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Headworks is the number one choice among experienced owners, engineers and operators who know that quality construction, innovative design, and low lifecycle costs translate into long-term success for their wastewater screening and screen handling investment. Their dependable wastewater screening equipment operates automatically and with virtually no maintenance in tough and corrosive environments.</span>\r\n<span style=\"color: rgb(0, 0, 0); font-family: Verdana, sans-serif; font-size: 12px; \"><br /></span>\r\n<span style=\"color: rgb(0, 0, 0); font-family: Verdana, sans-serif; font-size: 12px; font-weight: bold; \">The Visual Difference</span>\r\n<span style=\"color: rgb(0, 0, 0); font-family: Verdana, sans-serif; font-size: 12px; \">Headworks’ Pipeliner experience began when Imran Jaferey, Headworks Vice President—Global Sales, saw a Pipeliner CRM presentation at one of Pipeliner's Power Breakfasts in Houston. The timing turned out to be perfect as Headworks had become extremely dissatisfied with the CRM they were using at the time.</span>\r\n<span style=\"color: rgb(0, 0, 0); font-family: Verdana, sans-serif; font-size: 12px; \"><br /></span>\r\n<span style=\"color: rgb(0, 0, 0); font-family: Verdana, sans-serif; font-size: 12px; font-style: italic; \">“We have found that the ease of use with Pipeliner is orders of magnitude better than Salesforce, the CRM we had before.”</span>\r\n<span style=\"color: rgb(0, 0, 0); font-family: Verdana, sans-serif; font-size: 12px; font-style: italic; \">“We have found that the ease of use with Pipeliner is orders of magnitude better than Salesforce, the CRM we had before,” Jaferey explains.“The clarity of data and how easily visible it is has made a huge difference in our process. It's much easier to target key opportunities, instead of trying to sort through tables and tables of data. The visual representation was probably the biggest selling point for Pipeliner as far as I was concerned.”</span>\r\n<span style=\"color: rgb(0, 0, 0); font-family: Verdana, sans-serif; font-size: 12px; font-style: italic; \"><br /></span>\r\n<span style=\"color: rgb(0, 0, 0); font-family: Verdana, sans-serif; font-size: 12px; font-style: italic; \">“Our sales team all say that they find it useful to manage their sales process, whereas before they saw the CRM as a tool that the management team used to get information out of them. Now they get more out of it.”</span>\r\n<span style=\"color: rgb(0, 0, 0); font-family: Verdana, sans-serif; font-size: 12px; \"><br /></span>\r\n<span style=\"color: rgb(0, 0, 0); font-family: Verdana, sans-serif; font-size: 12px; font-weight: bold; \">Reporting</span>\r\n<span style=\"color: rgb(0, 0, 0); font-family: Verdana, sans-serif; font-size: 12px; \">Jaferey found another major leap forward was with Pipeliner's powerful reporting features. He says, <span style=\"font-style: italic; \">“One of the biggest frustrations I had with Salesforce was when you're trying to run a report, you're really restricted in what you can get. You get a table out, then have to bring it into Excel and manipulate it there. If you want to look at your forecast in a graphical manner, you've got to bring it into a different software and manipulate it.”</span></span>\r\nThis has not been the case with Pipeliner, and Jaferey cites Pipeliner’s Bubble Chart View as a prime example. “Pipeliner's Bubble Chart View is incredible. Our projects tend to have a very long sales cycle. For example, just yesterday we finally got the order for a project we started working on back in 2011. With the Bubble Chart View, I can look at stage versus time, and tell if it's been in there too long, or even if it’s been too short a time to be advanced. We can target the right size projects, and ignore the tiny ones that are obvious by the size of the bubbles. It's really a powerful tool.”\r\nHeadworks has also found Pipeliner's filtering features extremely useful. “I think being able to set up your own views and filters is fantastic thing,” Jaferey says. “You can get an immediate picture of what's happening in your opportunities without having to do a lot of digging.”\r\n<span style=\"font-weight: bold;\">Multiple Pipelines</span>\r\n“Pipeliner is used to track everything in our sales pipeline—all the leads, opportunities, accounts and contacts,” Jaferey explains. “We're very much sticklers for making sure it goes into the system, because if it doesn't exist there, it doesn't exist.”\r\nHeadworks takes full advantage of Pipeliner CRM's unique multiple pipelines feature. “We also have our project managers using it,” Jaferey adds. “Because of the nature of Pipeliner with the way you can set up the stages, we've actually set up something we call an execution pipeline. With most conventional CRMs, once an opportunity becomes an order it would stop being tracked there. But our project managers are using Pipeliner to track the project from PO to delivery and startup as well.”\r\n<span style=\"font-weight: bold;\">Onboarding and Training</span>\r\nAnother major Pipeliner benefit is the fact it can be implemented in a fraction of the time and expense of other CRM applications.\r\nA common complaint about a traditional CRM is the time and expense to get it up and running. Another major Pipeliner benefit is the fact it can be implemented in a fraction of the time and expense of other CRM applications.\r\n<span style=\"font-style: italic;\">“From the day we signed the Pipeliner contract to the day we had the system running, I think it was less than 3 months,” Jaferey says. “Now everybody uses it and everybody's comfortable with it. When I implemented Salesforce in my last company, it was close to a year process to get it done.</span>\r\n<span style=\"font-style: italic;\">“One of the challenges we faced in bringing Pipeliner onboard was all the data we were trying to bring over. We made a decision in the company to bring over everything—all the projects, all the opportunities we had in the system going back 15 years plus. We got the data cleaned up and in the end, the rollout was pretty instantaneous. We worked with the Pipeliner technical team, and they were fantastic.”