CRM Presentation

Jul 25, 2012Download as PPTX, PDF0 likes100 views

CRM is a system used to manage a company's interactions with current and potential customers to organize customer data and improve business relationships. The CRM system provided statistics on total customers, opportunities by amount and quantity, and had 19 sales reps. The document also discussed responsibilities of reps, how to work with customers, and policies around contacts, passwords, and exporting data.

CRM

Customer
What is CRM? Relationship
Management

CRM Total
Customers
Quantity
Customers Statistics

Total Total
Opportunities Opportunities
Amount Quantities

CRM
Total Reps 19
Sales Reps

Responsibilities How To Work

CRM
On Sage Act

Contact
Password Export
Policy With Our Data
Customers

The document discusses expectations and trends for customer communications management (CCM) in 2014. It notes that electronic channels are expected to increase from 25% to 75% as customers demand more interactive and on-demand solutions. Top trends include using HTML5 for interactive statements, omni-channel output delivery, cloud-based CCM, and linking CCM with CRM and analytics. Regulators are also pushing for new transparency laws that require uses of standards like XBRL for financial reporting. The document outlines different use cases for CCM across industries like healthcare, insurance, banking, and corporate communications.

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