The Ultimate How-To CRM Guide is the document that you need to make your decision between cloud-computing technology and on-premises. We call it "Ultimate" because it is the Ultimate How-To CRM Guide, the "Must-have" Guide :)
Henry Schuck - Hit Your Number: How ZoomInfo Developed a Winning (and Leading...SaaStock
Henry Schuck, founder and CEO of ZoomInfo, presented on the company's go-to-market strategy. ZoomInfo developed a data-driven approach that optimizes every stage of the sales cycle from lead generation and qualification to customer onboarding and retention. Key aspects of the strategy include using response time data to improve lead follow-up, optimizing demo routing, tracking sales metrics to plug leaks in the funnel, and segmenting accounts to balance workloads. The system aims to scale the business while maintaining industry-leading customer lifetime value to customer acquisition cost and renewal rates.
WebSummit 2018 - The SaaS Business Model & MetricsDavid Skok
SaaS businesses are extremely sensitive to a small number of important variables. If you are running a SaaS company, understanding how these variables drive your business model is crucial to long-term success. In this talk, David Skok, author of the now famous SaaS Metrics 2.0 blog post will talk through those key metrics and their impact on the overall SaaS business model.
- The sales pipeline conversion percentage dropped from 35% to 25% at a tech SaaS startup.
- By analyzing variables like technology primary, opportunity size, sales medium, and city, insights were generated that legacy modernization and online leads had lower conversion rates while ERP implementation had higher numbers of no previous business.
- Two key recommendations are for management to prioritize new technology/innovation and invest in hiring technical talent or consultants to add new features customers need from competitors. This would help increase the conversion rate by satisfying customer needs.
Building a Repeatable, Scalable & Profitable Growth ProcessDavid Skok
The document discusses optimizing the sales funnel for SaaS startups. It emphasizes the importance of understanding the buyer's perspective and journey. The key points covered are:
1) The sales funnel should be designed around the buyer's process, not the vendor's solutions. It is important to understand buyer personas and map the funnel steps to their evaluation process.
2) Friction points in the funnel like long delays or steps requiring other people can drastically reduce conversion. These points should be identified and removed or simplified when possible.
3) The goal is to create a "wow moment" or motivation for the buyer to continue engaging as early as possible. This may require redesigning trial experiences to quickly
10 Practical Tips for early-stage SaaS Entrepreneurslouiscop
Workshop at HEC Paris, Seed Conference, April 2017
0. Quick intro, SaaS?
I. 3 Tips for SaaS Entrepreneurs during the ideation phase
1. Pick a problem you are REALLY passionate about
2. How will you finance the business? VC or not VC?
3. Don't underestimate TECH
II. 3 Tips for SaaS Entrepreneurs in their first 6 months
4. Don't re-invent the wheel
5. Choose your first customers well
6. Pricing
III. 3 Tips for SaaS Entrepreneurs who start scaling
7. Don't waste your money on paid marketing
8. Don't end up in the SaaS graveyard
9. Focus on the right metrics
3 Revenue and Compliance "Must-haves" to Go from Series A to IPO with TaxJar'...saastr
Don’t get caught off-guard raising your next round or preparing for an IPO. It’s more than just winning customers, it’s about staying ahead of fraud, risk, and compliance. Join us for a conversation about the most overlooked finance and compliance items when scaling your SaaS company.
The document discusses key drivers and metrics for SaaS businesses, including business objectives like profit, cash, and growth. It provides an example of modeling a single sales hire, looking at variables like compensation, quota, and ramp time. Key metrics discussed include customer acquisition cost (CAC), lifetime value (LTV), and churn rate. The document explores how hiring additional salespeople, collecting payments upfront, and reducing churn can impact growth, cash flow, and overall business performance for a SaaS company.
Tomasz Tunguz - 10 Learnings from Redpoint 2020 GTM SurveySaaStock
Glean insights into the current state of Go-to-Market Strategy through a data-driven analysis led by Tomasz Tunguz, Managing Director at Redpoint Ventures. This presentation will outline the Top 10 learnings from the Redpoint 2020 GTM Survey and provide a snapshot of the best practices performed by industry leaders across growth stages. What are the most common structures for sales, account executives, and development representatives teams? How much of your ARR should be spent on marketing programs? What gross margin payback period should you be targeting? These questions and more will be answered in a cohort analysis of over 500 companies.
Crafted by our interns to help founders and teams in their Start up journey.
We suggest that you download the file for better viewing and for your to conveniently access the links indicated.
Thank you!
SaaS Model & Metrics - How to build a successful software businessBrian Hutchins
Most software today is migrating to SaaS (Software as a Service), a vastly different business model. So how will you navigate its complexities? This presentation will give you a detailed look at key metrics for understanding and optimizing a SaaS business, and how these metrics can be used to drive SaaS success.
SaaS Metrics Masterclass: What Key Business Metrics, Pricing Strategies, and ...saastr
Stripe's Head of France & Southern Europe's Guillaume Princen's SaaStr Europa 2018 presentation on the key business metrics, pricing, and billing models every SaaS company should track.
Totango's 4th Annual SaaS Metrics Survey Report. This year's key take-away underscores the importance of customer success in the SaaS business model – and why it is imperative for SaaS companies to be relentlessly focused on boosting retention and increasing customer upsells in order to increase revenue.
The document discusses Software as a Service (SaaS) and its benefits and challenges. SaaS promises lower costs, easier maintenance, and faster deployment compared to traditional on-premise software. However, SaaS also faces challenges around technical readiness, generating demand, scaling effectively, and staying ahead of competition. The transition to SaaS requires changes to business models, technology, and marketing strategies.
Metrics: Talking about Churn and Retention in the Board RoomGainsight
Speakers:
David Spitz, Managing Director at Pacific Crest
Marc Linden, CFO at Intacct
Kathy Lord, VP Sales & CSM at Intacct
Dave Kellogg, CEO at Host Analytics
Alison Homlund, VP CSM at Host Analytics
Presented at Pulse Conference 2015.
Research shows the most successful companies use metrics and benchmarking as a key information and management tool. Benchmarks are used to help set internal targets, and gain agreement on the appropriate targets by providing neutral data to set performance expectations among the executive team. It is very easy to point fingers when you are only looking at internal data – using 3rdparty neutral data tends to focus everyone on problem solving rather than blaming or defensiveness.
Lean Startup Basics - Evidence Based EntrepreneurshipKelly Schwedland
Introduction and overview to the lean process for startups. An evidence based approach to validate early hypothesis and develop a solid Business Model before launch. Involving Customer Development, Hypothesis testing, Minimum Viable Product, (MVP) to get to Product/ Market fit and ultimately A replicable scalable business model. This simple but disciplined approach takes the guess work out of taking an idea and turning it into a viable company.
Based on Eric Reis, Steve Blank and Alex Osterwald's work with Lean Startup, Lean launchpad, customer development and Business Model Canvas. Now in practice by multiple Incubators, Accelerators, Universities and now the National Science Foundation through ICorp to validate business ideas with before investing.
