CRM

Using CRM as a strategic planning tool

Aligned Solutions and Bond Solutions have joined forces to bring you a unique training workshop.

CRM tools are often viewed as complex contact management systems – nothing could be further from the truth. CRM systems gather together a mass of information about the marketplace which is seldom used to full advantage. In these challenging times, organisations must use this information to plan ahead, identify key opportunities and align their business development efforts to win the right work at the right time.

Derek Curtis of the award winning Bond Solutions explains: ‘Using CRM as a Strategic planning tool’ is a highly interactive workshop to help you get the best from your CRM system. We will cover:

The strategic planning process - What is strategy? Where is the business going and how does it get there? What type of business are you? Core competencies. Differentiation and commodities.

Know your customer - The needs of the market. Marketing planning and competition. Why should you win? The strategic planning process and the feedback loop. The decision making process and timescales in planning. What information do you need to drive the business? When do you need it? Where does it come from?

·         Planning a CRM implementation

·         Discover the 5 keys areas of any CRM system.

·         Find out how to capture information

·         How to engage people including management, staff and most of all customers.

·         Analysing data in your CRM system

“Delegates will see how Sage’s ACT! is used to give a new insight into the business. Be prepared to work hard and have a full day!”