</span>\r\n<span style=\"font-weight: bold;\">Administration</span>\r\nIt isn't uncommon, with traditional CRM applications, to have to train up one or two full time administrators to oversee CRM. This isn't the case with Pipeliner—in fact, administration is part time and requires just a few hours training. And anyone can do it.\r\n<span style=\"font-style: italic;\">“With Pipeliner, I don't have to go to IT for help,” Jaferey notes. “That was something I was told, but I didn't believe it until I started using it. I'm one of the administrators, and we have two others—one in Sales and one of the senior project managers. We can add fields, modify forms, and do everything needed.</span>\r\n<span style=\"font-style: italic;\"><br /></span>\r\n<span style=\"font-style: italic;\">“With Salesforce, we had an outside company that we had to pay to make any changes. We've done a fair amount of customization on Pipeliner to make it fit our process, and it’s been very easy.”</span>\r\n<span style=\"font-weight: bold;\">Sales Management Time Slashed</span>\r\n<span style=\"font-style: italic;\">“Pipeliner gives me a lot clearer view into what my team is actually doing.”</span>\r\nLike many others managing salespeople, Jaferey has found Pipeliner to be an enormous time saver. “Pipeliner gives me a lot clearer view into what my team is actually doing,” he says. “Because Salesforce was unwieldy, we had a lot of emails flying around. I don't have to deal with that now—I can see when things are moving along the way they should be and when they're not, I can dig into the feeds and see what activity has been happening.\r\n<span style=\"font-style: italic;\">“With Salesforce pipeline reviews with my sales guys took a couple of hours, and because of that we didn't do them that often. Now every 2 weeks we have a half hour phone call, we can hit on all the key activities and opportunities, and everybody's on the same page.”</span>\r\nWith Salesforce, we had an outside company that we had to pay to make any changes. We've done a fair amount of customization on Pipeliner to make it fit our process, and it’s been a very easy.\r\n<span style=\"font-weight: bold;\">Going Mobile</span>\r\nSalespeople are rarely chained to desks, which means that mobile CRM is a crucial part of their lives. For Headworks, Pipeliner has excelled in this area, too.\r\n<span style=\"font-style: italic;\">“We're all on iPhones here, and the Pipeliner Mobile app has been tremendous,” Jaferey reports. “I'm actually at a trade show right now, and as I talk to somebody and get information I just enter it then. I don't have to sit in the hotel room for an hour tonight entering all this information. I can just enter it then when it's fresh.</span>\r\n<span style=\"font-style: italic;\">“Every day, every hour you wait, that lead gets staler.”</span>\r\n<span style=\"font-style: italic;\">“There was a guy I was speaking with a couple of hours ago. I entered his information into Pipeliner and created an activity for my Marketing Manager to send some information to them. I saw him wandering around the hall like 15 minutes ago and he said, ‘By the way, you work really fast.’ I asked him what he meant and he said, ‘I already got an email with all the case studies and stuff you said you were going to send. I've already forwarded it to my engineers.’</span>\r\n<span style=\"font-style: italic;\">“Every day, every hour you wait, that lead gets staler. So getting it responded to and moving forward immediately is critical. I like that and the sales guys like that, too, that they can just enter the notes and get things done.”</span>\r\n<span style=\"font-weight: bold;\">Opportunity Focus is Key</span>\r\nOverall, Headworks loves the focus that Pipeliner has brought to their sales efforts. “Pipeliner CRM allows us to focus our efforts on the projects we're really going to close,” Jaferey concludes. “We get a lot of opportunities, and historically the qualification process would take too long. We'd end up spending more time on an opportunity than we should have, and ignoring the ones that we could really close effectively. 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The company creates development opportunities, youth training programs, workforce development and educator resources that help build confident, cutting-edge, high demand individuals, prepared for versatile, innovative technology careers.\r\nOne of AIM's most prominent programs is Careerlink.com, a site for Omaha, Nebraska-based companies to post open jobs. It's a paid-for service for the employers, but is free of charge to those seeking employment.\r\nAIM Institute utilizes Pipeliner CRM to track sales leads and opportunities across the company's many different programs.\r\n<span style=\"font-weight: bold;\">The Need for CRM</span>\r\nBecause of AIM's many and different sales activities, the need for the right CRM solution became acute.\r\n<span style=\"font-style: italic;\">“We were using another CRM, but we really needed another CRM that our salespeople and account reps could easily use,” explains AIM systems engineer Chad Picha. “We have 6 different pipelines for all of our various programs.</span>\r\n<span style=\"font-style: italic;\">“We had a contractor that we hired to help us find the best tool for our business needs. Many of the solutions that we have investigated—including NetSuite and Salesforce—are just way too big and, for a non-profit, out of our price league. It's just impossible for a non-profit to pull that off.</span>\r\n<span style=\"font-style: italic;\">“Our contractor had worked with Pipeliner CRM in the past at another company, and they remembered the product. They conducted research into our needs, and into the products that would satisfy them. We needed something that would help us grow consistently, which we wouldn't eventually have to abandon because it doesn't have enough capabilities. It turns out Pipeliner was the one that fit what we needed.”</span>\r\n<span style=\"font-weight: bold;\">Salespeople Love It</span>\r\nAs is the case with Pipeliner CRM customers the world over, AIM salespeople love Pipeliner.<span style=\"font-style: italic;\"> “They've been very excited about it,” Picha says. “They find it very easy to search and create reports from.”