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“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!
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.
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!
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!
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.
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.
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.
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.
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.
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.
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.
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.
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!
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.
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.
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!
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.