CRM

1. What is it?

1.1. Customer Relationship Management

1.2. Business strategy

1.3. Brings together information

1.4. Reduces costs

2. What is the relevance of CRM-software for a business?

2.1. Reduces costs

2.2. Increases profitability

2.3. Customer satisfaction

2.4. Brings information together

3. SugarCRM. Main functionality of the Sales Page?

3.1. Opportunity Management

3.2. Cantact Management

3.3. Account Management

3.4. Forecasting

3.5. Quotes & Contracts

3.6. Dashboards

4. SugarCRM. Main functionality of the Marketing Page?

4.1. Multi-Channel campaigns

4.2. Campaign Wizard

4.3. Email marketing

4.4. Web-to-lead forms

4.5. Lead management

4.6. Marketing Analytics

5. SugarCRM. Provide an overview of 5 different reports. Added value?

5.1. Social CRM

5.1.1. Integration with social media

5.2. Reporting

5.2.1. Monitor & measure key metrics

5.3. Email integration

5.3.1. Align and track communication

5.4. Mobile CRM

5.4.1. Acces SugarCRM anywhere, anytime

6. Marketing manager; what motivation to integrate and promote a CRM solution?

6.1. Measure impact of the marketing activities

6.2. Execute and track campaigns

6.3. Assign leads to your sales representatives

7. 3 critical success factors for an CRM-implementation?

7.1. Establish measurable business goals

7.2. Use trained, experienced consultants

7.3. Invest in training to empower end users