</span>\r\nAIM Management is also embracing Pipeliner. <span style=\"font-style: italic;\">“Managers are finding it much easier to do reports, find out what the salespeople are doing, and find out how many leads or contacts have been assigned to them,” Picha continues. “They can find out whether leads have been contacted in a timely manner. They find the bulk updates very easy, and the merge or duplicate accounts very easy and straightforward.”</span>\r\n<span style=\"font-weight: bold;\">Excited about Pipeliner</span>\r\nIn conclusion Picha says, “I would definitely recommend Pipeliner to other companies. 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Through these efforts, we improve thousands of lives in the Silicon Prairie.</span>\r\n<span style=\"color: rgb(0, 0, 0); font-family: Verdana, sans-serif; font-size: 12px; \">We engage with our community partners to provide life-changing programs, develop tech skills and connect people to amazing careers.</span>","companyTypes":[],"products":{},"vendoredProductsCount":0,"suppliedProductsCount":0,"supplierImplementations":[],"vendorImplementations":[],"userImplementations":[],"userImplementationsCount":1,"supplierImplementationsCount":0,"vendorImplementationsCount":0,"vendorPartnersCount":0,"supplierPartnersCount":0,"b4r":0,"categories":{},"companyUrl":"http://aimforbrilliance.org/","countryCodes":[],"certifications":[],"isSeller":false,"isSupplier":false,"isVendor":false,"presenterCodeLng":"","seo":{"title":"AIM Institute","keywords":"programs, tech, life-changing, with, Silicon, Prairie, amazing, engage","description":"<div><span style=\"color: rgb(0, 0, 0); font-family: Verdana, sans-serif; font-size: 12px; \">AIM is an innovative not-for-profit that grows, connects and inspires the tech talent ecosystem through career development and educational programs. Through these effor","og:title":"AIM Institute","og:description":"<div><span style=\"color: rgb(0, 0, 0); font-family: Verdana, sans-serif; font-size: 12px; \">AIM is an innovative not-for-profit that grows, connects and inspires the tech talent ecosystem through career development and educational programs. Through these effor","og:image":"https://old.roi4cio.com/uploads/roi/company/AIM_Institute.png"},"eventUrl":""},"supplier":{"id":4294,"title":"Pipelinersales Inc.","logoURL":"https://old.roi4cio.com/uploads/roi/company/Pipelinersales.png","alias":"pipelinersales-inc","address":"","roles":[],"description":"<span style=\"font-weight: 700; \">About Us</span>\r\n<span style=\"font-weight: 700; \"><br /></span>Pipelinersales Inc., is the parent company of Pipeliner CRM — next-generation CRM software that uses unique visual tools to help salespeople interact with and improve their sales pipeline.\r\n<span style=\"font-weight: 700; \">Where We Are</span>\r\n<span style=\"font-weight: 700; \"><br /></span>Headquartered in Los Angeles, California and Vienna, Austria, Pipeliner spans every continent. We have offices in the UK, Sweden, Slovakia, India, the Middle East, and Asia/Pacific.\r\n<span style=\"font-weight: 700; \">Who We Are</span>\r\n<span style=\"font-weight: 700; \"><br /></span>Pipelinersales Inc. thrives as a powerful IT culture. Our award-winning team includes technical consultants, sales professionals, and CRM experts—some of whom helped to found the CRM industry.","companyTypes":[],"products":{},"vendoredProductsCount":0,"suppliedProductsCount":0,"supplierImplementations":[],"vendorImplementations":[],"userImplementations":[],"userImplementationsCount":0,"supplierImplementationsCount":3,"vendorImplementationsCount":0,"vendorPartnersCount":0,"supplierPartnersCount":0,"b4r":0,"categories":{},"companyUrl":"https://www.pipelinersales.com/","countryCodes":[],"certifications":[],"isSeller":false,"isSupplier":false,"isVendor":false,"presenterCodeLng":"","seo":{"title":"Pipelinersales Inc.","keywords":"Pipelinersales, sales, Pipeliner, Pacific, Sweden, Slovakia, found, India","description":"<div><span style=\"font-weight: 700; \">About Us</span>\r\n<span style=\"font-weight: 700; \"><br /></span>Pipelinersales Inc., is the parent company of Pipeliner CRM — next-generation CRM software that uses unique visual tools to help salespeople interact with and ","og:title":"Pipelinersales Inc.","og:description":"<div><span style=\"font-weight: 700; \">About Us</span>\r\n<span style=\"font-weight: 700; \"><br /></span>Pipelinersales Inc., is the parent company of Pipeliner CRM — next-generation CRM software that uses unique visual tools to help salespeople interact with and ","og:image":"https://old.roi4cio.com/uploads/roi/company/Pipelinersales.png"},"eventUrl":""},"vendors":[],"products":[],"countries":[],"startDate":"0000-00-00","endDate":"0000-00-00","dealDate":"0000-00-00","price":0,"status":"finished","statusLabel":"Finished","isImplementation":true,"isAgreement":false,"confirmed":1,"implementationDetails":{"businessObjectives":{"id":14,"title":"Business objectives","translationKey":"businessObjectives","options":[{"id":252,"title":"Increase Customer Base"},{"id":4,"title":"Reduce Costs"},{"id":5,"title":"Enhance Staff Productivity"}]},"businessProcesses":{"id":11,"title":"Business process","translationKey":"businessProcesses","options":[{"id":356,"title":"High costs of routine operations"},{"id":370,"title":"No automated business processes"},{"id":388,"title":"Failure to attract new customers"},{"id":389,"title":"Customer attrition"},{"id":390,"title":"Low quality of customer support"}]}},"categories":[],"additionalInfo":{"budgetNotExceeded":"","functionallyTaskAssignment":"","projectWasPut":"","price":0,"source":{"url":"https://www.pipelinersales.com/case-studies-testimonials/case-studies-aim-institute/","title":"Web-site of vendor"}},"comments":[],"referencesCount":0}],"vendorImplementations":[],"userImplementations":[],"userImplementationsCount":0,"supplierImplementationsCount":3,"vendorImplementationsCount":0,"vendorPartnersCount":0,"supplierPartnersCount":0,"b4r":0,"categories":{"71":{"id":71,"title":"CRM - Customer Relationship Management","description":"<span style=\"font-weight: bold;\">Customer service</span> is the provision of service to customers before, during and after a purchase. The perception of success of such interactions is dependent on employees &quot;who can adjust themselves to the personality of the guest&quot;. Customer service concerns the priority an organization assigns to customer service relative to components such as product innovation and pricing. In this sense, an organization that values good customer service may spend more money in training employees than the average organization or may proactively interview customers for feedback.