SlideShare ist ein Scribd-Unternehmen logo
1 von 27
Downloaden Sie, um offline zu lesen
CRM Coming
Back from
the Dead
CRM in the Digital Revolution
Nikolaus Kimla
n.kimla@pipelinersales.com
www.pipelinersales.com
CEO at Pipelinersales Inc.
Written by...
Based on the ebook:
CRM Coming Back from the Dead CRM in the Digital Revolution
CRM Has Failed
in the Past
At the time I brought my company into the CRM
space, salespeople mostly had this to say about
CRM: “CRM sucks!” Additionally, there was not--and,
actually, is not today--a clear market leader in the
CRM space. The two of these facts put together
clearly demonstrates that CRM certainly has not
succeeded in the past.
CRM now needs to come back from the dead.
Salespeople: Become Risk-Takers Once Again
What Should a
CRM Be Today?
What could be considered to be the very
beginning of today’s computing universe
was, of course, the Internet. As with
everything, the Internet was the real
game-changer when it came to CRM.
This had everything to do with the way
the Internet empowered buyers. Buyers
can learn all about any product or service
they are evaluating—without ever having
to contact a sales rep.
What Should a CRM Be Today?
While the buyer revolution drove CRM
development from one side, the other
side was driven by the digital natives that
thrived in the digital gaming community.
These people, mostly millennials, had
come up in a totally visual world, and
were now being employed as developers.
They pointed at the incredible graphics
being produced in games and asked,
“Why can’t we be doing that for business
applications?”
What Should a CRM Be Today?
Despite the explosion of the Internet that brought
about a revolution in data, many CRM solutions
(including some of the big ones) are still presenting
data in spreadsheet-type formats. They do not match
up with the ways the Internet and new technology
have changed how people are thinking
and using technology.
What Should a CRM Be Today?
For that reason, one function of today's
CRM must be as a guide through all the
noise. CRM should provide focus to the
user into tasks, activities and
opportunities on which the user should
have attention.
What Should a CRM Be Today?
Today a CRM user is totally
bombarded by too much
information.
Today anyone in business cannot deal with the
rapidity and complexity of data, and information
overload without digital solutions. The actual solution
people need for management is CRM--even though
the name itself is too narrow. “Management” as
addressed by a solution such as Pipeliner goes well
beyond just “customer relationships.”
What Should a CRM Be Today?
If you're going to do manage
effectively, you need
technology.
Here’s What
We’re Doing
About It
At the time when I was looking for my next major
software development, I picked the CRM arena. This
is because I kept hearing one phrase repeated over
and over by salespeople: “CRM sucks!”
Here’s What We’re Doing About It
What was needed from CRM developers
was to really figure out what CRM users
were actually doing, and how they could
best be assisted in getting it done.
Such a system must be incredibly flexible,
and rapidly and easily adoptable. If not,
then you regularly miss the opportunities
that pass by you like waves—from
customers, from competitors, from the
market, from new industries and even
from your own product development.
Here’s What We’re Doing About It
This concept dictated that you had a board up
in front of the room, and on the right-hand
side of the board was the target. Pipeliner CRM
reflects this concept utilizing brand new forms
of technology and visualization.
Here’s What We’re Doing About It
The very basic idea for
Pipeliner came from an old
IBM war room concept.
Then I realized that we had to, in some way, make
CRM enjoyable and perhaps even fun. We made
Pipeliner highly visual and even brought
“gamification” elements into it.
Here’s What We’re Doing About It
We knew from the beginning that every
company had their own process, and that
no two were alike. For that reason we
developed Pipeliner to be instantly
customizable to a company’s exact sales
process.
We also made it possible for a company to
have as many processes as they need
within CRM.
Here’s What We’re Doing About It
In addition, we made all of the tasks
and activities required to complete a
process step totally visual, and
completely customizable. They can
even be made mandatory so that no
opportunity can be moved into the
next process step unless certain tasks
or activities are completed.
Here’s What We’re Doing About It
Another observation we made was that
not everyone had Internet access all the
time, everywhere. This is still true…yet
salespeople and others using Pipeliner
must continue to do their jobs. Therefore
Pipeliner's entire application is available
whether or not the user is online.
The online and offline versions are
immediately synchronized when Internet
access is once again available.
Here’s What We’re Doing About It
How is CRM
Helping Today?
With Pipeliner, we were out to develop an
application that would truly empower
salespeople, and make it totally worthwhile for
them to use CRM. If we did so, the quality of
the data being input into CRM would be
greatly enhanced. Not only sales reps would
benefit, but sales management would have a
single, central real-time repository for sales
data, to which they could look at any time and
gain instant understanding of the current sales
scene.
Or, as we like to say, instant intelligence,
visualized.
How is CRM Helping Today?
What helps the individual on a daily basis?
The answers have evolved into every feature we see in
Pipeliner today, from its visual pipeline, timeline,
dynamic target, account, contact, and KPI views, right
down to its powerful reports.
At any time, a user can take a very rapid look into
Pipeliner and totally grasp where they stand in
relation to the target.
How is CRM Helping Today?
We continually ask the
question:
If You Don't Have
CRM Today,
You're Sunk
Everything done in a company is done on
a process. A process is how things get
done—how staff know to, speaking
figuratively, pick up the ball and pass it to
the next player.
So it has become a very salient fact that
without core processes—whether they be
for accounts, contacts, activities, sales,
HR or whatever—your business is lost
and will not survive.
If You Don't Have CRM Today, You're Sunk
Which of course leads us back to
our main topic: CRM.
For it is CRM that is expanding to incorporate all of a
company's processes, beginning with its most important
activity: sales.
If You Don't Have CRM Today, You're Sunk
If You Don't Have CRM Today, You're Sunk
● should be reasonably priced, so that companies
can acquire and implement it with relative ease.
● should be easy and fast to get up and running.
● should be intuitive and easy for users
to train on.
● should empower users, no matter where they
exist inside or even outside the company.
● should be extremely flexible and customizable,
as no 2 companies are alike.
To sum up,
a CRM today:
These are the deciding factors of
who will in the battle in
the CRM industry.
Download the one that meets each and every one of
these requirements: Pipeliner CRM.
If You Don't Have CRM Today, You're Sunk
CRM (R)Evolutionized—Instant Intelligence, Visualized!
DOWNLOAD FREE TRIAL SEE ALL BENEFITSor

