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CRM Planning And
Implementation - Procedures
And Practices
Your Company Name
Agenda
www.company.com
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Agenda
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Agenda
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Agenda
2
Importance Of Customer Initiatives
www.company.com
3
2017 2018 2019 2020 2021 2022
Participate in global village
Reach the customer
Enhance executive decision making
Enhance products & services
Leverage investments
Reduce costs
remain in
business
increase
revenue
optimize
resources &
minimize costs
customer
initiatives
decision
support
initiatives
operational
initiatives
financial
initiatives
Customer is the Focus
www.company.com
4
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Process
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People
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Strategy
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Structure
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Systems
Customer
Core Vs Extended Customer Service
www.company.com
5
0
10
20
30
40
50
60
70
80
90
100
Core Service Satisfies Caring Service Delights
Customer
Expectation
Perceived
Value
Customer
Expectation
Perceived
Value
Out Standing A
Exceeds Expectations B
Satisfactory C
Unsatisfactory D
Failing F
Customer Perceived Value
www.company.com
6
Total Customer Cost
• Monetary Cost
• Time Cost
• Energy Cost
• Psychological Cost
Customer
Perceived
Value
Total Customer Benefit
• Product Benefit
• Services Benefit
• Personnel Benefit
• Image Benefit
Customer Interactions
CHANNELS
CUSTOMER
CHANNELS
Service’s Customer Understanding And Analysis
Service’s Long –Team Customer Relationship
Service’s Transactions
TRANSACTION
Emphasis on
Customer Transaction
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Transaction Vs Relationship Marketing
www.company.com
8
RELATIONSHIP02.
Ongoing
Managing People
Individual Communication
Customer Share
Profitability Of Longevity
Customer Share Equity
TRANSACTION01.
One-Time
Managing Brands
Mass Communication
Market Share
Profitability Of Transaction
Brand Equity
Why Customers Move Away
www.company.com
9
52%
6%
10%
15%
20%
52%
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Perceived Indifference
6%
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Miscellaneous
10%
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New Associations
15%
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Completion
20%
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Product Dissatisfaction
Economics of Customer Retention
www.company.com
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10
Cost of Retaining Current
Customer
Cost of Acquiring New
Customer
Cost of Retaining Current
Customer
2X
15-30X
50-100X
CRM Model
www.company.com
11
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Acquire
Customers And
Prospective
Customer
Deliver
Increased Value
To Customer
Retain
Valuable
Customers
Understand
Customers’
Needs
Differentiate
Based On
Customer Needs,
Characterist-ics
And Behaviors
Develop Products,
Services,
Channels To Meet
Customers Needs
Interact With
Customers And
Prospective
Customer
Customize
By Customer
Segment
Customer Lifecycle Management
www.company.com
01 02
0304
CRM
Customer Retention And
Referrals For New Customers
Customer Need Assessment
And Acquisition
Customer Development
Through Personalization And
Customization
Customer Equity Leverage
Through Cross Selling , And
Up Selling,
12
Stages of CRM
www.company.com
13
Enhancing The
Customer Experience
Marketing
More Effectively
Analyzing
Customer Behavior
Accessing
Information
Storing
Information
Collecting
Information
Stage 01 Stage 02 Stage 03 Stage 04 Stage 05 Stage 06
CRM Components
www.company.com
Staff
Customer
Customer
Interaction
Center
Self- Serve
Channels
Customer
Sales
Customer
Marketing
Customer
Field Service
Customer
Service
Customer
Analysis &
Reporting
14
Various
System
Process of E-CRM
www.company.com
Customer
Database
Workflow
AnalysisCustomer
History
Customer knowledge
Quality of Service
Customer Retention