\r\nA <span style=\"font-weight: bold;\">customer support</span> is a range of customer services to assist customers in making cost effective and correct use of a product. It includes assistance in planning, installation, training, trouble shooting, maintenance, upgrading, and disposal of a product. These services even may be done at customer's side where he/she uses the product or service. In this case it is called &quot;at home customer services&quot; or &quot;at home customer support.&quot;\r\nRegarding technology, products such as mobile phones, televisions, computers, software products or other electronic or mechanical goods, it is termed technical support. \r\nCustomer service may be provided by a person (e.g., sales and service representative), or by automated means, such as kiosks, Internet sites, and apps.\r\n<span style=\"font-weight: bold;\">CRM </span>(Customer Relationship Management) is an approach to manage a company's interaction with current and potential customers. It uses data analysis about customers' history with a company to improve business relationships with customers, specifically focusing on customer retention and ultimately driving sales growth.\r\nOne important aspect of the CRM approach is the systems of CRM that compile data from a range of different communication channels, including a company's website, telephone, email, live chat, marketing materials and more recently, social media. Through the CRM approach and the systems used to facilitate it, businesses learn more about their target audiences and how to best cater to their needs.\r\nCRM helps users focus on their organization’s relationships with individual people including customers, service users, colleagues, or suppliers.\r\nWhen people talk about customer relationship management system, they might mean any of three things: \r\n<ul><li><span style=\"font-weight: bold;\">CRM as Technology</span>: This is a technology product, often in the cloud, that teams use to record, report and analyse interactions between the company and users. This is also called a CRM system or solution.</li><li><span style=\"font-weight: bold;\">CRM as a Strategy</span>: This is a business’ philosophy about how relationships with customers and potential customers should be managed.&nbsp; </li><li><span style=\"font-weight: bold;\">CRM as a Process</span>: Think of this as a system a business adopts to nurture and manage those relationships.</li></ul>\r\n<br /><br /><br />","materialsDescription":"<h1 class=\"align-center\"><span style=\"font-weight: normal;\">Why is CRM important?</span></h1>\r\nCRM management system enables a business to deepen its relationships with customers, service users, colleagues, partners and suppliers.\r\nForging good relationships and keeping track of prospects and customers is crucial for customer acquisition and retention, which is at the heart of a CRM’s function. You can see everything in one place — a simple, customizable dashboard that can tell you a customer’s previous history with you, the status of their orders, any outstanding customer service issues, and more.\r\nGartner predicts that by 2021, CRM technology will be the single largest revenue area of spending in enterprise software. If your business is going to last, you know that you need a strategy for the future. For forward-thinking businesses, CRM is the framework for that strategy.\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the benefits of CRM?</span></h1>\r\nBy collecting and organising data about customer interactions, making it accessible and actionable for all, and facilitating analysis of that data, CRM offers many benefits and advantages.<br />The benefits and advantages of CRM include:\r\n<ul><li>Enhanced contact management</li><li>Cross-team collaboration</li><li>Heightened productivity</li><li>Empowered sales management</li><li>Accurate sales forecasting</li><li>Reliable reporting</li><li>Improved sales metrics</li><li>Increased customer satisfaction and retention</li><li>Boosted marketing ROI</li><li>Enriched products and services</li></ul>\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the key features of most popular CRM software programs?</span></h1>\r\nWhile many CRM solutions differ in their specific value propositions — depending on your business size, priority function, or industry type — they usually share some core features. These, in fact, are the foundation of any top CRM software, without which you might end up using an inferior app or an over-rated address book. So, let’s discuss the key features you need to look for when figuring out the best CRM software for your business.\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Contact management</span>. The best CRM solutions aren’t just an address book that only organizes contact details. It manages customer data in a centralized place and gives you a 360-degree view of your customers. You should be able to organize customers’ personal information, demographics, interactions, and transactions in ways that are meaningful to your goals or processes. Moreover, a good contact management feature lets you personalize your outreach campaign. By collecting personal, social, and purchase data, it will help you to segment target audience groups in different ways.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Reporting and dashboards</span>. These features of customer relationship management allow you to use analytics to interpret customer data. Reporting is very useful if you want to consolidate disparate data and churn out insights in different visualizations. This lets you make better decisions or proactively deal with market trends and customer behavioral patterns. The more visual widgets a CRM software has, the better you can present reports. Furthermore, a best customer relationship management software will generate real-time data, making reporting more accurate and timely. Reporting also keeps you tab on sales opportunities like upsell, resell, and cross-sell, especially when integrated with e-commerce platforms.