Customer relationship management techniques powerpoint templates microsoft

Description:

This image showcases a presentation slide titled "Customer Relationship Management Techniques." At the center, there is an acronym "CRM," which stands for Customer Relationship Management, surrounded by a three-segment circular diagram with arrows indicating inter-connectivity and cyclical processes among the segments. Each segment is labeled Support, Marketing, and Sales and contains a list of related techniques or actions.

1. Under the "Support" section, techniques include managing cases, conducting training, providing service, and developing a knowledge base. These actions focus on maintaining positive ongoing relationships with customers through effective support and education.

2. The "Marketing" portion lists the following actions: running campaigns, generating leads, and forming a database. This pertains to the creation and management of marketing strategies to attract and engage customers.

3. In the "Sales" segment, the listed actions cover assigning leads, qualifying and converting leads, and tracking opportunities. This illustrates the process of progressing potential customers through the sales pipeline to close deals.

4. The final part of the slide, separate from the circular diagram, outlines the steps of delivering products and producing invoices, which are fundamental operations within the sales process.

Use Cases:

The slide can be used across a variety of industries where CRM and structured processes for customer engagement are critical:

1. Retail:

Use: Educating staff on customer engagement strategies

Presenter: Marketing Manager

Audience: Retail Team Members

2. Technology:

Use: Training on CRM software implementation

Presenter: CRM Consultant

Audience: Software Development Team

3. Real Estate:

Use: Demonstrating how to manage client relationships effectively

Presenter: Sales Manager

Audience: Real Estate Agents

4. Automotive:

Use: Explaining lead management in auto sales

Presenter: Dealer Principal

Audience: Sales Representatives

5. Healthcare:

Use: Showcasing patient relationship management

Presenter: Practice Manager

Audience: Medical Staff

6. Banking:

Use: Outlining customer service excellence

Presenter: Customer Service Trainer

Audience: Bank Tellers

7. Hospitality:

Use: Discussing strategies for guest engagement and retention

Presenter: General Manager

Audience: Hotel Staff