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CRM 101: Session 1: Business Anti-Social- Why the Boss Doesn't Use SugarCRM

Date post: 29-Oct-2014
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CRM is a huge investment by your organization. So why do many executives avoid taking an active role in its usage? Don't they want to be social? The answer is not so simple and sometimes may be the opposite of what you may expect. We will discuss some reasons for this problem and how to work around them. SugarCRM and social media are the first step in so many ways, but so few make good use of it. Encouraging management to embrace the social business aspects is key to helping your business go up against your competition...shouldn't your executives be in on this? Leave the session with a better understanding of how to work with your executives, recognize the attitudes that need to be adjusted and how to be a social business no matter what your executives think, say or do.
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Business Anti-Social: Why the Boss Doesn't Use SugarCRM And what to do about it! http://www.thehackerchickblog.com/wp-content/uploads/ 2010/04/200806HowManagersPointyHairedBoss.jpg
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Page 1: CRM 101: Session 1: Business Anti-Social- Why the Boss Doesn't Use SugarCRM

Business Anti-Social:

Why the Boss Doesn't Use SugarCRM

And what to do about it!

http://www.thehackerchickblog.com/wp-content/uploads/2010/04/200806HowManagersPointyHairedBoss.jpg

Page 2: CRM 101: Session 1: Business Anti-Social- Why the Boss Doesn't Use SugarCRM

04/07/23 ©2012 SugarCRM Inc. All rights reserved.

2

Keith BrooksDirector of Services, SAS Group

Sasgroup-us.com

[email protected] and Skype: lotusevangelist

About.me/keithbrooks

Page 3: CRM 101: Session 1: Business Anti-Social- Why the Boss Doesn't Use SugarCRM

http://annyas.com/screenshots/updates/great-expectations-1946-david-lean/

Page 4: CRM 101: Session 1: Business Anti-Social- Why the Boss Doesn't Use SugarCRM

Culture Trumps Social

In order to succeed, social needs a social culture.

If your nature is silos and fiefdoms you may be out of luck.

If your nature is open, sharing and caring, you probably went to another session.

http://coffmanorganization.com/reports/culture-that-rocks-a-bite-size-piece/

Page 5: CRM 101: Session 1: Business Anti-Social- Why the Boss Doesn't Use SugarCRM

Three Topics

1. How to Work with Different Executive Agendas

2. The Competition does more than you today, how to make tomorrow the opposite

3. How to be a Social Business no matter what your executives think, say, or do

Page 6: CRM 101: Session 1: Business Anti-Social- Why the Boss Doesn't Use SugarCRM

Executives Have…

No Time

Meetings and more meetings

Too many filters on the data they see

To focus on urgent matters first

No interest in blogging, tweeting…usually

Broad plans on their minds

No one to help them learn something new

Page 7: CRM 101: Session 1: Business Anti-Social- Why the Boss Doesn't Use SugarCRM

1. Confusion2. You Got Lucky3. Same Old

Song and Dance

4. Highway to Hell

6. With or Without You

7. You're So Vain8. Money9. Big Shot10. Communication

Breakdown5. I Still Haven’t Found What I Am Looking For

Page 8: CRM 101: Session 1: Business Anti-Social- Why the Boss Doesn't Use SugarCRM

http://sfbikeparty.wordpress.com/2011/08/26/sfbp9-lookbook-ghost-town/

Don’t Become a Ghost Town

Page 9: CRM 101: Session 1: Business Anti-Social- Why the Boss Doesn't Use SugarCRM

http://www.blog.speculist.com/archives/000918.html

Em

brac

e yo

urC

ustomers Individuality

Page 10: CRM 101: Session 1: Business Anti-Social- Why the Boss Doesn't Use SugarCRM

1. Getting Better2. Working Man3. Changes4. Angel5. Listen to What

The Man Said

6. Join Together7. Life's Been Good8. Peace, Love and

Understanding9. Old Friends10.My Generation

Page 11: CRM 101: Session 1: Business Anti-Social- Why the Boss Doesn't Use SugarCRM

#1 Reason….GOLF

http://t0.gstatic.com/images?q=tbn:ANd9GcQeCHlzEQGYNYHRnUZCNVrTujcQhkn0euaIJdHQoPaKmCBM26AFR2LcuTft

Page 12: CRM 101: Session 1: Business Anti-Social- Why the Boss Doesn't Use SugarCRM

#1 Reason Debunked

Do you report or track every shot? No, but you should

Do you have a plan before you hit the course?

