Are you dreaming to deliver a stunning crm management PPT presentation? To quickly turn your spark into a flame here we are showcasing a pre built client relationship management PowerPoint presentation. With help of this PPT sample file you can motivate your employees for establishing enduring customer relations to fetch more and more business. Additionally, this PowerPoint show also supports to illustrate a thriving customer acquisition model as well as importance of crm in marketing to support employees for gaining new customers. Apart from this, using this PowerPoint deck to display data analysis you can enhance the comprehension of your sales work force about market position, trade inclination, money flow, customer loyalty, marketing strategy etc. Exclusive presentation slides like customer perceived value, why customers move away, transaction vs relationship marketing, economics of customer retention, crm components, basic crm and enhanced crm etc. are included in this visual communication to make it more precise. All you need to do is to get started with our readymade customer relationship management process and dashborad slide presentation.Our Customer Relationship Management Process And Dashboard PowerPoint Presentation Slides contain excellent graphics. Designed to enhance clarity of communication.
2. 01
Agenda
This slide is 100% editable. Adapt it
to your needs and capture your
audience's attention.
04
Agenda
This slide is 100% editable. Adapt
it to your needs and capture your
audience's attention.
02
Agenda
This slide is 100% editable. Adapt it
to your needs and capture your
audience's attention.
05
Agenda
This slide is 100% editable. Adapt it
to your needs and capture your
audience's attention.
03
Agenda
This slide is 100% editable. Adapt it
to your needs and capture your
audience's attention.
06
Agenda
This slide is 100% editable. Adapt it
to your needs and capture your
audience's attention.
AGENDA
2
3. 3
CRM INTRODUCTION
CRM
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.
5. 5
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.
Strategy
People
SystemsProcess
Structure
Customer
CUSTOMER IS THE FOCUS
6. 6
Out Standing A
Exceeds Expectations B
Satisfactory C
Unsatisfactory D
Failing F
0
10
20
30
40
50
60
CORE SERVICE SATISFIES CARING SERVICE DELIGHTS
Customer
Expectation
Perceived
Value
Customer
Expectation
Perceived
Value
CORE VS EXTENDED CUSTOMER SERVICE
8. 8
Service’s Customer Understanding And
Analysis
Service’s Long –Team Customer Relationship
Service’s Transactions
Customer Interactions
CHANNELS
CUSTOMER
CHANNELS
TRANSACTION
EMPHASIS ON CUSTOMER TRANSACTION
9. 9
Vs
One- Time
Managing Brands
Mass Communication
Market Share
Profitability Of Transaction
Brand Equity
TRANSACTION
Ongoing
Managing People
Individual Communication
Customer Share
Profitability Of Longevity
Customer Share Equity
RELATIONSHIP
TRANSACTION VS RELATIONSHIP MARKETING
10. 10
69%
14%
9%
5%
3%
New Associations
This Slide Is 100% Editable. Adapt
It To Your Needs And Capture Your
Audience's Attention.
Completion
This Slide Is 100% Editable. Adapt
It To Your Needs And Capture Your
Audience's Attention.
Product Dissatisfaction
This Slide Is 100% Editable. Adapt
It To Your Needs And Capture Your
Audience's Attention.
Miscellaneous
This Slide Is 100% Editable. Adapt
It To Your Needs And Capture Your
Audience's Attention.
Perceived Indifference
This Slide Is 100% Editable. Adapt
It To Your Needs And Capture Your
Audience's Attention.
WHY CUSTOMERS MOVE AWAY
12. 12
Differentiate
Based On
Customer Needs,
Characterist-ics
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
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.
CRM MODEL
13. 13
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
CRM
01 02
03
04
CUSTOMER LIFECYCLE MANAGEMENT
14. 14
Stage 6Stage 5Stage 4Stage 3Stage 2Stage 1
Enhancing The
Customer Experience
This slide is 100%
editable. Adapt it to your
needs and capture your
audience's attention.
