Customer Relationship Management

&

CRM Strategy

Step To CRM Kit

One CRM Kit that Bridges the Gap

Between Beginners and Experts

“Simplify Every Aspect of Your Customers’ Relationship

Management And Life Cycle With Just a Few Quick Actions and Practices!

Efficiency Awaits.”

With this CRM Kit at your disposal, you will have an easy to follow method to increase the level of new customer acquisition, Improve your customer retention and to increase the amount of money that customers happily spend on your products or services.

“CRM Blueprint” In Today’s market more than ever before, CRM needs in business raise to deliver deep functionality, be easy to use and customizable to meet today’s challenges in business. I look to Step To CRM Kit as a blueprint
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to maximize the benefits out of companies CRM solution. Michel Ayat Michel Ayat – CEO, AAC

Changing the way that people look at their customers, the “Step To CRM Kit” is innovative in that, it does not require a PhD to use. Reality is: It does not even require any experience whatsoever. While big companies and corporates are investing thousands or even hundreds of thousands dollars to achieve the right customer relationship management practices, it’s all yours now in one kit. Secrets of the Guru’s Finally Revealed within Step to CRM Kit

Easy To Use – 5 Modules Designed by Expert and Easy To Use
Instant Download – Instant Downloadable Soft copies
Comprehensive – 40+ templates, documents and presentations cover the Major and essential Areas within Your CRM Succession Time
Editable Format – Easy to edit and customize any of the operational documents or presentation to your company’s and business requirement
Fits Any Business Industry – Can Be Customized To Fit Any Business Industry Editable Documents, Sheets, Presentations and Templates Easy To Apply
No Special Education – Dose Not Require any Special Education or Degree
Case Studies – Supported By Case Studies and Real Life Examples

All you need is your desire to grow your customers’ base

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“Step By Step Guide” The Step To CRM Kit is amazing! How it guides you through things in a step-by-step manner distinguishes it from everything else out there. Even though I didn’t need something that holds your hand every step of the way, having good and reliable guidance meant that I could really, truly, tap into the full power without even thinking too much about it. Sebastian T Samuel Sebastian T Samuel – Group IT Manager, AWRostamani

“Step To CRM Kit” comes in 5 easy to use modules:

What Is CRM? – Module #1

CRM, or Customer Relationship Management, is a company-wide business strategy designed to reduce costs and increase profitability by solidifying customer loyalty. True CRM brings together information from all data sources within an organization (and where appropriate, from outside the organization) to give one, holistic and 360 view of each customer in real time. This allows customer facing employees in such areas as sales, customer support, and marketing to make quick yet informed decisions on everything from cross-selling and up selling opportunities to target marketing strategies to competitive positioning tactics . In this Module you will find: 1- CRM For Newbie’s 2- CRM Success – Quick Guide 3- CRM Maturity Evaluation Tool 4- Introduction To KPIs ( Key Performance Indicators ) 5- KPI and How To Track Performance

CRM Implementation and Setup – Modules # 2

Full, detailed and easy to use documents and templates starting from the footprint design to the implementation of your CRM application supported by Implementation case studies. This module provides you with: 1- Footprint & Project Approach ( MS PowerPoint Presentation) 2- Service Catalog Template ( MS Word Documents) 3- Service Template ( MS Word Documents) 4- Project Management Plan Template ( MS Word Documents) 5- Vendor RFP Presentation Agenda ( MS Word Documents) 6- RFP Questionnaire for Implementing the CRM system ( MS Word Documents) 7- Interface Functional Specification Template ( MS Word Documents) 8- Configuration Management Plan Template ( MS Word Documents) 9- User Acceptance Test ( MS Word Documents) 10- Implementation Proposal Presentation-Case 1 11- Implementation Proposal Presentation-Case 2 12- Implementation Proposal Presentation-Case 3 13- CRM Steering Committee Update

