Customer Relationship Management Model Powerpoint Presentation Slides
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Getting problem in managing customer retention? We have come up with professionally created customer relationship management model PowerPoint presentation slides. Organizations can participate to manage their relations with customers at all points during the customer lifecycle. Furthermore, in this pre-designed professionally created CRM framework PPT presentation we have included slides on customer initiatives, customer perceived value, emphases on client transaction, traction vs relationship marketing, economic retention, CRM model, lifecycle management, CRM stages and components, E-CRM process, current lead status, lead and deal acquisition, customer retention, CRM capabilities, bar charts and many more. Apart from this, with our relationship development PPT slides, you can also emphasize various other concepts like customer business relationship, sales force planning, consumer management, organizational planning, customer satisfaction, customer services, consumer technical support and business review. The best part is that you can also easily download our customer relationship management model PowerPoint templates. Get all the ingredients to fit exactly with our Customer Relationship Management Model Powerpoint Presentation Slides. It allows you to attempt the jigsaw.
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Content of this Powerpoint Presentation
Slide 1: This is an introductory slide for Customer Relationship Management Model. State Your Company Name to begin.
Slide 2: This is an Agenda slide. Showcase your agendas here.
Slide 3: This slide presents Importance of Customer Initiatives displaying- Customer Initiatives, Decision Support Initiatives, Operational, Initiatives, Financial, Initiatives, Remain in business, Increase revenue, Optimize resources & minimize costs, Leverage investments, Reduce costs, Enhance products & services, Enhance executive decision making, Reach the customer, Participate in global village.
Slide 4: This slide presents Customer Is The Focus stating- Strategy, People, Systems, Process, Structure.
Slide 5: This slide showcases Core Vs Extended Customer Service showing- Out Standing A, Exceeds Expectations B, Satisfactory C, Unsatisfactory D, Failing F, Customer, Expectation, Perceived Value, Customer, Expectation, Perceived Value.
Slide 6: This slide showcases Customer perceived value displaying- Product Benefit, Services Benefit, Personnel Benefit, Image Benefit, Total Customer Benefit, Monetary cost, Time cost, Energy cost, Psychological cost, Total Customer Cost.
Slide 7: This slide shows Emphasis On Customer Transaction displaying- Service’s Customer Understanding And Analysis, Service’s Long –Team Customer Relationship, Service’s Transactions, Customer Interactions, Channels, Customer, Channels, Transaction.
Slide 8: This slide showcases Transaction Vs Relationship Marketing displaying- One- Time, Managing Brands, Mass Communication, Market Share, Profitability Of Transaction, Brand Equity of TRANSACTION Ongoing, Managing People, Individual Communication, Customer Share, Profitability Of Longevity, Customer Share Equity of Relationship.
Slide 9: This slide showcases Why Customers Move Away showing- New Associations, Completion, Product Dissatisfaction, Miscellaneous, Perceived Indifference.
Slide 10: This slide showcases Economics Of Customer Retention showing- Cost Of Retaining Current Customer, Cost Of Acquiring New Customer, Cost Of Retaining Current Customer.
Slide 11: This slide shows CRM Model displaying- Differentiate Based On Customer Needs, Characteristics And Behaviors, Develop Products, Services, Channels To Meet Customers Needs, Retain Valuable Customers, Interact With Customers And Prospective, Customer, Understand Customers’ Needs, Customize By Customer Segment, Acquire Customers And Prospective Customer, Deliver Increased Value To Customer, Interact & Deliver, Develop & Customize, Understand & Differentiate, Acquire & Retain.
Slide 12: This slide presents Customer Lifecycle Management showing- Customer Development Through Personalization And Customization, Customer Need Assessment And Acquisition, Customer Equity Leverage Through Cross Selling , And Up Selling, Customer Retention And Referrals For New Customers.
Slide 13: This slide shows Stages Of CRM displaying- Enhancing The Customer Experience, Marketing More Effectively, Analyzing Customer Behavior, Accessing Information, Storing Information, Collecting Information.
Slide 14: This slide shows CRM Components displaying- Various System, Customer Interaction Center, Customer Sales, Customer Marketing, Customer Field Service, Customer Service, Customer Analysis & Reporting, Self- Serve Channels.