Process Optimization
Campaign
Management
Indicators
Segmentation Targeting
Actions &
Alarms
Management
Customer
Satisfaction
Multi-Channel
Service Request
Management
Satisfaction
Inquiry
Mobile Client SFA
Sales Document
Generation
Planning
Prospects Management
& Sales Action
Sales Administration
Customer
Support
Sales
Department
Marketing
Department
Call
Center
Customers
Phone
Mail
E-mail
Fax
Web Visit
15
CRM Process
CRM
Customer Relationship
Management
Marketing
Prospecting Web
Qualify
Design Engineer
Specify
Propose Quote
Collections Receivables
Deliver on
Expectations
Define
Expectations
Close Order
Process
Negotiate
Support
www.company.com
16
Basic CRM and Enhanced CRM
www.company.com
17
Support
Lead
Prospect
Quality
Repurchase
Service Delivery
Order
Quote
Meet
Get Quote
@
CRM Capabilities
www.company.com
18
• 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
Support Orders
Marketing Sales
CRM Dashboard (Pipeline By Sales Stage)
www.company.com
01
02
03
04
05
$24,070,000,00
$11,830,000,00
$18,030,000,00
$7,090,000,00
$36,020,000,00Total
Quality
Develop
Propose
Close
19
CRM Dashboard (Actual Vs. Target Revenue)
www.company.com
20
$470.0
$1.0 $700.0
$351.0
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Actual Target
Coffee Break
Let’s Have a Break, We'll
Come Back After 15
Minutes
CRM Dashboard (Opportunity By Rating)
www.company.com
22
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18
32
45
0
10
20
30
40
50
Cold Hot Warm
CountallOpportunity
Rating
Open Opportunity
CRM Dashboard (Current Lead Status)
www.company.com
0 5 10 15 20 25
Jonson Carol
John Clark
Tony John
Peter Smith
Tom Parker
Carol Doe
New Assigned In process Converted Recycled
23
CRM Dashboard (Leads By Source)
www.company.com
24
25%
15%
10%
50%
Advertisement
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Email campaign
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Online site
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Exhibition
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attention.
CRM Dashboard (Deals By Expected Close Date)
www.company.com
25
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0
3
6
9
12
15
18
21
24
Jul Aug Sep
45%
35%
12%
Deals by Expected Close Date
CRM Dashboard (Lead Acquisition & Deal Acquisition)
www.company.com
26
60 Day 90 Day30 Day
20
Touched Leads
40%
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Lead Acquisition
60 Day 90 Day30 Day
40
New Deals
80%
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Deal Acquisition
0
10
20
30
40
50
60
70
80
90
100
Customer 1 Customer 2 Customer 3 Customer 4 Customer 5 Customer 6 Customer 7 Customer 8 Customer 9 Customer 10
Our Top Customers
CRM Dashboard (Top Customers)
www.company.com
27
CRM Dashboard Template
www.company.com
28
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Open Tickets 15% Closed Tickets 10%
New Clients 25%New Orders 50%
2%
4%
3%
7%
4%
6%
9%
0
1
2
3
4
5
6
7
8
9
10
Sun Mon Tue Wed Thu Fri Sat
Week Income
CRM Dashboard (KPIs)
www.company.com
29
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Active SubscribersRevenue
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Acquisition
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55%25%
15%
5%
Subscriber 1 Subscriber 2
Subscriber 3 Subscriber 4
0
10
20
30
40
50
60
70
80
90
100
11-Aug 12-Aug 13-Aug 14-Aug
2015 2016 2017
K
K
K
K
K
K
K
K
K
K
K
0
10
20
30
40
50
60
70
80
90
100
Week 1 Week 2 Week 3 Week 4 Week 5 Week 6
2015 2016 2017
CRM (Sales Rep Dashboard)
www.company.com
30
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80%
20%
80-Proposal 20-Negotiation
Opportunities Est. Close Next 25 Days
0 2 4 6 8
1
2
3
4
Actual vs Goal
Sum(Actual Money) ($)
Sum(Target Money) ($)
5-Negotiation
4-Proposal
1-Identity
2-Qualification
3-Develop
01
02
03
04
05
65
58
47
35
20
Opp Duration by Pipeline
CRM Dashboard (Project Management)
www.company.com
31
Total Projects
10
Projects on Hold
20
Overdue Projects
30
Available Resources
40%
Schedule
50
Project Types
10%
40%
25%
15%
10%
Crime Horror Adventure Fact Children's Books
Project
Types
Project Types
40%
25%
20%
10%
5%
Xlarge Large Medium Small Xsmall
Project
