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Summitup Crm Cms Sideshare

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A short presentation on how to use a CMS optimally to bring potential customers to hook with a CRM system- using open source tools.First presented at SummitUp.org in Dayton OH Oct 20, 2009
30
CMS AND CRM Fire, ready, aim, repeat. David Esrati @TheNextWave
Transcript
Page 1: Summitup  Crm Cms Sideshare

CMS AND CRMFire, ready, aim, repeat.

David Esrati @TheNextWave

Page 2: Summitup  Crm Cms Sideshare

this is not a content management system

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this is not the key to customer relationships

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a wise man won’t help you

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In today’s marketplace competitive advantage comes from the database of human intentions.

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you have to havewhat customers want.

Being discoveredisn’t accidental.

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CONTENT

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CONTENT

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You don’t target customers anymore.

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They target you.

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Anyone can be your biggest critic or your biggest fan

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It’s up to you to provide the tools for that conversation

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CONTENT MANAGERS

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CONTENT MANAGERS

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CONTENT MANAGERS

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the more content you have,the more chances you have to make a connection.

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Contentbrings them

CRM transforms them

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Organizing for America turned Barack Obama into the marketer of the year with CRM

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CRM‣ simple help desk functions

‣ inventory management

‣ upsell, cross sell

‣ sales cycle

‣ sales management tracking

‣ market segmentation/suggestion

‣ sales collaboration

‣ campaign effectiveness tracking

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It’s all about collecting and analyzing data

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Data integrity will be your number one problem‣ How real-time is real time?

‣ How honest are your customers?

‣ Does past performance indicate future?

‣ How fast can you react?

‣ What is your customers decision cycle?

‣ How high is the emotional involvement in your customers decision?

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Being “Big Brotherish” will be your number

one obstacle

‣ What are you giving the customer back?

‣ Can you be trusted?

‣ Could that data hurt the customer?

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Maybe trusting an informed gut instinct is a better answer.

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Remember the database of human intentions?

Analytics

Zeitgeist

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Prescription:‣ Build useful customer focused content

‣ Allow them to build and connect with it

‣ Watch your stats and your trends

‣ Adjust often

‣ Add content as often as possible

‣ Test relationships to gain data

‣ Always give the customer more than they ask

‣ Trust karma for it to work

Page 30: Summitup  Crm Cms Sideshare

Thank you

www.thenextwave.biz

@thenextwave

937.228.4433


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