Weitere ähnliche Inhalte

Mehr von Pipeliner CRM

How your positive attitude can win you sales presentation
How your positive attitude can win you sales presentationHow your positive attitude can win you sales presentation
How your positive attitude can win you sales presentationPipeliner CRM
 
4 greatest risks for sales management
4 greatest risks for sales management4 greatest risks for sales management
4 greatest risks for sales managementPipeliner CRM
 
What is A Sales Target And How Do You Track It?
What is A Sales Target And How Do You Track It?What is A Sales Target And How Do You Track It?
What is A Sales Target And How Do You Track It?Pipeliner CRM
 
5 Attributes & Best Practices of Key Account Management
5 Attributes & Best Practices of Key Account Management5 Attributes & Best Practices of Key Account Management
5 Attributes & Best Practices of Key Account ManagementPipeliner CRM
 
Integration Agreement
Integration AgreementIntegration Agreement
Integration AgreementPipeliner CRM
 
What is Key Account Management?
What is Key Account Management?What is Key Account Management?
What is Key Account Management?Pipeliner CRM
 
50 Benefits of Pipeliner CRM
50 Benefits of Pipeliner CRM50 Benefits of Pipeliner CRM
50 Benefits of Pipeliner CRMPipeliner CRM
 
Power Tips to Start Your Day from Top Business Experts
Power Tips to Start Your Day from Top Business ExpertsPower Tips to Start Your Day from Top Business Experts
Power Tips to Start Your Day from Top Business ExpertsPipeliner CRM
 
Sales Management Pain Points: For the Future, Sales Management Requires Virtues
Sales Management Pain Points: For the Future, Sales Management Requires VirtuesSales Management Pain Points: For the Future, Sales Management Requires Virtues
Sales Management Pain Points: For the Future, Sales Management Requires VirtuesPipeliner CRM
 
10 Simple Social Selling Rules
10 Simple Social Selling Rules10 Simple Social Selling Rules
10 Simple Social Selling RulesPipeliner CRM
 
Importing Opportunities & Leads
Importing Opportunities & LeadsImporting Opportunities & Leads
Importing Opportunities & LeadsPipeliner CRM
 
Importing Accounts & Contacts
Importing Accounts & ContactsImporting Accounts & Contacts
Importing Accounts & ContactsPipeliner CRM
 
Administration & Setup
Administration & SetupAdministration & Setup
Administration & SetupPipeliner CRM
 
Opportunity Management
Opportunity ManagementOpportunity Management
Opportunity ManagementPipeliner CRM
 
Stand Out From the Herd - A Sales Professional's Self-Assessment Tool
Stand Out From the Herd  - A Sales Professional's Self-Assessment ToolStand Out From the Herd  - A Sales Professional's Self-Assessment Tool
Stand Out From the Herd - A Sales Professional's Self-Assessment ToolPipeliner CRM
 
