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Module 3
Recap of Earlier Sessions
• Why is CRM required
• Definition of CRM
• Usage in Strategic Marketing
• Importance of organization alignment and top leadership
• Types of customers – Fickle, happy, lost and disgruntled
• Marketing, target customer and campaign evolution – one on one
• The role of internet in CRM, Customization, Personlisation, Privacy
• Customer Retention, Cross selling, Upselling, Mktg Optimisation
Multichannel CRM… To Stay Relevant
• Modern marketing has become something of a catch-me-if-you-can
game
• Gone are the days of plain old “digital” marketing and email-and-
website marketing strategies
• Mobile customers are now moving between multiple channels,
devices, and micro-moments that marketers have to navigate
• With this type of insight into your customers’ behaviors, you get to
tailor your marketing to their interests and needs, which in turn helps
to build meaningful long-term relationships.
• EMAIL & SMS TEMPLATES: Personalize and maintain consistency in customer communications.
• EMAIL INBOX INTEGRATION: Integrate your sales email. Receive and auto associate mails with
respective leads and deals.
• CLICK-TO-CALL: With cloud telephony integration, make outbound calls directly from CRM.
• INTELLIGENT CALL ROUTING: With Cloud telephony integration, get incoming calls routed to lead
owners.