Size
Project Size
CRM Dashboard (Sales Dashboard Template)
www.company.com
32
$0.00
$1.00
$2.00
$3.00
$4.00
$5.00
$6.00
$7.00
$8.00
$9.00
$10.00
Q 1 Q 2 Q 3 Q 4
Product A Product B
Product C Product D
$0.00
$1.00
$2.00
$3.00
$4.00
$5.00
$6.00
$7.00
$8.00
Product A Product B Product C Product D Product E
Revenue Profit Quantity
0% 50% 100%
Lost
Converted
Open
Jeff Smith Peter Clark John Daniel
65%
25%
10%
Peter Clark
Jeff Smith
John Daniel
Total lead
ownership
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Sales by product
march 2017
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Lead owner
breakdown
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Month over month
closing trend
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CRM Dashboard (This Year Sales Vs. Last Year Sales)
www.company.com
33
Sales Given in Fiscal Month
$0
$10
$20
$30
$40
$50
$60
$70
$80
$90
$100
Jan Feb Mar Apr May Jun Jul Aug
This Year Sales Last Year Sales
K
K
K
K
K
K
K
K
K
K
K
CRM (Marketing Dashboard
www.company.com
34
Leads This Week (Query)
Target (50)
0
25
50
75
100
60%
Leads Per Week
$0
$10
$20
$30
$40
$50
$60
$70
$80
$90
$100
1 Week 2 Week 3 Week 4 Week
CRM Dashboard (Intranet Dashboard)
www.company.com
35
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Country
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Page views
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Events Count
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Page views
2015 2016 2017
40k
30k
20k
10k
0k
0
2
4
6
8
10
2015 2016 2017
Country 1 Country 2 Country 3
2015
2016
2017
0k 20k 30k
4/2015
7/2016
1/2017
30%
20%
50%
Bar Chart
www.company.com
36
Clustered Bar
www.company.com
(In Percentage)
45
26
64
25
52
54
35
12
78
54
20
71
0 10 20 30 40 50 60 70 80 90 100
Q1
Q2
Q3
Q4
Unit Count
Product A Product B Product C
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37
100% Stacked Bar
www.company.com
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0 10 20 30 40 50 60 70 80 90 100
Q1
Q2
Q3
Q4
Unit Count
Product A Product B
(In Percentage)
38
Pie
www.company.com
18%
14%
25%
43%
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Product 01
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Product 02
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Product 03
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Product 04
39
Area Stacked
www.company.com
0
5
10
15
20
25
30
35
40
45
50
DecNovOctSepAugJulJunMayAprMarFebJan
Product A Product B
Year(2017)
Profit(InPercentage)
40
Scatter With Smooth Lines And Markers
www.company.com
0
10
20
30
40
50
60
70
80
90
100
0 10 20 30 40 50 60
Profit(InThousands)
Dollar(In Billions)
85
41
Scatter Chart
www.company.com
20
60
30
38
70
85
65
55
10
20
30
40
50
60
70
80
90
100
10 20 30 40 50
In Percentage
Profit(InSales)
42
Stacked Column
www.company.com
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9
15 18 20 21 22 25
30
34
10
15
17
23
26
31
34
37
40
5
15
25
35
45
55
65
FY 01 FY 02 FY 03 FY 04 FY 05 FY 06 FY 07 FY 08 FY 09
Product A Product B
Profit(Milliondollars)
43
Stacked Line Chart
www.company.com
75
0
10
20
30
40
50
60
70
80
2010 2011 2012 2013 2014 2015 2016 2017
Profit(InDollar) Product A Product B
44
Stacked Line
www.company.com
45
0
10
20
30
40
50
60
70
80
90
100
2014 2015 2016 2017
Profit(InThousands)
Product A Product B
Combo Chart
www.company.com
0
10
20
30
40
50
60
70
80
90
100
2014 2015 2016 2017
Product A Product B Product C
Profit(InThousand)
46
Additional
Slides
www.company.com
47
www.company.com
48
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Our
Mission
Meet Our Team
www.company.com
49
Name Here
Designation
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Name Here
Designation
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Designation
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Designation
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50
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About
Us
Comparison
www.company.com
51
40%
T h i s s l i d e i s 1 0 0 %
e d i t a b l e . A d a p t i t t o y o u r
n e e d s a n d c a p t u r e y o u r
a u d i e n c e ' s a t t e n t i o n .