How to Leverage Business Partners Migration to SaaS / CloudClub Alliances
This presentation was prepared as background material for 2009 Channel Focus Europe [22/23 october - see www.baptie.com].
In a session entitled "How to Leverage Business Partners' Migration to SaaS / Cloud", Loic Simon shared IBM's Club Alliances experience on leveraging business partners migrating to a SaaS/Cloud based business model.
After a quick summary of SaaS and Cloud challenges for Vendors and their Business Partners, he delivered a point of view on SaaS/Cloud distribution and influence channels and shared his hands-on experience as the leader of "Club Alliances" [www.cluballiances.com].
Club Alliances members leverage cloud computing, SaaS and BPO [business process outsourcing] models to promote and deliver business solutions, "as a service".
Their "Solutions as a Service" are typically powered by IBM IaaS [Infrastructure as a Service] or PaaS [Platform as a Service] components.
Aknowledgments : Among various materials borrowed from key specialists on the topic [thanks to all of them : Lustratus, Gilwell Group, Saugatuck...], Loic specifically leveraged some slides from presentations prepared by Philippe Martinez - Philmart - and Laurent Glaentzer - Lemon Operations, two members of Club Alliances who deliver their channel expertise to their fellow Club Alliances members.
"Driving SaaS Success Using Key Metrics" at SaaStr Annual 2016saastr
David Skok, popular blogger and top SaaS investor at Matrix Partners, shares the key metrics that SaaS founders must focus on to remain competitive and build a sustainable business at SaaStr Annual 2016 held in San Francisco Feb 9-11th. www.saastrannual.com
How SalesLoft Does Sales Development - Kyle PorterSalesLoft
SalesLoft CEO, Kyle Porter, discusses exactly what SalesLoft does to hire, train, and succeed in the sales development arena, From culture to compensation.
Transcript:
So, one of the questions I get all the time is, how do you do inbound? How do you do
outbound? How do you hire? How do you train? We get all these questions about sales
development and uh, oftentimes on our blog, we try to showcase things that our customers are experiencing and that the industry's experiencing, but we also wake up every day and say, "If our sales development organization isn't fantastic, then we won't be representing this industry the way we want to." So, we put a lot of time and effort into making our sales development organization run smoothly. So today, I just wanted to showcase some of the things we're doing. It's not all the things, but just some of the things we're doing are unique or different that I thought, "Hey, you might want to see and pay attention to."
So, the first slide I'm going to put up and show you, it's really what I consider to be some of the pillars of our sales development organization. (swallows) So what we'll do, is we'll talk about these throughout the presentation. [00:01:00] The first one here is that we glorify the role. We talked yesterday about how companies have under prioritized sales development and it's almost become like the stepchild of the sales organization. But, what we've done at Sales Loft is, we've made sure that it becomes a big priority. And so,
some of the ways we do this is we run contests, we run promotions, we run things that
really showcase how important they are to the company. Um, the second one on here is
that you've gotta be metrics driven. This top of the funnel sales and modern selling environment is so, uh, there's so much volume and so much kind of high velocity happening, that you've gotta be able to track the numbers, and then investing in people is absolutely critical. So we want to make sure that we hire the right people, that we give them mentorship, we give them training. We give them the coaching they need, and the guidance to be successful. And then, we want to have the right process. And uh, in Ap-, in March of last year, Sales Loft raised our first institutional round of [00:02:00] financing. We raised 10 million dollars from a venture capital firm in California, and this then begun my board deck preparation, board meetings, forecasting. I guess, kind of real CEO job requirements. And so, with sales development, you can forecast sales, and you can predict the future, you you can plan for who you need to hire and how you need to hire them. So that's part of this seats pipeline. And then we want to drive efficiency. We talked a lot about how we don't want to be in an environment where we're blasting and scorching the earth of our prospect universe. We want to be efficient. So, these are the pillars. We're going to start by showing our org chart.
Founding vs Professional CEO Performance Analysis in SaaSYujin Chung
This document summarizes an analysis of founding CEO versus professional CEO performance in the software as a service industry. It analyzes data from 48 SaaS companies that had exits from 1998-2009, comparing metrics like total investment, time to exit, and exit valuation between companies led by founding CEOs versus those led by professional CEOs hired later. It finds that companies led by founding CEOs generally had better performance on these metrics, even when accounting for biases. Possible reasons discussed include higher equity stakes and ownership mentality among founding CEOs.
The document discusses key metrics and strategies for Software as a Service (SaaS) businesses. It outlines important metrics to track such as acquisition, activation, retention, churn rate, customer lifetime value, and cost of customer acquisition. Pricing strategies like freemium models are examined through case studies. Valuation approaches change from qualitative factors like team quality in early stages to quantitative metrics like revenue multiples in later stages. The presentation emphasizes the importance of measuring business performance, focusing on a single customer benefit, engaging with users, and providing excellent customer service.
Oracle and cVidya Cloud webinar with the first part by Oracle covering SaaS market and opportunities in the cloud and Oracle's SaaS partnering strategy and second part by cVidya's covering cVidya's Journey into the Cloud with cVidyaCloud.
SaaS companies should optimize the purchasing process by reducing barriers, simplifying decisions, and introducing low-cost options. They should focus initial sales on easy entry points like free versions and then proactively upsell customers on additional features, options, and packages through automated monitoring and recommendations.
The Ultimate Guide To Startup Sales Tools (2015)Nic Poulos
Second edition of our Startup Sales Tool Guide! Bowery Capital is a VC based in NYC & SF investing in early-stage business software startups. We accelerate our portfolio companies' growth by focusing squarely on support around early customer acquisition. We've helped many B2B startups build & scale sales teams and know that sometimes you need the right tools to win. So we thought it would be helpful to aggregate some of our team's & founders' learnings around early-stage sales tools that work. We hope startups will find this resulting guide to be helpful and encourage everyone to reach out via Twitter, LinkedIn or email with any feedback so we can update & improve it over time!
Valuations: What is happening and does it matter?taliagold
This document analyzes valuation multiples and growth trends across different technology sectors including software as a service, marketplaces, consumer internet, and e-commerce from 1999-2015. It finds that while consumer internet multiples have remained steady in the past 5-10 years, SaaS valuations have increased 30-100% making it harder to generate high returns. Marketplace models command higher multiples than traditional e-commerce. Growth rates below 30% often lead to multiple compression. The document concludes that while valuations have increased, the sectors are not in a bubble and remain attractive compared to legacy sectors.
Sales Segmentation & Qualification for B2B SaaS CompaniesGuillaume Lerouge
This document provides guidance on selecting target customer segments and generating qualified leads for B2B SaaS companies. It emphasizes that most founders initially think their product can appeal to everyone, but targeting a specific segment is important. Selecting the right segment determines strategic choices. Generating leads requires inbound and outbound marketing to find potential customers experiencing problems the product solves. Qualifying leads confirms a fit between the product and customers' needs. The document offers tips on segmentation, marketing, sales approaches, and qualifying leads for the target segment.