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Lead management</span>. These features let you manage leads all the way to win-loss stage. They pave a clear path to conversion, so you can quickly assess how the business is performing. One of the main three legs that comprises the best client relationship management software (the other two being contact management and reporting), lead management unburdens the sales team from follow-ups, tracking, and repetitive tasks.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Deals and tasks</span>. Deals and tasks are closely associated with leads. Deals are leads at the negotiation stage, so it’s critical to keep a close eye on their associated tasks for a higher chance of conversion.<br />CRM software tools should also let you track both deals and tasks in their respective windows or across the sales stages. Whether you’re viewing a contact or analyzing the sales pipeline, you should be able to immediately check the deal’s tasks and details. Deals and tasks should also have user permissions to protect leaks of sensitive data. Similarly, alerts are critical to tasks so deadlines are met. Notifications are usually sent via email or prominently displayed on the user’s dashboard.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Campaign management</span>. Solid CRM software will integrate this feature to enable marketing processes from outreach concept to A/B testing to deployment and to post analysis. This will allow you to sort campaigns to target segments in your contacts and define deployment strategies. You will also be able to define metrics for various channels, then plow back the insights generated by post-campaign analytics into planning more campaigns.<br />Recurring outreach efforts can also be automated. For instance, you can set to instantly appropriate content to contacts based on their interest or send tiered autoresponders based on campaign feedback.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Email management</span>. By integrating with popular email clients like Gmail and Outlook, CRM solutions can capture email messages and sort important details that can be saved in contacts or synced with leads. They can also track activities like opened emails, forwarded emails, clicked links, and downloaded files. Emails can also be qualified for prospecting.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Social media management. </span>Popular CRM systems feature an integrated social media management where you can view different social media pages from the CRM’s interface. This is a convenient way to post, reply on, and manage all your pages. Likewise, this feature gives you a better perspective on how customers are interacting with your brand. A glean of their likes and dislikes, interests, shares, and public conversations helps you to assess customer biases and preferences. Customers are also increasingly using social media to contact companies; hence, a good CRM should alert you for brand mentions.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Mobile access</span>. With more users accessing apps via mobile devices, many vendors have been prioritizing mobile-first platforms. Emergence Capital Partners study found over 300 mobile-first apps so far and CRM is definitely one their targets. Many CRM solutions have both Android and iOS apps. Mobile access works in two ways to be highly appreciated: accessing data and inputting data while on location. Field sales with the latest sales information on hand may be able to interest prospects better. Conversely, sales reps can quickly update deals across the pipeline even as they come off a client meeting.</li></ul>\r\n\r\n","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/CRM_-_Customer_Relationship_Management.png","alias":"crm-customer-relationship-management"},"337":{"id":337,"title":"Sales","description":" Sales are activities related to selling or the number of goods or services sold in a given targeted time period.\r\nThe seller, or the provider of the goods or services, completes a sale in response to an acquisition, appropriation, requisition, or a direct interaction with the buyer at the point of sale. There is a passing of title (property or ownership) of the item, and the settlement of a price, in which agreement is reached on a price for which transfer of ownership of the item will occur. The seller, not the purchaser, typically executes the sale and it may be completed prior to the obligation of payment. In the case of indirect interaction, a person who sells goods or service on behalf of the owner is known as a salesman or saleswoman or salesperson, but this often refers to someone selling goods in a store/shop, in which case other terms are also common, including salesclerk, shop assistant, and retail clerk.\r\nIn common law countries, sales are governed generally by the common law and commercial codes. In the United States, the laws governing sales of goods are somewhat uniform to the extent that most jurisdictions have adopted Article 2 of the Uniform Commercial Code, albeit with some non-uniform variations.\r\nA person or organization expressing an interest in acquiring the offered item of value is referred to as a potential buyer, prospective customer, or prospect. Buying and selling are understood to be two sides of the same &quot;coin&quot; or transaction. Both seller and buyer engage in a process of negotiation to consummate the exchange of values. The exchange, or selling, process has implied rules and identifiable stages. It is implied that the selling process will proceed fairly and ethically so that the parties end up nearly equally rewarded. The stages of selling, and buying, involve getting acquainted, assessing each party's need for the other's item of value, and determining if the values to be exchanged are equivalent or nearly so, or, in buyer's terms, &quot;worth the price&quot;. Sometimes, sellers have to use their own experiences when selling products with appropriate discounts.