Male
60%
T h i s s l i d e i s 1 0 0 %
e d i t a b l e . A d a p t i t t o y o u r
n e e d s a n d c a p t u r e y o u r
a u d i e n c e ' s a t t e n t i o n .
Female
Minimum
T h i s s l i d e i s 1 0 0 % e d i t a b l e .
Medium
T h i s s l i d e i s 1 0 0 % e d i t a b l e .
Maximum
T h i s s l i d e i s 1 0 0 % e d i t a b l e .
www.company.com
52
45%
75%
95%
Financial
Quotes
www.company.com
53
The only way to
do great work,
is to love what
you do.
- Steve Jobs
Dashboard
www.company.com
54
0
25
50
75
100
Medium
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Low
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High
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Location
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55
North
America
50%
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10%
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25%
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15%
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Asia
Australia
Latin
America
Timeline
www.company.com
56
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2014
2017
2016
2015
Post It Notes
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57
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01 02 03 04
Newspaper
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NEWSPAPER
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Puzzle
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59
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01
0203
04
Target
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60
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Circular
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61
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Venn
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03
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04
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05
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02
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01
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Lego
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63
04
03
02
01
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Matrix
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64
HighLow
HighLow
Question
Mark
Dog
Star
Cash
Cow
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Mind Map
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01.
02.
03.
Hierarchy
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66
Marry Carol
Sales & Marketing
Jena Doe
Graphic Designer
Peter Clark
CEO
Jeff Smith
Manager
Bulb
www.company.com
67
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Product A
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CRM Planning And Implementation Procedures And Practices PowerPoint Presentation Slides

  • 1. CRM Planning And Implementation - Procedures And Practices Your Company Name
  • 2. Agenda www.company.com This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Agenda This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Agenda This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Agenda This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Agenda This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Agenda This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Agenda 2
  • 3. Importance Of Customer Initiatives www.company.com 3 2017 2018 2019 2020 2021 2022 Participate in global village Reach the customer Enhance executive decision making Enhance products & services Leverage investments Reduce costs remain in business increase revenue optimize resources & minimize costs customer initiatives decision support initiatives operational initiatives financial initiatives
  • 4. Customer is the Focus www.company.com 4 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Process This slide is 100% editable. Adapt it to your needs and capture your audience's attention. People This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Strategy This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Structure This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Systems Customer
  • 5. Core Vs Extended Customer Service www.company.com 5 0 10 20 30 40 50 60 70 80 90 100 Core Service Satisfies Caring Service Delights Customer Expectation Perceived Value Customer Expectation Perceived Value Out Standing A Exceeds Expectations B Satisfactory C Unsatisfactory D Failing F
  • 6. Customer Perceived Value www.company.com 6 Total Customer Cost • Monetary Cost • Time Cost • Energy Cost • Psychological Cost Customer Perceived Value Total Customer Benefit • Product Benefit • Services Benefit • Personnel Benefit • Image Benefit
