“How you gather, manage, and use information will determine whether you win or lose” - Bill Gates.
Are you a small business looking for a place to accumulate your information? Or a large-scale business planning to manage client interactions and focus on improving customer satisfaction? Or a startup wanting to know its customer count; last month’s revenue; the person who closed maximum deals; and the channel that is best-suited for communicating with the customers?
If the answer is yes, and your current process is unable to find solutions to these critical problems, you will eventually need customer relationship management (CRM) to guide yourself methodically.
What is Customer Relationship Management?
“Customer is king,” the digital adage has set in strong. Customer relationship management (CRM) at its core includes all the strategies, activities, technologies, and tools that an organization uses to manage its interactions with the current and prospective customers. It is a management strategy that helps an organization build a relationship with its customers; increase customer loyalty and satisfaction; and, hence, boost productivity and revenue.
Although earlier CRM was used individually for sales, these days, any organizational unit (sales, customer service, human resource, marketing, and business development) can benefit from CRM. Other than streamlining the processes for increasing sales, let us understand the distinct benefits of CRM.
Benefits of Customer Relationship Management
1. Lead management: Getting quality leads is not sufficient; tracking and managing them to deal with closure is also essential. Lead scoring and automated lead assignment in CRM help you assign the leads on various parameters and perceive the ones with the highest chances of conversion.
2. Learning: CRM helps companies gain a strategic advantage by anticipating their customer’s needs; the reason for purchase; and trends in purchasing history. Well-organized customer data can help a company choose the right person/mode to promote a new product.
3. Integration: CRM integrates with social media, messaging, telephones, email-marketing, and live chats. As the CRM system is centralized, with the integration of data, it can be accessed by any person using any authorized application.
4. Growing business reputation: CRM helps you in proper maintenance of the data to perform with perfection without any hindrance. It also helps the employees become more efficient by learning how to analyze data accurately.
5. Reduces cost: CRM is swift and easy to implement. A cloud-based system does not require any hardware for installation. Therefore, it reduces the cost and headache of version control and update schedules.
To help you select the most lucrative customer management system for your organization, we have categorized a list of 25 well-researched templates.
Let us begin our CRM journey!
Template 1
CRM is crucial for running a successful business. Use this well-researched complete deck and create an everlasting bond with the existing customers. Download this template to identify the needs of your customers and suggest alternative enhancements.
Download Customer Relationship Management PowerPoint Presentation Slides
Template 2
Choose this customer relationship management template to solve your customer’s problems without any delay. Also, facilitate the communication between your client and organization to attain customer satisfaction. Download and edit it conveniently!
Download CRM Icon Customer Relationship Management
Template 3
This template design helps you showcase a plan to grow sales and improve customer service through a combination of processes, actions, and technology. Therefore, download this creative bundle right away!
Download Customer Relationship Management Strategy PowerPoint Templates
Template 4
Elaborate the additional support, marketing, order, and sales CRM techniques using this well-structured template design. In fact, some of the techniques are already mentioned in the template. The slide is easy-to-edit. So download and use it multiple times.
Download Customer Relationship Management Techniques PowerPoint Templates
Template 5
Customers expect personalized and meaningful interactions. Understand your audience’s needs and develop solutions to treat them better than the competitors. Use this CRM template to lay out a procedure and constantly evolve it for long-term customer satisfaction.
Download Customer Relationship Management Procedure PowerPoint Templates
Template 6
Choosing a new customer relationship management system can be troublesome for any organization. Pick this transparent and precise template to ease through the process of CRM implementation by breaking it down into stages. Download and utilize this well-structured template design.
Download Customer Relationship Management Stages PowerPoint Templates
Template 7
This is yet another CRM template that can be used to coordinate the customer data and avoid any conflict. Adopting customer relationship management procedure becomes easy due to the flexibility of this template. Therefore, download it and make changes according to your company’s process.
Download Customer Relationship Management Free PowerPoint Templates Slides
Template 8
This initiative template acts as a guide to design a company-wide business strategy to reduce costs and increase profitability by solidifying customer loyalty and advocacy. It can be considered as an at-a-glance tool with a fully-customizable format.