The Huge List of 127 Marketing Tools (+11 Bonus Sales Tools!)TrackMaven
In search of new tools to optimize your marketing mix? We've compiled a huge list of 127 marketing tools (plus 11 bonus sales tools!) to help make you a more productive marketer.
Browse through this SlideShare, complete with screenshots and brief descriptions of all of the tools. Or, if you know you're looking for, skip straight to that category!
The tools are broken down by Marketing Automation, SEO, Social, Curation, Research, Content, Organization, Visuals. Collaboration, Technical, Data and Interactions, Email, Productivity, and our bonus category, Sales.
Latest edition of the Silverpeak Benchmark report - Application Software Sector, a review of key company valuation metrics in the US, UK and European application software sectors. By reviewing sector median averages, our aim is to provide a set of software industry benchmarks against which individual company performance can be measured.
The SaaS Founder’s Journey: What Matters at Each StageDavid Skok
The document discusses the three phases of a SaaS startup's lifecycle: searching for product-market fit, scaling the business, and searching for a repeatable and profitable growth model. It emphasizes the importance of recognizing what phase a startup is in and taking the appropriate actions, such as not jumping ahead or expanding sales too quickly before completing the current phase. Cash conservation is also stressed until reaching the scaling phase. Aligning sales, marketing, and other functions is highlighted as important for predictable growth. The phases and lessons provided serve as a guide for SaaS founders to strategically navigate their company's development.
A SaaS Metric designed to Increase Free Trial ConversionsLincoln Murphy
CCAs & Engagement – An Uncommon Way to Engage & Convert Prospects in Your SaaS Free Trial.
A few years ago I came up with a set of metrics that I called Common Conversion Activities – or CCA – that I defined as “The things that all or most paying customers do during their trial.”
In July 2012 I gave a 54-minute presentation where I introduced the next version of this ever-evolving set of metrics for measuring Free Trial success, the CCA, and I want to share that with you now.
See the video of this presentation here: http://sixteenventures.com/free-trial-metrics
How to Drive Growth with Customer Success MetricsGainsight
The most successful Enterprise SaaS companies know that growing revenue only through new customer acquisition is the less efficient way to scale. Rather, they understand that growing revenue within your existing customer base - through up-sells, cross-sells, and expanded use - is the most profitable way to scale.
In fact, Enterprise SaaS companies that grow revenue - and company valuation - by expanding revenue within their existing customer base also know the key to making this work is to focus on - and operationalize - Customer Success.
This presentation - How to Drive Growth with Customer Success Metrics - is from Pulse 2014, the biggest Customer Success industry event ever and included panelists Aaron Ross, author of Predictable Revenue, Jason Lemkin of Storm Ventures, Tomasz Tunguz of Redpoint Ventures, and Brian Stafford McKinsey.
SaaS Marketing Plan: 5 Ways to Get your B2B App to Sell ItselfLincoln Murphy
Your B2B SaaS app will not sell itself unless it is designed to do so. This is a guide to getting your B2B SaaS to 'sell itself' was created by noted SaaS Marketing expert and Growth Hacker Lincoln Murphy of Sixteen Ventures.
This guide is full of actionable, unique, and thought-provoking ideas - Growth Hacks if you will - that are designed to allow your product to sell itself.
From attracting the right audience and driving user engagement, to making it easy to buy and easy to share through orchestrated virality, this guide covers all aspects of what's necessary to drive growth with SaaS companies of any stage and serving any market.
Whether you have a self-service sales model or one that requires outside sales reps to drive business, the tips and techniques contained in this guide and the source blog post will help you achieve your goals of efficiently scaling your sales process.
CRM Systems and Implemetation - Challenges & Opportunitiesseniorshelf.com
The document discusses customer relationship management (CRM) systems and their implementation. It defines CRM as a strategy for managing relationships and interactions with customers. CRM systems help businesses maintain customer records, track interactions, and improve business relationships. Without a CRM system, customer data is dispersed and businesses lack organizational knowledge. The document then discusses types of CRM systems, key components, and considerations for implementing a successful CRM strategy and system.
This PowerPoint presentation provides an in-depth overview of Customer Relationship Management (CRM) software. Explore its features, benefits, and implementation strategies for effective customer management and improved business performance.
CRM Best Practices For Optimal Success In 2024.pdfCiente
CRM in 2024 is much more than just managing contacts. Read along to know how it is impacting businesses today and how to best implement it to achieve great success.
Why Should SMEs Use CRM & Workflow Management Systems_.pptxXapsys CRM Software
Small and medium-sized enterprises (SMEs) can greatly benefit from implementing Customer Relationship Management (CRM) and Workflow Management Systems (WMS). CRM helps SMEs organize and manage their interactions with customers and clients, providing a centralized view of customer data and interactions. This allows for better customer service and increased sales opportunities. Workflow System streamlines and automates repetitive tasks, freeing up time and resources for more strategic activities. Both CRM and workflow management system also provide valuable insights into business operations, enabling SMEs to make informed decisions and improve their overall performance. In short, CRM and workflow automation software can help SMEs improve customer relationships, increase efficiency, and drive business growth.
This document discusses supply chain management (SCM), customer relationship management (CRM), and the integration of SCM and CRM (ISCRM). SCM involves planning and executing the flow of goods from raw materials to the customer. CRM uses technology to organize sales, marketing, and customer service to acquire, retain, and increase sales to customers. Integrating SCM and CRM allows companies to improve financial and operational metrics by providing customers with optimized product delivery and service. The document outlines the components, benefits, and types of CRM systems as well as a SWOT analysis of CRM.
A CRM Web Solution is a cloud-based software system that provides
businesses with a central hub for managing their interactions with
customers, prospects, and leads.
Customer Relationship Management (CRM) involves integrating sales, marketing, and customer service strategies using methodologies and software to efficiently manage customer relationships. CRM functions include operational CRM like marketing automation, sales force automation, and customer service, as well as analytical CRM like data warehousing and data mining. CRM aims to acquire customers, extend relationships through cross-selling and up-selling, and retain customers through understanding their needs. Key challenges are integrating customer information across channels and systems and ensuring end-to-end business process integration between departments like sales and service.
Steps to use CRM applications for organizational cost reductionSunil Jagani
Small and mid-size companies can realize their true potential by integrating CRM solutions into their organizational processes. Overall, these CRM solutions are not an expenditure, but an investment, that actually reduce company operating costs. Additionally, CRM solutions effectively assist with lead generation and increase channels of interaction with potential clients and customers.
Customer relationship management (CRM) involves managing interactions with customers during the sales process. There are four main types of CRM systems: operational, analytical, collaborative, and strategic. Operational CRM uses automation to serve customer relationship strategies, analytical CRM collects data to increase satisfaction and retention, collaborative CRM enables communication between organizations regarding customer service, and strategic CRM aims to win and keep profitable customers. Benefits of CRM include personalization, increased customer retention and productivity, enhanced profitability, saving time and money, data security, and simplified collaboration. Challenges include siloed data between departments, lack of data entry time, ensuring data security, assessing time and costs, defining project scope, and integration issues.
