Customer Relationship Management (CRM) encompasses practices and technologies that businesses utilize to manage customer interactions and data, aiming to enhance relationships with clients throughout their lifecycle. Key benefits of CRM include automation of tasks, improved team collaboration, cost savings, increased efficiency, and better internal communication. Understanding customer preferences and maintaining comprehensive records helps in targeted marketing and optimizing sales efforts.

1. Presented By: Sahil Ashok Desai
Marketing Promotion Specialist

2. What is CRM ?
 Customer relationship management (CRM) is a term that
refers to practices, plan and technologies that companies use
to manage and analyze customer interactions and data
throughout the customer lifecycle, with the goal of improving
business relationships with customers.

3. Do You Know?
 Do you know how many people are your Targeted
Audience?
 Do you know how many Customers are doing business
with you at maximum time?
 Do you know how many kinds of Documents shared
with your Customer X?
 Do you know what kind of discussion has been done
with Customer X when you meet them last time?
 Do you have record that how many times of follow-up
with Customer X?

4. Do You Know?
 Do you know what is date of First meeting and Last
meeting with Customer X?
 Do you Know what the Customer X has talked in Last
Meeting?
 Do you know the Customer X has been talked on
Phone call and while he talks in Actual Meet?
 Do you have the record that who is our Most valuable
Customer?
 Do you know when is our next meeting? Where the
Client X can be meet? What is matter? Who is going to
meet? How much time is available for us?

5. Do You Know?
 Do you know how many Leads are going to Convert in
Opportunities?
 Do you know how much sales did you in last Month,
Last Year, in Last Five Year?
 Do you know how many Clients are on Priority?
 Do you know how many Customers are Accepts or
Rejects your Quotation?
 Do you know the Birth date of Every Valuable
Customers?
 Do you have Exact Figure of your Profit?

6. Benefits of CRM
 Automation of Every Task
 Increased Team Collaboration
 Cost Savings
 Grow Efficiency
 Discover New Insights From Business data
 Better Internal Communication
 Optimize Marketing with best Focus on Targeted Sale
 Better Work History of Existing Employee

7. 1. Automation of
Every Task.
Reducing Paper
work
Every Talk is
stored in
Database
Focus can be
clear

8. 2. Increased Team
Collaboration
Working
Together with
Same system.
Data is stored in
same place so
increasing Team
work.

9. 3. Cost Savings
It is Become Cheaper
to compare other
methods.
All Reports can be
generated as per
single click.

10. Grow Efficiency
•Increasing Speed of Work
•Fast Result

11. Discover New
Insights From
Business data
•New Things are
Coming Up with
Business Data
Data is well formatted
so it is very useful to
generate any kind of
report.

12. Better Internal
Communication
•Internal
Communication will be
increased.
•Every Talk is recorded
so easy to
communicate.

13. Optimize Marketing
with best Focus on
Targeted Sale
•Focus can be Clear
•Easy Concentrate on
Specific Clients .

14. Better Work History
of Existing
Employee
•Easy To Track
Work History
•Recognize the
Valuable Clients