Decide who to play next?

You have all of the information on your device

Better knowledge of the hole/course equates to a better score, same with customers

GPS, not included in SugarCRM but for a fee...

Page 13: CRM 101: Session 1: Business Anti-Social- Why the Boss Doesn't Use SugarCRM

http://www.viralblog.com/social-crm/the-evolution-of-social-crm/The Evolution Of Social CRM by Daan Jansonius 12/8/2010

Page 14: CRM 101: Session 1: Business Anti-Social- Why the Boss Doesn't Use SugarCRM

3 Things To Take Home

1. How to Work with Different Executive Agendas

2. The Competition does more than you today, how to make tomorrow the opposite

3. How to be a Social Business no matter what your executives think say or do

Page 15: CRM 101: Session 1: Business Anti-Social- Why the Boss Doesn't Use SugarCRM
Page 16: CRM 101: Session 1: Business Anti-Social- Why the Boss Doesn't Use SugarCRM

Simple, right?

Page 17: CRM 101: Session 1: Business Anti-Social- Why the Boss Doesn't Use SugarCRM

ROI = Rate of Ignoring/ance

ANYTHING you do today, will make you better tomorrow

Spend the time to build a framework for growth

What are you missing today? Next month?

Any data is your friend compared to zero data

Page 18: CRM 101: Session 1: Business Anti-Social- Why the Boss Doesn't Use SugarCRM

Do More, Pay Less

Analyze the data to find the gold

Time is not your friend, learn to manage it so it doesn't manage you

Ask for help outside your company

Read, Read, Read

Page 19: CRM 101: Session 1: Business Anti-Social- Why the Boss Doesn't Use SugarCRM

3 Things To Take Home

1. How to Work with Different Executive Agendas

2. The Competition does more than you today, how to make tomorrow the opposite

3. How to be a Social Business no matter what your executives think say or do

Page 20: CRM 101: Session 1: Business Anti-Social- Why the Boss Doesn't Use SugarCRM

Hit 'em with a Reverse

•Improvisation if you have some leeway•Go to Legal first, just in case•If legal says ok, try free versions•TRY to get IT to work with you on this•Play with it!•Report what benefits/progress you have made•When you need to pay for it, pitch the Execs•Remember, You CAN do it!

Page 21: CRM 101: Session 1: Business Anti-Social- Why the Boss Doesn't Use SugarCRM

Steps to Move Forward

You are the Evangelist

Find others who buy into this as well

Get proper training

Leverage social interactions on/off line

Gamification helps too

Teach the boss how to get their Dashboards

Send updates daily to the boss, until they say stop

Page 22: CRM 101: Session 1: Business Anti-Social- Why the Boss Doesn't Use SugarCRM

Take Home

1. Know your boss and speak their language

2. Stop the Confusion, stay focused

3. Do your homework first, pitch it, train for it, show it…repeat

4. READ, READ, READ

Page 23: CRM 101: Session 1: Business Anti-Social- Why the Boss Doesn't Use SugarCRM

Reference PresentationsThe Social Executive and Rachel Happe – http://www.slideshare.net/rhappe/the-social-executive?from=ss_embed

Stuart Macintyre – Collaboration Matters - http://www.slideshare.net/stuartmcintyre/why-social

Louis Richardson – Social MythBusters - http://www.slideshare.net/louisrichardson/social-mythbusters

Page 24: CRM 101: Session 1: Business Anti-Social- Why the Boss Doesn't Use SugarCRM

04/07/23 ©2012 SugarCRM Inc. All rights reserved.

24

Submit Session Feedback

Select the SugarCon Mobile App:

1)Tap on this session

2)Tap on survey

3)Submit your feedback*Prizes for attendees who submit session feedback using the Mobile App

Page 25: CRM 101: Session 1: Business Anti-Social- Why the Boss Doesn't Use SugarCRM

04/07/23 ©2012 SugarCRM Inc. All rights reserved.

25

Keith BrooksDirector of Services, SAS Group

Sasgroup-us.com

[email protected] and Skype: lotusevangelist

About.me/keithbrooks

Page 26: CRM 101: Session 1: Business Anti-Social- Why the Boss Doesn't Use SugarCRM

04/07/23 ©2012 SugarCRM Inc. All rights reserved.

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#SCON12


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