Slide 15: This slide showcases Process Of E-CRM showing- Marketing Department, Indicators, Segmentation Targeting, Campaign Management, Call Center, Service Request Management, Satisfaction Inquiry, Customer Support, Mobile Client SFA, Sales Document Generation, Planning, Prospects Management & Sales Action, Sales Administration, Actions & Alarms Management, Sales Department, Customer Satisfaction, Multi - Channel, Phone, Web Visit, Process Optimization, Customer Retention, Quality Of Service, Customer Knowledge, Customer, Database, Workflow, Analysis, Customer, History, Customer retention, Customer knowledge, Quality of service, Process Optimization, Customers.
Slide 16: This slide also showcases CRM Process displaying- Deliver on Expectations, Define Expectations, Close Order, Process, Negotiate, Support, Propose, Quote, Collections, Receivables, Marketing, Prospecting Web, Qualify, Design Engineer, Specify.
Slide 17: This slide shows Basic CRM And Enhanced CRM showing- Support, Lead, Prospect, Quality, Meet, Repurchase, Service Delivery, Order, Quote.
Slide 18: This slide shows CRM Capabilities showing- Manage cases, Conduct trainings, Provide service, Develop knowledge base, Deliver Products, Produce invoices, Run campaigns, Generate leads, Form a database, Assign Leads, Qualify Leads, Convert Leads, Track Opportunities, headed under Support, Orders, Sales, and Marketing.
Slide 19: This slide shows CRM Dashboard (Pipeline By Sales Stage) showing- (Blank), (Quality), (Develop), (Propose), (Close).
Slide 20: This slide displays CRM Dashboard (Actual Vs Target Revenue) to be presented.
Slide 21: This is a Coffee Break image slide. You may change the slide content as per need.
Slide 22: This slide presents CRM DASHBOARD (OPPORTUNITY BY RATING) in graph form.
Slide 23: This slide showcases CRM DASHBOARD (CURRENT LEAD STATUS) in graph form.
Slide 24: This slide displays CRM DASHBOARD (LEADS BY SOURCE) in graph form.
Slide 25: This slide presents CRM DASHBOARD (DEALS BY EXPECTED CLOSE DATE) in graph form.
Slide 26: This slide presents CRM DASHBOARD (LEAD ACQUISITION & DEAL ACQUISITION) displaying- Touched leads, Lead Acquisition, Touched leads, Deal Acquisition.
Slide 27: This is a CRM DASHBOARD (TOP CUSTOMERS) presented in graphical form.
Slide 28: This slide showcases CRM DASHBOARD TEMPLATE displaying- Open tickets, Closed tickets, New orders, New clients.
Slide 29: This slide shows CRM DASHBOARD (KPIs) displaying- Revenue, Acquisition, Active Subscribers.
Slide 30: This slide shows CRM (SALES REP DASHBOARD) in funnel and graphical form.
Slide 31: This slide presents CRM DASHBOARD (PROJECT MANAGEMENT) showcasing- Project Types, Project Size.
Slide 32: This slide showcases CRM DASHBOARD (SALES DASHBOARD TEMPLATE) displaying- Sales by product march 2006, Total lead ownership, Lead owner breakdown, Month over month closing trend.
Slide 33: This slide shows CRM DASHBOARD (This Year Sales Vs. Last Year Sales) in graphical form.
Slide 34: This slide shows CRM (Marketing Dashboard) showing- Leads Per Week, Leads This Week (Query) Target.
Slide 35: This slide displays CRM DASHBOARD (Intranet Dashboard) in graphical form.
Slide 36: This is a Bar Graph slide to state product/entity comparison, specifications etc.
Slide 37: This is a Stacked Column graph slide. State specifications, comparison of products/entities here.
Slide 38: This is a Stacked Line Chart slide. State specifications, comparison of products/entities here.
Slide 39: This is a Pie chart slide to show product/entity comparison, specifications etc.
Slide 40: This is a Bar Graph slide to state product/entity comparison, specifications etc.
Slide 41: This is Area chart slide to state product/ entity comparison, specifications etc.
Slide 42: This is Scatter Bubble chart slide to state product/ entity comparison, specifications etc.
Slide 43: This is a Bar Chart slide to state product/entity comparison, specifications etc.
Slide 44: This slide shows a Radar Chart for two product/entity comparison, information, specifications etc.
Slide 45: This slide shows a Combo Chart for two product/entity comparison, information, specifications etc.