  • 7. Customer Interactions CHANNELS CUSTOMER CHANNELS Service’s Customer Understanding And Analysis Service’s Long –Team Customer Relationship Service’s Transactions TRANSACTION Emphasis on Customer Transaction ▪ This slide is 100% editable. Adapt it to your needs and capture your audience's attention. ▪ This slide is 100% editable. Adapt it to your needs and capture your audience's attention. ▪ This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 8. Transaction Vs Relationship Marketing www.company.com 8 RELATIONSHIP02. Ongoing Managing People Individual Communication Customer Share Profitability Of Longevity Customer Share Equity TRANSACTION01. One-Time Managing Brands Mass Communication Market Share Profitability Of Transaction Brand Equity
  • 9. Why Customers Move Away www.company.com 9 52% 6% 10% 15% 20% 52% This slide is 100% editable. Perceived Indifference 6% This slide is 100% editable. Miscellaneous 10% This slide is 100% editable. New Associations 15% This slide is 100% editable. Completion 20% This slide is 100% editable. Product Dissatisfaction
  • 10. Economics of Customer Retention www.company.com This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 10 Cost of Retaining Current Customer Cost of Acquiring New Customer Cost of Retaining Current Customer 2X 15-30X 50-100X
  • 11. CRM Model www.company.com 11 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Acquire Customers And Prospective Customer Deliver Increased Value To Customer Retain Valuable Customers Understand Customers’ Needs Differentiate Based On Customer Needs, Characterist-ics And Behaviors Develop Products, Services, Channels To Meet Customers Needs Interact With Customers And Prospective Customer Customize By Customer Segment
  • 12. Customer Lifecycle Management www.company.com 01 02 0304 CRM Customer Retention And Referrals For New Customers Customer Need Assessment And Acquisition Customer Development Through Personalization And Customization Customer Equity Leverage Through Cross Selling , And Up Selling, 12
  • 13. Stages of CRM www.company.com 13 Enhancing The Customer Experience Marketing More Effectively Analyzing Customer Behavior Accessing Information Storing Information Collecting Information Stage 01 Stage 02 Stage 03 Stage 04 Stage 05 Stage 06
  • 15. Process of E-CRM www.company.com Customer Database Workflow AnalysisCustomer History Customer knowledge Quality of Service Customer Retention Process Optimization Campaign Management Indicators Segmentation Targeting Actions & Alarms Management Customer Satisfaction Multi-Channel Service Request Management Satisfaction Inquiry Mobile Client SFA Sales Document Generation Planning Prospects Management & Sales Action Sales Administration Customer Support Sales Department Marketing Department Call Center Customers Phone Mail E-mail Fax Web Visit 15
  • 16. CRM Process CRM Customer Relationship Management Marketing Prospecting Web Qualify Design Engineer Specify Propose Quote Collections Receivables Deliver on Expectations Define Expectations Close Order Process Negotiate Support www.company.com 16
  • 17. Basic CRM and Enhanced CRM www.company.com 17 Support Lead Prospect Quality Repurchase Service Delivery Order Quote Meet Get Quote @
  • 18. CRM Capabilities www.company.com 18 • 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 Support Orders Marketing Sales
  • 19. CRM Dashboard (Pipeline By Sales Stage) www.company.com 01 02 03 04 05 $24,070,000,00 $11,830,000,00 $18,030,000,00 $7,090,000,00 $36,020,000,00Total Quality Develop Propose Close 19
  • 20. CRM Dashboard (Actual Vs. Target Revenue) www.company.com 20 $470.0 $1.0 $700.0 $351.0 This slide is 100% editable.. This slide is 100% editable. Actual Target
  • 21. Coffee Break Let’s Have a Break, We'll Come Back After 15 Minutes
  • 22. CRM Dashboard (Opportunity By Rating) www.company.com 22 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 18 32 45 0 10 20 30 40 50 Cold Hot Warm CountallOpportunity Rating Open Opportunity
  • 23. CRM Dashboard (Current Lead Status) www.company.com 0 5 10 15 20 25 Jonson Carol John Clark Tony John Peter Smith Tom Parker Carol Doe New Assigned In process Converted Recycled 23
  • 24. CRM Dashboard (Leads By Source) www.company.com 24 25% 15% 10% 50% Advertisement This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Email campaign This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Online site This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Exhibition This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 25. CRM Dashboard (Deals By Expected Close Date) www.company.com 25 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 0 3 6 9 12 15 18 21 24 Jul Aug Sep 45% 35% 12% Deals by Expected Close Date
