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Your Company Name
Business
Operational
Strategies For
Customer
Table of Contents
Potential Sources of Revenue XX
Sales & Marketing Challenges XX
Risk Associated With Sales & Marketing XX
Company Strategy XX
Product Roadmap XX
Changes in Competitive Roadmap XX
Key Performance Indicators XX
Financial Summary: Base vs Stretch Plan XX
New Customer Acquisition Cost XX
Customer Lifetime Value XX
Calculating Customer Lifetime Value (CLV) XX
Operating Plan XX
Hiring Plan XX
Risk Mitigation Strategies XX
Operational Highlights XX
Milestones Achieved XX
Company Objectives XX
Operational Challenges XX
Partnering & Alliance Challenges XX
Checklist for Effective Business Partnerships XX
Risk Associated With Strategic Alliances XX
Organizational / Operational Setup Challenges XX
Operational Setup-Risk & Mitigation XX
Customer Service Related Challenges XX
Business Risk Associated With Customer Service XX
Risk Mitigation Strategies For Customer Service XX
Current Sources of Revenue XX
Business Operations Summary XX
2
Our Agenda
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01Agenda
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02Agenda
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03Agenda
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04Agenda
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05Agenda
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06Agenda
3
Business Operations Summary
60
Total Customer
Complaint
Customer
Satisfaction Score
7/10
Net
Operating Margin
29%
Average Number Of
Orders Per Customer
12
Productivity
78%
Rework Rate
on the Job
10%
88%
Customer
Retention Rate
77%
Labor Utilization Rate
Ratio of billable hours to actual
working hours
4
Some general business
operations parameters to
determine performance
have been added in this
slide which can be altered
based on your
requirement
Operational Highlights - FY 18
Highlight 2
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Q2 FY18
Highlight 1
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Q1 FY18
Highlight 3
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Q3 FY18
Highlight 4
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Q4 FY18
5
Milestones Achieved (Option 1 of 2)
2013 2014 2016 20172015
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Milestones Achieved (Option 2 of 2)
7
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Jan
FY13
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FY15
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FY14
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FY16
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Closing X number of sales by (date)
Retain the current customer base
Increasing revenue/customer by x%
Decrease operational expenses
Increase market share by x%
Company
Objectives
8
These are some of the
common objectives which
are discussed during the
review meetings and can
be altered as per user
requirements
Challenges have been
divided in to two parts:
1. Customer facing 2.
back office challenges
which are further
classified in to 5 sub-
categories
Operational Challenges
9
Challenges
Back-
Office
Customer
Facing
Organizational /
operations setup
Optimize
revenue sources
Customer
care / CRM
Partners &
alliances
Entering the
market: sales /
marketing / PR
Partnering & Alliances – Execution Stages
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Comments
Identify Gaps
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Comments
Investigate
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Negotiate
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Contract
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Manage
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Exit
Partner Strategy Execution
10
Key things to be kept in mind
while making this slide –
• Main outcomes desired
from the negotiation?
• What is our company’s
position? Partner
company’s position?
• Key points for each
issue?
