CRM Made Simple: CRM Adoption Curve

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Different companies at different stages of CRM initiatives require a specific set of processes and tools. Discover where you are in your CRM adoption and how to climb that adoption curve. Presented at SugarCon 2011 by Jan Sysmans, Senior Director Product Marketing at SugarCRM

Transcript of CRM Made Simple: CRM Adoption Curve

CRM Made SuccessfulClimbing the Adoption Curve

Jan Sysmans

Wednesday April 6 - 10:25 am

©2011 SugarCRM Inc. All rights reserved.

Increase Sales Productivity

“In just 12 months, we shortened our sales cycles by 20 percent & increased our new business by 15 percent”

Massimiliano Pianigiani, Sales Director, Mia Energia (Italy)

“We’ve experienced productivity gains of 30-50 percent”

Erica Vorsay, General Manager, Trans-Tasman Business Circle (Australia)

“Our sales team has increased productivity by 30 percent while our customer service team has improved its response time by 50 percent.”

Mahzan Miskam, Head of Information Communication Technology, UEM Land Group (Malaysia)

04/12/2023 3©2011 SugarCRM Inc. All rights reserved.

Improve Customer Service

“The integration of SugarCRM throughout the business has reduced order processing from a half a day to less than one hour.”

Naomi Simson, CEO, Red Balloon (Australia)

“Our switch to SugarCRM means that we are now even better equipped to deliver excellence in customer service”

Alex Pettefer, UK Group Marketing Director, Loomis (UK)

04/12/2023 4©2011 SugarCRM Inc. All rights reserved.

Better Visibility and Cost Savings

“In just over a year we have reduced employer’s health care costs by 20 percent and reduced membership information processing time by 60 percent.”

Marty Heaner, CTO, Tenzing Health (USA)

“SugarCRM’s customization and integration capabilities have saved us tens of thousands in operational costs thanks to its ability to tie sales and back-office operations together.”

Martin Ross, VP of Technology, Healthscreen (Canada)

“We have tripled the number of web leads, and increased the visibility into our business”

Jennifer Maitland, Marketing Operations Manager, Caplin Systems (UK)

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Agenda

What is CRM

CRM Adoption Curve

Social CRM Adoption Curve

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CRM

Customer Relationship Management

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CRM

CRM is about Customers

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CRM

CRM is about Growing and Retaining Customers

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The Business World Is Changing

Customers Are More Demanding

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How To Respond To This Change

Putting The Customer First

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How Do You Do That?

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All Customer Facing Organizations

Sales

Marketing Support

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Customers

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05/08/09

Customers

GoalsProcessesPeopleTechnology

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05/08/09

ServicesServices

Sales

Customers

Marketing

GoalsProcessesPeopleTechnology

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05/08/09

GoalsProcessesPeopleTechnology

Marketing

Services

Sales

Customers

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05/08/09

GoalsProcessesPeopleTechnology

Services

Marketing

Services

Sales

Customers

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Think Big, Start Small and Move Fast

Sales

Marketing Support

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Different Stages

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CRM Adoption Curve

CRM Process

Diff

eren

tiatio

n

Generic

Unique

Manual Optimized

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CRM Adoption Curve

CRM Process

Diff

eren

tiatio

n

Generic

Unique

Manual Optimized

Manual• Few defined processes, all manual• Data locked in emails & spreadsheets• No measurement or visibility

1.

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CRM Adoption Curve

CRM Process

Diff

eren

tiatio

n

Generic

Unique

Manual Optimized

2. Managed• Repeatable processes• Source of shared data• Limited measurement and visibility

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CRM Adoption Curve

CRM Process

Diff

eren

tiatio

n

Generic

Unique

Manual Optimized

3. Defined• Battle-tested processes• Team Collaboration• Accurate measurement and clear visibility

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CRM Adoption Curve

CRM Process

Diff

eren

tiatio

n

Generic

Unique

Manual Optimized

4. Optimized• Differentiated best practices• Integrated and scalable systems• Quickly adapt to changing market

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Defined

CRM Adoption Curve

Optimized

CRM Process

Diff

eren

tiatio

n

Generic

Unique

Manual Optimized

Manual 1.

2.

3.

4.

Managed

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Evolution of the CRM Landscape

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Traditional Buying Model

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Complex Social Buying Model

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Introducing Social CRM

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Talk

Social CRM Adoption Curve

Engage

SCRM Process

Soc

ial S

ophi

stic

atio

n

Generic

Unique

Manual Optimized

Manual 1.

2.

3.

4.

Listen

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OK, So How Do You Do That?

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Introducing

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Selling to Mark

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Manual Stage: Mark Hinkle at Cloud.com

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Manual Stage: Mark Hinkle at Cloud.com

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SugarCRM = Social CRM

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Listen: LinkedIn

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Listen: Twitter

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Listen: Social Map

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Listen: Blog

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Listen: Social Profile / Sales Intelligence

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Talk/Engage: Document Sharing

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Talk/Engage: Online Meetings

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In Summary

Implementing Social CRM takes a strategy

Don’t try to do everything at once

Think Big, Start Small, Move Fast

Social CRM is a component of CRM

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The Future of Business is Open

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Collaboration Social

CloudMobile

SugarCRMOpen Platform