  • 26. CRM Dashboard (Lead Acquisition & Deal Acquisition) www.company.com 26 60 Day 90 Day30 Day 20 Touched Leads 40% This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Lead Acquisition 60 Day 90 Day30 Day 40 New Deals 80% This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Deal Acquisition
  • 27. 0 10 20 30 40 50 60 70 80 90 100 Customer 1 Customer 2 Customer 3 Customer 4 Customer 5 Customer 6 Customer 7 Customer 8 Customer 9 Customer 10 Our Top Customers CRM Dashboard (Top Customers) www.company.com 27
  • 28. CRM Dashboard Template www.company.com 28 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Open Tickets 15% Closed Tickets 10% New Clients 25%New Orders 50% 2% 4% 3% 7% 4% 6% 9% 0 1 2 3 4 5 6 7 8 9 10 Sun Mon Tue Wed Thu Fri Sat Week Income
  • 29. CRM Dashboard (KPIs) www.company.com 29 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Active SubscribersRevenue This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Acquisition This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 55%25% 15% 5% Subscriber 1 Subscriber 2 Subscriber 3 Subscriber 4 0 10 20 30 40 50 60 70 80 90 100 11-Aug 12-Aug 13-Aug 14-Aug 2015 2016 2017 K K K K K K K K K K K 0 10 20 30 40 50 60 70 80 90 100 Week 1 Week 2 Week 3 Week 4 Week 5 Week 6 2015 2016 2017
  • 30. CRM (Sales Rep Dashboard) www.company.com 30 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 80% 20% 80-Proposal 20-Negotiation Opportunities Est. Close Next 25 Days 0 2 4 6 8 1 2 3 4 Actual vs Goal Sum(Actual Money) ($) Sum(Target Money) ($) 5-Negotiation 4-Proposal 1-Identity 2-Qualification 3-Develop 01 02 03 04 05 65 58 47 35 20 Opp Duration by Pipeline
  • 31. CRM Dashboard (Project Management) www.company.com 31 Total Projects 10 Projects on Hold 20 Overdue Projects 30 Available Resources 40% Schedule 50 Project Types 10% 40% 25% 15% 10% Crime Horror Adventure Fact Children's Books Project Types Project Types 40% 25% 20% 10% 5% Xlarge Large Medium Small Xsmall Project Size Project Size
  • 32. CRM Dashboard (Sales Dashboard Template) www.company.com 32 $0.00 $1.00 $2.00 $3.00 $4.00 $5.00 $6.00 $7.00 $8.00 $9.00 $10.00 Q 1 Q 2 Q 3 Q 4 Product A Product B Product C Product D $0.00 $1.00 $2.00 $3.00 $4.00 $5.00 $6.00 $7.00 $8.00 Product A Product B Product C Product D Product E Revenue Profit Quantity 0% 50% 100% Lost Converted Open Jeff Smith Peter Clark John Daniel 65% 25% 10% Peter Clark Jeff Smith John Daniel Total lead ownership Adapt it to your needs and capture your audience's attention. Sales by product march 2017 Adapt it to your needs and capture your audience's attention. Lead owner breakdown Adapt it to your needs and capture your audience's attention. Month over month closing trend Adapt it to your needs and capture your audience's attention.
  • 33. CRM Dashboard (This Year Sales Vs. Last Year Sales) www.company.com 33 Sales Given in Fiscal Month $0 $10 $20 $30 $40 $50 $60 $70 $80 $90 $100 Jan Feb Mar Apr May Jun Jul Aug This Year Sales Last Year Sales K K K K K K K K K K K
  • 34. CRM (Marketing Dashboard www.company.com 34 Leads This Week (Query) Target (50) 0 25 50 75 100 60% Leads Per Week $0 $10 $20 $30 $40 $50 $60 $70 $80 $90 $100 1 Week 2 Week 3 Week 4 Week
  • 35. CRM Dashboard (Intranet Dashboard) www.company.com 35 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Country This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Page views This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Events Count This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Page views 2015 2016 2017 40k 30k 20k 10k 0k 0 2 4 6 8 10 2015 2016 2017 Country 1 Country 2 Country 3 2015 2016 2017 0k 20k 30k 4/2015 7/2016 1/2017 30% 20% 50%
  • 37. Clustered Bar www.company.com (In Percentage) 45 26 64 25 52 54 35 12 78 54 20 71 0 10 20 30 40 50 60 70 80 90 100 Q1 Q2 Q3 Q4 Unit Count Product A Product B Product C This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 37
  • 38. 100% Stacked Bar www.company.com This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 0 10 20 30 40 50 60 70 80 90 100 Q1 Q2 Q3 Q4 Unit Count Product A Product B (In Percentage) 38
  • 39. Pie www.company.com 18% 14% 25% 43% This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Product 01 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Product 02 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Product 03 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Product 04 39