\r\nAlthough the skills required are different, from a management viewpoint, sales is a part of marketing. Sales often form a separate grouping in a corporate structure, employing separate specialist operatives known as salespersons (singular: salesperson). Selling is considered by many to be a sort of persuading &quot;art&quot;. Contrary to popular belief, the methodological approach of selling refers to a systematic process of repetitive and measurable milestones, by which a salesman relates his or her offering of a product or service in return enabling the buyer to achieve their goal in an economic way.","materialsDescription":" <span style=\"font-weight: bold;\">What's the Difference Between Sales and Marketing?</span>\r\nSales and Marketing: two terms we often hear together when working with mid-size companies. In some ways, this is logical because the two need to work together. But in fact, Sales and Marketing are two very different functions and require very different skills.\r\nBusiness leaders know what Operations are; they make stuff. They know what Accounting is; they record and control the money. And they know what Sales do; they sell stuff. So if you are not making stuff, selling stuff, or recording the money—what is marketing and why do you need it?\r\nWhat's the difference between Sales and Marketing? To answer this question, let's define what Sales and Marketing are separately and how they support one another.\r\n<span style=\"font-style: italic;\"><span style=\"font-weight: bold;\">What is Marketing? Aligning with Customers, Now and for the Future</span></span>\r\nA key job of Marketing is to understand the marketplace from the perspective of the customer looking back towards the company and helping lead the company where it should be in the future. Marketing’s job is to direct the organization toward the segments, or groups of customers and channels where the company can profitably compete. It should help the organization see how it needs to modify its product offerings, pricing, and communication so that it meets the needs of the distribution channel or end customers.\r\nMarketing also needs to convert the market understanding into tools and tactics to attract the market, build (often digital) relationships, and develop leads. Without Sales, Marketing efforts run short. Marketing directs Sales as to where they should be hunting and what ammo to use. Note, however, that if Marketing becomes a sales support function focused only on the now, the future can become lost.\r\n<span style=\"font-style: italic;\"><span style=\"font-weight: bold;\">Without Marketing, Sales Suffers</span></span>\r\nNot even the best hunter can bring home dinner if they are shooting blanks at decoys. Markets are constantly changing. The job of marketing is to stay ahead of the changes and help the hunters see where they should be hunting and provide them with the right ammunition. If Marketing is only focused on delivering the ammunition for today, nobody will see where the industry is moving or where the company needs to hunt next. This limits growth not only for Sales and Marketing but also for your entire organization.\r\n<span style=\"font-style: italic;\"><span style=\"font-weight: bold;\">Can You be Both Sales and Marketing?</span></span>\r\nIn all my years, working for companies that ranged from Fortune 100 to mid-size companies I have never met anyone who was really good at both sales and marketing. I have held the title of VP of Sales and Marketing, managing a 500 person sales and merchandising force. I was really a marketing person with sales authority. The skills required to focus on the now and the push of sales are different. In many ways, they are contrary to the skills of looking to the future and the customer perspective of marketing.\r\nEvery Sales organization feels they have a good understanding of their customers. But every Sales conversation with a customer has a sales transaction lurking in the background. Therefore, customers can never be completely open about their needs and want when talking to a sales person.\r\nFor a company to really grow, someone must have the job of looking out the window towards where the company needs to go in the future. For many companies, this is the job of the CEO and Sales hires someone to do some sales support and gives them a marketing title. But as companies grow, the job of CEO starts to become a full-time job in itself and the strategic role of Marketing gets short-changed. A study of mid-size companies by the University of Texas showed that companies that separated the roles of Marketing and Sales were much more likely to grow faster than the industry average.\r\n<span style=\"font-style: italic;\"><span style=\"font-weight: bold;\">Sales and Marketing: Today and the Future</span></span>\r\nSales need to be focused on the now. You can’t run a company unless your sales team is focused on bringing in today’s business. But you can’t really ask your Sales leaders where the company should go next and to develop the 18-month plan to get there without losing focus on today’s revenue. Besides, if your sales executive was really good at developing future-focused business strategies and tying that strategy to the plans and tools of marketing to make it happen, they would be a marketing person and not a now-focused sales person.","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/icon_Sales.png","alias":"sales"},"339":{"id":339,"title":"Marketing","description":" Marketing is the study and management of exchange relationships. It is the business process of creating relationships with and satisfying customers. Because marketing is used to attract customers, it is one of the primary components of business management and commerce. Marketers can direct product to other businesses (B2B marketing) or directly to consumers (B2C marketing).