– Jim Berkowitz, CEO, CRM Mastery. Optimizando la capacidad de su organización de conseguir, capturar y crecer clientes. Optimizing Your Organization’s Ability to Get, Keep & Grow Customers

1. Optimizing Your Organization’s Ability to Get, Keep & Grow Customers Using Enterprise Feedback Management to Balance Your Strategic CRM Focus

3. Uncovering Opportunities to Profit from CRM The first question that executives typically ask me is: What’s the best CRM solution for my business? When what they should be asking is: If we invest our precious time, money and resources on CRM, what can I expect?

5. CRM is Not Just About Technology Technology is not the be all, end all.. It should be thought of as an enabler to improving business problems, not the answer in itself.

6. And CRM is Definitely Not a Project You can’t fix everything all at once! Customer Management issues must be prioritized so that the most critical problems can be addressed as part of an initial CRM initiative.

7. So, What is CRM? CRM is an ongoing process of managing customer relationships using a synergistic blend of people, business processes and technology that, if well managed, will allow an organzation to continuously and measurably improve their ability to GET , KEEP and GROW profitable customers .

8. Critiquing Your Current Situation All CRM initiatives must begin by gaining a solid understanding of your CRM strengths and more importantly, your current weaknesses; What’s holding you back!

10. The CRM Discovery Process The CRM discovery process does present a number of challenges… Interviews, customer focus groups and faciliated workshops can be difficult, time consuming and expensive!

13. Internal Customer-facing Operations To maximize your company’s revenue growth and bottom-line profits, you’ve got to.. Isolate and prioritize all of the weaknesses within your marketing, sales and customer service operations.

14. Customer Expectations & Loyalty The “best” source of insight into what should be done to become more effective at getting, keeping and growing profitable customers is… Your customers!

15. Employee Satisfaction & Loyalty To achieve the ultimate goal of satisfied customers, companies must first ensure employee morale because… Satisfied employees create satisfied customers.

16. Customer Focus Companies can no longer rely on just price, quality and delivery to keep customers coming back… Customer satisfaction is the key (and maybe the only) competitive differentiator.

17. Conclusion Consider supplementing traditional CRM discovery process steps with a series of surveys… Properly designed, they will allow you to design a holistic CRM plan…

18. Enterprise Feedback Example Customer Lifecycle Management Assessment