Marketing More
Effectively
This slide is 100%
editable. Adapt it to your
needs and capture your
audience's attention.
Analyzing Customer
Behavior
This slide is 100%
editable. Adapt it to your
needs and capture your
audience's attention.
Accessing Information
This slide is 100%
editable. Adapt it to your
needs and capture your
audience's attention.
Storing Information
This slide is 100%
editable. Adapt it to your
needs and capture your
audience's attention.
Collecting Information
This slide is 100%
editable. Adapt it to your
needs and capture your
audience's attention.
STAGES OF CRM
17. 17
CRM
Customer Relationship Management
Deliver on
Expectations
Define
Expectations
Close
Order
Process
Negotiate
Support
Propose
Quote
Collections
Receivables Marketing
Prospecting Web
Qualify
Design
Engineer
Specify
CRM PROCESS
18. 18
Ge
t
Qu
ote
@
Support
This slide is 100% editable. Adapt
it to your needs and capture your
audience ‘s attention.
Lead
This slide is 100% editable. Adapt
it to your needs and capture your
audience ‘s attention.
Prospect
This slide is 100% editable. Adapt
it to your needs and capture your
audience ‘s attention.
Quality
This slide is 100% editable. Adapt
it to your needs and capture your
audience ‘s attention.
Meet
This slide is 100% editable. Adapt
it to your needs and capture your
audience ‘s attention.
Repurchase
This slide is 100% editable. Adapt
it to your needs and capture your
audience ‘s attention.
Service Delivery
This slide is 100% editable. Adapt
it to your needs and capture your
audience ‘s attention.
Order
This slide is 100% editable. Adapt
it to your needs and capture your
audience ‘s attention.
Quote
This slide is 100% editable. Adapt
it to your needs and capture your
audience ‘s attention.
BASIC CRM AND ENHANCED CRM
19. 19
• 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
CRM CAPABILITIES
20. 20
Chart Title
$24,070,000,00
$11,830,000,00
$18,030,000,00
$7,090,000,00
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.
(Blank) (Quality) (Develop) (Propose) (Close)
CRM DASHBOARD (PIPELINE BY SALES STAGE)
21. 21
$479.0
$0.0 $800.0
$321.0
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.
CRM DASHBOARD (ACTUAL VS. TARGET REVENUE)
23. 23
0 5 10 15 20 25
recycle
converted
In process
Assigned
New
Carol smith tom smith peter smith tony smith john smith jonson smith
CRM DASHBOARD (CURRENT LEAD STATUS)
24. 24
8.23.2
1.4
1.2
Advertisement Email campaign
Online site Exhibition
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.
Leads By Source
CRM DASHBOARD (LEADS BY SOURCE)
25. 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.
00
02
03
04
05
01
30%
Aug
40%
Sep
50%
Oct
Deals By Expected Close Date
CRM DASHBOARD (DEALS BY EXPECTED CLOSE DATE)
26. 26
25
Touched leads
50%
This slide is 100% editable.
Adapt it to your needs and
capture your audience's
attention.
Lead Acquisition
50
Touched leads
80%
This slide is 100% editable.
Adapt it to your needs and
capture your audience's
attention.
Deal Acquisition
Time Duration- 30 Day / 60 Day / 90 Day
CRM DASHBOARD (LEAD ACQUISITION & DEAL ACQUISITION)
28. 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.
Text Here
0
1
2
3
4
5
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.
Text Here
Open tickets Closed tickets
New orders New clients
CRM DASHBOARD TEMPLATE
29. 29
This slide is 100% editable. Adapt
it to your needs and capture your
audience's attention.
Revenue
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.
Active Subscribers
0
20
40
60
80
100
11-Aug 12-Aug 13-Aug 14-Aug
5525
10
5
Text 1 Text 2
Text 3 Text 4
0
10
20
30
40
50
Week
1
Week
2
Week
3
Week
4
Week
5
Week
6
CRM DASHBOARD (KPIs)
30. 30
Text Here
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.
