Create Your Own CRM Roadmap

www.anant.us | [email protected] | 202.905.28181010 Wisconsin Ave, NW | Suite 250 | Washington, DC 20007

Streamline Organize UnifyBusiness Information

Create Your Roadmap for CRMEvaluating and Deciding on CRM Software

Agenda

• Who are these guys? (Intro)• Why “Roadmap”?• Steps to Choosing CRM• Mapping a Business Workflow• Modern Enterprise Canvas• Review of CRMs by Speakers• Panel Discussion / QA

What we do well.

Streamline, Organize & Unify

Business Information

What is Business Information

Internal vs. External (Public vs. Private)Strategic / Tactical / OperationalData / Information / KnowledgeDocuments / Records / Metrics

Project Information

Client Service Information

CorporateGuides

Collaborative Documents

Assets& Files

Corporate Assets

Phases of Business Technology

Business Silos

Standardized Platform

Optimized Core

Business Modularity

Your Business Cloud is Disconnected

… so you and your team spend waste time ...

Bring it all together in One Place

Project Information

Client Service Information

CorporateGuides

Collaborative Documents

Assets& Files

Corporate Assets

Konotree

We will help you connect and organize your data.

find. analyze. act.

FIND

DISCOVER

FILTER

ANALYZE

VISUALIZE

MEASURE

ACT

USE

SHARE

Software Amateurity

• Gonna make a Better:

– Operating System ?

– Web Server ?

– Frontend / Backend Framework ?

– Blog System / CMS / eCommerce ?

– Wheel ?

Software Amateurity

• Equivalent to Adding up a bunch of 1s to get 10.

• Common in Offshore Teams

• “My Hammer can solve all the Problems”

• x=5 and no matter what we can solve it with x.

Why Roadmap?

• Goals over Tasks• People over Process

• Process over Information

• Information over Systems

• Goals / Vision Remains, Software changes all the time.

• Track Leads and Lead Activity

• Track Customer Base

• Track Opportunities and Closing Rates

• Offer Connectivity Between Teams

• Manage Relationships

• Generate Customized Reporting

• Organize Business Operations

• Increase Profitability

• Increase Productivity

What’s the Goal?

• Implementation - Comes from Requirements from

Users

• User Adoption - Comes from asking people before ,

during, after implementation, retraining.

• Mobility - Increases Adoption Tremendously

• Email Integration - Saves time

• Customize - How much is out of box vs. changed by

team vs. by person.

• Product Demo - Users need to buy in

• Reporting - How is reporting helping the business -

incentivize people to track.

How to Get there

• Customization: Does the system let you create custom

fields and objects?

• Automation: Automation refers specifically to lead

assignment and workflow rules.

• Mobile: What’s possible via iOS and Android apps only.

• Marketplace and Add-ons: Integrations can often be

the make or break factor for choosing a system to roll

out.

• Pricing / Scaling: How much for 5 people, for 50?

• Best Features: What makes it different?

• Overall: How good is it? Will you or your team like it?

How to Choose

MVP Scenario: Business Workflow

(Landing / Lead Gen Page) + (CRM + Forms Engine) + (Data Sync)= Business Data Workflow System MVP

MVP Scenario: Business Workflow

System Landing / Lead

Page

CRM Forms Engine Data Sync

Purpose Get Contact

Information into a

System

Manage Customer

Interactions /

Manage Contact

Info

Manage Business

Data for each

Contact

Move / Sync

information

between Systems

Examples Unbounce

Wordpress

Instapage

Welcome Mat

KickoffLabs

Leadpages

Lander

Zoho CRM

Salesforce.com

Nutshell

Hubspot CRM

Pipedrive

Zoho App Creator

Force.com

Airtable

Wufoo

JotForm

Typekit

Google Forms

Zapier

Heroku Connect

IFTTT

Apache Cassandra

Piesync

Microsoft Flow

MVP Scenario: Business Workflow

Unbounce + Zoho CRM + Zoho AppCreator + Zapier = Business Data Workflow System MVP

Modern Enterprise Canvas

Workflow

Approval

Customer

Acquisition

Customer

Payment

Customer

Information

Customer

Information

Customer

Information

Business

Information

Billing

Information

Zoho App

Creator

Unbounce

Zoho CRM Stripe

“Here it is”

Zapier

MVP Scenario: Business Workflow

• x = Customer Info • y = Business Info• z = Billing Info

• Unbounce (x) + Zoho CRM (x) + Zoho AppCreator (x,y) +Zapier (x,y,z) + Stripe (x,z)= Business Data Workflow System MVP

Salesforce

Customizable Dashboards, Objects, Relationships:

stanreeser.com

Salesforce

• Customization: Extensive and Well Supported

• Automation: Extensive

(Sales, Service, Mktg, Commerce, Analytics, Community,Platform, IoT)

• Mobile: Yes, but not Out of the Box

• Marketplace and Add-ons: Perhaps Largest Ecosystem

• Pricing / Scaling: Moderate $75 to Very Expensive $300

(NonProfits are heavily subsidized)

• Best Features: Extensive core features and ecosystem

• Overall: Well documented and supported system that has

hooks to most everything. The IBM of CRM.

stanreeser.com

Nutshell

Nutshell

• Customization: Contacts, Companies, Leads,

Processes, Markets, Products

• Automation: Basic integration w/ Google, Wufoo,

Webhooks

• Mobile: Great Mobile App, Push Notifications

• Marketplace and Add-ons: Mostly via Zapier

• Pricing / Scaling: $20 - $35 - $65/month

• Best Features: Simple interface. Intuitive. BCC Email is

easy to remember. Google Calendar / Gmail sync.

• Overall: Decent software. Great customer service. Easy

to get data in / out / integrate. Good documentation.

Focus is Sales Workflow Automation.

AgileCRM

AgileCRM

• Customization (add/edit fields): deals, contacts, companies

• Automation: Marketing campaigns, forms, lps, calendar

invites, email tracking

• Mobile: Android App, iOS in beta

• Marketplace and Add-ons: Social, Email, Telephony, SMS,

Billing, eCommerce

• Pricing / Scaling: Free for up to 10 users, $9, $30, $50

• Best Features: All in one place, Marketing campaigns

automation, price, Telephony integration, Dashboard

• Overall: Very good set of features for such price

Marketing+Sales+Service

PipeDrive

PipeDrive

• Customization (add/edit fields): deals, contacts,

companies, products

• Automation: sorting emails cc data by companies, deals,

people,web forms, email inbox integration

• Mobile: Android & iOS App

• Marketplace and Add-ons: Goole Apps, Trello, Yesware,

Zapier

• Pricing / Scaling: $12, $29, $75

• Best Features: Simple interface, no data deleted, everything

connected (deals, contacts, companies) in transparent way

• Overall: no email tracking, nice UI, focused on a pipeline

What we do well.

Streamline, Organize & Unify

Business Information

Ongoing Subscription + Kickstart

KICKSTART*- Discovery*- Workshop- Architecture*- Review- Engineering*- Delivery

SUBSCRIPTION- Support- Advisory / Guidance

- Managed*- Setup / Train / Admin- Maintenance*- Config / Customization

*service optionsFree Consultation

www.anant.us | [email protected] | 202.905.28181010 Wisconsin Ave, NW | Suite 250 | Washington, DC 20007

Streamlined DataIntegration / Data Pipelines

Organized KnowledgeSearch / Data Warehouses

Unified InterfacesPortals / Dashboards / Mobile

Free Consultation