Have you ever thought about acquiring a Customer Relationship Management (CRM) system? Or maybe you already have one but it’s not working for you. Deane Patterson, principal at Patterson Consulting talked about CRM on Wednesday, October 19, 2011 at the Knowledge Center in Knowledge Park. The presentation was more about understanding CRM and what it can do for your company. Deane presented the fundamentals and characteristics on how CRM can bring your marketing and sales together.
Deane shared his experiences and knowledge on how CRM can help your business. He pointed out that companies who do not have a CRM system may have a harder time keeping tracking of everything. By Implementing a CRM system all your customer activity is tracked in one spot.
Deane talked about having a sales process and mapping it so that everyone in your company is on the same page when it comes to customer intelligence, service and sealing the deal.
Example Sales Stages:
The number one rule to having a good sales team is to follow up. Deane stressed the idea of following up with your potential and existing customers to keep everything moving forward.
One of the parts I liked the best about Deane’s presentation is that he had exercises for the participants. The first exercise was to write down if you have a sales process. It got you thinking about your process and what you needed to change to improve it. Another exercise was to write down your CRM goals so when you go to implement CRM at your business you will have an idea of what you want to get out of it.
Based off the feedback from the attendees, mapping your sales process was the number one piece of information they took away from the session. When asked what three things are you likely to change or implement as a result of the workshop, mapping the sales process was the most mentioned.
The overall presentation was excellent, Deane did a wonderful job explaining how CRM can help your business and the steps that are involved to achieving your CRM goals. It's all about customer service, right? Implementing a CRM system will help build relationships with your customers and keep moving sale activity foward.
"Organized process of CRM decision making and implementation."
-John Mosco
"New prospective on stages & marketing processes that wasn’t I.T. centric and not specific to our company. Integrating content with our operations."
-Dave Clutter
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