Slide 46: This slide is titled Additional slides for moving forward. You can change/ alter the content as per need.
Slide 47: This is Our Mission slide with vision and goal text boxes. State them here.
Slide 48: This is Meet Our Team slide to present team related information, specifications etc.
Slide 49: This is an About Us slide to state company or team specifications.
Slide 50: This slide showcases Comparison of two entities in a creative form.
Slide 51: This is a Financial Highlights slide to show financial aspects etc.
Slide 52: This is a Business Quotes slide to convey company's message, beliefs etc. You can change/ alter the content as per need.
Slide 53: This is a Dashboard slide to state metrics, kpis etc.
Slide 54: This is a Location slide of world map image to show global presence, growth etc.
Slide 55: This is a Timeline slide to show evolution, growth, milestones etc.
Slide 56: This is a Timeline slide to show evolution, growth, milestones, business journey etc.
Slide 57: This is a Post It notes for reminders, events, news or memorabilia.
Slide 58: This is a Newspaper slide for reminders, events, news or memorabilia.
Slide 59: This is a Puzzle image slide to show information, specifications etc.
Slide 60: This is a Target slide imagery. State your targets etc. here.
Slide 61: This is a Circular image slide to show information, specifications etc.
Slide 62: This is a Venn diagram image slide to show information, specifications etc.
Slide 63: This is a Lego box image slide to show information, specifications etc.
Slide 64: This is a Matrix slide to show information, comparison, specifications etc.
Slide 65: This slide displays a Mind Map image to show behavioural segmentation or anything relative to it.
Slide 66: This is a Hierarchy slide to show team/organizational specific information etc.
Slide 67: This is a Bulb image slide to show information, innovative aspects etc.
Slide 68: This is a Magnifying glass image slide to show information, scoping aspects etc.
Slide 69: This is a Funnel image slide to show funneling aspects, scoping specifications etc.
Slide 70: This is a Thank You slide with Address# street number, city, state, Contact Numbers, Email Address.
Customer Relationship Management Model Powerpoint Presentation Slides with all 70 slides:
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FAQs for Customer Relationship Management Model
Honestly, start by figuring out where your customer data goes to die between departments - that's usually the biggest mess. You need your sales and marketing people looking at the same info in real-time, not playing telephone with outdated spreadsheets. Set up automated follow-ups so stuff doesn't slip through cracks. Segment your customers properly too - treating a million-dollar client like some random window shopper is just asking for trouble. Oh, and don't skip the analytics part. Track what's actually moving the needle vs what's just busy work. Good data management ties it all together.
Track the obvious stuff first - sales revenue, customer acquisition costs, retention rates. That's your bread and butter. But don't sleep on the softer metrics like customer satisfaction scores and how much faster your team responds to leads. Those are honestly where you'll see the biggest difference, even if they're harder to measure in dollars. I'd set up some kind of monthly dashboard to compare against your pre-CRM numbers. Maybe throw in sales team productivity too - that one always surprises people with how much it improves.
Dude, analytics is what makes CRM actually worth it. All that customer data just sitting there? You can turn it into gold. Track who's buying what, when they're most likely to bounce, what to pitch to different people. Honestly, once you start digging into purchase patterns and engagement stuff, you'll be amazed at what pops out. It helps you time everything better and focus on customers who actually matter instead of chasing random leads. Oh, and don't go crazy at first - just watch a few basics like how often people buy and how much they engage.
Yeah, CRMs are pretty flexible - you can tweak workflows, data fields, all that stuff to fit your industry. Like retail ones focus on inventory and loyalty programs, while healthcare needs appointment booking and HIPAA compliance (which is a pain, honestly). The customization options are kinda overwhelming at first. But that's also what makes them work so well. Third-party integrations help too. I'd say map out your customer journey first - where are the headaches? Then find vendors who actually know your field. Way easier than trying to force a generic system to work.
Honestly, the data migration is what kills most people - your old spreadsheets and whatever system you're using now rarely translate cleanly. Your team's gonna hate learning new workflows too, especially the veterans who've been doing things their way forever. Customizing everything to actually fit how you work gets pricey fast. Sometimes you'll find the CRM just can't handle some random thing your department does daily. Super frustrating. I'd test it with just one team first though - way easier to fix issues before everyone's involved.
