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CRM series for business-to-business SMBs

A webinar and hangout series to discuss practical ways for B2B companies to get lasting value from their CRM – 12th November 2014 through to spring 2015
This CRM series of webinars and hangouts is for anyone that is thinking about putting a CRM system into a B2B company. Particularly small to medium sized businesses (SMBs) that employ 10 to 100 people.

What approach is right for you?

Successfully implementing a customer relationship management (CRM) system can be difficult. Statistics show most CRM systems are abandoned within four years. More than half of these in the first year.

Small-to-midsized businesses (SMBs) can be especially affected. They often lack the management time and resources needed.

Aimed at companies in the B2B sector who do most of their business with existing customers, our new webinar and hangout series will explore the practical considerations needed to make your CRM project a success; while also highlighting the main areas where CRM projects fail including:

So come along to this CRM series, and learn what CRM approach is right for your business.

Throughout the CRM series we will discuss topics such as:

  • What is a CRM system?
  • Why use a CRM system?
  • Different types of CRM system
  • Creating, maintaining a company wide customer and prospect database
  • What is the purpose of the CRM system?
  • Who is the CRM system for?
  • What processes and workflows should the CRM system support?
  • Keeping the CRM system up to date
  • Integration with company accounting or ERP software
  • Sales pipeline management and forecasting
  • Reporting and business intelligence

The series will comprise 30-minute webinars that are not product specific, but discuss the broader topics. The accompanying Google Hangouts on Air will be product specific and will look at how Suntico addresses some of these issues for companies that use Sage 50 accounting.

How Suntico extends your Sage 50 accounting software:

  • Business intelligence & sales reporting (via Power BI)
  • Customer order history and invoice status
  • Customer contacts and addresses
  • Customer timelines
  • Calendars
  • Multi-user tasks
  • Internal messaging
  • Facebook style wall
  • To do lists
  • Email marketing (via MailChimp)