\r\nRegardless of who is being marketed to, several factors, including the perspective the marketers will use. These market orientations determine how marketers will approach the planning stage of marketing. This leads into the marketing mix, which outlines the specifics of the product and how it will be sold. This can in turn, be affected by the environment surrounding the product, the results of marketing research and market research, and the characteristics of the product's target market.\r\nOnce these factors are determined, marketers must then decide what methods will be used to market the product. This decision is based on the factors analyzed in the planning stage as well as where the product is in the product life cycle.\r\nMarketing is defined by the American Marketing Association as &quot;the activity, set of institutions, and processes for creating, communicating, delivering, and exchanging offerings that have value for customers, clients, partners, and society at large&quot;. The term developed from the original meaning which referred literally to going to market with goods for sale. From a sales process engineering perspective, marketing is &quot;a set of processes that are interconnected and interdependent with other functions of a business aimed at achieving customer interest and satisfaction&quot;.\r\nPhilip Kotler defined marketing as &quot;Satisfying needs and wants through an exchange process&quot;, and a decade later defines it as “a social and managerial process by which individuals and groups obtain what they want and need through creating, offering and exchanging products of value with others.”\r\nThe Chartered Institute of Marketing defines marketing as &quot;the management process responsible for identifying, anticipating and satisfying customer requirements profitably&quot;. A similar concept is the value-based marketing which states the role of marketing to contribute to increasing shareholder value. In this context, marketing can be defined as &quot;the management process that seeks to maximise returns to shareholders by developing relationships with valued customers and creating a competitive advantage&quot;.\r\nIn the past, marketing practice tended to be seen as a creative industry, which included advertising, distribution and selling. However, because the academic study of marketing makes extensive use of social sciences, psychology, sociology, mathematics, economics, anthropology and neuroscience, the profession is now widely recognized as a science, allowing numerous universities to offer Master-of-Science (MSc) programs.\r\nThe process of marketing is that of bringing a product to market, which includes these steps: broad market research; market targeting and market segmentation; determining distribution, pricing and promotion strategies; developing a communications strategy; budgeting; and visioning long-term market development goals. Many parts of the marketing process (e.g. product design, art director, brand management, advertising, inbound marketing, copywriting etc.) involve use of the creative arts.","materialsDescription":"<span style=\"font-weight: bold; \">What the differences between B2B and B2C Marketing?</span>\r\nThe different goals of B2B and B2C marketing lead to differences in the B2B and B2C markets. The main differences in these markets are demand, purchasing volume, amount of customers, customer concentration, distribution, buying nature, buying influences, negotiations, reciprocity, leasing and promotional methods.\r\n<span style=\"font-style: italic; \">Demand:</span> B2B demand is derived because businesses buy products based on how much demand there is for the final consumer product. Businesses buy products based on customer's wants and needs. B2C demand is primarily because customers buy products based on their own wants and needs.\r\n<span style=\"font-style: italic; \">Purchasing Volume:</span> Businesses buy products in large volumes to distribute to consumers. Consumers buy products in smaller volumes suitable for personal use.\r\n<span style=\"font-style: italic; \">Amount of Customers:</span> There are relatively fewer businesses to market to than direct consumers.\r\n<span style=\"font-style: italic; \">Customer Concentration:</span> Businesses that specialize in a particular market tend to be geographically concentrated while customers that buy products from these businesses are not concentrated.\r\n<span style=\"font-style: italic; \">Distribution:</span> B2B products pass directly from the producer of the product to the business while B2C products must additionally go through a wholesaler or retailer.\r\n<span style=\"font-style: italic; \">Buying Nature:</span> B2B purchasing is a formal process done by professional buyers and sellers while B2C purchasing is informal.\r\n<span style=\"font-style: italic; \">Buying Influences:</span> B2B purchasing is influenced by multiple people in various departments such as quality control, accounting, and logistics while B2C marketing is only influenced by the person making the purchase and possibly a few others.\r\n<span style=\"font-style: italic; \">Negotiations:</span> In B2B marketing, negotiating for lower prices or added benefits is commonly accepted while in B2C marketing (particularly in Western cultures) prices are fixed.\r\n<span style=\"font-style: italic; \">Reciprocity:</span> Businesses tend to buy from businesses they sell to. For example, a business that sells printer ink is more likely to buy office chairs from a supplier that buys the business's printer ink. In B2C marketing, this does not occur because consumers are not also selling products.\r\n<span style=\"font-style: italic; \">Leasing:</span> Businesses tend to lease expensive items while consumers tend to save up to buy expensive items.\r\n<span style=\"font-style: italic; \">Promotional Methods:</span> In B2B marketing, the most common promotional method is personal selling. B2C marketing mostly uses sales promotion, public relations, advertising, and social media.\r\n<span style=\"font-weight: bold; \">What are marketing orientations?</span>\r\nA marketing orientation has been defined as a &quot;philosophy of business management.