Sales: The Power of Prioritization
Sales: The Power of PrioritizationSales: The Power of Prioritization
Sales: The Power of PrioritizationPipeliner CRM
 
Scalable Sales Process - Explained
Scalable Sales Process - ExplainedScalable Sales Process - Explained
Scalable Sales Process - ExplainedPipeliner CRM
 

Mehr von Pipeliner CRM (19)

How your positive attitude can win you sales presentation
How your positive attitude can win you sales presentationHow your positive attitude can win you sales presentation
How your positive attitude can win you sales presentation
 
4 greatest risks for sales management
4 greatest risks for sales management4 greatest risks for sales management
4 greatest risks for sales management
 
What is A Sales Target And How Do You Track It?
What is A Sales Target And How Do You Track It?What is A Sales Target And How Do You Track It?
What is A Sales Target And How Do You Track It?
 
5 Attributes & Best Practices of Key Account Management
5 Attributes & Best Practices of Key Account Management5 Attributes & Best Practices of Key Account Management
5 Attributes & Best Practices of Key Account Management
 
Integration Agreement
Integration AgreementIntegration Agreement
Integration Agreement
 
What is Key Account Management?
What is Key Account Management?What is Key Account Management?
What is Key Account Management?
 
50 Benefits of Pipeliner CRM
50 Benefits of Pipeliner CRM50 Benefits of Pipeliner CRM
50 Benefits of Pipeliner CRM
 
Power Tips to Start Your Day from Top Business Experts
Power Tips to Start Your Day from Top Business ExpertsPower Tips to Start Your Day from Top Business Experts
Power Tips to Start Your Day from Top Business Experts
 
Sales Management Pain Points: For the Future, Sales Management Requires Virtues
Sales Management Pain Points: For the Future, Sales Management Requires VirtuesSales Management Pain Points: For the Future, Sales Management Requires Virtues
Sales Management Pain Points: For the Future, Sales Management Requires Virtues
 
10 Simple Social Selling Rules
10 Simple Social Selling Rules10 Simple Social Selling Rules
10 Simple Social Selling Rules
 
Importing Opportunities & Leads
Importing Opportunities & LeadsImporting Opportunities & Leads
Importing Opportunities & Leads
 
Importing Accounts & Contacts
Importing Accounts & ContactsImporting Accounts & Contacts
Importing Accounts & Contacts
 
Administration & Setup
Administration & SetupAdministration & Setup
Administration & Setup
 
Opportunity Management
Opportunity ManagementOpportunity Management
Opportunity Management
 
Lead Management
Lead ManagementLead Management
Lead Management
 
Getting Started
Getting StartedGetting Started
Getting Started
 
Stand Out From the Herd - A Sales Professional's Self-Assessment Tool
Stand Out From the Herd  - A Sales Professional's Self-Assessment ToolStand Out From the Herd  - A Sales Professional's Self-Assessment Tool
Stand Out From the Herd - A Sales Professional's Self-Assessment Tool
 
Sales: The Power of Prioritization
Sales: The Power of PrioritizationSales: The Power of Prioritization
Sales: The Power of Prioritization
 
Scalable Sales Process - Explained
Scalable Sales Process - ExplainedScalable Sales Process - Explained
Scalable Sales Process - Explained
 