The document discusses the evolution and purpose of customer relationship management (CRM). It began as a way for companies to individually contact all customers in the 1980s but became unwieldy. Newer software in the 1990s made CRM more effective by allowing companies to better track customer data and give incentives to loyal customers. The purpose of CRM is to integrate customer-facing processes and automate them to improve customer service, gather customer insights, and strengthen relationships. However, some are concerned about potential privacy issues from companies collecting extensive customer data.
This document provides guidance on how to choose a Customer Relationship Management (CRM) system. It discusses understanding the benefits of CRM, building a business case, forming a project team, identifying key requirements, evaluating potential systems, selecting a system, and implementing the system. The document aims to help organizations make an informed decision about which CRM solution best fits their needs.
The document discusses customer relationship management (CRM). It defines CRM and explains why companies need it. It describes the main goals of CRM as gaining insights into customer behavior and values to improve customer service, marketing/sales processes, and increase customer revenue. It also outlines different types of CRM, such as operational, analytical, consumer, and collaborative CRM. Finally, it covers CRM implementation options, benefits, costs, and provides definitions of CRM from industry experts.
SugarCRM is rethinking how technology can help companies manage customer relationships. Sugar, the market leading commercial open source CRM application, delivers a feature-rich set of business processes that enhance marketing effectiveness, drive sales performance, improve customer satisfaction and provide executive insight into business performance. Supported by deep collaboration and administration capabilities that adapt to how your company operates, Sugar is delighting customers of all sizes across a broad range of industries.
Rules of the Road for Selecting a CRM Systemjdavidbeck
This document provides guidance on selecting a customer relationship management (CRM) system. It outlines that planning is key, including defining needs, goals, stakeholders and budget. When evaluating systems, demos should be prepared for and a scoring system used. The right CRM solution integrates with other systems, is flexible across platforms, provides multi-channel access and comprehensive capabilities across departments. Implementation requires testing, training and focus on goals to realize benefits like improved customer satisfaction and increased revenue.
The document discusses the role of management information systems (MIS) in customer relationship management (CRM). It defines CRM and outlines its major components, including contact management, sales, marketing, customer service, and retention programs. It also describes the four phases of CRM: acquire, enhance, retain, and recover customers. The document emphasizes using MIS to enable personalized customer experiences online, integrate customer data, facilitate ordering and billing, and provide after-sales support. Implementing CRM successfully with MIS can improve customer service, targeting, and staff efficiency while also presenting challenges like operations handling and security issues.
This document discusses concepts related to customer relationship management (CRM) and its implementation. It covers CRM marketing initiatives, sales force automation, campaign management, call centers, practices of CRM in different sectors like consumer markets and services. It also discusses potential issues in CRM implementation like customer dissatisfaction, lack of resources or culture change, and recommends information technology tools to enable CRM like Hubspot, Zoho CRM, and defining a CRM roadmap.
Integrating CRM and Marketing Automation - Unifying Data for a Complete Custo...Vbout.com
Discover in this presentation:
- The Benefits of Integration: Integrating your CRM with your marketing automation platform can create a unified view of your customer data, leading to more personalized and effective marketing campaigns.
- Different Integration Approaches: We discussed various approaches to integration, including native integrations, third-party connectors, and custom API integrations.
- Choosing a CRM Solution: We outlined key factors to consider when choosing a CRM solution, such as AI capabilities, ease of use, scalability, cost, data security, and compliance.
- Using Unified Data: We explained how to use unified data for targeted and personalized marketing campaigns, and how this can enhance customer engagement and conversion rates.
- Evaluating Integration Success: We identified key performance indicators (KPIs) to track when evaluating the success of your integration, including data completeness and accuracy, close rate, length of sales cycle, customer lifetime value (CLTV), churn rate, customer acquisition cost (CAC), and campaign ROI.
Discover the top 5 HVAC CRMs of 2024, carefully selected to enhance your business efficiency and customer satisfaction. Explore our comprehensive guide for features, benefits, and insights to choose the right CRM solution tailored to your HVAC business needs.
CRM implementation - CRM Solutions by SenServesenservelimited
SenServe Limited provides customized CRM implementations to help businesses improve efficiency and increase customer satisfaction. Implementing a CRM system allows businesses to better manage marketing, sales, orders and customer support. SenServe's CRM solutions are tailored to each business and enable improved capabilities, reduced costs and increased profitability.
Fluttercon 2024: Showing that you care about security - OpenSSF Scorecards fo...Chris Swan
Have you noticed the OpenSSF Scorecard badges on the official Dart and Flutter repos? It's Google's way of showing that they care about security. Practices such as pinning dependencies, branch protection, required reviews, continuous integration tests etc. are measured to provide a score and accompanying badge.
You can do the same for your projects, and this presentation will show you how, with an emphasis on the unique challenges that come up when working with Dart and Flutter.
The session will provide a walkthrough of the steps involved in securing a first repository, and then what it takes to repeat that process across an organization with multiple repos. It will also look at the ongoing maintenance involved once scorecards have been implemented, and how aspects of that maintenance can be better automated to minimize toil.
UiPath Community Day Kraków: Devs4Devs ConferenceUiPathCommunity
We are honored to launch and host this event for our UiPath Polish Community, with the help of our partners - Proservartner!
We certainly hope we have managed to spike your interest in the subjects to be presented and the incredible networking opportunities at hand, too!
Check out our proposed agenda below 👇👇
08:30 ☕ Welcome coffee (30')
09:00 Opening note/ Intro to UiPath Community (10')
Cristina Vidu, Global Manager, Marketing Community @UiPath
Dawid Kot, Digital Transformation Lead @Proservartner
09:10 Cloud migration - Proservartner & DOVISTA case study (30')
Marcin Drozdowski, Automation CoE Manager @DOVISTA
Pawel Kamiński, RPA developer @DOVISTA
Mikolaj Zielinski, UiPath MVP, Senior Solutions Engineer @Proservartner
09:40 From bottlenecks to breakthroughs: Citizen Development in action (25')
Pawel Poplawski, Director, Improvement and Automation @McCormick & Company
Michał Cieślak, Senior Manager, Automation Programs @McCormick & Company
10:05 Next-level bots: API integration in UiPath Studio (30')
Mikolaj Zielinski, UiPath MVP, Senior Solutions Engineer @Proservartner
10:35 ☕ Coffee Break (15')
10:50 Document Understanding with my RPA Companion (45')
Ewa Gruszka, Enterprise Sales Specialist, AI & ML @UiPath
11:35 Power up your Robots: GenAI and GPT in REFramework (45')
Krzysztof Karaszewski, Global RPA Product Manager
12:20 🍕 Lunch Break (1hr)
13:20 From Concept to Quality: UiPath Test Suite for AI-powered Knowledge Bots (30')
Kamil Miśko, UiPath MVP, Senior RPA Developer @Zurich Insurance
13:50 Communications Mining - focus on AI capabilities (30')
Thomasz Wierzbicki, Business Analyst @Office Samurai
14:20 Polish MVP panel: Insights on MVP award achievements and career profiling
Paradigm Shifts in User Modeling: A Journey from Historical Foundations to Em...Erasmo Purificato
Slide of the tutorial entitled "Paradigm Shifts in User Modeling: A Journey from Historical Foundations to Emerging Trends" held at UMAP'24: 32nd ACM Conference on User Modeling, Adaptation and Personalization (July 1, 2024 | Cagliari, Italy)
The DealBook is our annual overview of the Ukrainian tech investment industry. This edition comprehensively covers the full year 2023 and the first deals of 2024.
