4. 1. Types of CRM Platform
On Premise CRM Cloud Based CRM
• An on-premise CRM is exactly what
it sounds like: It’s a CRM system
housed at the place of business that
uses it.
• This can mean the CRM is kept in a
dedicated server room, or even in a
closet. Generally, an on-premise
solution requires the business to buy
either a server or a computer that
can act as a server. Once this takes
place, the CRM software can be
installed on that server, usually by an
inhouse IT department.
• A cloud- based CRM system is
managed digitally via the
Internet by an offsite team of experts.
• This solution is also referred to as
software as a service (SaaS),
because it does not require a
software installation or an IT
department for management
purposes. Instead, you simply log in
online and begin using it.
• Cloud-based CRM is accessible
anytime by anyone approved within
the business to use it — even
on mobile devices
5. 2. Pros and Cons
On Premise CRM Cloud Based CRM
On -Premise Pros
• In-house IT teams have greater control
over equipment, security, and data.
• It may be all smaller businesses need for
the time being.
On -Premise Cons
• Outages can cause major delays in using
the system.
• If using as a customer service touchpoint,
outages can be especially damaging.
• Can mean extra expense if IT expertise
must be hired for setup and maintenance.
• Difficult to scale and upgrades can be
costly.
Cloud-Based Pros
• Accessible 24/7 by anyone approved within
the organization.
• Accessible on the road via mobile devices
• Minimum investment needed.
• Do not require server maintenance and
upgrades are often automatic.
• Scalable and secure to keep up with
business growth
.
Cloud-Based Cons
• Cloud based systems rely on your Internet
connection. If your Internet service goes
down you may experience downtime
18. What does it mean to the customers
Fast Easy Open Flexible Trusted
No Hardware
No Software
Automatic Upgrades
Scalable
Any Device
Data Portability
Transparency
Real-time Status
App Marketplace
Extensible
1. Visionary
• Advanced Thinking
• Best Practices from Others
2. Ability to Execute
• High Success Rate
• Flexibility to Adapt and Grow
19. Proven Market and Product Leader
Market Leadership Customer SuccessProduct Leadership
100,000+ Companies
Across Every Market
Magic Quadrant Leader
Groundswell Award
#1 SFA Market Share
Highest ROI Technology of the Year
Winner – Sales Force Automation 2012
Winner – Enterprise Suite CRM 2012
Innovative Company
20. Grow Your Business Along Every Major Metric
Average Percentage Improvements Reported by Customers
Lead
Conversion
+38%
Sales
Productivity
+36%
Forecast
Accuracy
+45%
Win
Rate
+26%
Source: Salesforce.com Customer Relationship Survey conducted March 2013, by an independent third-party,
Confirmit Inc., on 5,200+ customers randomly selected. Response sizes per question vary.
+28%
Sales
Editor's Notes
We love our industry. We love our industry because it's constantly changing, it's constantly evolving. And look at this. [Click]
We love our industry. We love our industry because it's constantly changing, it's constantly evolving. And look at this. [Click]
Can I have a show of hands who is already using CRM in your organization ?
Let me try the next question, who’s not using CRM currently ?
Who will not raise your hand no matter what?
BYOD, or Bring Your Own Device, refers to the popular growing policy of
permitting employees to bring personally owned mobile devices (laptops,
tablets, and smart phones) to their workplace, and to use those devices to
access privileged company information and applications.
•Look for a CRM that offers the same features you use on the desktop version
on phones and tablets running iOS, Androidor Windows.
https://appexchange.salesforce.com/
Enterprise cloud computing is fast, easy, open, flexible, and trusted for every sized business.
Let me explain how…
Fast: the cloud doesn’t require you to install or configure any hardware or software.
Easy: the cloud allows easy upgrades and has a pay as you go subscription model.
Open: the cloud means that all of your applications are immediately accessible on any device, and your logic is portable.
Flexible: the cloud includes a app marketplace that allows you to extend your applications using third party applications that you can add on to your deployments to make them even more effective
Everyone: the cloud scales with your business, making it affordable for the smallest of businesses, but also for the largest enterprises.
The Sales Cloud is the proven market and product leader. We’ve received recognition from analyst groups like IDC, Gartner, and Forrester, as well as awards from various publications and organizations that rate these sales automation applications.
Most importantly though, we’ve helped over 100,000 customers across every industry and vertical achieve success with the Sales Cloud.
The Sales Cloud is helping companies grow their businesses across every major metric. Our customers have seen, on average, a 26% increase in close rate, 38% increase in lead conversion…
And of course all of these metrics lead to the most important metric, which is an increase in sales.
About Confirmit:
About the Metrics:
• Business executives/sponsors/system administrators involved in the CRM purchase decision were asked about percentage improvements the Salesforce service had helped them to achieve. The metrics are the average percent improvement reported. More About the Survey:
• In March 2013, Salesforce.com conducted its biannual, worldwide, on-line Customer Relationship Survey hosted by independent third-party Confirmit Inc.
• The relationship survey assesses various aspects of the relationship between salesforce.com and its customers, including customer loyalty, customer satisfaction, and return on investment achieved.
• A total of 5,288 responses to the survey were received from English, French, German, English UK and Japanese-speaking customers worldwide.
• A sample of this size is considered accurate at the 95 percent confidence level, +/- 1.35% margin of error. Response sizes per question vary.
• The respondents were randomly selected and represented organizations of all sizes and from a diverse set of 23 industries.
Confirmit helps businesses operationalize feedback to drive change throughout their organizations using the world’s most secure, reliable and scalable solutions for Voice of the Customer, Employee Engagement and Market Research programs.