Getting problem in managing customer retention? We have come up with professionally created customer relationship management model PowerPoint presentation slides. Organizations can participate to manage their relations with customers at all points during the customer lifecycle. Furthermore, in this pre-designed professionally created CRM framework PPT presentation we have included slides on customer initiatives, customer perceived value, emphases on client transaction, traction vs relationship marketing, economic retention, CRM model, lifecycle management, CRM stages and components, E-CRM process, current lead status, lead and deal acquisition, customer retention, CRM capabilities, bar charts and many more. Apart from this, with our relationship development PPT slides, you can also emphasize various other concepts like customer business relationship, sales force planning, consumer management, organizational planning, customer satisfaction, customer services, consumer technical support and business review. The best part is that you can also easily download our customer relationship management model PowerPoint templates. Get all the ingredients to fit exactly with our Customer Relationship Management Model PowerPoint Presentation Slides. It allows you to attempt the jigsaw.
2. www.company.com
2Agenda
09:00 am - 09:30 am
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3. Importance of Customer Initiatives
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2017 2018 2019 2020 2021 2022
Reach the
customer
Participate in
global village
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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Customer
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Strategy
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Structure
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Process
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People
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Systems
5. Core Vs Extended Customer Service
Out Standing A
Exceeds Expectations B
Satisfactory C
Unsatisfactory D
Failing E 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
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7. Customer
Interactions
Channels
Channels
Customer Transaction
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Emphasis on Customer Transaction
8. Transaction Vs Relationship Marketing
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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
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0.8x
0.4x
0.3x
Cost Of Retaining
Current Customer
Cost Of Retaining
Current Customer
Cost Of Acquiring
New Customer
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Economics of Customer
Retention
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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
CRM
Model
12. Customer Lifecycle Management
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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
01 02
0304
CRM
15. Process of E-CRM
Customer knowledge
Quality of Service
Customer Retention
Process Optimization
Customer
Database
Workflow
Analysis
Customer
History
Customer
Satisfaction
Multi-Channel
Customers
Phone
Mail
Web Visit
E-mail
Fax
Actions &
Alarms
Management
Customer
Support
Service Request
Management
Satisfaction
Inquiry
Sales
Department
Mobile Client SFA
Sales Document
Generation
Planning
Prospects Management
& Sales Action
Sales Administration
Campaign
Management
Call
Center
Marketing
Department
Indicators
Segmentation Targeting
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17. www.company.com
17Basic CRM and Enhanced CRM
Get
Quote
CRM on
Demand
Basic
CRM
Meet
Support
Lead
Prospect
Quality
Repurchase
Service Delivery
Order
Quote
18. CRM Capabilities
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• Run campaigns
• Generate leads
• Form a database
• Assign leads
• Qualify leads
• Convert leads
• Track opportunities
• Deliver products
• Produce invoices
• Manage cases
• Conduct trainings
• Provide service
• Develop knowledge
base.
CRM
Sales
Support
Marketing Orders
19. CRM Dashboard (Pipeline by Sales Stage)
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19
$24,070,000,00
$11,830,000,00
$18,030,000,00
$7,090,000,00
$36,020,000,00Total
Quality
Develop
Propose
Close
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22. CRM Dashboard (Opportunity by Rating)
18
32
45
0
10
20
30
40
50
Cold Hot Warm
COUNTALLOPPORTUNITY
Rating
Open Opportunity
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22
23. CRM Dashboard (Current Lead Status)
0 5 10 15 20 25
Carol Doe
Tom Parker
Peter Smith
Tony John
John Clark
Jonson Carol
New Assigned In process Converted Recycled
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24. CRM Dashboard (Leads by Source)
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24
50%
32%
8%
10%
Advertisement
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Online site
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Email campaign
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Exhibition
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25. CRM Dashboard (Deals by Expected Close Date)
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DealsByExpectedCloseDate
0
3
6
9
12
15
18
21
24
Jul Aug Sep
45%
35%
12%
26. 60 Day 90 Day30 Day
Deal Acquisition
30
New Deals
60%
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Lead Acquisition
15
Touched Leads
30%
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60 Day 90 Day30 Day
CRM Dashboard
(Lead Acquisition & Deal Acquisition)
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29. www.company.com
29CRM Dashboard (KPIs)
Active Subscribers
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40%
30%
20%
10%
Subscriber 1 Subscriber 2
Subscriber 3 Subscriber 4
Acquisition
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0
10
20
30
40
50
60
70
80
90
Week
1
Week
2
Week
3
Week
4
Week
5
Week
6
2015 2016 2017
Revenue
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0
10
20
30
40
50
60
70
80
90
100
14-Aug 15-Aug 16-Aug 17-Aug
2015 2016 2017
K
K
K
K
K
K
K
K
K
K
K
30. www.company.com
30CRM (Sales Rep Dashboard)
Opp Duration by
Pipeline
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5-Negotiation
4-Proposal
1-Identity
2-Qualification
3-Develop
01
02
03
04
05
65
58
47
35
20
Actual Vs. Goal
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0 2000 4000 6000 8000
1
2
3
4
Sum(Actual Money) $
Sum(Target Money) $
Opportunities Est. Close
Next 25 Days
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80%
20%
80-Proposal 20-Negotiation
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31
CRM Dashboard (Project Management)
45%
25%
10%
12%
8%
Crime Horror Adventure Fact Children's Books
Project
Types
45%
25%
10%
12%
8%
X Large Large Medium Small X Small
Project
Size
Total Projects
15
Projects on Hold
30
Overdue Projects
20
Available Resources
50%
Schedule
80
32. CRM Dashboard (Sales Dashboard Template)
Month over
month closing
trend
$0.0
$2.0
$4.0
$6.0
$8.0
$10.0
Q 1 2014 Q 2 2015
Q 3 2016 Q 4 2017
Total lead
ownership60%
10%
30%
Jeff Smith
John Daniel
Peter Clark
Lead owner
breakdown
0% 50% 100%
Lest
Converted
Open
Jeff Smith Peter Clark John Daniel
Sales by
product
march 2017
$0.0
$2.0
$4.0
$6.0
$8.0
$10.0
Product
A
Product
B
Product
C
Product
D
Product
E
Revenue Profit Quanity
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33. CRM Dashboard (This Year Sales Vs. Last Year Sales)
SalesGivenInFiscalMonth
$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
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35. CRM Dashboard (Intranet Dashboard)
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35
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0
2
4
6
8
10
2015 2016 2017
Country 1 Country 2 Country 3
Country
2015 2016 2017
40k
30k
20k
10k
0k
Events Count
1
2.8
3.7
2.8
4.9
2
2
3
1
2015
2016
2017
0k 20k 30k
Page views
Page views
6/2017
5/2015
2/2016
60%
25%
15%
41. www.company.com
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
100%
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Product 01
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Product 02
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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
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Product 01
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Product 02
47. Vision Mission Goal
Our Mission
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48. Meet Our Team
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Name Here
Designation
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About Us
Target
Audiences
Preferred by
Many
Values
Client
51. Financial
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Minimum
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35%
Medium
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55%
Maximum
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95%
53. Dashboard
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55. 25 May
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Timeline
2012 16 Jan
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2013
2014
START
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56. www.company.com
56Timeline (Continued...)
29 Apr
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2017FINISH
2015 20 Mar
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NEWSPAPER
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Product 01
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59. Puzzle
01
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01
0204
03
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61. Circular
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01
02
03
04
05
06
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62. Venn
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01 040302
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63. Lego
05 06 07 08
01 02 03 04
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Mind Map
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67. Bulb
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68. Magnifying Glass
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69. Funnel
01
02
03
04
05
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