Blockchain and Cyber Defense Strategies in new genre timesanupriti
Explore robust defense strategies at the intersection of blockchain technology and cybersecurity. This presentation delves into proactive measures and innovative approaches to safeguarding blockchain networks against evolving cyber threats. Discover how secure blockchain implementations can enhance resilience, protect data integrity, and ensure trust in digital transactions. Gain insights into cutting-edge security protocols and best practices essential for mitigating risks in the blockchain ecosystem.
How Netflix Builds High Performance Applications at Global ScaleScyllaDB
We all want to build applications that are blazingly fast. We also want to scale them to users all over the world. Can the two happen together? Can users in the slowest of environments also get a fast experience? Learn how we do this at Netflix: how we understand every user's needs and preferences and build high performance applications that work for every user, every time.
Coordinate Systems in FME 101 - Webinar SlidesSafe Software
If you’ve ever had to analyze a map or GPS data, chances are you’ve encountered and even worked with coordinate systems. As historical data continually updates through GPS, understanding coordinate systems is increasingly crucial. However, not everyone knows why they exist or how to effectively use them for data-driven insights.
During this webinar, you’ll learn exactly what coordinate systems are and how you can use FME to maintain and transform your data’s coordinate systems in an easy-to-digest way, accurately representing the geographical space that it exists within. During this webinar, you will have the chance to:
- Enhance Your Understanding: Gain a clear overview of what coordinate systems are and their value
- Learn Practical Applications: Why we need datams and projections, plus units between coordinate systems
- Maximize with FME: Understand how FME handles coordinate systems, including a brief summary of the 3 main reprojectors
- Custom Coordinate Systems: Learn how to work with FME and coordinate systems beyond what is natively supported
- Look Ahead: Gain insights into where FME is headed with coordinate systems in the future
Don’t miss the opportunity to improve the value you receive from your coordinate system data, ultimately allowing you to streamline your data analysis and maximize your time. See you there!
GDG Cloud Southlake #34: Neatsun Ziv: Automating AppsecJames Anderson
The lecture titled "Automating AppSec" delves into the critical challenges associated with manual application security (AppSec) processes and outlines strategic approaches for incorporating automation to enhance efficiency, accuracy, and scalability. The lecture is structured to highlight the inherent difficulties in traditional AppSec practices, emphasizing the labor-intensive triage of issues, the complexity of identifying responsible owners for security flaws, and the challenges of implementing security checks within CI/CD pipelines. Furthermore, it provides actionable insights on automating these processes to not only mitigate these pains but also to enable a more proactive and scalable security posture within development cycles.
The Pains of Manual AppSec:
This section will explore the time-consuming and error-prone nature of manually triaging security issues, including the difficulty of prioritizing vulnerabilities based on their actual risk to the organization. It will also discuss the challenges in determining ownership for remediation tasks, a process often complicated by cross-functional teams and microservices architectures. Additionally, the inefficiencies of manual checks within CI/CD gates will be examined, highlighting how they can delay deployments and introduce security risks.
Automating CI/CD Gates:
Here, the focus shifts to the automation of security within the CI/CD pipelines. The lecture will cover methods to seamlessly integrate security tools that automatically scan for vulnerabilities as part of the build process, thereby ensuring that security is a core component of the development lifecycle. Strategies for configuring automated gates that can block or flag builds based on the severity of detected issues will be discussed, ensuring that only secure code progresses through the pipeline.
Triaging Issues with Automation:
This segment addresses how automation can be leveraged to intelligently triage and prioritize security issues. It will cover technologies and methodologies for automatically assessing the context and potential impact of vulnerabilities, facilitating quicker and more accurate decision-making. The use of automated alerting and reporting mechanisms to ensure the right stakeholders are informed in a timely manner will also be discussed.
Identifying Ownership Automatically:
Automating the process of identifying who owns the responsibility for fixing specific security issues is critical for efficient remediation. This part of the lecture will explore tools and practices for mapping vulnerabilities to code owners, leveraging version control and project management tools.
Three Tips to Scale the Shift Left Program:
Finally, the lecture will offer three practical tips for organizations looking to scale their Shift Left security programs. These will include recommendations on fostering a security culture within development teams, employing DevSecOps principles to integrate security throughout the development
Interaction Latency: Square's User-Centric Mobile Performance MetricScyllaDB
Mobile performance metrics often take inspiration from the backend world and measure resource usage (CPU usage, memory usage, etc) and workload durations (how long a piece of code takes to run).
However, mobile apps are used by humans and the app performance directly impacts their experience, so we should primarily track user-centric mobile performance metrics. Following the lead of tech giants, the mobile industry at large is now adopting the tracking of app launch time and smoothness (jank during motion).
At Square, our customers spend most of their time in the app long after it's launched, and they don't scroll much, so app launch time and smoothness aren't critical metrics. What should we track instead?
This talk will introduce you to Interaction Latency, a user-centric mobile performance metric inspired from the Web Vital metric Interaction to Next Paint"" (web.dev/inp). We'll go over why apps need to track this, how to properly implement its tracking (it's tricky!), how to aggregate this metric and what thresholds you should target.
this resume for sadika shaikh bca studentSadikaShaikh7
I am a dedicated BCA student with a strong foundation in web technologies, including PHP and MySQL. I have hands-on experience in Java and Python, and a solid understanding of data structures. My technical skills are complemented by my ability to learn quickly and adapt to new challenges in the ever-evolving field of computer science.
For the full video of this presentation, please visit: https://www.edge-ai-vision.com/2024/07/intels-approach-to-operationalizing-ai-in-the-manufacturing-sector-a-presentation-from-intel/
Tara Thimmanaik, AI Systems and Solutions Architect at Intel, presents the “Intel’s Approach to Operationalizing AI in the Manufacturing Sector,” tutorial at the May 2024 Embedded Vision Summit.
AI at the edge is powering a revolution in industrial IoT, from real-time processing and analytics that drive greater efficiency and learning to predictive maintenance. Intel is focused on developing tools and assets to help domain experts operationalize AI-based solutions in their fields of expertise.
