This document outlines 10 reasons why companies need a customer relationship management (CRM) system. It discusses how CRM allows companies to better manage sales, marketing, and customer service operations. It also explains that CRM helps maximize revenue growth by improving marketing effectiveness, generating more qualified leads and business opportunities, and improving customer experience and loyalty. Additionally, the document states that CRM provides benefits such as improving the customer experience, expanding brand image, gaining deeper and broader customer knowledge, increasing productivity, improving forecasts and trends analysis, enhancing business decision making, and having a greater impact on overall business performance. In summary, the key message is that CRM can help companies improve operations, maximize revenue, enhance the customer experience, and boost business performance

1. Alberto Hernández
Director de Ventas
Doble Group LLC

2. In an ever increasing competitive
landscape, the relationship you
have with with your customer’s will
ultimately make the difference.

3. 10 REASONS WHY YOUR COMPANY NEEDS CRM

4. 1. Better Management of your Sales, Marketing
and Customer Service Operations
CRM allows you to monitor
adherence to best practices
and measure real-time results.
This ensures your processes
are consistently delivering the
desired output.

5. 2. Maximize Revenue Growth
• Improved Marketing
Effectiveness = More Qualified
Leads.
• More Qualified Leads = More
Business Opportunities
• A well managed sales process =
More Closings + Satisfied
Customers
• Better Experience = More
Loyalty
• More New Business + Higher
Retention Rates = Revenue
Growth
More Leads
More oportunities
More Closings
More Loyalty

6. Often times we are more focused on
new business. However, retention is
key to sustainable growth.
It is much more difficult to retain a
customer when they have already
made the decision to leave. And
what about the cost?

7. 3. Improve Customer Experience:
Leverage your
customer 360◦
knowledge to deliver
a more personalized
and relevant
experience to each
customer individually.

8. 4. Improve & Expand Brand Image
Use your Customer
Knowledge to
Communicate the
Right Message
through the Right
Channels.
Be a Thought Leader,
Deliver Value and
Respond Quicker!

9. A CRM provides you real time insights to
deepen your customer knowledge and
build ”More Meaningful, Longer Lasting and
Closer Relationships with each customer”
Provide customers what they want, when
they want it where they want it.
5. Deeper Customer Knowledge

10. The goal is to find patterns in
consumer behavior to help them
achieve their goals and predict
their needs in the immediate
future.

11. 6. Broader Customer Knowledge
(360◦ Degree Customer View)
Have real time visibility of every customer interaction and
behavior by integrating with ERP, OSS, BSS, and/or any other
3rd Party Application that provides customer insights.

12. Real-time analysis with customer-
centric information is vital to
determine what marketing efforts,
sales strategies and customer
service processes are and are not
contributing to your success.

13. 6. Greater Productivity
• Process Adherence Monitoring
• Campaigns & Leads
• Pipeline & Forecasting
• Sales and Service Cycle Acceleration
• Activities Management (Never Forget)
• Centralized Customer Information @ your
fingertips
• Workflows
• Approvals
• Mobility
• Collaboration / Communities
• And Much, Much, More…...

14. 9. Greater Predictability via Forecasts and
Trend Analysis
Knowledge is Power, and a CRM provides you
the statistical, trends and forecasting
information you need to affect your business
outcomes before its too late.

15. Accurate Forecasting
increases commercial
credibility, minimizes risk
and improves overall
business management.

16. 8. Better Business Decision Making
With real-time access to critical business information
(from any device anywhere) you can access reports and
dashboards. You will be better informed and
ready to make smarter decisions quicker!

17. 10. Have a Greater Impact in Overall Business
Performance
Key Customer Centric Information
should have an impact in other key
business areas:
• New Products
• Product Design & Management
• Pricing and Yield Management
• Inventory Management
• Financial Planning
• Business Operations
• Supply Chain
• And many, many other…..

18. In Summary, a CRM Helps…..
• Improve Marketing, Sales and Service
Operations Management
• Maximize Revenue Growth
• Improve Customer Experience
• Improve & Expand Brand Image
• Deepen Customer Knowledge
• Broaden Customer Knowledge
• Increase Productivity
• Improve Forecasting & Trend Analysis
• Improve Decision Making
• Have a Greater Impact on Overall
Business Performance

19. QUESTIONS?

20. THANK YOU

21. Contact us!
w w w . d o b l e g r o u p . c o m
@doblegroup /doblegroup /+doblegroup
Company/doble-group-llc doblegroup /DobleGroup

22. Doble Group, LLC
D o b l e G r o u p , L L C i s a b o u t i q u e c o n s u l t i n g f i r m t h a t f o c u s e s o n i m p r o v i n g
c o m m e r c i a l b u s i n e s s r e s u l t s t h r o u g h C R M s o l u t i o n s a n d t h e a l i g n m e n t o f t h e
o r g a n i z a t i o n , i t s p r o c e s s e s a n d t e a m s f o r s u c c e s s . W e d e l i v e r o u r s e r v i c e s
t h r o u g h h i g h l y c u s t o m i z e d c o n s u l t i n g , t r a i n i n g a n d c o a c h i n g p r o g r a m s a n d
t h e w o r l d ’ s # 1 C R M t e c h n o l o g i e s , S a l e s f o r c e .

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