George HammondFounder & Managing Director

CRM Improverswww.crmimprovers.com

CRM Strategy, Implementation & Consultancy

(Partnering with Salesforce, Zoho and Microsoft Dynamics)

BackgroundGeorge Hammond, Managing Director of CRM Improvers:• As Business Consultant Have Up to 20 Years experience in Marketing Strategy, Database Marketing and

Customer Relationship Management (CRM), Working For Clients Such As:

What Are The TypicalChallenges?

Our customer data is stored in different sources (i.e. paper, calendar, email, mobile)

Customer engagement could be better

We have marketing, sales and resource budget constraints

What combination of marketing mediums will produce the best results?

These Challenges Are Resolved Through Effective Customer Relationship Management (CRM)

Welcome Strategies

Cross-Sell / Up-Sell Strategies

Win-Back Strategies

Attrition Management

• CRM is a process that engages the customer in the company’s propositions in the most effective

way possible along the customer lifecycle to improve business relationships

• The process also analyses data about customer history to improve the return on investment of

customer acquisition and retention activities

Our CRM Methodology

• IDENTIFICATION: We do an audit of your data and I.T. systems to IDENTIFY their health. This appraisal allows us to build a bespoke customer database that effectively links together all your company’s activities

• INSIGHT: We analyse your database to understand which prospects or customers are likely to respond to marketing and sales initiatives to drive up ROI. From these initiatives we generate learnings and INSIGHT

• IMPLEMENTATION: We use this INSIGHT to create customer contact and proposition strategies which go into a communications plan. Once the plan is IMPLEMENTED, new learnings are feedback into the INDENTIFICATION process

Key DeliverablesAs experienced CRM Consultants we have a record of improving the return on investment (ROI) of marketing and sales activities using the latest analytical and technological methods. Hence we are able to:

Marketing / Sales• Understand who your best customers are• Find more of them – both completely new and within your own database• Nurture and develop relationships with prospects and customers• Reactivate lapsed (former) customers so that they come back• Cross sell and up sell appropriate services / products to existing customers

Technology• Build a single customer view database so that all the company’s data (i.e. transactions,

marketing & sales performance, leads, contact history) is centralised to one access level • Integrate CRM technology to exploit your customer database• Prioritise your time and resource so that you maximise your sales revenue• Identify which leads and customers need to be managed more effectively from an account

management point of view

We Integrate CRM Technology

MarketingBroadcast

System

CRM System Hosts Single

Customer Database

Purchased or Collected

DataWebsite Visitor Data

Form Completions

and Downloads

• The marketing broadcast software sends out campaigns and executes customer contact strategies whilst giving you insight on customer engagement

• The CRM software records and manages leads, contacts, opportunities and accounts

• New data is constantly added to the customer database from marketing and sales activities

We Create Tailored Dashboard Reports

We add value to a customer database by creating reports that:

• Forecast sales• Create customer profiles/segments for effective targeting• Explain marketing campaign performance• Track leads and activity along the sales pipeline• Help improve sales and marketing messages

We Provide CRM Technology Training and Support

Complete training is provided to the entire team on a one to one or a one to many basis

We are here to support you

Summary of Services• Marketing & Sales Strategy Review

• Customer Data Capture Audit

• Database Technology Integration (integrating mobile, email, website)

• Customer Targeting

• Marketing Campaign Deployment

• Next Best Message / Services / Offer

• Tracking Customer Behaviour

• Marketing Test and Learn

• Campaign and Communications Planning

• Campaign Measurement and Reporting

Next Steps• Understand your department / business structure

• Understand what challenges you face

• Determine your business priorities

• Scope out potential projects

• Determine what quick win project(s) we can deliver within 120 days

• Establish your expectations are around project delivery

• Obtain a brief from you around chosen project(s) so that we can create a proposal for solutions

Thank YouFeel Free View Us On

www.crmimprovers.com