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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

These CRM reviews can help you find the best product for your company.

1. SugarCRM

It is definitely on the top of this list! Sugar’s functionality includes sales-force automation, marketing campaigns, customer support, collaboration, Mobile CRM, Social CRM and reporting. According to CRM reviews the Sugar open-source code has been downloaded more than 3 million times. More than 12,000 companies use SugarCRM including Honeywell International, Starbucks Corp., First Federal Bank and BDO Seidman LLP.

2. Microsoft Dynamics CRM

Its key features explain why it is on the top of the list: it can be used for ticket management, service contract management, activities & communications, web customer portal, back-office integration, configuration & workflow, reporting, notification & alerts. It keeps customers satisfied with its customer service automation… Continue reading

When you’re trying to build and maintain a positive, productive workforce, training is crucial to a successful result. This is even more important when the software you are training for has the chance to change your business radically. While most CRM programs are relatively easy to use, a good CRM training is essential no matter what type of business you have. When it comes to employee training, you have several different options available to you depending on the program that you have chosen to use. For CRM training you can use online courses, DVDs and also more personal learning. Convenient online streaming videos are also quote popular and effective.

CRM training has many parts and many functions that will be useful for your company: energize… Continue reading

There are various customer relationship management programs that provide their services in many cities including Toronto. Their clients rely on them for expert consulting, CRM training and support services for the CRM solutions. If you live in Toronto and in the area of Toronto then you can easily contact one of these companies and rely on their services. Different companies may specialize in different areas, for example CRM software packages including Goldmine Customer Relationship Management, Salesforce Customer Relationship Management and Microsoft Customer Relationship Management. These are just a few examples and different companies have completely different services. This is why it is good to consult with all the CRM companies in Toronto, to make sure you chose the one which is best for you.

In… Continue reading

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