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Customer Reviews
Far too many businesses consider the customer relationship management (CRM) process a necessary evil when it is a genuine revenue enhancement tool.
Without a CRM in place, businesses find, to their acute discomfort, that they lack a solid grounding in the marketplace. If customers are just to be acquired once and no effort is made to manage a relationship (indeed, a CRM flowchart is needed), the result is chaos and no stability in your enterprise.
Most businesses think CRM can cost a bomb, while it is, in fact, one of the most cost-effective ways to always stay current and relevant and ensure customers love your products. Disney, for instance, employs the HEARD framework as the cornerstone of its CRM, used for customer recovery. HEARD stands for Hear, Empathize, Apologize, Resolve, and Diagnose. Disney’s CRM is also, today, one of the best in the world in leveraging technology to give customers an out-of-the-world service.
For specific projects, CRM works like magic; the input and output processes that make up the process flow chart can be tailored to the task at hand. Get best-in-class CRM Project Plan templates with a click here.
As a practical introduction to the CRM process flowchart, you need to adopt templates that simplify the concept into actionable small steps. This is a pain point for management that we, at SlideTeam, resolve to great effect with our PPT Templates.
You can buy, implement, and run a CRM a million times more efficiently if you are aware of the requirements that such a system must fulfill for your business. Click here to go through the best CRM requirements templates to formulate what you want from them. Â
The templates give you ways to start and integrate CRM flow charts into your marketing, sales, and customer support systems. From the marketing function to support for customers, you get all steps charted and aligned to goals in these PPT Templates. What is even better, each of these templates is 100% customizable and editable. You get both structure, a starting point, and the ability to create bespoke versions of the presentation with a download.
Let’s explore these templates.
Template 1: Process Flow of CRM Components PPT PresentationÂ
This PPT Template shows the process flow of CRM components. These include activities, leads, campaigns, company, opportunities, contacts, and customers. The aim of the presentation template is to help in the creation of lists containing leads and names. Use this template to convert leads to customers in the most efficient way. A study of the competitor process can also be done using this slide. Get it now!
Template 2: CRM Application System Architecture Flowchart TemplateÂ
In its essence, this slide functions as the one-stop shop for businesses wanting to master the intricacies of handling customers through a well-designed flow chart. Use this PPT Template to study the device to be used, the application server, and the way you want the Data Base (DB) to be structured. In addition, outline up to eight key features of your CRM on the right of the template. Download now.
Template 3: Flowchart of CRM in Real Estate Details PPT Professional RulesÂ
The presentation template showcases the 14-stage process in accomplishing the flow chart of CRM in the real estate industry. The major domains mentioned on the PPT are campaign/leads with the management; unit cost estimation; sales follow-up; invoice generation and reconciliation. The last step is, of course possession that this slide highlights well. Get this presentation template now!
Template 4: CRM Architecture with Organizational Information Flow PPT TemplateÂ
Use this PPT Template to create a process flow that allows you to generate dashboard analytics, and other required miscellaneous reports that businesses need, such as on operational and marketing. This PPT Slide depicts a data warehouse, where you input prospective data, and can track it. Marketing automation is also a factor that weighs in on CRM to create this near-perfect layout to achieve goals. Download this slide now to create a flow chart that responds to organizational flow of information.
Template 5: CRM Performance Measurement Process Flow Chart Presentation TemplateÂ
This PPT Template showcases the process framework for measuring CRM performance. This template depicts the 11 key domain areas that feed into corporate economic performance, when using CRM as the system of choice. For instance, company culture informational technology use and organizational structure act as inputs for the CRM process per se. Then, the two concepts of customer worth and client equity created decide the performance of the CRM process. This presentation template then depicts on clearly. Note how the slide depicts customer satisfaction as linked to client equity and customer worth. Get it now!
Template 6: CRM Operational Flow Chart with Value Creation Process PPT Template
This PPT Template showcases how the CRM operational process model can be used to increase profit. The slide offers a framework to deliver the best value creation to the customer or client. Use this template to study the inputs and outputs that go into the value creation process. The phases listed are four. The strategy development process, the multichannel integration process, the performance assessment step and framework for information management. Get this template now!
Template 7: Five-Step CRMÂ Process Flow Presentation PPTÂ
This PPT Template enlists steps that go into creating a personalized customer communication flow chart. This aim of this CRM process flow chart is to engage the customer better, and you can use this slide to showcase the five stages that go into it. The beauty of the template is the seamless way in which it integrates marketing, sales and customer service into a functionally efficient customer lifecycle. Each of the five stages is also partitioned into actions it entails. What are the five categories? Well, download and find out in detail.
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CRM IS INDISPENSABLE
CRM has always been there with businesses, in some form or the other. Technology has just made it easier to implement it, in any of its three types as we explain in the FAQs below. You can analyze data from customers to the greatest, granular detail possible. The key to a profitable and balanced business, however, is to think of a CRM process flow chart as the first step to go about managing the most important asset, the customer. Treat CRM as indispensable and you get on the highway to profitability and increased business right away.
Finally, when you are running the CRM, you need some sort of a running check on it to gauge what it is bringing to you in terms of hard, cold numbers. Analyze the efficacy of the system you adopt with our CRM dashboard templates. Click here to get slides that gives you metrics to make an informed decision on the performance of your CRM.Â
P.S. Incorporate the operational and requirement and policy imperative that customers also look at while doing business with you: Diversity, Inclusion and Equity. Find top 10 training courses on diversity and inclusion with a click here. We start with biases and take you through the nitty-gritties of inclusive leadership and the formation of diversity councils at the workplace. Â
FAQs on CRM Process Flow Charts
What are the steps in CRM process?
The CRM process is the way businesses choose to interact with customers for better sales and create engagement and demand for its value offering. It is tech-based process that sorts, evaluates and takes business calls based on customer data. As a framework, CRM involves taking the five steps of:
- Reach (What are the touch-points you have chosen to interact with customer).
- Acquisition (How do you know you have acquired a customer? Is it when a booking is made, or full payment is with you, or when a form is filled, etc.)
- Conversion (You had the customer, but did it give you the business result of money in the bank.)
- Retention (What will make the customer buy from you again. What is your game plan for this?)
- Loyalty (After retention, your CRM must work to instill loyalty so that the customer never moves to other businesses).
What are the four components of CRM process?
The four components of the CRM system form a continuous cycle. These, in order of sequence of activities are: Marketing, sales, order and support. Each of these CRM components has three main actions it performs. For instance, marketing generates leads; the sales department qualifies and covers leads; orders ensures that there is an ordering process in place. Finally, the support component ensures that the business maintains a knowledge base of the learnings from the first three CRM components; training and customer support are also its responsibility.
What are the three types of CRM?
In theory, and even in practice, there are three types of CRM. These encompass three major management styles as well, and are referred to as Operational, Analytical and Collaborative. The emphasis in these styles or types is on how communication flows in an organization and the aim of the CRM. In operational CRM, the focus is on prioritizing and integration of activities across sales, marketing and customer service. In Analytical CRM, priority is accorded to data collection and analysis with the aim of improving customer retention and satisfaction rates. In Collaborative CRM, the customer’s positive engagement is the key goal. To ensure this, Collaborative CRM ensures it gives clear, key information to departments that deal with customers.
