weburi.com CRM Lead Management weburi.com – CRM Experten seit über 10 Jahren weburi.com Kunden & Branchen CRM ist oft auch Change Management Unsere erweiterten CRM Services umfassen drei Bereiche: • Lead Management für mehr Effizienz im Bereich Marketing und Vertrieb. • CRM Optimierung für nachhaltigen Investitionsschutz. • CRM Migration zur Ablösung veralteter CRM-Lösungen und um Mehrwert zu schaffen. Lead Management and Marketing Automation • Forrester: “Companies that excel at lead nurturing are able to generate 50% more sales-ready leads at 33% lower cost per lead.” • Almost 50% of B2B buyers starts their buying process with online research Order of Things – High Consideration 50% 37.5% 25% 12.5% 0% 1st 2nd Online Research 3rd Talk to Users 4th 5th Talk to Vendors Why CRM Lead Management • Lead Nurturing, Lead Scoring, Lead Routing and Lead Monitoring close the gap in the middle of the funnel Increase Sales Effectiveness • Run more campaigns without expanding the marketing team • Create more consistent email follow-up • Prioritize leads based on quality and urgency • Let sales send leads back to marketing for further nurturing, preventing leads that just "sit" somewhere • Provide comprehensive lead activity history for sales • Lead activity history in CRM system (email clicks, web visits, registrations and more) Getting Started Lead Nurturing/Scoring Initial Assessment Marketing Automation Strategy Development Advanced Assessment and Continued Development • Identify current successes and areas for improvement • Select and implement marketing automation solution • Identify “hits” and “misses” • Develop preliminary lead scoring strategy • Test and optimize emails and landing pages for various segments • Begin using marketing automation software • Begin developing list of feature requirements • Define high-value segments in database • Create standard set of automated, trigger-based campaigns for key segments • Develop additional content resources for lead generation • Create advanced, automated, trigger-based campaigns for more segments ClickDimensions – The only 100% Microsoft Dynamics CRM marketing automation vendor ClickDimensions on Windows Azure - ClickDimensions API All Data in One Place - Dynamics CRM data - Email Marketing Data - Web Analytics Data - Surveys, Social Customer Web Site(s) Recipient Inboxes ClickDimensions Email Marketing 4 ways to create emails OutlookCast – Emails from Sales Inbox Preview Nurture Marketing Nurture Instance History Timeline Drag and Drop Designer Surveys with Skip Logic Making the Visitor Connection Web Tracking Data Modeling Social Sharing • Share emails to multiple social networks • Options to like, follow, tweet, pin, etc. • Reporting on number of shares per network • Available in November release Social Sharing Statistics • View shares by social network • View individual interaction items • Available in November release Social Discovery on CRM Lead and Contact records Advanced Administration • • • • Automatic Updates Diagnostics available to ClickDimensions technicians Branded hyperlinks Import/Export customizations from dev/test to production Demonstration Fallbeispiel weburi.com – Lead Management • • • • • • • • • • Introduction Dashboards and key metrics Lead management Account and Contact management Inside Sales Outside Sales Marketing Opportunity management and forecasting Customer Service Webinar Tracking Referenzprojekte CRM • SWITCH (CH) – 100 Benutzer Netzwerke für Universitäten, 100% Open Source, zahlreiche Erweiterungen • Haufe-umantis AG, 70 Benutzer (CH) On Demand Hosting weburi, komplette Migration aus Lotus Notes • Minimotor/Faulhaber (CH/D) – 80 Benutzer Anbindung an Oracle und SAP ERP, Outlook und Lotus Notes, ZuckerReports • Europäisches Patentamt (NL/DE/AT) – 800 User 50‘000 Anfragen als Tickets pro Jahr, Auswertungen, CTI Integration • Euresearch (CH) – CRM Spezifikation mehrtägiger Analyseworkshop und Spezifikation für komplexe CRM Erweiterung weburi.com Kontakt Analyse – Konzepte – Technologie Schweiz Deutschland Österreich weburi.com GmbH Meinradstrasse 5 CH-8006 Zürich +41 44 350 75 75 weburi.com GmbH Villastraße 9 D-70190 Stuttgart +49 711 907 127 20 weburi.com GmbH Hernalser Hauptstr. 24 A-1170 Wien +43 1 405 92 00 Kontakt: Michael Wagner, [email protected] Referenzen und weitere Informationen unter www.weburi.com