If you are wonderstruck on how to make crm and project management presentation, then look on further just try our ready-made 70 slides Crm Life Cycle Phases And Project Management PowerPoint Presentation Slides deck example. A customer relationship management system is necessary for any business or company that aims to succeed and grow steadily. This project life cycle phases PPT templates will help you on various stages of the cycle such as customer initiatives, customer focus, core vs extended customer service, customer perceived value, transaction vs relationship marketing, CRM model, customer lifecycle management, CRM components, process of E-CRM, CRM capabilities, CRM dashboard etc. It helps you to determine the impact of your customer relationship management program. You can also utilize this customer relationship presentation sample to get acquainted with similar topics. This project management life cycle presentation PPT sample also has slides like current lead status, leads by source, deals by expected close date, lead acquisition & deal acquisition, top Customers, marketing dashboard, intranet dashboard, and various types of bar graphs like stacked column, line chart, pie charts etc. just to name a few. A great crm strategy means customer satisfaction and tons of revenue for your company. If you wish to easily establish contact and maintain long-term relationship with your clients, then download our Crm Life Cycle Phases And Project Management PowerPoint Presentation Slides. Our Crm Life Cycle Phases And Project Management PowerPoint Presentation Slides encourage forward looking ideas. Keep the audience focused ahead.

1. CRM Life Cycle Phases
and Project Management
Your Company Name

2. Agenda
WWW.COMPANY.COM
2
01
Agenda
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02
Agenda
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04
Agenda
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03
Agenda
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audience's attention.

3. Importance of Customer Initiatives
WWW.COMPANY.COM
3
2017 2018 2019 2020 2021 2022
Reduce
costs
Leverage
investments
Enhance products
& services
Enhance executive
decision making
Reach the
customer
Participate in global
village
Remain in
business
Increase
revenue
Optimize resources
& minimize costs
Decision Support
Initiatives
Customer
Initiatives
Operational
Initiatives
Financial
Initiatives

4. WWW.COMPANY.COM
4
Customer is the Focus
CustomerStrategy
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People
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Systems
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attention.
Process
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Structure
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5. Core vs Extended Customer Service
WWW.COMPANY.COM
5
Core Service Satisfies Caring Service Delights
Customer
Expectation
Perceived
Value
Customer
Expectation
Perceived
Value
Failing E
Unsatisfactory D
Satisfactory C
Out Standing A
Exceeds Expectations B

6. Customer Perceived Value
WWW.COMPANY.COM
6
Customer
Perceived
Value
Total Customer
Benefit
Product benefit
Services benefit
Personnel benefit
Image benefit
Total Customer
Cost
Monetary cost
Time cost
Energy cost
Psychological cost

7. Emphasis on Customer Transaction
WWW.COMPANY.COM
7
Service’s Customer Understanding And Analysis
Service’s Long –Team Customer Relationship
Service’s Transactions
Customer Interactions
CHANNELS
CHANNELS
CUSTOMER TRANSACTION
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8. Transaction Vs Relationship Marketing
WWW.COMPANY.COM
8
TRANSACTION
One- Time
Managing Brands
Mass Communication
Market Share
Profitability Of Transaction
Brand Equity
RELATIONSHIP
Ongoing
Managing People
Individual Communication
Customer Share
Profitability Of Longevity
Customer Share Equity

9. Why Customers Move Away
WWW.COMPANY.COM
9
45%
15%
20%
7%
13%
02
Competition
04
Miscellaneous
05
New Associations
01Perceived Indifference
03
Product Dissatisfaction

10. Economics of Customer Retention
WWW.COMPANY.COM
10
Cost of retaining
current customer
Cost of acquiring new customer
Cost of retaining current customer
8X
25-50X
35-70X
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11. CRM Model
WWW.COMPANY.COM
11
01
03
04 02
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
Acquire & Retain
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Understand & Differentiate
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Interact & Deliver
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Develop & Customize
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12. Customer Lifecycle Management
WWW.COMPANY.COM
12
01 02
0304
CRM
Customer Retention And
Referrals For New Customers
Customer Equity Leverage
Through Cross Selling , And
Up Selling
Customer Need Assessment
And Acquisition
Customer Development
Through Personalization And
Customization

13. Stages of CRM
WWW.COMPANY.COM
13
Collecting
Information
Storing
Information
Accessing
Information
Analyzing Customer
Behavior
Marketing More
Effectively
Enhancing The
Customer
Experience

14. CRM Components
WWW.COMPANY.COM
14
Staff
Customer
Customer
sales
Customer
marketing
Customer
field service
Customer
service
Customer
analysis &
reporting
Self-serve
channels
Customer
interaction
center
Various
System

15. Process of E-CRM 15
Campaign
Management
Actions & Alarms
Management
Customer
Satisfaction
Multi-Channel
Customer
Database
Workflow
Analysis
Customer
History
Mobile Client SFA
Sales Document
Generation
Planning
Prospects Management &
Sales Action
Sales Administration
Indicators
Segmentation Targeting
Customer
Mail
E-mail
Fax
Web Visit
Phone