&quot; or &quot;a corporate state of mind&quot; or as an &quot;organization[al] culture&quot;. Although scholars continue to debate the precise nature of specific orientations that inform marketing practice, the most commonly cited orientations are as follows:\r\n<span style=\"font-style: italic; \"><span style=\"font-weight: bold; \">Product</span></span>\r\nA firm employing a product orientation is mainly concerned with the quality of its product. A product orientation is based on the assumption that all things being equal, consumers will purchase products of superior quality. The approach is most effective when the firm has deep insights into customer needs and desires as derived from research and/or intuition and understands consumer's quality expectations and price consumers are willing to pay. Although the product orientation has largely been supplanted by the marketing orientation, firms practicing a product orientation can still be found in haute couture and arts marketing.\r\n<span style=\"font-style: italic; \"><span style=\"font-weight: bold; \">Sales</span></span>\r\nA sales orientation focuses on the selling/promotion of the firm's existing products, rather than developing new products to satisfy unmet needs or wants. This orientation seeks to attain the highest possible sales through promotion and direct sales techniques. The sales orientation &quot;is typically practiced with unsought goods.&quot; One study found that industrial companies are more likely to hold a sales orientation than consumer goods companies. The approach may also suit scenarios in which a firm holds dead stock, or otherwise sells a product that is in high demand, with little likelihood of changes in consumer tastes diminishing demand.\r\nA 2011 meta-analyses found that the factors with the greatest impact on sales performance are a salesperson's sales-related knowledge (knowledge of market segments, sales presentation skills, conflict resolution, and products), degree of adaptiveness (changing behavior based on the aforementioned knowledge), role clarity (salesperson's role is to expressly to sell), cognitive aptitude (intelligence) and work engagement (motivation and interest in a sales role).\r\n<span style=\"font-style: italic; \"><span style=\"font-weight: bold; \">Production</span></span>\r\nA firm focusing on a production orientation specializes in producing as much as possible of a given product or service in order to achieve economies of scale or economies of scope. A production orientation may be deployed when a high demand for a product or service exists, coupled with certainty that consumer tastes and preferences remain relatively constant (similar to the sales orientation). The so-called production era is thought to have dominated marketing practice from the 1860s to the 1930s, but other theorists argue that evidence of the production orientation can still be found in some companies or industries. Specifically, Kotler and Armstrong note that the production philosophy is &quot;one of the oldest philosophies that guides sellers... [and] is still useful in some situations.&quot;\r\n<span style=\"font-style: italic; \"><span style=\"font-weight: bold; \">Marketing</span></span>\r\nThe marketing orientation is the most common orientation used in contemporary marketing. It is a customer-centric approach that involves a firm basing its marketing program around products that suit new consumer tastes. Firms adopting a marketing orientation typically engage in extensive market research to gauge consumer desires, use R&amp;D (Research &amp; Development) to develop a product attuned to the revealed information, and then utilize promotion techniques to ensure consumers are aware of the product's existence and the benefits it can deliver. Scales designed to measure a firm's overall market orientation have been developed and found to be robust in a variety of contexts.\r\nThe marketing orientation has three prime facets, which are:\r\n<span style=\"font-style: italic; \">Customer orientation:</span> A firm in the market economy can survive by producing goods that people are willing and able to buy. Consequently, ascertaining consumer demand is vital for a firm's future viability and even existence as a going concern.\r\n<span style=\"font-style: italic; \">Organizational orientation:</span> The marketing department is of prime importance within the functional level of an organization. Information from the marketing department is used to guide the actions of a company's other departments.\r\nAs an example, a marketing department could ascertain (via marketing research) that consumers desired a new type of product or a new usage for an existing product. With this in mind, the marketing department would inform the R&amp;D department to create a prototype of a product/service based on consumers' new desires.\r\nThe production department would then start to manufacture the product, while the marketing department would focus on the promotion, distribution, pricing, etc. of the product. Additionally, a firm's finance department would be consulted, with respect to securing appropriate funding for the development, production, and promotion of the product. Finance may oppose the required capital expenditure since it could undermine a healthy cash flow for the organization.\r\n<span style=\"font-style: italic;\">Mutually beneficial exchange:</span> In a transaction in the market economy, a firm gains revenue, which thus leads to more profits, market shares, and/or sales. A consumer, on the other hand, gains the satisfaction of a need/want, utility, reliability and value for money from the purchase of a product or service.\r\n<span style=\"font-style: italic;\"><span style=\"font-weight: bold;\">Societal marketing</span></span>\r\nA number of scholars and practitioners have argued that marketers have a greater social responsibility than simply satisfying customers and providing them with superior value. Marketing organizations that have embraced the societal marketing concept typically identify key stakeholder groups such as employees, customers, and local communities. Companies that adopt a societal marketing perspective typically practice triple bottom line reporting whereby they publish social impact and environmental impact reports alongside financial performance reports. 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