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How Do I Optimize My CRM System?

Speaker: Jonathan Schloo

 

Transform Your CRM :: Part 9

 

0:10 – video start

So this is one of our concluding slides here and that is to—the step—the process that you’ll be going on as you look for a CRM.

0:17 – Q&I Overall CRM Steps

Number one, assess and diagnose. Number 2 is to prototype and project plan. Number 3 is requirements. Four is to customize it, then integrate, training, and then you get dashboards and reports at the end. When all that’s done that’s really the end result product of it.

Thank you very much.

How Do I Optimize My CRM System?

Speaker: Jonathan Schloo

 

Transform Your CRM :: Part 8

 

0:10 – video start

So I show that video, it’s kind of a funny thing, it really caught my attention when I saw it first because I thought, that’s what some people do. They build CRM the hard way. They buy it and they try to customize it and implement it on the fly which is kind of crazy because you really need to step back, think about it, look at it from the whole perspective and then build it. And make sure that you think it out instead of just doing it the hard way. If you don’t plan it out, you’ll pay the high price… Continue reading

How Do I Optimize My CRM System?

Speaker: Jonathan Schloo

 

Transform Your CRM :: Part 7

 

0:10 – video start

What users really think sometimes—one of the hardest things to achieve in a CRM project is user adoption. And over the years I’ve had the opportunity to speak to end-users and find out what goes on in their amazing minds. So, some of the things that I found are up here on the screen.

0:34 – What Users Really Think Sometimes…

I’m sure it doesn’t apply to any of your users, but some of these things are: I like my independence; It’s my shoebox, not yours; pay me more; my boss is pain; sales reporting steals time from selling; I take rejection and… Continue reading

Question #1: How much does CRM cost?

When people start feeling the pain of scattered information and inaccurate or outdated reports and lack of business intelligence and visibility, they begin their search for the right CRM system.

How much does CRM cost? – is one of the most common first questions we hear. The answer is kind of like an iceberg… what you see on the surface is only a fraction of what it will really cost you in the end. Typically the CEO or CFO works really hard to negotiate the best deal possible on the most visible and predictable aspect, the cost of the licenses either one time purchase or monthly cost.

The best example I’ve seen of this was several years ago… Continue reading

How Do I Optimize My CRM System?

Speaker: Jonathan Schloo

 

Transform Your CRM :: Part 6

 

0:10 – Reduce Costs – How to Not Waste Your Money, #1

So, reduce costs: how not to waste your money.

Got to ask, who shops at Costco? Anybody? Me, too. And this strange thing happens. I go into Costco and I swear I have a list. It’s to get milk and salad and, you know, some Perrier and whatever, and I walk out with a new high-def TV or a robotic vacuum cleaner, or a power washer or some kind of garden accessory. We have 10 boxes of Christmas stuff now. I don’t know how that happens. So the point of why I say that is… Continue reading

How Do I Optimize My CRM System?

Speaker: Jonathan Schloo

 

Transform Your CRM :: Part 5

 

0:10 – Before Staggering Costs of Data Silo

So, we call them data silos. Has anyone heard of data silos? Does that ring a bell? Okay, data silos are anything where information is not in one place. So, like an Excel spreadsheet. Oh, we need a Christmas card list. Great, let’s just click a button, let’s create this Excel spreadsheet. Great, we need to track the bonus numbers. We need to do a customer list for a trade show. All these things become data silos and that’s a really big problem. In addition to that, you also have things like account management, sales forecasting, customer service, marketing,… Continue reading

How Do I Optimize My CRM System?

Speaker: Jonathan Schloo

 

Transform Your CRM :: Part 4

 

0:20 – What’s His CRM Secret?

So, speaking of efficiency, I’ve worked with Warren’s companies in the U.S. and I learned a number of key things. I’m going to share some of those with you today.

0:42 – What I Learned Delivering CRM to Warren Buffet’s Companies

What I learned from delivering CRM to Warren Buffet’s companies is the following.

Number one, he measures everything and calculates return-on-investment before investing. If you don’t think about the return-on-investment, it has no framework. Your CRM project has no framework. Many times I give the example that getting a CRM system is like buying an industrial building or a piece… Continue reading

How Do I Optimize My CRM System?

Speaker: Jonathan Schloo

 

Transform Your CRM :: Part 3

 

0:10 – Video Start

So, point number two. Can anyone guess if you search on Google the words “CRM failure,” how many hits you would get? Can anyone guess? No cheating; can’t do it on your Blackberry right now. Okay, 7.5 million. I checked it just earlier this week—7.5 million. And it’s interesting because CRM is one of those things that people need but it’s very prone to failure if you don’t do it right.

I’m going to actually share with you an example of one of my first big mistakes. It was around the early 90’s, I got one of my really great contacts. It was… Continue reading

How Do I Optimize My CRM System?

Speaker: Jonathan Schloo

 

Transform Your CRM :: Part 2

 

0:10 – Video Start

So, in our experience, leading the wishes is usually the business management or business stakeholder, in terms of what they are looking for.

0:21 – Quality Integrity Design Method

We use the Quality Integrity Design Method to go through and look at the needs of management, CFO and users all together, and blend that into a common vision so that everyone agrees on what it is that you need to do so that you can move forward.

0:32 – What Management Wants

So, what management wants, number one is visibility, accurate reports, accountability, dashboards, progress towards metrics, and capturing business intelligence.

In September… Continue reading

How Do I Optimize My CRM System?

Speaker: Jonathan Schloo

 

Transform Your CRM :: Part 1

 

0:10 – Introduction

Morning! I’m glad to be here this morning.

I’m happy that I came yesterday because I got a chance to meet a lot of you and I was actually quite surprised. There’s a lot of enthusiasm in the room for CRM. A lot of people are looking at and interested in CRM and I was thinking about why and the light bulb switched on and I realized why.

Because of social media, things have changed. In the old days, corporate marketing departments would create a message and send it out there and consumers would read it, watch it, listen to it. That game has… Continue reading

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