Customer Profile Template – The purpose of this tool is to assist you with the creation of standardized, high-level, Customer Profiles. Profiles are helpful for product development & positioning, sales training, market segmentation, website customization, and improving customer service.
Customer-Centricity Checklist – The purpose of this tool is to provide a checklist, tools, and best practices for improving customer-centricity in your organization.
A Customer Relationship Management System, or CRM, is a system that is designed to expand and grow as the relationship with your customers, clients and prospects changes over time. The capabilities of CRM software varies in its scope from simple customer tracking, to live chat capabilities, and to even more complex solutions that integrate data from various sources over a period of time (past and present). This information can be used to predict the future dynamic between your business and your clients.
You’ve probably heard business experts say over and over again that loyal customers are the key to a long and thriving business relationship. When you have customers that are dedicated to choosing your product over the competition, no matter what new ad campaigns or gimmick offers they might provide, you’re in a good position to achieve long term success in your respective market. Many new business owners and marketing managers are desperate to learn what makes up a good customer retention strategy, and how they can implement one in their own company.
Examining your current situation, proposing a new situation, and evaluating the gaps between the two, is central to the strategic planning process. Use Demand Metric's GAP Analysis Tool to document gaps in areas that need to be core competencies.
CRM Program Prioritization Tool - Use this tool to evaluate your CRM program initiatives based on their strategic fit, economic impact, and feasibility. Once you have ranked each project, view the bubble matrix chart and communicate the findings of your analysis.
CRM Program Strategy Scorecard - Use this tool to document your CRM program objectives, initiatives, measures, and targets for the next 12-18 months.
