Are you dreaming to deliver a stunning crm management PPT presentation? To quickly turn your spark into a flame here we are showcasing a pre built client relationship management PowerPoint presentation. With help of this PPT sample file you can motivate your employees for establishing enduring customer relations to fetch more and more business. Additionally, this PowerPoint show also supports to illustrate a thriving customer acquisition model as well as importance of crm in marketing to support employees for gaining new customers. Apart from this, using this PowerPoint deck to display data analysis you can enhance the comprehension of your sales work force about market position, trade inclination, money flow, customer loyalty, marketing strategy etc. Exclusive presentation slides like customer perceived value, why customers move away, transaction vs relationship marketing, economics of customer retention, crm components, basic crm and enhanced crm etc. are included in this visual communication to make it more precise. All you need to do is to get started with our readymade customer relationship management process and dashborad slide presentation.Our Customer Relationship Management Process And Dashboard PowerPoint Presentation Slides contain excellent graphics. Designed to enhance clarity of communication.

1. Customer Relationship Management
Process And Dashboard
Your Company Name

2. 01
Agenda
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04
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02
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06
Agenda
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AGENDA
2

3. 3
CRM INTRODUCTION
CRM
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4. 4
Customer
Initiatives
Decision Support
Initiatives
Operational
Initiatives
Financial
Initiatives
Remain in
business
Increase
revenue
Optimize resources &
minimize costs
2017 2018 2019 2020 2021 2022
Leverage investments
Reduce costs
Enhance products & services
Enhance executive decision making
Reach the customer
Participate in global village
IMPORTANCE OF CUSTOMER INITIATIVES

5. 5
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Strategy
People
SystemsProcess
Structure
Customer
CUSTOMER IS THE FOCUS

6. 6
Out Standing A
Exceeds Expectations B
Satisfactory C
Unsatisfactory D
Failing F
0
10
20
30
40
50
60
CORE SERVICE SATISFIES CARING SERVICE DELIGHTS
Customer
Expectation
Perceived
Value
Customer
Expectation
Perceived
Value
CORE VS EXTENDED CUSTOMER SERVICE

7. 7
Customer
perceived
value
Total
Customer
Benefit
Total
Customer
Cost
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CUSTOMER PERCEIVED VALUE

8. 8
Service’s Customer Understanding And
Analysis
Service’s Long –Team Customer Relationship
Service’s Transactions
Customer Interactions
CHANNELS
CUSTOMER
CHANNELS
TRANSACTION
EMPHASIS ON CUSTOMER TRANSACTION

9. 9
Vs
One- Time
Managing Brands
Mass Communication
Market Share
Profitability Of Transaction
Brand Equity
TRANSACTION
Ongoing
Managing People
Individual Communication
Customer Share
Profitability Of Longevity
Customer Share Equity
RELATIONSHIP
TRANSACTION VS RELATIONSHIP MARKETING

10. 10
69%
14%
9%
5%
3%
New Associations
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Completion
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Product Dissatisfaction
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Miscellaneous
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Perceived Indifference
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WHY CUSTOMERS MOVE AWAY

11. 11
1.8
0.5
0.1Cost Of Retaining
Current Customer
Cost Of Acquiring
New Customer
Cost Of Retaining
Current Customer
ECONOMICS OF CUSTOMER RETENTION

12. 12
Differentiate
Based On
Customer Needs,
Characterist-ics
And Behaviors
Develop
Products,
Services,
Channels To
Meet Customers
Needs
Retain
Valuable
Customers
Interact With
Customers And
Prospective
Customer
Understand
Customers’
Needs
Customize By
Customer
Segment
Acquire
Customers
And
Prospective
Customer
Deliver
Increased
Value To
Customer
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CRM MODEL

13. 13
Customer Development
Through Personalization
And Customization
Customer Need Assessment
And Acquisition
Customer Equity Leverage
Through Cross Selling , And
Up Selling,
Customer Retention And
Referrals For New Customers
CRM
01 02
03
04
CUSTOMER LIFECYCLE MANAGEMENT

14. 14
Stage 6Stage 5Stage 4Stage 3Stage 2Stage 1
Enhancing The
Customer Experience
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Marketing More
Effectively
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Analyzing Customer
Behavior
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Accessing Information
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Storing Information
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Collecting Information
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STAGES OF CRM

