interactions that are informed, timely, and useful. 3 Why commit to CRM? Value drivers across marketing, sales, and service Better messages, Better team allocation Faster offers, & win rates & orchestration cycle times Superior Informed & coordinated Consolidated service sales pursuits systems Robust & Better Better agility reliable data compliance & flexibility Full view Better customer Better efficiency of customer experience & satisfaction & effectiveness 4 What does the CRM technology do? Enablement of a CRM strategy, transformation, and culture Teams & Workflow 1 2 3 Marketing Sales Service Integrations for Integrations with External Interactions CRM Platform Enterprise Systems Website HR Email 1. Unified Data Storage Finance Social 2. Workflow for Front- Operations Line Users Partners Data Warehouse 3. Dashboards for Managers Accounts | Contacts | Interactions Contracts | Orders | Projects | Field Dispatch Activities | Campaigns | Opportunities Inquiries & Cases | Service Level Agreements Objective: Coordinated interactions, workflow, insight, and integrations 5 What is our preferred CRM Platform? (1 of 2) Cloud-based, low-code, high-value CRM and BPM Brand name prior to Oct.
[Show full text]