In this talk, Thimmanaik explains how Intel’s software platforms simplify labor-intensive data upload, labeling, training, model optimization and retraining tasks. She shows how domain experts can quickly build vision models for a wide range of processes—detecting defective parts on a production line, reducing downtime on the factory floor, automating inventory management and other digitization and automation projects. And she introduces Intel-provided edge computing assets that empower faster localized insights and decisions, improving labor productivity through easy-to-use AI tools that democratize AI.
Implementations of Fused Deposition Modeling in real worldEmerging Tech
The presentation showcases the diverse real-world applications of Fused Deposition Modeling (FDM) across multiple industries:
1. **Manufacturing**: FDM is utilized in manufacturing for rapid prototyping, creating custom tools and fixtures, and producing functional end-use parts. Companies leverage its cost-effectiveness and flexibility to streamline production processes.
2. **Medical**: In the medical field, FDM is used to create patient-specific anatomical models, surgical guides, and prosthetics. Its ability to produce precise and biocompatible parts supports advancements in personalized healthcare solutions.
3. **Education**: FDM plays a crucial role in education by enabling students to learn about design and engineering through hands-on 3D printing projects. It promotes innovation and practical skill development in STEM disciplines.
4. **Science**: Researchers use FDM to prototype equipment for scientific experiments, build custom laboratory tools, and create models for visualization and testing purposes. It facilitates rapid iteration and customization in scientific endeavors.
5. **Automotive**: Automotive manufacturers employ FDM for prototyping vehicle components, tooling for assembly lines, and customized parts. It speeds up the design validation process and enhances efficiency in automotive engineering.
6. **Consumer Electronics**: FDM is utilized in consumer electronics for designing and prototyping product enclosures, casings, and internal components. It enables rapid iteration and customization to meet evolving consumer demands.
7. **Robotics**: Robotics engineers leverage FDM to prototype robot parts, create lightweight and durable components, and customize robot designs for specific applications. It supports innovation and optimization in robotic systems.
8. **Aerospace**: In aerospace, FDM is used to manufacture lightweight parts, complex geometries, and prototypes of aircraft components. It contributes to cost reduction, faster production cycles, and weight savings in aerospace engineering.
9. **Architecture**: Architects utilize FDM for creating detailed architectural models, prototypes of building components, and intricate designs. It aids in visualizing concepts, testing structural integrity, and communicating design ideas effectively.
Each industry example demonstrates how FDM enhances innovation, accelerates product development, and addresses specific challenges through advanced manufacturing capabilities.
How RPA Help in the Transportation and Logistics Industry.pptxSynapseIndia
Revolutionize your transportation processes with our cutting-edge RPA software. Automate repetitive tasks, reduce costs, and enhance efficiency in the logistics sector with our advanced solutions.
Quality Patents: Patents That Stand the Test of TimeAurora Consulting
Is your patent a vanity piece of paper for your office wall? Or is it a reliable, defendable, assertable, property right? The difference is often quality.
Is your patent simply a transactional cost and a large pile of legal bills for your startup? Or is it a leverageable asset worthy of attracting precious investment dollars, worth its cost in multiples of valuation? The difference is often quality.
Is your patent application only good enough to get through the examination process? Or has it been crafted to stand the tests of time and varied audiences if you later need to assert that document against an infringer, find yourself litigating with it in an Article 3 Court at the hands of a judge and jury, God forbid, end up having to defend its validity at the PTAB, or even needing to use it to block pirated imports at the International Trade Commission? The difference is often quality.
Quality will be our focus for a good chunk of the remainder of this season. What goes into a quality patent, and where possible, how do you get it without breaking the bank?
** Episode Overview **
In this first episode of our quality series, Kristen Hansen and the panel discuss:
⦿ What do we mean when we say patent quality?
⦿ Why is patent quality important?
⦿ How to balance quality and budget
⦿ The importance of searching, continuations, and draftsperson domain expertise
⦿ Very practical tips, tricks, examples, and Kristen’s Musts for drafting quality applications
https://www.aurorapatents.com/patently-strategic-podcast.html
Data Protection in a Connected World: Sovereignty and Cyber Securityanupriti
Delve into the critical intersection of data sovereignty and cyber security in this presentation. Explore unconventional cyber threat vectors and strategies to safeguard data integrity and sovereignty in an increasingly interconnected world. Gain insights into emerging threats and proactive defense measures essential for modern digital ecosystems.
2. Contents
What is a CRM ?
What are the benefits of using a CRM?
What can you do with advanced CRM Systems?
What can CRM automation provide?
Why choose a cloud-based CRM ?
CRM as a centralised system
How to manage departments?
3. What are the benefits of using a CRM?
• Typically, businesses would use a database application
like Access to track their customer data and relations,
as well as spreadsheets to hold numerical data and
word processed documents to hold other notes and
information. However in today’s dynamic business
world; with ever increasing competition – means the
need to stay one step ahead of competition is
imperative for business survival. How can this be
achieved? Through the use of a CRM system which
enables you to track customer data, manage and track
sales leads, manage campaigns, forecast sales,
measure ROI and automate many marketing and sales
tasks.
• These days, with the vast numbers of competition out
there, the number 1 factor in survival and growth is
customer retention, which can be effectively achieved
through the use of a CRM.
4. What is CRM ?
• Customer Relationship Management or CRM tools
enable companies to close the loop between
marketing and sales.
• CRM’s allows companies to track customer data,
manage and track sales leads, campaign management,
sales forecasting and ROI measurement.
• Advanced CRM solutions also offer marketing
automation and marketing campaign management
that enables managers to measure the success of their
campaign and the planning of future marketing
campaigns.
5. Recent Benchmark tests reveal:
• Increase revenue by 41% per sales person
• Decrease sales cycles by 24%
• Lead conversion rate improvements of over 300%
• Customer retention improvements of 27%
• Decrease sales and marketing costs by 23%
• Improve profit margins by 2%
6. What are the benefits of using a CRM?
• CRM software greatly improves the relationship
between your company and its customers, which
leads to increased sales, customer satisfaction and
number of clients.
• Increased efficiency and effectiveness regarding the
processing of customer orders, relationship and
related data.
• Having a central database of customer relationship
data, including buying behaviors and status, allows
businesses to effectively segment and target each
group accordingly. This ensures that all leads receive
tailored marketing efforts.
7. What are the benefits of using a CRM?
• Cloud computing is the way of the future and all companies
will be associated with it, either directly or indirectly. It is
estimated that by 2014, the market for cloud computing
solutions will be worth $148.8 Billion. The benefits of a cloud-
based CRM solution are extensive. These include access to
your companies CRM, anywhere where an internet
connection is available, around the globe. Cloud-based CRM
solutions, are hosted by the company providing the solution.
• Off-site hosting – You benefit by having your cloud computing
CRM solution hosted by a separate company who specialize in
securing their own software solution, optimizing their servers
to suit the software and providing in depth, comprehensive
support channels to their clients.
