Join Focus

Share what you know with millions of people

Focus is the best place to turn what you know into remarkable content
×
0

How to Select the Right CRM for Your SMB

Topics
Sales
Small Business
CRM

Highlights

In part I of our small to midsize business CRM roundtable series participants learned how to evaluate their business' suitability for a CRM system.

In this roundtable discussion Focus Experts shared their advice on how to develop requirements and choose the right CRM for a small business.

Speakers

Brent Leary
Brent Leary
Partner
CRM Essentials
details
Jim Berkowitz
Jim Berkowitz
CEO / CRM Technology Coa...
CRM Mastery, Inc.
details
Brian Vellmure (@BrianVellmure)
Brian Vellmure (@BrianVellmure)
Principal/Founder
Initium LLC
details
@LaurenEHarper tweeted
To what extent should the CMO be in charge of training their marketers on these different techs? http://www.focus.com/questions/what-extent-should-cmo-be-charge-training-their-marketers/ #FocusRT15
July 15, 2011
@LaurenEHarper tweeted
We don't need any more techs or tools- we need our marketers to step up and gain a new skill set @hebruce #FocusRT15 #b2bmarketing
July 15, 2011
@LaurenEHarper tweeted
Now more than ever- marketing has to be growing in the same direction of sales #FocusRT15 #b2bmarketing
July 15, 2011
@LaurenEHarper tweeted
This is a great @Focus roundtable- really relevant and forward thinking! #FocusRT15
July 15, 2011
@LaurenEHarper tweeted
Marketing 3.0 is as much a sales story as it is a marketing story- sales process will go away and become more of a buying process #FocusRT15
July 15, 2011
@LaurenEHarper tweeted
Marketing 3.0: the buyer is going to be more powerful- systems will be developed to help buyers make smarter decisions @joezuc #FocusRT15
July 15, 2011
@LaurenEHarper tweeted
Marketing 3.0 is where marketing becomes the new finance @gregott #FocusRT15 #b2bmarketing
July 15, 2011
@LaurenEHarper tweeted
Interesting comment from @hebruce awareness doesn't drive behavior anymore #FocusRT15 Do you agree? #b2bmarketing
July 15, 2011
@LaurenEHarper tweeted
#B2B Marketing 3.0: What's Next for B2B Marketers Roundtable is getting underway! Call in now! #FocusRT15 http://www.focus.com/roundtables/b2b-marketing-30/
July 15, 2011
@LaurenEHarper tweeted
RT @macmcconnell 1.5 hours -11amPT until @focus panel on B2B Mrktg 3.0. Great panel - @gregott @joezuc @hebruce @macmcconnell http://bit.ly/nvU5Bw #focusrt15
July 15, 2011
@DannyDoCouto tweeted
just listened to #FocusRT15. Great information on selecting the right #CRM for you #SMB. Check it out here http://bit.ly/kTvuF1
June 16, 2011
@catykobe tweeted
The audio replay for today's #SMB #CRM roundtable is up on @Focus Enjoy! http://bit.ly/l5G9lf (cc @jberkowitz #FocusRT15
June 15, 2011
@catykobe tweeted
The audio replay for today's #SMB #CRM roundtable is up on @Focus Enjoy! http://bit.ly/l5G9lf (cc @CRMStrategies @BrentLeary #FocusRT15
June 15, 2011
@courtneysato tweeted
Takeaway 3: Define requirements, and take those requirements to market via @CRMStrategies #FocusRT15 #CRM
June 15, 2011
@catykobe tweeted
RT @courtneysato Takeaway 2: Treat selecting #CRM as a business changing event--a business initiative via @BrentLeary #FocusRT15
June 15, 2011
@courtneysato tweeted
Takeaway 2: Treat selecting #CRM as a business changing event--a business initiative via @BrentLeary #FocusRT15
June 15, 2011
@catykobe tweeted
RT @courtneysato Takeaway 1: When selecting a #CRM- dont go it alone, get some help when needed via @jberkowitz #FocusRT15
June 15, 2011
@courtneysato tweeted
Takeaway 1: When selecting a #CRM- dont go it alone, get some help when needed via @jberkowitz #FocusRT15
June 15, 2011
@courtneysato tweeted
Ask #CRM vendors for demos on the functions you'll be using the CRM for--that way you can compare on specific functions. #FocusRT15
June 15, 2011
@catykobe tweeted
Don't ask a vendor for a demo b/c they'll only show you what THEY want to show you. - @jberkowitz #FocusRT15 #CRM
June 15, 2011
@courtneysato tweeted
Usability is the most important requirement. CRM isnt useful is employees dont use it. via @jberkowitz #FocusRT15
June 15, 2011
@courtneysato tweeted
Should you select your own #CRM? Use your requirements to narrow down products--all products should do what you need them to do #FocusRT15
June 15, 2011
@courtneysato tweeted
Be able to identify ROI w/ your #CRM. Outside the org = customer loyalty. via @jberkowitz #FocusRT15
June 15, 2011
@courtneysato tweeted
Be able to identify ROI w/ your #CRM. Internally: making people more effective/efficient. via @jberkowitz #FocusRT15
June 15, 2011
@jesus_hoyos tweeted
RT @catykobe Great panelists on this #CRM conversation. @CRMStrategies @jberkowitz & @BrentLeary are 3 brilliant guys! #FocusRT15
June 15, 2011
@crmetrix tweeted
I'm attending @Focus Roundtable: How to Select the Right #CRM for Your #SMB on 6/15 at 11 AM PT. http://t.co/4YUmcXo #FocusRT15
June 15, 2011
@tt_nicole tweeted
RT @courtneysato How to identify your #CRM requirements? Utilize a survey to solicit feedback from all areas of the org. via @jberkowitz #FocusRT15
June 15, 2011
@courtneysato tweeted
How to identify your #CRM requirements? Get feedback from key customers. via @BrentLeary #FocusRT15
June 15, 2011
Mark Wechsler
Mark Wechsler asked a question
How do you get a small sales organization to buy in to CRM?
I've met countless sales reps at small businesses who prefer to use some hacked up combination of Excel and Outlook for "CRM". How do you convince them to buy into a full blown CRM application?
June 15, 2011
2 Answers · Answer this Question
Caty Kobe
Caty Kobe asked a question
What's your first piece of advice for someone who thinks they're ready for CRM?
June 15, 2011
3 Answers · Answer this Question

Events

Related Activity

Shelly Lucas
Shelly Lucas answered
What is the most effective way to engage with new potential customers?
16 minutes ago
Jacqui Dobens
Jacqui Dobens answered
Which blogging service is right for your business?
1 hour 36 minutes ago
Cari Baldwin
Cari Baldwin asked
How do you segment your database to prepare for nurturing?
3 hours 4 minutes ago
ram babu
ram babu answered
Why is content marketing so important right now?
5 hours 50 minutes ago
Jim Barnet
Jim Barnet answered
How would you handle your top salesperson's resignation?
yesterday
Kerri Groves
Kerri Groves asked
Why do people STILL believe that implementing CRM should be easy?
May 27, 2012
Alana Zamora
Alana Zamora is speaking at
The Tricks to Paid Media
May 25, 2012
Andrew Baker
Andrew Baker answered
What's your reaction to cold calls?
May 25, 2012
Jay Ehret
Jay Ehret answered
Why do you feel most companies/people are stuck in the status quo?
May 25, 2012
Dean Sharratt
Dean Sharratt answered
What are the most important sales pipeline metrics?
May 24, 2012