1. CRM Status Update 23-Oct-2015

2. Topics we will cover today
Why bother with CRM?
Current status
Data (Accounts/Contacts/Leads/Price Lists...)
Tech Support
Marketing
Sales
Rollout plan
Questions/Feedback

3. CRM Sales Benefits Customer data, customer data, customer data
Track companies and people
Tech support, marketing and sales history available in one place
Data is current
Full history of account
No more walking into customers blind
Reporting is completely customizable
Dashboards can show status, tasks, open opportunities, ...

4. Quoting in CRM Quoting in CRM All quotes will run through CRM
Consistent format and updating with version control
Sales pipeline always visible for account and territory
Distribution sales will be visible
Provides production forecast to avoid running out of product
Only as good as the data...

5. What does this mean to me?
CRM becomes your new best friend...

6. Using CRM How do I interact with CRM?
Outlook integration
Web browser
Mobile clients including iPad, iPhone and android devices
CRM server is hosted by Microsoft on their Azure cloud
Part of the Office365 family of products
/contacts/calendars can automatically sync between CRM and Outlook
Can use SharePoint integration (future)

11. Data Data populated from M2K, Marketo and Clientele Price Lists
Active accounts: 2341
Accounts with support level: 924
Contacts: 5772
Leads: 8811
Price Lists
USR, GSA
Products in price list: 1666
Data will be flowing into CRM
Web forms
Trade show/local event lists
Sales team entering contacts

12. Tech Support Vicon and IQ support teams integrated in US and EMEA
All support agents using same tools
Zendesk for ticket management
Microsoft CRM for accounts/contacts
Extensive knowledge base via Zendesk web portal
Includes Vicon and IQ products
Continuously being updated
Customers approved for direct tech support classified into Platinum, Gold, and Silver levels

13. Marketing Click Dimensions Currently developing processes for
Marketing tool for customer identification and communication
Replaces Marketo
Web forms will take data directly into CRM
Currently developing processes for
Lead follow-up
campaigns
All marketing data is tracked in CRM and visible to sales team

14. Roll Out Plan Today October November December
Sales/Tech Support using for maintaining customer support levels
Data synchronized with M2K
October
Marketing cut over to Click Dimensions
Inside sales starting to use for account/contact data
November
All inside sales using CRM
Selected RSMs to use CRM for daily activity
Quoting fully implemented
December
All RSM's in CRM

15. Future Integration Workflows RMA/Repair process Shipping integration
Sales process from lead through qualification to contact
CPP registration and qualification
Opportunity registration
A&E registration
RMA/Repair process
Shipping integration
Additional website integration

16. Questions
Questions/Comments?