• Cost Effective - Your Company doesn’t need to purchase
additional hardware, software or human resources to
introduce a new cloud-computing system. This means
decreased costs, lower security risks, less maintenance, more
efficient management and ultimately less head-ache’s. Also
there will be less expenditure on data and energy.
8. What are the benefits of using a CRM?
• Scalability and flexibility - of cloud-based CRM solutions, means the
CRM solution can grow with you and your business. Cloud-Based CRM,
doesn’t require additional hardware per additional user. All it requires is
for the vendor to be notified and for the necessary back-end
adjustments made.
• Highly automated – Cloud based systems are highly automated, which
means universal changes and seemingly large tasks, can be completed
instantly and updating of systems can be done seamlessly. It is estimated
that by 2014, such automation will decrease the labor associated with IT,
by 25%
• Reliability - of cloud-based systems is a big positive for all businesses.
The Data is backed up instantly, which means increased protection from
data loss and peace-of-mind for all users.
• Simplicity – cloud solution requires less ground work by the clients,
which means decreased human resources and more specialized support
staff.
• Relatively quick to set up – CRM based solutions are software based
packages, thus they are relatively quick to set up. Your CRM provider will
have the hardware implemented and ready to go, with the IT staff ready
to enter the required data, to start your CRM.
9. What are the benefits of using a CRM?
• The way of the future - Cloud based
applications are quickly taking over from local
based software. This is because of the cost
effective benefits, decreased hardware,
software and human resource requirements and
the increasing need for businesses to provide
mobile office options. The top CRM brands will
provide a cloud-based CRM solution, so be sure
to enquire about cloud-based options, which
are sure to be of benefit to your organization.
It is believed that eventually, most business
applications will be served through cloud-based
system, due to the cost effective nature of
cloud-computing.
10. What can you do with advanced CRM Systems?
• Capture Leads: Funnel all enquiries and leads from multiple
sources into one centralized database for further qualification,
rules-based assignment and follow-up.
• Customizable Management Workflow: Provide online access to
the centralized database with fully customizable roles and
permissions for sales, marketing and the extended enterprise
team including distributors, channel partners and third party
support vendors.
• Track leads instantly: Track leads from lead generation to close
• Sales Force Automation: Support sales force automation (SFA) and
contact management to increase sales productivity and enrich
interactions with prospects and customers.
• Closed loop Marketing: Close the loop between marketing and
sales.
• Analyze your business: Measure ROI on marketing campaigns to
better target marketing budgets for maximum revenue impact
11. What can you do with advanced CRM Systems?
• Data mining: Data mine for marketing intelligence
• Manual of use: Access to sales tools, success stories and
sharing of best practice
• Workflow automation: Basic tasks are automated,
reducing time-consuming paperwork and shortening the
sales cycle.
• Manage funnel: Customer profiling allows sales teams to
identify the most qualified prospects, improving customer
interactions and resulting in higher close ratios.
• Disaster Relief: All the CRM’s data is stored offsite with a
company who specialize in security and data
management, to ensure your data is safe and backed-up
instantly.
• Sales Forecasting: forecast and pipeline reports support
individual and team planning, goal setting and evaluation
12. What can you do with advanced CRM Systems?
• Instant Report: Real-time lead tracking and reporting
allows users to see what is working best so that messages
can be refined accordingly.
• Marketing campaign: Knowledgebase and data mining
tools facilitate audience targeting for future promotions
• Promote your brand: Additional value-add capabilities
such as promotion-specific microsites, landing pages and
online event registration sites further support demand
generation efforts.
• Business Intelligence Dashboard: Generate reports and
save them on your dashboard. These reports dynamically
update based on activity.
• E-marketing: instant marketing results.
13. What can you do with advanced CRM Systems?
Time Management:
• CRM’s allow managers to focus exclusively on their work;
avoiding distraction from your core business. This means
managers will work with greater efficiency, effectiveness and
productivity, doing what they do best. With built in scheduling
tools and calendar options, users are able to manage their
appointments, meetings and work schedules, more efficiently.
Workflow/Marketing Automation:
• With CRM Workflow/Marketing Automation, you can manage
your data efficiently by importing data, creating campaigns to
determine leads source conversion rates, develop and track
multiple marketing activities per contact, synchronize data
with your mail client, generate & capture leads, approve your
captured leads through web sites and assign to the right sales
persons in your organisation and much, much more.
• CRM’s can also segment your leads to allow for you to
appropriately tailor to marketing efforts to each segment. This
maximises the effectives of your campaign and will generate
more leads and ultimately more customers.
14. What can you do with advanced CRM Systems?
Improved Customer Service:
• Improvements in customer service can be instantly
realized, as all the customers data can be accessed
with just a few clicks on the CRM. Users can search for
each customer individually and find data relating to all
buying behaviors. Quality CRM’s will filter the results
to allow for increased efficiency when accessing
customer data.
Instant Reports:
• With your CRM, you can instantly generate live
reports for lead tracking and reporting allows users to
see what is working best so that their marketing
messages can be refined accordingly. The reports all
assist in communicating the data to the sales,
marketing and management teams.
15. What can you do with advanced CRM Systems?
Contact Management:
• Contact Management tools are included within your
CRM which make keeping track of your customers
contact details simple and efficient. The range of
benefits includes:
– Easily update customer records, with 1 click
– All contact history including notes, activities,
emails, calendar events, deals etc, can be stored
in one central location.
– Develop relationships with your customers and
access a complete history of all communications
– Manage any number of contacts and profiles
– Send personalized emails direct to your leads
16. What can CRM automation provide?
Sales Force Automation:
• Sales force automation will improve the efficiency,
effectiveness and productivity of your sales team. This system
will also improve the communication between the sales team
and customers. In order to maximise effectiveness, all
customer interactions should be handled by the sales force
automation system.
Close the gap between marketing and sales:
• Closing the gap between marketing and sales provides your
company with many important benefits. You are able to track
your leads from the moment your marketing campaign
creates a prospect; to the moment they enter your sales
pipeline; into the future. The benefit being, you can analyse
the effectiveness of each step in the sales process and
understand how and why you are getting the results you are
getting. This helps understand exactly which areas of the
campaign require improvement, to get the desired successful
results.
17. What can CRM automation provide?
Measure ROI:
• Marketing departments are always required to justify
their expenditure to receive their slice of the budget.
Knowing that a marketing campaign managed to
generate X number of leads is important, but doesn’t
provide justifications for budgets.
• By measuring and analysing your marketing campaigns
to better target marketing budgets for maximum
revenue impact. Forecasting performance in made
simply, with in depth chart, graphing and reporting
tools, to keep you up to date. By having the ability to
measure the results each campaign delivers, you are
able to accurately measure the effectiveness of the
campaign and budget appropriately for future
marketing efforts, which will in turn, increase profits
for your company.
18. What can CRM automation provide?
Marketing Campaign:
• Quality CRM’s includes knowledge and data mining tools to facilitate
current and future audience targeting promotions. Marketing
Campaigns will be more refined to target each customer in each
segment, which in turn will drive more leads into your sales pipeline.
