In today’s days companies live in a world where markets and economies are in constant state of flux:
Clients loyalty is fading, customers expectations are soaring, market is increasingly complex, increasing pressure on Gross Profit Margin GPM and the cluttered media, high cost & low ROI.
That is why, you will need -as a business man – a clear direction on CRM helping your business and support it with a solid clear business plan
In this module you will have:
1- Business Plan PPT- PowerPoint Presentation Sample ( MS PowerPoint )
1. Situation Analysis
2. SWOT Analysis
3. Strategy Map for the Customer Management Unit
4. Balanced Scorecard
5. Projects
6. Your Co. In-House Loyalty Program
7. Your Co. eBranch Project
8. Organization Structure
2- Business Plan Measures ( MS Excel Sheet) CRM Balanced Score Card
“Balanced Score Methodology” to measure the CRM performance in terms of Business, Customers, Internal Process and Learning & development areas.
3- Action Plan Template ( MS Excel Sheet)
4- Customer Life Cycle Action Plan ( MS PowerPoint )
- i. CRM operations – Key daily customer touch points
- ii. Customer life cycle
- iii. Customer life cycle – Pre Sale & Deal Closing
- iv. Customer life cycle – Ownership
- v. Customer life cycle – Repurchase or Lost
- vi. Information capturing
- vii. Objectives of CRM
- viii. CRM Loyalty “Loyalty enhancement” challenge
5- Business Plan Summary Template ( MS Excel Sheet)
6- CRM Manager Detailed Job Description ( MS Word Document )
Job Purpose
- Job Accountability & Expectations
- Required Skills
- Job Dimensions
- Core Competencies
- Preferred Qualification & Experience
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Step To CRM Kit Full Contents:
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