Customer relationship management funnel chart powerpoint slides design

Description:

The image is of a PowerPoint slide titled "Customer Relationship Management Funnel Chart". The slide features a funnel chart that is typically used to represent stages in a sales process, with each stage corresponding to a different phase in the customer relationship management (CRM) lifecycle. The stages are visually represented in different colors, and next to each stage is a monetary value, suggesting the potential or actual revenue associated with each stage of the funnel.

The stages of the CRM funnel represented on the slide are as follows:

1. Total: 

$36,020,000.00: This top section of the funnel likely represents the total potential revenue from all leads or opportunities.

2. Quality: 

$24,070,000.00: This section may indicate leads that have been qualified as having a higher chance of conversion.

3. Develop: 

$11,830,000.00: This stage might represent opportunities that are being developed or nurtured.

4. Propose: 

$18,030,000.00: Here, the proposals or quotes have been given to potential customers.

5. Close: 

$7,090,000.00: The bottom of the funnel, indicating completed sales or closed deals.

Use Cases:

This type of CRM funnel chart is useful in various industries for sales and marketing presentations:

1. Software and SaaS:

Use: Tracking software license renewals and upgrades.

Presenter: Sales Manager

Audience: Sales and marketing teams

2. Healthcare:

Use: Managing patient enrollment in health programs.

Presenter: Program Coordinator

Audience: Healthcare providers, administrative staff

3. Real Estate:

Use: Monitoring property sales progress.

Presenter: Real Estate Agent

Audience: Sellers, real estate firm management

4. Financial Services:

Use: Visualizing client acquisition for new financial products.

Presenter: Financial Advisor

Audience: Clients, sales teams

5. Automotive:

Use: Detailing the car sales process from lead to purchase.

Presenter: Dealership Sales Director

Audience: Sales consultants, finance officers

6. Retail:

Use: Overseeing customer loyalty program sign-ups and engagement.

Presenter: Retail Manager

Audience: Store managers, customer service teams

7. Telecommunications:

Use: Managing subscription services from initial interest to contract renewal.

Presenter: Customer Service Manager

Audience: Customer retention specialists, sales personnel