Users can track buying behavior of customers and understand
statistically how their marketing campaigns are affecting the purchasing
behavior of customers.
Data Mining:
• Most CRM’s include Data Mining tools to effectively manage data and
interpret data from within the application, to produce clear and concise
user-friendly output.
• Data Mining occurs in a 5 stage process:
– Extract, alter and load transaction data from customers, into
database
– Store and control data in database
– Make data warehouse available to management and IT dept.
– Analyse the data with application.
– Display data in user-friendly forms e.g. Charts and Graphs.
19. What can CRM automation provide?
Promote your brand:
• Additional value-add capabilities such as promotion-
specific micro sites, landing pages and online event
registration sites further support demand generation
efforts. Superior CRM’s will provide tools that allow
users to create tailored emails to target specific leads
and customers.
• One advanced feature in some CRM’s is they allow
you to track the moment the email is sent, to the
moment it is received and opened by your lead. This
helps you to track what your customers want and
what they are interesting in knowing more
information about. This means your company can
streamline its marketing efforts and produce the most
profitable results. Be sure to confirm with your CRM
provider that this feature is available.
20. Why choose a cloud-based CRM solution?
Updates:
• As technology is forever changing and developing, a
dynamic back-end that updates without end-user
intervention is ideal to keep to your organization running
without interruption. A cloud-CRM can provide this as the
maintenance of the CRM back-end is handled entirely by
the providing company. It’s highly beneficial to your
organization if the CRM solution provided includes free
updates for the life of the product.
API:
• Your organisation will benefit, if your CRM solution allows
you to adapt it to other applications used by your
organization e.g. online newsletter sign-up form. API’s will
allow your CRM to exchange data with other applications
and services. This will be quite beneficial to your business.
21. Why choose a cloud-based CRM solution?
Scalability:
• With the increase in leads, customers and the size of your
organization, comes the need to increase the capacity of
your CRM’s database. Quality Cloud-based CRM’s have
the ability to grow with your business and adapt to your
growing client base. Be sure to enquire about the
scalability of your CRM solution, before implementing it.
Cloud Security:
• CRM providers and vendors are usually more up-to-date
with their security and protection systems, as oppose to
small or medium enterprises. Businesses will benefit from
peace-of-mind, knowing their exposure to security risks is
greatly decreased as oppose to having the responsibility
of securing and maintaining their CRM, when they need
to be focusing their resources on sales and marketing.
22. Why choose a cloud-based CRM solution?
After Sales Support:
• An easy to use, yet powerful CRM solution is ideal for businesses.
However after sales support of your CRM solution is imperative to
the success of the CRM’s implementation. Successful support
begins with a comprehensive support tool, with a link built into
the CRM. Superior CRM companies will provide a central hub of
24/7 support data e.g. a blog or online documentation, which will
give you peace-of-mind knowing you can have your queries
answered promptly, to maintain the highest quality of productivity
and efficiency as possible. Live demonstrations and webinar’s are
other important features of a quality CRM as they provide a
hands-on approach to training and learning how to use your CRM
system, at your own pace!
Tailored CRM Solution:
• Superior CRM solutions provide customization options for your
CRM to suit the industry your business operates in. e.g. Retail,
Insurance, Health, Education, Call Centre, Construction, Services
etc. Just notify your CRM provider of your businesses industry and
request that your CRM solution be customized accordingly.
23. Why choose a cloud-based CRM solution?
Offline CRM:
• Quality CRM solutions will provide support for
Offline use. So no matter if you’ve forgotten your
mobile modem at home or your mobile phone has
simply dropped out of range, you can still edit the
CRM data and synchronize with the cloud based
CRM, when you connect to the internet again.
Analysis:
• CRM’s provide ability to analyze customers and
their buying behaviors. By offering tools to track
customers purchases from becoming a lead to
becoming part of the sales pipeline and beyond, all
data can be analyze by your CRM. This not only
assists with providing appropriate budgeting, but
also lets businesses see the impacts of their
marketing campaigns. This is a vital tool for survival
in a business world full of competition.
24. Why choose a cloud-based CRM solution?
• One efficient and easy to use Centralised system –
• Superior CRM’s will be simple, straight-forward cloud-
based systems, that offer a central hub of securely hosted
customer relationship data management tools.
• Efficiency is maximised with a centralised CRM system
and response times cut, allowing for better management
of customer data and ultimately improved customer
service.
• Your customer data can be managed seamlessly, just with
the click of a button.
• e.g. Medical centre’s can benefit from having their
practitioners in the CRM and allowing each GP to input
patient data, manage their history and effectively keep
track of the patients health status. The administration of
the medical centre can assign patients, update contact
records, send mail merged emails etc.
25. CRM as centralised system
Centralise all communication and client’s information, folder and
documents into 1 easy-to- access system:
• All your client and customer’s communication and transaction data
and documents are all integrate into 1 easy to access system and
because it’s stored in the cloud, it can be accessed from anywhere
around the world, where an internet connection is available. This
also includes web-enabled mobile devices like iPhones and other
smart phones.
System that reduces administration burden:
• 39% of a sales reps time is spent on completing administrative
tasks. High-quality CRM’s can halve this amount, with built in
automation tools. Users can easily update customer records with
just 1 click.
• Administration time is slashed due to all customer relationship
data such as contact information, business transactions and
marketing campaign progress, all being stored in one secure, easy-
to-use, cloud-based CRM application. Put an end to the days of
switching between a number of documents, spreadsheets and
database applications to find the data you are looking for. Your
CRM provider handles all your customer data from one central
application.
26. How to manage any department?
Your CRM helps you manage any department (HR, SALES,
Contact centre etc):
• Being able to access your entities data from one central
application, will improve the efficiency and productivity of
any department in your organisation including HR, Sales,
Contact Centre, IT, Marketing and of course,
Administration. Gone are days of switching between any
number of applications to access data about your
customers, sending out marketing campaigns, forecast
sales & ROI etc.
Centralised all information about products and services, so
that it can be easily controlled by customised live report:
• Combining your customer data with you CRM’s powerful
live reporting tools, you can access real time reports for
measuring the effectiveness of your campaigns and
response of your leads.
27. How to manage any department?
Improved Customer Service:
• Improvements in customer service can be instantly
realized, as all the customers data can be accessed with
just a few clicks on the CRM. Users can search for each
customer individually and find data relating to all buying
behaviors. Quality CRM’s will filter the results to allow for
increased efficiency when accessing customer data.
Instant Reports:
• With your CRM, you can instantly generate live reports for
lead tracking and reporting allows users to see what is
working best so that their marketing messages can be
refined accordingly. The reports all assist in
communicating the data to the sales, marketing and
management teams.
28. Contact us
LeadMaster APAC - Level6,
80 Mount Street,
North Sydney,
NSW 2060
Enquiries:
Ph:+61 2 9464 0700
Fax: +61 2 9464 0777
SalesCRM: +61 1 300 852 599