8.2
3.2 1st Qtr
2nd Qtr
Text Here
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 5 10
1
2
3
4
Series 2
Series 1
Text Here
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.
Text Here
Text Here
Text Here
Text Here
Text Here
CRM (SALES REP DASHBOARD)
32. 32
Sales by product
march 2006
This slide is 100% editable.
Adapt it to your needs and
capture your audience's
attention.
Total lead
ownership
This slide is 100% editable.
Adapt it to your needs and
capture your audience's
attention.
Lead owner
breakdown
This slide is 100% editable.
Adapt it to your needs and
capture your audience's
attention.
Month over month
closing trend
This slide is 100% editable.
Adapt it to your needs and
capture your audience's
attention.
0
2
4
6
0% 50% 100%
Lost
Converted
Open
0
2
4
6
CRM DASHBOARD (SALES DASHBOARD TEMPLATE)
33. 33
0
50
100
150
200
250
300
350
400
450
Jan Feb Mar Apr May Jun Jul Aug
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 Year Sales And Last Year Sales By Given In Fiscal Month
CRM DASHBOARD (THIS YEAR SALES VS. LAST YEAR SALES)
34. 34
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.
Leads Per Week
0
10
20
30
40
50
60
Category 1
10-Nov-16 15-Nov-16
20-Nov-16 25-Nov-16
Leads This Week (Query) Target (50)
40
50
60
0
7010
80
20
30
CRM (MARKETING DASHBOARD)
35. 35
2015
2016
2017
40k
30k
20k
10k
0k
0
2
4
6
8
10
12
2015 2016 2017 2018 2019 2020 2021 2022
0 5 10
Windows XP
Windows Mobi
Windows 7
Linux
Windows Vista
Blackberry
IPhone/IPod/IP
Windows 8.1
Windows 8
2017
2018
2019
2020
2021
2022 2015
2016
CRM DASHBOARD (INTRANET DASHBOARD)
37. 37
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.
OUR MISSION
38. 38
This slide is 100% editable. is 100 Adapt
it to your needs and capture your
audience's attention.
JOHN SMITH
MANAGER
This slide is 100% editable. is 100 Adapt
it to your needs and capture your
audience's attention.
JOHN SMITH
PRODUCT MANAGER
This slide is 100% editable. is 100 Adapt
it to your needs and capture your
audience's attention.
JOHN SMITH
CEO
This slide is 100% editable. is 100 Adapt
it to your needs and capture your
audience's attention.
JOHN SMITH
FINANCE MANAGER
OUR TEAM
39. 39
This slide is 100% editable. Adapt it to your
needs and capture your audience's attention.
JOHN SMITH
FINANCE MANAGER
This slide is 100% editable. Adapt it to your
needs and capture your audience's attention.
ANITA SMITH
CEO
This slide is 100% editable. Adapt it to your
needs and capture your audience's attention.
CAROL SMITH
PRODUCT MANAGER
This slide is 100% editable. Adapt it to your
needs and capture your audience's attention.
MARY SMITH
MANAGER
ABOUT US
40. 40
01
02
03
04
05This 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.
OUR GOAL
41. 41
This slide is 100% editable.
is 100 Adapt it to your needs and
capture your audience's attention.
This slide is 100% editable.
is 100 Adapt it to your needs and
capture your audience's attention.
This slide is 100% editable.
is 100 Adapt it to your needs and
capture your audience's attention.
This slide is 100% editable.
is 100 Adapt it to your needs and
capture your audience's attention.
0
20
40
60
80
100
120
140
160
180
200
220
240
260
280
DASH BOARD
42. 42
OPTION 1
This slide is 100% editable. Adapt
it to your needs and capture your
audience's attention.
OPTION 3
This slide is 100% editable. Adapt
it to your needs and capture your
audience's attention.
OPTION 4
This slide is 100% editable. Adapt
it to your needs and capture your
audience's attention.
