SlideShare a Scribd company logo
Using	
  CRM	
  to	
  deliver	
  	
  
a	
  winning	
  customer	
  experience	
  
David	
  Jackson	
  
CEO	
  
“Develop	
  effec?ve	
  strategies	
  to	
  increase	
  customer	
  
sa?sfac?on	
  and	
  loyalty	
  by	
  ensuring	
  every	
  user	
  has	
  the	
  
insight	
  they	
  need	
  to	
  be	
  a	
  customer	
  expert,	
  every	
  
?me.”	
  
CUSTOMER	
  EXPERIENCE	
  
TRENT – CAN YOU GET A BETTER PIC PLEASE
SOMEONE BEING HIT BY A PAN.
ROI (%)
Customer Perceived Quality Relative to CompetitionSource: PIMS
11
18
22 23
32
0
5
10
15
20
25
30
35
Inferior Average Superior
Superior performance
delivers the real bang
Satisfaction delivers
marginal benefit
Source: Sears
0 20 40 60 80 100
Percent Definitely Recommend
'9/10
'10/10
Satisfactionscore
Definitely
Maybe
•  What	
  are	
  our	
  key	
  touch	
  points?	
  
•  What	
  maIers	
  most	
  to	
  customers?	
  
•  How	
  do	
  we	
  want	
  them	
  to	
  feel?	
  
•  What	
  informa?on	
  do	
  we	
  need	
  to	
  
– Collect	
  
– Provide	
  
ROLE	
  OF	
  CRM	
  
Enact	
  
Inform	
  
Empower	
  
CUSTOMER	
  EXPERIENCE	
  
The	
  customer’s	
  
percep?on	
  of	
  all	
  aspects	
  
of	
  what	
  the	
  company	
  
does	
  
CLICKTOOLS	
  
Collect,	
  centralize	
  and	
  
act	
  on	
  customer	
  
interac?ons	
  
SUGARCRM	
  	
  
The	
  repository	
  for	
  ALL	
  
data	
  about	
  the	
  customer	
  
Enable delivery of
personalized interactions
at all stages of the
customer journey
Collect information & feedback
at touch points along
the customer journey
Centralize information in CRM
to build a 360 view
of the customer
Thank	
  You	
  
Please	
  visit	
  us	
  on	
  
Stand	
  XXX	
  

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SugarCon 2013: Using CRM to Deliver a Winning Customer Experience

  • 1. Using  CRM  to  deliver     a  winning  customer  experience   David  Jackson   CEO  
  • 2.
  • 3. “Develop  effec?ve  strategies  to  increase  customer   sa?sfac?on  and  loyalty  by  ensuring  every  user  has  the   insight  they  need  to  be  a  customer  expert,  every   ?me.”  
  • 5. TRENT – CAN YOU GET A BETTER PIC PLEASE SOMEONE BEING HIT BY A PAN.
  • 6. ROI (%) Customer Perceived Quality Relative to CompetitionSource: PIMS 11 18 22 23 32 0 5 10 15 20 25 30 35 Inferior Average Superior Superior performance delivers the real bang Satisfaction delivers marginal benefit
  • 7. Source: Sears 0 20 40 60 80 100 Percent Definitely Recommend '9/10 '10/10 Satisfactionscore Definitely Maybe
  • 8.
  • 9.
  • 10.
  • 11. •  What  are  our  key  touch  points?   •  What  maIers  most  to  customers?   •  How  do  we  want  them  to  feel?   •  What  informa?on  do  we  need  to   – Collect   – Provide  
  • 14.
  • 15.
  • 16.
  • 17.
  • 18. CUSTOMER  EXPERIENCE   The  customer’s   percep?on  of  all  aspects   of  what  the  company   does   CLICKTOOLS   Collect,  centralize  and   act  on  customer   interac?ons   SUGARCRM     The  repository  for  ALL   data  about  the  customer   Enable delivery of personalized interactions at all stages of the customer journey Collect information & feedback at touch points along the customer journey Centralize information in CRM to build a 360 view of the customer
  • 19.
  • 20. Thank  You   Please  visit  us  on   Stand  XXX