CRM Idol 2011

Dates and Links

Demo: Monday, August 22 at 6 p.m. EDT

http://www.crmidol.com/contestant/civicrm

http://the56group.typepad.com/pgreenblog/2011/06/crm-idol-2011-update-3-locked-and-loaded.html

Overview

• Evaluation Criteria
  • Company
  • Product
  • CRM-ish Qualities
  • Differentiators
  • Competitive Vision
  • Strategy
  • What makes competitor well-rounded
  • Deep knowledge rather than sales-pitch

• Style Considerations
  • Short trumps quantity
  • Interactive - Listen as much as talk
  • Minimize "Known Information"
  • Know what story you are telling
• Offer follow-up for questions that might go beyond the scope.
  • Another meeting
  • Connection with principle developers
  • Whatever is appropriate for follow-up

Demo Outline

5 Min.

• Introductions
• Confirm the Agenda
  • What they would like to see - adjust as needed if possible
  • What you plan to do

20 Min.

• Project/Community Overview and History
  • Relationtional: Who are the key people and what do they do?
  • How are we structured?
  • Where are people located?
• Product
  • What we do - why we exist.
  • How are we positioned in our market?
• Customer Profile
  • Who uses CiviCRM?
  • Vertical Segments - Sounds like a pie chart would be best.
  • How does CiviCRM drive adoption?
    • Consultants?
    • Systems Integrators?
    • Sales channel?
  • How do we know what's going on in our market, what is our expertise in our market segment?
• Problem & Solution
  • What Problem do we solve?
  • How do we do it?
  • How do we solve problems without creating new ones or what do we do about those problems.
• Technical Overview Very High Level
  • Product Components/Architecture
  • How does the customer interact with the product
• Differentiators
  • What makes you different?
  • What are our innovations?

20 Min.

• Live Demo
  • Key Features
  • Less is More

15 Min.

• Unplanned Time
  • Follow-up
  • Questions