OPTION 2
This slide is 100% editable. Adapt
it to your needs and capture your
audience's attention.
LOCATION
43. 43
TIME LINE
Text Here
01
This slide is 100% editable.
Adapt it to your needs and
capture your audience's
attention.
Text Here
03
This slide is 100% editable.
Adapt it to your needs and
capture your audience's
attention.
Text Here
05
This slide is 100% editable.
Adapt it to your needs and
capture your audience's
attention.
Text Here
02
This slide is 100% editable.
Adapt it to your needs and
capture your audience's
attention.
Text Here
04
This slide is 100% editable.
Adapt it to your needs and
capture your audience's
attention.
Text Here
06
This slide is 100% editable.
Adapt it to your needs and
capture your audience's
attention.
2017 2018 2019 2020 2021 2021
45. 45
Text 4 Text 1
Text 2Text 3
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.
PUZZLE
46. 46
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.
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. Adapt it to your
needs and capture your audience's attention.
TARGET
47. 47
01
02
03
04
0506
07
08
09
10
TEXT
HERE
Text Here
This slide is 100% editable. Adapt it to your
needs and capture your audience's attention.
Text Here
This slide is 100% editable. Adapt it to your
needs and capture your audience's attention.
Text Here
This slide is 100% editable. Adapt it to your
needs and capture your audience's attention.
Text Here
This slide is 100% editable. Adapt it to your
needs and capture your audience's attention.
Text Here
This slide is 100% editable. Adapt it to your
needs and capture your audience's attention.
Text Here
This slide is 100% editable. Adapt it to your
needs and capture your audience's attention.
Text Here
This slide is 100% editable. Adapt it to your
needs and capture your audience's attention.
Text Here
This slide is 100% editable. Adapt it to your
needs and capture your audience's attention.
Text Here
This slide is 100% editable. Adapt it to your
needs and capture your audience's attention.
Text Here
This slide is 100% editable. Adapt it to your
needs and capture your audience's attention.
CIRCULAR
48. 48
Text Here
This slide is 100% editable. Adapt it to
your needs and capture your
audience's attention.
Text Here
This slide is 100% editable. Adapt it to
your needs and capture your
audience's attention.
Text Here
This slide is 100% editable. Adapt it to
your needs and capture your
audience's attention.
Text Here
This slide is 100% editable. Adapt it to
your needs and capture your
audience's attention.
VENN
49. 49
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.
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.
51. 51
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. 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.
Text Here
Text Here
Text Here
Text Here
LEGO
52. 52
Text Here
This slide is 100% editable. Adapt it
to your needs and capture your
audience's attention.
Text Here
This slide is 100% editable. Adapt it
to your needs and capture your
audience's attention.
Text Here
This slide is 100% editable. Adapt it
to your needs and capture your
audience's attention.
Text Here
This slide is 100% editable. Adapt it
to your needs and capture your
audience's attention.
Text Here
This slide is 100% editable. Adapt it
to your needs and capture your
audience's attention.
SILHOUETTES
53. 53
Text Here
Text HereText Here
Text Here
Text Here Text Here Text Here Text Here Text Here Text Here
TEXT HERE
HIERARCHY
54. 54
Idea 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. 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.
BULB OR IDEA
55. 55
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.
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.
MAGNIFYING
56. 56
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.
BAR GRAPH
57. 57
01
02
03
04
05
06
Text Here
This slide is 100% editable. Adapt it
to your needs and capture your
audience's attention.
Text Here
This slide is 100% editable. Adapt it
to your needs and capture your
audience's attention.
Text Here
This slide is 100% editable. Adapt it
to your needs and capture your
audience's attention.
Text Here
This slide is 100% editable. Adapt it
to your needs and capture your
audience's attention.
Text Here
This slide is 100% editable. Adapt it
to your needs and capture your
audience's attention.
Text Here
This slide is 100% editable. Adapt it
to your needs and capture your
audience's attention.
FUNNEL