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THE CRM 客户关系管理.pdf
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THE CRM 客户关系管理.pdf
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superofce.com
Building strong, long-term relationships with
customers is a top priority for any business.
THE CRM
BUYER’S GUIDE
GUIDE
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
What is CRM? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4
Why is CRM so important to your business today? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7
The importance of customer experience . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9
How does CRM work? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
How can a business benet from CRM? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
8 ways CRM can benet your business . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .19
The rise of mobile CRM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
MOBILE CRM – a modern necessity in the age of mobility . . . . . . . . . . . . . . . . . . . . . .21
5 key benets of implementing a mobile CRM system . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
How to choose the right CRM solution for your business . . . . . . . . . . . . . . . . . . . . . . . .26
Things to consider when evaluating a CRM vendor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .31
How to measure the success of a CRM system . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
The CRM adoption challenge . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Conclusion . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
About us . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .40
Appendix . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .42
CONTENT
What CRM is and how it
can help your company
How to select the right
CRM system
What to consider when
selecting a CRM vendor
How to measure the success
of your CRM
This guide is designed to answer all the questions that you
may have about this topic.
You can read this guide any way you like: from front to back
or you go straight to the section that interests you most.
We also included some of the best practices and checklists
to help you to decide whether your business is ready for CRM,
understand how it will help you attain your business goals,
and, ultimately, nd the best CRM system for your needs.
So how do you get
started with CRM?
Unfortunately, good customer relationships are not always a
result of just hard work. Companies also need to make use of
modern technologies and tools to help them maximize the
value of their relationships with customers. And this is where
Customer Relationship Management (CRM) comes in.
CRM is both a philosophy and a strategy that centers around
building better relationships with customers. CRM software
enables your business to scale up the process of creating
those relationships.
On a broader level, CRM software gives your business a
better understanding of who your customers are, their needs
and habits, and their overall experience with your business,
from marketing to sales to customer service.
On a more focused level, a CRM software helps your business to
manage contact information in an organized way, making it easy
to follow up on your interactions and activities with customers.
Storing all information in a single location makes it easy for the
entire company to have access to a comprehensive overview of
the customer – be it in the ofce setting or even on the move.
Ultimately, CRM makes it possible to make smart and
better informed decisions about how to improve your
customer relations and how to grow your business.
Building strong, long-term relationships with customers is a top
priority for any business that wants to achieve higher revenue
and faster growth.
INTRODUCTION
4
The CRM Buyer’s Guide I superofce.com
CRM is a company-wide business strategy
designed to improve revenues and protability,
reduce costs and increase customer loyalty.
WHAT IS CRM?
74%
It’s no surprise that a whopping 74%
of CRM users said their system gave
them improved access to customer
data, according a study by
Software Advice.
5
The CRM Buyer’s Guide I superofce.com
The CRM philosophy is simple: put the customer rst.
When your business looks at every transaction through the
eyes of the customer, you can’t help but deliver a better
experience, which in turn, increases loyalty to your company.
A good CRM system brings together all information from
different departments in the company to offer a unied, holistic
view of each customer in real time. This allows customer-facing
employees, who work in sales, marketing and customer
support, to make quick and informed decisions on everything:
from upselling and cross-selling, to improving the quality of
customer communication and responsiveness, to coordinating
the management of sales and marketing campaigns, just to
name a few.
When implemented properly, CRM not only gives companies
insight into the opportunities to grow business with each
customer, but also offers a way of measuring their value.
Not all customers are created equal
Some customers could be a drain on customer service
resources despite spending very little. Others do business
frequently, often buy new products and services and may
even be strong inuencers in the market.
CRM helps businesses prioritize sales and marketing efforts for
each customer group, as well as offers a better understanding
of customers’ needs and wants in order to improve the way a
product portfolio is offered to them.
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