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    CRM Planning Process

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    Sapru Vivek
    This document provides an overview and summary of the book "The C.R.M. Pocketbook" by David Alexander and Charles Turner. The book provides a framework for customer relationship management (CRM) and discusses drivers for CRM, differing CRM themes and roles within a CRM program. It also outlines the key stages for planning and implementing a successful CRM program, including conducting audits, establishing a vision and scope, and developing a business case. The book is intended to help organizations capture customer imagination and support through providing a concise but comprehensive guide to CRM strategy and implementation.

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    Download as PDF, TXT or read online from Scribd

    CRM Planning Process

    Uploaded by

    Sapru Vivek
    1K views12 pages
    This document provides an overview and summary of the book "The C.R.M. Pocketbook" by David Alexander and Charles Turner. The book provides a framework for customer relationship management (CRM) and discusses drivers for CRM, differing CRM themes and roles within a CRM program. It also outlines the key stages for planning and implementing a successful CRM program, including conducting audits, establishing a vision and scope, and developing a business case. The book is intended to help organizations capture customer imagination and support through providing a concise but comprehensive guide to CRM strategy and implementation.

    Original Description:

    a good pocket book on crm . . . . worth sharing.

    Original Title

    Crm Planning Process

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    This document provides an overview and summary of the book "The C.R.M. Pocketbook" by David Alexander and Charles Turner. The book provides a framework for customer relationship management (CRM) and discusses drivers for CRM, differing CRM themes and roles within a CRM program. It also outlines the key stages for planning and implementing a successful CRM program, including conducting audits, establishing a vision and scope, and developing a business case. The book is intended to help organizations capture customer imagination and support through providing a concise but comprehensive guide to CRM strategy and implementation.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    1K views12 pages

    CRM Planning Process

    Uploaded by

    Sapru Vivek
    This document provides an overview and summary of the book "The C.R.M. Pocketbook" by David Alexander and Charles Turner. The book provides a framework for customer relationship management (CRM) and discusses drivers for CRM, differing CRM themes and roles within a CRM program. It also outlines the key stages for planning and implementing a successful CRM program, including conducting audits, establishing a vision and scope, and developing a business case. The book is intended to help organizations capture customer imagination and support through providing a concise but comprehensive guide to CRM strategy and implementation.

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    Download as PDF, TXT or read online from Scribd
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    The key takeaways are that CRM aims to understand customers better to improve relationships and drive business value. It involves aligning processes, technology and marketing across an organization.

    The five key stages of the CRM planning process are: 1) Undertake a CRM audit 2) Identify customer financial value 3) Establish the CRM vision 4) Define the scope of CRM 5) Develop the business case

    The outputs of an internal audit are to gain understanding of processes, culture, systems, pain points and parts that are bureaucratic rather than customer-focused in each area of the organization.

    THE C.R.M.

    POCKETBOOK
    By David Alexander and Charles Turner
    Drawings by Phil Hailstone Brilliant and inspiring even for an organisation that has focused on building long-term profitable customer relationships, this book sets the context for the next Millennium. Mike Norris, Chief Executive, Computacenter plc Concise but comprehensive. This book will help you capture the imagination and support of all parts of your organisation. A must for any disciple of CRM. Nigel Grimes, Director of Customer Strategy, Centrica

    CONTENTS
    WHAT IS CRM? An overview of CRM - what it delivers, what knowledge it provides and what benefits it brings. vi FRAMEWORK FOR CRM 13 Understanding your customers, their needs and relative values, is central to implementing a CRM strategy, as is the need to align business processes, technology and marketing initiatives. This chapter explains.

    DRIVERS FOR CRM 1 Looks at the main issues affecting customer relationships and provides a checklist of questions to address and points to consider.

    DIFFERING CRM THEMES 25 AND START POINTS Highlights the differences and reveals the common ground between business to business (B2B) CRM and business to consumer (B2C) CRM.