15. 15
Various
System
Customer
Interaction Center
CUSTOMERSTAFF
Customer Sales
Customer
Marketing
Customer Field
Service
Customer Service
Customer Analysis &
Reporting
Self- Serve
Channels
CRM COMPONENTS

16. 16
Marketing
Department
Indicators
Segmentation
Targeting
Campaign
Management
Call
Center
Service Request
Management
Satisfaction
Inquiry
Customer
Support
Mobile Client
SFA
Sales Document
Generation
Planning
Prospects
Management &
Sales Action
Sales
Administration
Actions & Alarms
Management
Sales
Department
Customer
Satisfaction
Multi-
Channel
Phone
Mail
E-mail
Fax
Web Visit
Customer
DatabaseWorkflow
Analysis
Customer
History
Customer
s
PROCESS OF E-CRM

17. 17
CRM
Customer Relationship Management
Deliver on
Expectations
Define
Expectations
Close
Order
Process
Negotiate
Support
Propose
Quote
Collections
Receivables Marketing
Prospecting Web
Qualify
Design
Engineer
Specify
CRM PROCESS

18. 18
Ge
t
Qu
ote
@
Support
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Lead
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Prospect
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Quality
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Meet
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Repurchase
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Service Delivery
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Order
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Quote
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BASIC CRM AND ENHANCED CRM

19. 19
• Manage cases
• Conduct trainings
• Provide service
• Develop knowledge base.
• Deliver Products
• Produce invoices
• Run campaigns
• Generate leads
• Form a database
• Assign Leads
• Qualify Leads
• Convert Leads
• Track Opportunities
CRM CAPABILITIES

20. 20
Chart Title
$24,070,000,00
$11,830,000,00
$18,030,000,00
$7,090,000,00
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(Blank) (Quality) (Develop) (Propose) (Close)
CRM DASHBOARD (PIPELINE BY SALES STAGE)

21. 21
$479.0
$0.0 $800.0
$321.0
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CRM DASHBOARD (ACTUAL VS. TARGET REVENUE)

22. 22
COUNTALLOPPORTUNITY
Cold Hot Warm
01
02
03
CRM DASHBOARD (OPPORTUNITY BY RATING)

23. 23
0 5 10 15 20 25
recycle
converted
In process
Assigned
New
Carol smith tom smith peter smith tony smith john smith jonson smith
CRM DASHBOARD (CURRENT LEAD STATUS)

24. 24
8.23.2
1.4
1.2
Advertisement Email campaign
Online site Exhibition
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Leads By Source
CRM DASHBOARD (LEADS BY SOURCE)

25. 25
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00
02
03
04
05
01
30%
Aug
40%
Sep
50%
Oct
Deals By Expected Close Date
CRM DASHBOARD (DEALS BY EXPECTED CLOSE DATE)

26. 26
25
Touched leads
50%
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Lead Acquisition
50
Touched leads
80%
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Deal Acquisition
Time Duration- 30 Day / 60 Day / 90 Day
CRM DASHBOARD (LEAD ACQUISITION & DEAL ACQUISITION)

27. 27
0 10 20 30 40 50 60 70 80 90 100
Customer 1
Customer 2
Customer 3
Customer 4
Customer 5
Customer 6
Customer 7
Customer 8
Customer 9
Customer 10
Top Customers
CRM DASHBOARD (TOP CUSTOMERS)

28. 28
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Text Here
0
1
2
3
4
5
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Open tickets Closed tickets
New orders New clients
CRM DASHBOARD TEMPLATE

29. 29
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Revenue
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Acquisition
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Active Subscribers
0
20
40
60
80
100
11-Aug 12-Aug 13-Aug 14-Aug
5525
10
5
Text 1 Text 2
Text 3 Text 4
0
10
20
30
40
50
Week
1
Week
2
Week
3
Week
4
Week
5
Week
6
CRM DASHBOARD (KPIs)

30. 30
Text Here
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8.2
3.2 1st Qtr
2nd Qtr
Text Here
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0 5 10
1
2
3
4
Series 2
Series 1
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Text Here
CRM (SALES REP DASHBOARD)

31. 31
Total Projects
10
Projects On Hold
20
Overdue Projects
30
Available Resources
40
Schedule
50
Project Types
Project Types
Types 1
Types 2
Types 3
Types 4
Types 5
Project
Types
Project Size
Size 1
Size 2
Size 3
Size 4
Size 5
Project
Size
CRM DASHBOARD (PROJECT MANAGEMENT)

