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Course Outline:
Session 01: Defining CRM
The cost of acquiring customers for organizations from customer acquisition optimizing the customer experience how to Internet change the rule for the organizations what's In a name CRM and business intelligence the manger's bottom line
to customer loyalty
From product to customer : A marketing retrospective Target marketing Relationship marketing one to one Campaign Marketing CRM marketing initiatives Cross selling & up selling in Retail Banking Customer retention Behavior prediction Customer profitability & Value modeling Organizational Chanel optimization Personalization of Services Event base Marketing of Services Customer Privacy - Key for organizations to gain customers' trust
Sessions 04 CRM & Customer services The call center & customer care center major USP for modern day organizations.
The contact center Gets automated in all Major Organizations. Call routing Contact center sales support Web- base self service and Internet Banking Customer satisfaction measurement tools used by Financial Institutions Call scripting Cyber agents Workforce Management in Retail Banking A customer Service checklist for success in the organizations.
Sales force automation in modern day banking Sales process & Activity management in the Financial Sector Sales and territory management for Retail Banking Contact management in Corporate/Wholesale Banking Lead management Configuration management Knowledge management SFA and mobile CRM for From client/server to the Bank's Website SFA goes mobile Financial Institutions' Field force automation An SFA checklist for success
Session 06: CRM in E business e CRM evolving for the Financial Sector Multichannel CRM CRM in B2B Enterprise Recourse planning An e Business checklist for success Guest speaker session
The case of integrated customer data A single version of the customer truth CRM and the data ware house for organizations. An analysis checklist for success
Defining CRM success From operational to enterprise: An implementation scenario Determining CRM complexity in the Banking Industry Preparing the CRM business plan Defining CRM Requirements Cost -justifying CRM Understand Business process
Maintaining the customer focus: Requirement -driven product selection Defining CRM functionality Narrowing down the technology choices available to the organizations. Defining technology requirements of the Financial Sector A CRM tool selection for success
A Pre-implementation checklist The CRM development team in the organizations. CRM implementation A CRM implementation road map Business planning Architecture and design technology selection Development Delivery Measurement Putting the project together A CRM implementation checklist....for failure
Sessions 11: The CRM Future Making the pitch :selling the CRM internally within your Organization CRM Road block at organizations. The four Ps Process Perception Privacy Politics Lake of CRM integration in the Organizations Poor organizational planning Demanding banking customer
Sessions 12: The CRM Future Looking towards the future The SME customers for the organizations The rise of intermediaries Digital & broadband revolutionize advertising The threat & promise of customer communities CRM goes Global for Multinational & Local Financial Institutions
Course Book: The CRM Handbook- A business guide to Customer Relationship Management by Jill Dyshe' Published by Pearson Education, Inc.
Evaluation: Mid Term Final Term Report Quizzes Class participation 30 marks 40 marks 15 marks 10 marks 05 marks