Download Customer Relationship Management Initiatives PowerPoint Slides Templates
Template 9
Your company can have all the elements to be successful, but if you do not invest time and effort in building a robust relationship with your customers, you can bear heavy losses. Pick this template design and help your customers feel valued and hear from your company on a regular basis.
Download Models Customer Relationship Management PPT PowerPoint Presentation Templates
Template 10
This CRM template can be used for outlining steps to win the customer’s trust. The slide is not just for sales but can be utilized by other departments as well. This is a very fruitful set as all the key deliverables can be interpreted with ease.
Download Proposal For CRM Implementation Powerpoint Presentation Slides
Template 11
Improve the efficiency of your business by deploying this well-structured CRM template. It will help your company drive profits by effectively tracking the relationship between current and future customers. In addition, you can also use it for marketing and technical support.
Download Objective Customer Relationship Management PPT PowerPoint
Template 12
Harness the power of this flywheel CRM template. Encourage word-of-mouth promotion and information from customers by making use of this creative bundle. This design is easy to adapt. Therefore, download it to access it on the go!
Download Customer Relationship Management Fly Wheel
Template 13
Share insights about your CRM expedition with the adoption curve diagram of this slide. Use it to calculate the optimization of CRM in your business strategy. Edit it quickly based on your requirements.
Download Customer Relationship Management Adoption Curve
Template 14
Create compliance between the CRM and demand management approaches by using the graph in this template. This is a fully-responsive CRM design that complements any presentation. Download it, if it suits your requirement.
Download Customer Relationship Management CRM With Marketing Relationships And Demand Management
Template 15
Showcase the major elements of customer relationship management like human resource, customer service, sales automation, lead management, marketing, workflow automation, analytics, and reporting. This template offers a host of features, of which change tops the list. So download it right away!
Download Elements Of Customer Relationship Management PowerPoint Topics
Template 16
Use this activities checklist template to keep your CRM roadmap on track for ensuring high performance. Present relevant information with this set and share it with your audience.
Download Customer Relationship Management Activities PowerPoint Slide Themes
Template 17
Implement the correct CRM system for your organization to manage customer interactions, track leads, and streamline processes. This is a fully-responsive slide, so feel free to edit it as per your liking.
Download Customer Relationship Management Applications
Template 18
Highlight the four stages of customer relationship management — marketing, sales, product, and support — with this template. Download and elucidate the key deliverables of your company’s CRM system.
Download Customer Relationship Management Cycle PowerPoint Slides
Template 19
Use this set of slides to help your company implement on-premises CRM solutions. The template acts as a tool to carry out your customer management process smoothly. Download and initiate long-term success.
Download Acquired Customer Relationship PowerPoint Presentation Slides
Template 20
Motivate your employees to collaborate on different processes and increase productivity. Deploy this CRM template and use its visuals to captive the audience. Therefore, download and use it for any industry or vertical.
Download Customer Relationship Management Presentation Visual Aids
Template 21
Customer lifecycle describes the various stages that a client goes through before, during, and after they finish off a transaction. Pick the template and adopt it according to your business.
Download Customer Relationship Lifecycle PowerPoint Slide Presentation Tips
Template 22
This is yet another example of a customer relationship management template. Download and add it to your arsenal. Not only this, but the template will also help your company find new customers, win their trust, and provide qualified support.
Download Customer Relationship Management Gear PowerPoint Template
Template 23
Display the various methods to develop a strong customer relationship using the smart art in this template. In addition, you can connect with your clients and manage their social media response. Download it and change its content to achieve perfection.
Download Methods Of Customer Relationship PPT Examples Slides
Template 24
Create and add value to your company’s brand image using this CRM methodology template. The highly adaptive feature of this template guarantees that the user faces no difficulty. So download it straight away and communicate with the right knowledge.
Download Customer Relationship Management Methodology PowerPoint Guide
Template 25
This CRM template design can be used by any software firm to present the icon of a new customer relationship management system. It allows easy communication, so download it and attract your audience’s attention.
Download Icon For Customer Relationship Management Software
Upscale your business operations to save time and money by creating effective processes and automating the unique ones. Download these striking templates to gain a crucial competitive edge and customer satisfaction.
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