32. 32
Sales by product
march 2006
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Total lead
ownership
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Lead owner
breakdown
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Month over month
closing trend
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0
2
4
6
0% 50% 100%
Lost
Converted
Open
0
2
4
6
CRM DASHBOARD (SALES DASHBOARD TEMPLATE)

33. 33
0
50
100
150
200
250
300
350
400
450
Jan Feb Mar Apr May Jun Jul Aug
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This Year Sales And Last Year Sales By Given In Fiscal Month
CRM DASHBOARD (THIS YEAR SALES VS. LAST YEAR SALES)

34. 34
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Leads Per Week
0
10
20
30
40
50
60
Category 1
10-Nov-16 15-Nov-16
20-Nov-16 25-Nov-16
Leads This Week (Query) Target (50)
40
50
60
0
7010
80
20
30
CRM (MARKETING DASHBOARD)

35. 35
2015
2016
2017
40k
30k
20k
10k
0k
0
2
4
6
8
10
12
2015 2016 2017 2018 2019 2020 2021 2022
0 5 10
Windows XP
Windows Mobi
Windows 7
Linux
Windows Vista
Blackberry
IPhone/IPod/IP
Windows 8.1
Windows 8
2017
2018
2019
2020
2021
2022 2015
2016
CRM DASHBOARD (INTRANET DASHBOARD)

36. 36
ADDITIONAL
SLIDES

37. 37
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OUR MISSION

38. 38
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JOHN SMITH
MANAGER
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JOHN SMITH
PRODUCT MANAGER
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JOHN SMITH
CEO
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JOHN SMITH
FINANCE MANAGER
OUR TEAM

39. 39
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JOHN SMITH
FINANCE MANAGER
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ANITA SMITH
CEO
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CAROL SMITH
PRODUCT MANAGER
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MARY SMITH
MANAGER
ABOUT US

40. 40
01
02
03
04
05This slide is 100% editable.
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OUR GOAL

41. 41
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0
20
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160
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260
280
DASH BOARD

42. 42
OPTION 1
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OPTION 3
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OPTION 2
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LOCATION

43. 43
TIME LINE
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01
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02
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04
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2017 2018 2019 2020 2021 2021

44. 44
POST IT

45. 45
Text 4 Text 1
Text 2Text 3
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PUZZLE

46. 46
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TARGET

47. 47
01
02
03
04
0506
07
08
09
10
TEXT
HERE
Text Here
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CIRCULAR

48. 48
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VENN

49. 49
MIND MAP
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50. 50
TextHere
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LOW HIGH
HIGHLOW
MATRIX

51. 51
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LEGO

52. 52
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SILHOUETTES

53. 53
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HIERARCHY

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BULB OR IDEA

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your needs and capture your
audience's attention.
This slide is 100% editable. Adapt it to
your needs and capture your
audience's attention.
This slide is 100% editable. Adapt it to
your needs and capture your
audience's attention.
This slide is 100% editable. Adapt it to
your needs and capture your
audience's attention.
This slide is 100% editable. Adapt it to
your needs and capture your
audience's attention.
This slide is 100% editable. Adapt it to
your needs and capture your
audience's attention.
This slide is 100%
editable. Adapt it to your
needs and capture your
audience's attention.
MAGNIFYING

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02
03
04
05
This slide is 100% editable. Adapt it
to your needs and capture your audience's
attention.
This slide is 100% editable. Adapt it
to your needs and capture your audience's
attention.
This slide is 100% editable. Adapt it
to your needs and capture your audience's
attention.
This slide is 100% editable. Adapt it
to your needs and capture your audience's
attention.
This slide is 100% editable. Adapt it
to your needs and capture your audience's
attention.
BAR GRAPH

57. 57
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03
04
05
06
Text Here
This slide is 100% editable. Adapt it
to your needs and capture your
audience's attention.
Text Here
This slide is 100% editable. Adapt it
to your needs and capture your
audience's attention.
Text Here
This slide is 100% editable. Adapt it
to your needs and capture your
audience's attention.
Text Here
This slide is 100% editable. Adapt it
to your needs and capture your
audience's attention.
Text Here
This slide is 100% editable. Adapt it
to your needs and capture your
audience's attention.
Text Here
This slide is 100% editable. Adapt it
to your needs and capture your
audience's attention.
FUNNEL

58. 58
THANK
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