Content-Ready Business Decks

Researched by Consultants from Top-Tier Management Companies

Product Development
Project Management
Business Review
Pitch Deck
The SlideTeam Blog

All About PowerPoint, Presentations & Life

Customer Relationship Management Templates
Top 25 Customer Relationship Management Templates to Retain Loyal Clientele

Top 25 Customer Relationship Management Templates to Retain Loyal Clientele

Kritika Saini

January 22, 2021

“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. 

 

Customer Relationship Management PowerPoint Presentation Slides

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!

 

CRM Icon Customer Relationship Management

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!

 

Customer Relationship Management Strategy PowerPoint Templates

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. 

 

Customer Relationship Management Techniques PowerPoint Templates

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.

 

Customer Relationship Management Procedure PowerPoint Templates 

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.

 

Customer Relationship Management Stages PowerPoint Templates

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. 

 

Customer Relationship Management Free PowerPoint Templates Slides

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. 

 

Customer Relationship Management Initiatives PowerPoint Slides Templates

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. 

 

Models Customer Relationship Management PPT PowerPoint

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.

 

Proposal For CRM Implementation PowerPoint Presentation Slides

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. 

 

Objective Customer Relationship Management PPT PowerPoint Presentation

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!

 

Customer Relationship Management Fly Wheel Template

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. 

 

Customer Relationship Management Adoption Curve

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.

 

Customer Relationship Management CRM With Marketing Relationships

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!

 

Elements Of Customer Relationship Management PowerPoint Topics

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. 

 

Customer Relationship Management Activities PowerPoint Slide Themes

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. 

 

Customer Relationship Management Applications PowerPoint Slide Themes

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. 

 

Customer Relationship Management Cycle PowerPoint Slides

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. 

 

Acquired Customer Relationship PowerPoint Presentation Slides

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.

 

Customer Relationship Management Presentation Visual Aids

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.

 

Customer Relationship Lifecycle PowerPoint Slide Presentation

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.

 

Customer Relationship Management Gear PowerPoint Templates Download 

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. 

 

Methods Of Customer Relationship PPT Examples Slides

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.

 

Customer Relationship Management Methodology PowerPoint Guide

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. 

 

Icon For Customer Relationship Management Software

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. 

 

Liked this blog? Please recommend us

Related posts:
2 thoughts on “Top 25 Customer Relationship Management Templates to Retain Loyal Clientele”
  1. Great post!!
    I am so taken by your article.
    1. Kritika Saini
      Thank-You! You can also get in touch with our design team for customized templates.
Leave a Comment
Please type captcha here Reload captcha