    CONTENTS
    THE DIFFERENT ROLES 45 PLAYED IN A CRM PROGRAMME Explains each departments contribution to the CRM initiative, with particular emphasis on the roles of marketing and IT services - the graveyard of so many CRM programmes! PLANNING A CRM 77 PROGRAMME A step-by-step guide through the five key stages of CRM planning: auditing, valuing customers, establishing a vision, scoping CRM and developing a business case. IMPLEMENTING A CRM 99 PROGRAMME Describes the different elements of the CRM programme plan and the roles of the team and programme manager who will implement it. Lists the critical success factors and provides a useful checklist. AN EXAMPLE PROJECT METHOD A generic template for effective delivery of a CRM programme. 111

    PLANNING A CRM PROGRAMME

    NOW START PLANNING


    The previous sections have provided answers to questions such as:
    G G G G

    What is customer relationship management? Why is it important in todays environment? What different models and themes are there? What are the different roles played within an organisation?

    With this knowledge you are now in a position to develop a CRM programme plan and business case.

    78

    PLANNING A CRM PROGRAMME

    CRM PLANNING PROCESS


    There are five key stages to the CRM planning process: 1. 2. 3. 4. Undertake a CRM audit - Identify how feasible it is to undertake CRM within your organisation and compare your position within your own market. Identify customer financial value - How valuable are different groups of customers? What money should you invest? What return will you get? Establish the CRM vision - Visualise the long-term picture of the future, what you want your relationship to be with your customers in the years ahead. Define the scope of CRM - Determine how broadly you can employ CRM within your organisation. What are the individual projects that contribute to the CRM programme, that deliver the vision? Develop the business case - Gain sign off from your board.

    5.

    79

    PLANNING A CRM PROGRAMME

    AUDIT - THE RATIONALE


    How can you know where you are going if you dont know where you are or came from? An audit will help you understand the status quo and answer key questions:
    G G G G G G

    What is the current understanding of CRM? What is the current level of customer focus across the organisation? How important is it? What are the barriers to CRM being implemented? How will you get buy in and support? How can you drive CRM forward?

    80

    PLANNING A CRM PROGRAMME

    INTERNAL AUDIT - APPROACH


    G G

    Provide a clear definition and rationale for CRM Identify highly experienced representatives from Sales, Marketing, Service, Finance & Administration, Information Technology Services, Human Resources and Research & Development Conduct a series of one to one interviews using questionnaires and topic guides Gain insights from key people in the organisation, taking your total market into account (eg: UK, Europe, World)

    G G

    81

    PLANNING A CRM PROGRAMME

    INTERNAL AUDIT - OUTPUTS


    Gain an understanding in each area:
    G G G G G G

    The processes around the customers The way of working The culture, mindset and attitude The systems The pain and stress points The parts of the process that are bureaucratic rather than customer focused

    82

    PLANNING A CRM PROGRAMME

    EXTERNAL AUDIT - IDENTIFY CUSTOMER TOUCH POINTS


    How many different ways can a customer touch your organisation? There are:
    G G G G

    Buying touch points Communication touch points Customer service touch points Customer generated touch points - informal routes into an organisation (eg: complaints)

    Consider duplication and distribution of touch points (eg: four call centres, two internet sites). Assess usage and importance of each.

    83

    PLANNING A CRM PROGRAMME

    EXTERNAL AUDIT - OUTPUTS


    G G

    Identify the customer experience at each touch point (Mystery experience exercise by touch point). Grade by: - ability to handle query - level of customer sensitivity - how customers are moved to another part of the organisation. Assess what improvements can be made short-term and longer-term. What impact will this have on other departments?

    84

    About the Authors


    David Alexander David is a senior business professional and strategy consultant who has operated in a board capacity in a number of roles. His expertise across business functions, balanced with meeting the City, shareholder and customer needs, has led to thought leadership, clear vision and strategy development. David currently mentors board directors, lectures and authors books on key business issues. He is passionate about putting customers at the centre of business strategy and delivering value to the business.

    Contact
    David can be contacted at: E-mail: david.alexander@solutionsmtd.com

    About the Author


    Charles Turner Charles is a management consultant and leading authority in customer relationship management. He writes many articles and lectures on the subject across Europe. His approach enables him to help organisations create a CRM vision and translate this into a clear programme for delivery. In conjunction with David Alexander, he developed and delivers the highly successful 'CRM for Marketers' course at the Institute of Direct Marketing - a world renowned body.

    Contact
    Charles can be contacted at: E-mail: charlesturner@marlinuk.com

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