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CRM – Customer Relationship Management Presented By: Ricardo Vanegas [email protected] om (949) 274-9683

CRM Presentation at UCLA Extension

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Page 1: CRM Presentation at UCLA Extension

CRM – Customer Relationship Management

Presented By:Ricardo Vanegas

[email protected](949) 274-9683

Page 2: CRM Presentation at UCLA Extension

MARKET-BASED MAGEMENT

Ricardo Vanegas

Customer & Business

Profitability

Customer Satisfaction &

Customer Loyalty

Customer-Focused Organization

A successful Customer Focus builds customer RELATIONSHIPS and loyalty, resulting in higher levels of Customer and Business Profitability.

Page 3: CRM Presentation at UCLA Extension

CRMManagement of Interactions and

relationships with customers

• Marketing• Customer service and support• Appointments• Social media

Areas:

Page 4: CRM Presentation at UCLA Extension

SOLUTIONS

Ricardo Vanegas

Page 5: CRM Presentation at UCLA Extension

MARKETING & SALES

Ricardo Vanegas

ConversionAcquisitionRetentionMeasurement

LeadsProspectsCustomers

GAP

A I D A

Page 6: CRM Presentation at UCLA Extension

MARKETING: Sell moreTo more people.

Page 7: CRM Presentation at UCLA Extension

MARKETING

Ricardo Vanegas

AcquisitionConversionRetention

Advertising:To get consumer/customer’s attention.

Marketing:To communicate once we’ve gotten their attention.

PRTo communicate once we’ve gotten their attention

Measurement

Page 8: CRM Presentation at UCLA Extension

MARKETING COMMUNICATIONS MIX

Ricardo Vanegas

6 Ways to Communicate your Message• Advertising• Sales Promotion• Events and Experiences• Public Relations and Publicity• Direct Marketing• Personal Selling

Page 9: CRM Presentation at UCLA Extension

SALES: Generate revenue!

Page 10: CRM Presentation at UCLA Extension

SALES PROCESS

Ricardo Vanegas

A I D A Awareness, Interest, Desire & Action!

Close$$$

Potential Customer

Probability of Closing the sale

100%20% (x $) 40% 60% 80%

NegotiationPresentationContact QualifiedLead

Page 11: CRM Presentation at UCLA Extension

DASHBOARDS

Ricardo Vanegas

Page 12: CRM Presentation at UCLA Extension

SOLUTIONS

Ricardo Vanegas

Page 13: CRM Presentation at UCLA Extension

Final Thought

CRM’S DON’T SELL PRODUCTS!