16. Close Order
Process
Define
Expectations
Deliver on
Expectations
SupportNegotiate
Marketing
Prospecting Web
Qualify Design Engineer
Specify
Propose QuoteCollections
Receivables
CRM Process
Customer Relationship Management

17. Basic CRM and Enhanced CRM
www.company.com
17
Service Delivery
Order
Quote
Meet
Repurchase
Support
Lead
Prospect
Quality
Get
Quote
@

18. CRM Capabilities
CRM
Marketing
Support Orders
Sales
• Deliver Products
• Produce invoices
• Manage cases
• Conduct trainings
• Provide service
• Develop knowledge base.
• Assign Leads
• Qualify Leads
• Convert Leads
• Track Opportunities
• Run campaign
• Generate leads
• Form a database
WWW.COMPANY.COM
18

19. CRM Dashboard (Pipeline by Sales Stage)
WWW.COMPANY.COM
19
Blank
Quality
Develop
Propose
Close
01
02
03
04
05
$24,070,000,00
$11,830,000,00
$18,030,000,00
$7,090,000,00
$36,020,000,00

20. CRMDashboard
(ActualVs.Target
Revenue)
Actual Target
$470.0
$1.0 $700.0
$371.0

21. Let’s Have a Break, We'll Come Back After 15 Minutes
Coffee
Break!

22. CRM Dashboard (Opportunity by Rating)
WWW.COMPANY.COM
22
CountallOpportunity
20
28
42
10
30
50
Cold Hot Warm
Rating
Open Opportunity

23. CRM Dashboard (Current Lead Status)
WWW.COMPANY.COM
23
0 5 10 15 20 25 30
Carol Doe
Tom Parker
Peter Smith
Tony John
John Clark
Jonson Carol
New
Assigned
In Process
Converted
Recycled

24. CRM Dashboard (Leads by Source)
WWW.COMPANY.COM
24
31%
29%
25%
15%
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Advertisement
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Email Campaign
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Exhibition
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Online Site

25. CRM Dashboard (Deals by Expected Close Date)
WWW.COMPANY.COM
25
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Deals by Expected Close Date
0
4
8
12
16
20
24
Jul Aug Sep
40%
30%
15%

26. CRM Dashboard (Lead Acquisition & Deal Acquisition)
WWW.COMPANY.COM
26
Lead Acquisition
40
Touched Leads
20%
60 Day 90 Day30 Day
Deal Acquisition
60 Day 90 Day30 Day
60
New Deals
30%

27. 0
5
10
15
20
25
30
35
40
45
50
Customer 1 Customer 2 Customer 3 Customer 4 Customer 5 Customer 6 Customer 7 Customer 8 Customer9 Customer 10
CRM Dashboard (Top Customers)
WWW.COMPANY.COM
27
TopCustomers

28. CRM Dashboard Template
WWW.COMPANY.COM
28
Open Tickets
15%
Closed Tickets
8%
New Orders
20%
New Clients
35%
0
2
4
6
8
10
Sun Mon Tue Wed Thu Fri Sat
Week Income

29. CRM Dashboard (KPIs)
WWW.COMPANY.COM
Active Subscribers
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Revenue
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Acquisition
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50%
30%
15%
5%
Subscriber 1 Subscriber 2
Subscriber 3 Subscriber 4
0
20
40
60
80
100
14-Aug 15-Aug 16-Aug 17-Aug
2016 2017
K
K
K
K
K
K
0
20
40
60
80
100
Week 1Week 2Week 3Week 4Week 5Week 6
2015 2016 2017

30. CRM (Sales Rep Dashboard)
WWW.COMPANY.COM
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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)
35%
24%
16%
13%
12%
Crime Horror Adventure Fact Children's Books
Project
Types 55%
15%
12%
10%
8%
X Large Large Medium Small X Small
Project
Size
Total Projects
25
Projects on Hold
40
Overdue Projects
10
Available Resources
40%
Schedule
70

32. CRM Dashboard (Sales Dashboard Template)
WWW.COMPANY.COM
32
Month over month
closing trend
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Total lead
ownership
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Lead Owner
Breakdown
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Sales by product
March 2017
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$0.0
$1.0
$2.0
$3.0
$4.0
$5.0
$6.0
$7.0
$8.0
$9.0
$10.0
Product A Product C Product C
0% 50% 100%
Lest
Converted
Open
Jeff Smith Peter Clark John Daniel
$0.0
$1.0
$2.0
$3.0
$4.0
$5.0
$6.0
$7.0
$8.0
$9.0
$10.0
Product A Product B Product C Product D Product E
Revenue Profit Quanity
Jeff Smith
John Daniel
Peter Clark
5%
59%
36%

33. CRM Dashboard (This Year Sales Vs. Last Year Sales)
WWW.COMPANY.COM
33
Sales Given in Fiscal Month
This Year Sales
$0
$10
$20
$30
$40
$50
$60
$70
$80
$90
$100
Jan Feb Mar Apr May
Last Year Sales
$0
$10
$20
$30
$40
$50
$60
$70
$80
$90
$100
Jan Feb Mar Apr May

