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2. Agenda
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Agenda
2
3. Importance Of Customer Initiatives
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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
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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
5. Core Vs Extended Customer Service
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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
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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
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8. Transaction Vs Relationship Marketing
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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
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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
10. Economics of Customer Retention
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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
11. CRM Model
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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
12. Customer Lifecycle Management
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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
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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
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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
20. CRM Dashboard (Actual Vs. Target Revenue)
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20
$470.0
$1.0 $700.0
$351.0
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Actual Target
22. CRM Dashboard (Opportunity By Rating)
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18
32
45
0
10
20
30
40
50
Cold Hot Warm
CountallOpportunity
Rating
Open Opportunity
23. CRM Dashboard (Current Lead Status)
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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)
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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.
25. CRM Dashboard (Deals By Expected Close Date)
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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)
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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
28. CRM Dashboard Template
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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
29. CRM Dashboard (KPIs)
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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
30. CRM (Sales Rep Dashboard)
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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
31. CRM Dashboard (Project Management)
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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)
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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
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Month over month
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33. CRM Dashboard (This Year Sales Vs. Last Year Sales)
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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
35. CRM Dashboard (Intranet Dashboard)
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Country
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Page views
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Events Count
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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%
38. 100% Stacked Bar
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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
39. Pie
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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
48. www.company.com
48
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Our
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49. Meet Our Team
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Name Here
Designation
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50. www.company.com
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About
Us
51. Comparison
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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 .
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52
45%
75%
95%
Financial
56. Timeline
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2014
2017
2016
2015
57. Post It Notes
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01 02 03 04
58. Newspaper
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NEWSPAPER
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59. Puzzle
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01
0203
04
60. Target
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61. Circular
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62. 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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63. Lego
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04
03
02
01
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65. 65
Mind Map
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01.
02.
03.
67. Bulb
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Product A
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Product B
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Product C
68. www.company.com
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Magnifying
Glass
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01.
02.
03.
69. Funnel
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01
02
03
04
05
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