Honestly, small businesses have a huge advantage with CRM stuff - you can actually move fast and be personal. Big companies? They're stuck in endless meetings while you're already implementing changes. Pick something simple though, don't go crazy with those massive enterprise systems that'll just confuse everyone. The real win is automating all the boring tasks so you have time for actual conversations with customers. Plus your clients get to talk directly to you instead of bouncing between departments. That personal touch is worth way more than people think.
Honestly, AI automation is huge right now - it can literally predict which customers are about to bail on you. Mobile platforms are everything since nobody's chained to their desk anymore. Your CRM also needs to play nice with all your other tools, from marketing stuff to accounting. Those AI chatbots are getting weirdly impressive at handling customer questions too. But here's the thing - clean up your data first. I learned this the hard way at my last job. All these cool features won't help if you're working with messy customer info.
So your customer personas should totally drive how you set up your CRM. Map out what data fields matter for each type - like if one group loves email but another won't answer unless you call. Set up your workflows differently for each. Your sales team needs to know which approach works for which persona too. Honestly, most people create these personas then never use them, which is such a waste. Build your whole system around how these different customers actually want to talk to you. That's where the magic happens.
Look, CRMs basically give you superhuman memory for customer stuff. When someone calls, you'll see their whole history - what they bought, how they like to be contacted, previous complaints. Makes personalizing conversations so much easier. The automated follow-ups are clutch too. Nobody wants to feel ignored, right? You can catch problems before customers bail instead of scrambling after they're already pissed. Honestly took me way too long to realize how game-changing this was. I'd start with auto check-ins for your best customers first - way less overwhelming.
Okay so basically you've got three big things to worry about. First is consent - people need to actually know what data you're taking and how you'll use it. Don't be one of those companies with insane terms nobody reads. Give customers real control too, like letting them delete stuff or opt out completely. Data security is huge - a breach would absolutely wreck you. Oh and here's my take: just think about how you'd want someone handling your personal info. That's honestly the best compass for this stuff. Trust me, treating people's data with respect isn't just ethical, it's good business.
Look, CRM automation basically takes care of all the boring stuff - logging emails, scheduling follow-ups, sending leads where they need to go. You don't have to think about it. The cool part? It sends personalized messages based on what customers actually do on your site. Response times get way faster, and honestly nothing slips through the cracks anymore (which used to drive me crazy). Your customers feel more valued because they're getting relevant stuff at the right time. I'd start with lead scoring and email sequences first - that's where you'll see results pretty quick.
Honestly, connecting your CRM to social media is a game changer. You'll get tons more customer data and can actually see what people are saying about your brand in real-time. Everyone's scrolling Instagram or Twitter anyway, so why not meet them there? The coolest part is getting that full picture of how customers interact with you across different platforms. Oh, and you can catch complaints before they blow up - learned that one the hard way. My advice? Don't go crazy trying to integrate everything at once. Pick two platforms max to start with.
Honestly, start with locking down who can access what - not everyone needs to see all your customer data. Encrypt the sensitive stuff when it's stored. Your CRM vendor better be GDPR/CCPA compliant too. Train your people properly because most data breaches? Human mistakes, not some movie hacker scenario. Keep everything updated and don't hoard customer info forever - have a solid retention policy. Oh, and document all this stuff. Trust me, when compliance auditors show up (and they will), you'll be glad you did. Regular security audits are non-negotiable.
Honestly, you'll want to hit both the technical stuff and the bigger picture strategy. Start with your power users - they'll become your internal cheerleaders once they get it. The interface training is boring as hell but you can't skip it. People need to know data entry, reporting, all that basic stuff. Role-specific sessions work way better than cramming everyone together. Don't forget the strategic side though - lead scoring, pipeline management, how this thing actually fits into your sales process. Roll it out department by department instead of doing some big-bang launch. Oh, and have support ready for the first few months because people will definitely need handholding.
Honestly, customer feedback is like having a GPS for your CRM - shows you exactly where you're screwing up. People will tell you straight up when workflows suck or when they can't find stuff. I've watched teams completely redo their whole dashboard because users kept bitching about not being able to locate basic info fast enough. Look for patterns in what people are saying too - that's where you'll find the big problems hiding. Oh, and don't just fix the easy stuff first. Focus on changes that'll actually help the most people, not just whatever's convenient.
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