Key elements of a CRM system and defend at least three best practices that your organization
Research the key elements of a CRM system and defend at least three best practices that your organization can use to improve its customer retention. Make sure you support your choices with well-reasoned arguments and external sources.
Justify at least five critical pieces of customer information needed from your key market segment. Why do you need to collect this specific data?
Justify five survey questions that might be used to evaluate the segment’s experience with your organization. Why do you need to know this information?
Justify a plan for how customer data (previous two bullet points) will be collected. The plan should detail the methods to be used (e.g. written survey, focus groups, interviews, etc.) and where those methods will be integrated into the organization’s processes (e.g., a hotel sending an e-mail survey following a customer’s stay at a specific location).
- Data centralization: A CRM system should be able to centralize all customer data in one place. This includes contact information, purchase history, sales interactions, and any other relevant information. This allows businesses to have a single view of each customer, which is essential for providing personalized service and building relationships.
- Automated workflows: A CRM system should be able to automate repetitive tasks, such as sending out birthday cards or following up on leads. This frees up employees to focus on more strategic tasks, such as building relationships with customers.