OpenERP CRM

Transcript

1. Bring your customers to the heart of your business OpenERP Customer Relationship Management
2. Imagine this situation in your business
3. 6/10/2010 Why CRM should be considered? 1 2 3 4 5 6 • Business Strategy - puts the customer at the heart of the business • Increasing customer retention/loyalty • Effective management of customer lifecycle from lead to after sales • Responds to competitive pressure • More customers, better management, higher growth and profitability • With superior customer service, benefits over competitors
4. 6/10/2010 Why CRM is not considered or preferred? 2 3 4 5 6 CRM CRM is just too complex for my business You go through all this trouble and no one uses it anyway I’ll have to change everything about my business No technology/ team to make CRM work It’ll cost me way too much Only the big companies use CRM
5. 6/10/2010 What should you look in the CRM? 2 3 4 5 6 1 • CRM should fit your business 2 • CRM should fit your budget 3 • CRM should fit your people
6. 6/10/2010 Is this your current customer-centric approach? 2 3 4 5 6
7. 6/10/2010 2 3 4 5 6 Strategy towards Growth
8. 6/10/2010 2 3 4 5 6 Define your objectives and results Understand your business and processes Contact an Expert Analyze the options But How do I get started ?
9. 6/10/2010 What define your objectives and results? 1 2 3 4 5 6 • Managing more customer interactions faster? • Consolidating customer information for analysis and viewing? • Tracking customers, sales prospects, people interaction, management needs • Capturing customer information & convert it to actionable processes • Measure performance of sales teams?
10. 6/10/2010 How to know your Business and Processes? 1 2 3 4 5 6 • Do we follow repetitive process for same task? • Are all the process necessary? Aren’t some redundant? • What is required to be automated with CRM? Is there anything I should not automate? • Will I have to change my business to use a CRM system?
11. 6/10/2010 Consult an Expert 1 2 3 4 5 6 • Can determine is the CRM fit for the business • Analysis of business processes and documenting the business workflow • Advice on options available for implementing CRM
12. 6/10/2010 Analyze the Options 1 2 3 5 6
13. 6/10/2010 DocumentName Why OpenERP? 1 2 3 4 5 6 • Customizable Modules • No license cost for you • Light • Fast • Flexible • Easy to setup • Easy to use • Scalable • Start playing with our demo data and be ready to work! • Relatively cheap • Controls all your innovating processes
14. 6/10/2010 OpenERP CRM Features • Mass Mailing • Bulk Sms • Cold Calling • Advertising Run Campaigns • By E-mail • Website integration • Manual Entry Get Leads • Opportunities • Sales Assignment Qualify Leads • Schedule Meetings • Schedule Calls • Assign Tasks • Create Quotes Follow Up Opportunities • Filtering • Grouping • Dashboard Statistics & Forecasts
15. Comparison of Cost Division 5% 35% 60% 0% Proprietary Software Study System Licensing System Service of Integration cost benefit 5% 0% 40% 55% Open Source Software Study System Licensing System Service of Integration cost benefit
16. 6/10/2010 Comparing Open ERP with other Software 0 10 20 30 40 50 60 70 80 90 100 Cost with other ERP Cost with OpenERP Percentage Cost Percentage…
17. To know more, contact us @ E-mail: contact@apagen.in Website: www.apagen.in Phone: +91-9650333133