Customer Information and Database Management – Module # 3

Understanding your customers helps you to sell them more of your products and services as well as support them better. Understanding your customers’ starts by understanding who they are? And what are their needs?, profiling existing customers also makes it easier to find new ones. You can look for similar prospects, and sell to them in a similar way and retain your existing ones. Step To CRM helps you with a full clear easy

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to understand and use set of documents and reports , in this module you will get: 1- Detailed Data Cleansing Methodology – Total Data Quality Plan ( MS PowerPoint Presentation) 2- Data Cleansing MIS – Report ( MS Excel Sheet) 3- Data Migration Strategy ( MS Word Document) 4- Customer Journey Map Sample “Automotive Case Study” ( MS Excel Sheet) 5- Process Flow Case Studies ( Automotive and Real Estate CRM Processes Flow ) (HTML Format) 6- Process Flow Case Studies ( Automotive and Real Estate CRM Processes Flow ) (MS VISIO)

Customer Satisfaction Survey

CRM Business Plan & Management – Module # 4

1- Business Plan PPT- PowerPoint Presentation Sample 2- Business Plan Measures 3- Action Plan

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Template 4- Customer Life Cycle Action Plan 5- Business Plan Summary Template 6- CRM Manager Detailed Job Description

CRM Management

Customer Satisfaction – Module # 5

“Unless you have 100% customer satisfaction … you must improve.” Horst Schulz Tools to help you accomplish that with Step To CRM Kit Customer Satisfaction Module 1- Customer Satisfaction Guide 2- Customer Management Culture 3- Customer Satisfaction Survey (software) 4- Webhosting Cancellation Survey 5- Tech Support Experience Survey Step To CRM Kit is designed to help you put together the right CRM strategy and have a successful CRM Implementation with the best CRM practices as abase, to enjoy and bring to accomplish : • Increase in Productivity of Sales, Services and CRM Teams. • Save Effort And Increase Efficiency Through Automation. • Act and Sound Professional • Save Money • Design Your Faster Response Processes To Customer Inquiries. • Identifying the most profitable customers. • Receiving customer feedback that leads to new and improved products or services. • Consider the One-to-One Marketing For Your Business. • Have a Holistic and 360 View Approach • Streamlined sales and marketing processes • Added cross-selling and up-selling opportunities • Improved customer service, loyalty, and retention • Increased call center efficiency • Higher close rates • Better customer profiling and targeting • Reduced expenses • Increased market share • Higher overall profitability

“Thanks once again for the support.” As an organization one is always curious to know how best one can minimize cost and increase profits. In this tough competing market getting an edge is the key towards sustained development. And this edge is what Step To CRM Kit provided us with – by converting any enquiry to a sale and managed our customers over the phone/system. I had a preconceived notion that CRM is only about receiving/handling calls/complaints which would result to improved customer service. But Step
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CRM Strategy

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Call Center Start up Documents

1- SWOT Analysis Tips & Example (MS Word) CRM for Call Centers Kit 2- Contact Center Project Plan Document (MS Project) 3- All Contact Center elements requirements to have in your Call Center RFP ( MS Excel Sheets) 4- Business Start Up Sheet Template (MS Excel Sheets) 5- Business Set up Check List (MS Word) 6- Vendors Scoring & Selection Sheet Template (Ms Excel Sheet) CRM Strategy

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Customer Service Training materials

1- Attitude (MS Power Point) – GeneralCRM Training 2- Customer Service (MS Power Point) – Front Line Team 3- Communication Skills For Customer Service Representative (MS Power Point) – Front Line Team 4- Dealing with Upset Customers (MS Power Point) – General 5- Time Management (MS Power Point) – Management Level 6- Customer Service Test (MS Word) – General

“This Is What I Wanted!” Wow! Just wow! I don’t even know where to start with all the things that this CRM Kit has done for me. Know that list of features that people are talking about? Well they are all completely, one hundred and fifty percent true, and as I found out, they aren’t even the half of it. All I know is that the Step To CRM Kit is the best buy I have ever, ever made. Adil A. Aljabar

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