CRM

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CRM by Mind Map: CRM

1. What?

1.1. goals

1.1.1. to find, attract, and win new clients, service and retain those the company already has, entice former clients to return, and reduce the costs of marketing and client service

1.2. definition

1.2.1. Customer relationship management (CRM) is a widely implemented model for managing a company’s interactions with customers and prospects.

2. Relevance

2.1. Decrease in overall costs

2.2. Increase profitability

3. 3 sucess factors

3.1. Establish measurable business goals

3.2. Minimize customization by leveraging

3.3. Use trained, experienced consultants

4. motivation to integrate CRM

4.1. It improves marketing strategies because of the information it collects.

4.2. CRM helps to retain more customers and to decrease customer "turnover" rates.

4.3. It reduces costs associated with acquiring new customers and marketing to existing ones.

5. functionality marketingpage

5.1. All opportunities by lead source (of outcome) by graphics

5.2. All leads by lead in graphics

5.3. create a new campaign

5.4. target list

5.5. Collecting marketing information

6. functionality sales page

6.1. Share sales data across individuals and teams

6.1.1. INS to insert (Windows)

6.1.2. TAB to insert (Mac OS)

6.1.3. ENTER to add siblings

6.1.4. DEL to delete

6.1.5. Press F1 to see all key shortcuts

6.2. Focus attention on the most profitable deals

6.3. Bring new sales representatives up to speed

6.4. Present effective presentations and proposals to customers

6.5. Monitor quota progress and business performance

7. reports

7.1. Value

7.1.1. you can easily make charts and lists of valuable information of your customers in marketing or sales.

7.2. different reports

7.2.1. https://trial.sugarcrm.com/xvqwpz4932/index.php?action=ReportCriteriaResults&module=Reports&page=report&id=7a4d50fd-1ae0-ab4c-4ed3-4c2521e46eec

7.2.2. https://trial.sugarcrm.com/xvqwpz4932/index.php?action=ReportCriteriaResults&module=Reports&page=report&id=567d0b52-ff6b-e92f-3b3d-4c59deab8ccc

7.2.3. https://trial.sugarcrm.com/xvqwpz4932/index.php?action=ReportCriteriaResults&module=Reports&page=report&id=9fbc142c-8c25-319f-2d8d-4ddbfbb58c95

7.2.4. https://trial.sugarcrm.com/xvqwpz4932/index.php?action=ReportCriteriaResults&module=Reports&page=report&id=d2d7ef5f-409e-9895-fefe-4c1aaa6675c4

7.2.5. https://trial.sugarcrm.com/xvqwpz4932/index.php?action=ReportCriteriaResults&module=Reports&page=report&id=7af32097-1802-17bb-46d7-4c17f97730c0