What is CRM

  • 1. CRM Coming Back from the Dead CRM in the Digital Revolution
  • 2. Nikolaus Kimla n.kimla@pipelinersales.com www.pipelinersales.com CEO at Pipelinersales Inc. Written by... Based on the ebook: CRM Coming Back from the Dead CRM in the Digital Revolution
  • 3. CRM Has Failed in the Past
  • 4. At the time I brought my company into the CRM space, salespeople mostly had this to say about CRM: “CRM sucks!” Additionally, there was not--and, actually, is not today--a clear market leader in the CRM space. The two of these facts put together clearly demonstrates that CRM certainly has not succeeded in the past. CRM now needs to come back from the dead. Salespeople: Become Risk-Takers Once Again
  • 5. What Should a CRM Be Today?
  • 6. What could be considered to be the very beginning of today’s computing universe was, of course, the Internet. As with everything, the Internet was the real game-changer when it came to CRM. This had everything to do with the way the Internet empowered buyers. Buyers can learn all about any product or service they are evaluating—without ever having to contact a sales rep. What Should a CRM Be Today?
  • 7. While the buyer revolution drove CRM development from one side, the other side was driven by the digital natives that thrived in the digital gaming community. These people, mostly millennials, had come up in a totally visual world, and were now being employed as developers. They pointed at the incredible graphics being produced in games and asked, “Why can’t we be doing that for business applications?” What Should a CRM Be Today?
  • 8. Despite the explosion of the Internet that brought about a revolution in data, many CRM solutions (including some of the big ones) are still presenting data in spreadsheet-type formats. They do not match up with the ways the Internet and new technology have changed how people are thinking and using technology. What Should a CRM Be Today?
  • 9. For that reason, one function of today's CRM must be as a guide through all the noise. CRM should provide focus to the user into tasks, activities and opportunities on which the user should have attention. What Should a CRM Be Today? Today a CRM user is totally bombarded by too much information.
  • 10. Today anyone in business cannot deal with the rapidity and complexity of data, and information overload without digital solutions. The actual solution people need for management is CRM--even though the name itself is too narrow. “Management” as addressed by a solution such as Pipeliner goes well beyond just “customer relationships.” What Should a CRM Be Today? If you're going to do manage effectively, you need technology.
  • 12. At the time when I was looking for my next major software development, I picked the CRM arena. This is because I kept hearing one phrase repeated over and over by salespeople: “CRM sucks!” Here’s What We’re Doing About It
  • 13. What was needed from CRM developers was to really figure out what CRM users were actually doing, and how they could best be assisted in getting it done. Such a system must be incredibly flexible, and rapidly and easily adoptable. If not, then you regularly miss the opportunities that pass by you like waves—from customers, from competitors, from the market, from new industries and even from your own product development. Here’s What We’re Doing About It
  • 14. This concept dictated that you had a board up in front of the room, and on the right-hand side of the board was the target. Pipeliner CRM reflects this concept utilizing brand new forms of technology and visualization. Here’s What We’re Doing About It The very basic idea for Pipeliner came from an old IBM war room concept.
  • 15. Then I realized that we had to, in some way, make CRM enjoyable and perhaps even fun. We made Pipeliner highly visual and even brought “gamification” elements into it. Here’s What We’re Doing About It
  • 16. We knew from the beginning that every company had their own process, and that no two were alike. For that reason we developed Pipeliner to be instantly customizable to a company’s exact sales process. We also made it possible for a company to have as many processes as they need within CRM. Here’s What We’re Doing About It
  • 17. In addition, we made all of the tasks and activities required to complete a process step totally visual, and completely customizable. They can even be made mandatory so that no opportunity can be moved into the next process step unless certain tasks or activities are completed. Here’s What We’re Doing About It
  • 18. Another observation we made was that not everyone had Internet access all the time, everywhere. This is still true…yet salespeople and others using Pipeliner must continue to do their jobs. Therefore Pipeliner's entire application is available whether or not the user is online. The online and offline versions are immediately synchronized when Internet access is once again available. Here’s What We’re Doing About It
  • 20. With Pipeliner, we were out to develop an application that would truly empower salespeople, and make it totally worthwhile for them to use CRM. If we did so, the quality of the data being input into CRM would be greatly enhanced. Not only sales reps would benefit, but sales management would have a single, central real-time repository for sales data, to which they could look at any time and gain instant understanding of the current sales scene. Or, as we like to say, instant intelligence, visualized. How is CRM Helping Today?
  • 21. What helps the individual on a daily basis? The answers have evolved into every feature we see in Pipeliner today, from its visual pipeline, timeline, dynamic target, account, contact, and KPI views, right down to its powerful reports. At any time, a user can take a very rapid look into Pipeliner and totally grasp where they stand in relation to the target. How is CRM Helping Today? We continually ask the question:
  • 22. If You Don't Have CRM Today, You're Sunk
  • 23. Everything done in a company is done on a process. A process is how things get done—how staff know to, speaking figuratively, pick up the ball and pass it to the next player. So it has become a very salient fact that without core processes—whether they be for accounts, contacts, activities, sales, HR or whatever—your business is lost and will not survive. If You Don't Have CRM Today, You're Sunk
  • 24. Which of course leads us back to our main topic: CRM. For it is CRM that is expanding to incorporate all of a company's processes, beginning with its most important activity: sales. If You Don't Have CRM Today, You're Sunk
  • 25. If You Don't Have CRM Today, You're Sunk ● should be reasonably priced, so that companies can acquire and implement it with relative ease. ● should be easy and fast to get up and running. ● should be intuitive and easy for users to train on. ● should empower users, no matter where they exist inside or even outside the company. ● should be extremely flexible and customizable, as no 2 companies are alike. To sum up, a CRM today:
  • 26. These are the deciding factors of who will in the battle in the CRM industry. Download the one that meets each and every one of these requirements: Pipeliner CRM. If You Don't Have CRM Today, You're Sunk
  • 27. CRM (R)Evolutionized—Instant Intelligence, Visualized! DOWNLOAD FREE TRIAL SEE ALL BENEFITSor