  • 41. Scatter With Smooth Lines And Markers www.company.com 0 10 20 30 40 50 60 70 80 90 100 0 10 20 30 40 50 60 Profit(InThousands) Dollar(In Billions) 85 41
  • 43. Stacked Column www.company.com This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 9 15 18 20 21 22 25 30 34 10 15 17 23 26 31 34 37 40 5 15 25 35 45 55 65 FY 01 FY 02 FY 03 FY 04 FY 05 FY 06 FY 07 FY 08 FY 09 Product A Product B Profit(Milliondollars) 43
  • 44. Stacked Line Chart www.company.com 75 0 10 20 30 40 50 60 70 80 2010 2011 2012 2013 2014 2015 2016 2017 Profit(InDollar) Product A Product B 44
  • 45. Stacked Line www.company.com 45 0 10 20 30 40 50 60 70 80 90 100 2014 2015 2016 2017 Profit(InThousands) Product A Product B
  • 46. Combo Chart www.company.com 0 10 20 30 40 50 60 70 80 90 100 2014 2015 2016 2017 Product A Product B Product C Profit(InThousand) 46
  • 48. www.company.com 48 1. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 2. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Our Mission
  • 49. Meet Our Team www.company.com 49 Name Here Designation This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Name Here Designation This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Name Here Designation This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Name Here Designation This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 50. www.company.com 50 1. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 2. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. About Us
  • 51. Comparison www.company.com 51 40% T h i s s l i d e i s 1 0 0 % e d i t a b l e . A d a p t i t t o y o u r n e e d s a n d c a p t u r e y o u r a u d i e n c e ' s a t t e n t i o n . Male 60% T h i s s l i d e i s 1 0 0 % e d i t a b l e . A d a p t i t t o y o u r n e e d s a n d c a p t u r e y o u r a u d i e n c e ' s a t t e n t i o n . Female
  • 52. Minimum T h i s s l i d e i s 1 0 0 % e d i t a b l e . Medium T h i s s l i d e i s 1 0 0 % e d i t a b l e . Maximum T h i s s l i d e i s 1 0 0 % e d i t a b l e . www.company.com 52 45% 75% 95% Financial
  • 53. Quotes www.company.com 53 The only way to do great work, is to love what you do. - Steve Jobs
  • 54. Dashboard www.company.com 54 0 25 50 75 100 Medium This slide is 100% editable. Low This slide is 100% editable. High This slide is 100% editable.
  • 55. Location www.company.com 55 North America 50% This slide is 100% editable. 10% This slide is 100% editable. 25% This slide is 100% editable. 15% This slide is 100% editable. Asia Australia Latin America
  • 56. Timeline www.company.com 56 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 2014 2017 2016 2015
  • 57. Post It Notes www.company.com 57 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 01 02 03 04
  • 58. Newspaper This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. NEWSPAPER This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. This slide is 100% editable. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 59. Puzzle www.company.com 59 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 01 0203 04
  • 60. Target www.company.com 60 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 61. Circular www.company.com 61 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 62. Venn www.company.com 62 03 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 04 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 05 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 02 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 01 This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 63. Lego www.company.com 63 04 03 02 01 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 64. Matrix www.company.com 64 HighLow HighLow Question Mark Dog Star Cash Cow This slide is 100% editable. This slide is 100% editable. This slide is 100% editable. This slide is 100% editable.
  • 65. 65 Mind Map This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 01. 02. 03.
  • 66. Hierarchy www.company.com 66 Marry Carol Sales & Marketing Jena Doe Graphic Designer Peter Clark CEO Jeff Smith Manager
  • 67. Bulb www.company.com 67 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Product A This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Product B This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Product C
  • 68. www.company.com 68 Magnifying Glass This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 01. 02. 03.
  • 69. Funnel www.company.com 69 01 02 03 04 05 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 70. www.company.com 70 Thank you Address # street number, city, state Email Address: emailaddress@123.com Contact Numbers: 0123456789