34. CRM (Marketing Dashboard)
WWW.COMPANY.COM
34
Leads Per Week
$0
$20
$40
$60
$80
$100
$120
1 Week 2 Week 3 Week 4 Week
Leads This Week (Query) Target (40)
56%0 100
20
10
30
40
80
90
70
60
50

35. CRM Dashboard (Intranet Dashboard)
WWW.COMPANY.COM
35
6/2015
5/20162/2017
0
2
4
6
8
10
12
2015 2016 2017
Country 1 Country 2 Country 3
2015 2016 2017
40k
30k
20k
10k
0k
2015
2016
2017
0k 20k 30k
Page views
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Country
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Events Count
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Page views
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36. Bar
Graph

37. Stacked Column
200 180
140 120 100 80 60 40 30
370
270
260
230
206
170
140
110
80
0
50
100
150
200
250
300
350
400
450
500
550
600
2010 2011 2012 2013 2014 2015 2016 2017 2018
Dollars(Inthousands)
Product 01 Product 02

38. 0
10
20
30
40
50
60
70
80
FY 01 FY 02 FY 03 FY 04 FY 05 FY 06 FY 07 FY 08
Inpercentage
Product 01 Product 02
70%
25%
Stacked Line Chart

39. Pie Chart
30%
25%
20%
10%
15%
Product 01
Product 02
Product 05
Product 03
Product 04

40. Stacked Line Chart
9,000
11,000
13,000
15,000
5,000
7,000
9,000
11,000
13,000
15,000
2015 2016 2017 2018
Highest
Product 01 Product 02

41. Area Chart
0
10
20
30
40
50
60
70
80
90
100
FY 12FY 11FY 10FY 09FY 08FY 07FY 06FY 05FY 04FY 03FY 02FY 01
InPercentage
Product 01 Product 02

42. Bar Chart
0
50
100
150
200
250
300
350
400
450
500
550
600
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Dollars(Inthousands)
Year 2017
600

43. Scatter Bubble Chart
12
10
30
50 48
43
25
23
$0.00
$10.00
$20.00
$30.00
$40.00
$50.00
$60.00
0% 10% 20% 30% 40% 50%
Inprice
Highest
Sale
Product 01 Product 02

44. 0
1
2
3
4
5
6
7
8
9
10
0
10
20
30
40
50
60
70
80
90
100
FY 01 FY 02 FY 03 FY 04 FY 05 FY 06 FY 07 FY 08
GrowthRate(%)
MarketSize(RMB100Million)
In Years
Product 01 Product 02 Product 03
Combo Chart

45. Radar Chart
0
5
10
15
20
25
30
35
02-05-2018
06-05-2018
07-05-2018
09-04-2018
11-05-2018
12-05-2018 Product 01
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Product 02
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46. Additional
Slides

47. Our
Mission
Vision Mission Goal
WWW.COMPANY.COM
47

48. WWW.COMPANY.COM
48
Name Here
Designation
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Name Here
Designation
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Name Here
Designation
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Name Here
Designation
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Meet Our Team

49. About
UsWWW.COMPANY.COM
49
Target
Audiences
Preferred by
Many
Values
Client

50. Comparison
WWW.COMPANY.COM
50
70
45
25
95
Male
(In Percentage)
85
75
35
90
Female
(In Percentage)

51. Financial
WWW.COMPANY.COM
51
40%
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Minimum
50%
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Medium
60%
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Maximum

52. Quotes
WWW.COMPANY.COM
52
It’s not just about being better.
It’s about being different. You
need to give people a reason
to choose your business.
…Tom Abbott

53. Dashboard
WWW.COMPANY.COM
53
60%
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HIGH SPEED
0 100
20
10
30
40
80
90
70
60
50

54. Location
WWW.COMPANY.COM
54
North America
50%
Asia
25%
Latin America
10%
Australia
15%

55. Timeline
www.company.com
55
2014
2015
StartSTART
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56. Timeline(Continued…) 56
2014
2015
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END

57. Post It Notes
www.company.com
57
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01 02 03 04

58. Newspaper
www.comany.name
58
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59. Puzzle
WWW.COMPANY.COM
59
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60. Target
WWW.COMPANY.COM
60
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61. Circular
WWW.COMPANY.COM
61
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62. Venn
WWW.COMPANY.COM
62
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63. Lego
WWW.COMPANY.COM
63
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01 02 03

64. Matrix
WWW.COMPANY.COM
64
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HighLow
Low High

65. WWW.COMPANY.COM
65
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Mind Map

66. WWW.COMPANY.COM
66
Hierarchy
Name Here
Designation
Name Here
Designation
Name Here
Designation
Name Here
Designation
Name Here
Designation
Name Here
Designation

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Bulb&Idea

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MagnifyingGlass

69. Funnel
WWW.COMPANY.COM
69
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01
02
03

70. Address
# street number, city, state
Email Address:
emailaddress@123.com
Contact Numbers:
0123456789
Thank
You