• Cost benefit analysis of
this partnership
Checklist For Effective
Business Partnerships
Voluntary Nature
The partners have clear and common goals based on mutual benefits
Synergy
The value added by this partnership should be greater than sum of individual contributions
Common Interest
Directing resources & capabilities to projects you consider as most important
Mutual Dependency
It arises by sharing risk, responsibilities, resources, competencies & benefits
11
Commitment
Explicit commitment on behalf of each partner
Complementary Support
Focus on your firm’s resources on what you do best and tap to the resources of others for rest
Shared Core Competency
Develop a mechanism to leverage different types of competencies, resources, and capabilities
Effective Communication
Communication at all levels should be regular, open and transparent for effective decision
making and solving business problems
Respect & Trust
It is one of the most effective mechanism for governing innovative business partnerships
Checklist For Effective Business
Partnerships Continued…
12
Business Risk Associated With Customer Service
Input Supply
Risk
When Strategic partner is unwilling
to supply raw material in a timely
manner to meet the firm’s regular
demand
Surge Capacity
Risk
When Strategic partner is unwilling
to supply raw material in a timely
manner to meet unusually high,
unexpected demand
Cost Renegotiation
Risk
When Strategic partner will take
advantage of its position at a later
date and seek unexpected increase
in the cost of raw materials
Quality Performance
Risk
When Strategic partner is
unwilling to supply raw
material according to
firm’s quality standards
Coordination
Risk
When there is fundamental
misunderstanding of each other
requirements due to complexity
associated with the task
Financial Viability
Risk
When Strategic partner
experiences financial distress
that limits its ability to meet
your firms requirement
Contribution Valuation
Risk
When your firms non-monetary
contribution to the partnership will
be undervalued by the partner
Financial Commitment
Risk
When entering in to the
partnership may expose the
firm to credit risk
13
This example has
been taken for a
manufacturing
industry where the
production need to
be increased
Organizational/Operational Setup Challenges
30%
Increase the Machinery
Production Capacity
40%
Increase the Labor
Workforce
XX%
Which will eventually result in
XX% Increase In Production
14
Risk and Risk
Mitigation Strategies
for a Manufacturing
company has been
taken as an example
in this slide
Operational Setup-Risk & Mitigation
• Company might invest in Fixed Assets and
increase the production capacity but later they
might face deficit in the in-hand orders and the
investment might turn out to be bad one
• Without proper planning and organizing
restructuring, hiring more workforce will increase
the fixed cost of the company
Risk
• A proper due-diligence needs to
be conducted since investment in
fixed assets is a part of long term
strategy.
• Company first needs to have proper allocation and
optimization of resources in place, after which
consideration should be given to hire more employees
Risk Mitigation
15
Some general
challenges have
been considered
which are faced in
day-to-day
operations during
customer related
service
Customer Service Related Challenges
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Comments
Computer/ Telephone
User Interface (CTI)
Cash
Flow
Work
Flow
Call Handling
Scripts
Sales & Marketing
Strategies
Less Employee
Resources
16
17
BusinessRiskAssociated
WithCustomerService
Inadequate staffing provides for an overloaded workforce
where responses to inquiries may be unacceptably delayed or
never answered at all
New methods to improve customer service & reduce related costs
are not utilized
Lack of visibility of the order status along the whole supply chain
Inability to respond to market demands caused by lack of
integration among order-entry systems or due to infrastructure
Lack of true integration of SCM and CRM systems
Inefficient routing protocols send voice calls and emails to useless
contact details where they are never retrieved or responded to
Web pages are static (not constantly updated), thus they do not
respond to customer needs and demands
Business Risk
Risk Mitigation Strategies For Customer Service
You can follow up with every customer or, at the very least, a random sampling of
customers & ask them if all is well
Seek out customer feedback through surveys and via online searches. Respond
to complaints made online so others can see that you care about the problems
Empower employees to take steps necessary to make problems right. Have a
clear line of communication they can follow when they need help from a manager
Throwing in a little extra every now & then is a strong builder of good will. You might waive a
late fee or throw in a free month of service. There need not necessarily be a complaint first
Make sure customers understand the steps you’re taking to fix a situation.
Update customers often, even if the status remains unchanged
The loudest complainers are probably complaining loudly to others, as well. These customers
need a little extra care to show them that you hear them & care about their problems
Recognize an
Unhappy Customer
Take Action
Keep Customers in
the Loop
Use Customer Feedback
to Your Advantage
Empower Employees
to Make Nice Gestures
Grease the Squeaky
Wheels
18
Current Sources of Revenue
15%
10%
30%10%
20%
15%
Other grants
Local sales
OthersRetained income
Revenue support grant
Council tax
19
Potential Sources of Revenue
Government
(Fees & Grants)
Social Security
Others
Private Sources
(Contributions & Grants)
Private Sources
(Fees & Services) 25%
20%
10%
15%
30%
20
Let’s Have a Break, We'll Come Back After 15
Minutes
C ffee
Break!
Some common
challenges faced
during sales and
marketing
Sales & Marketing Challenges
Salespeople Reporting False or
Misleading Information to Sales
Management
Salespeople Not Reporting
Crucial Information
Sales Reps Short on Sales
Skills
Risk of Duplication
No Reliable Automatic Way
to Track Sales
Theft , Pilferage and
Damage may take place
during transportation and
storage
22
Risk Associated With Sales & Marketing
Sales &
Marketing
Information Risk
The most corrosive business
calamity to shareholder value
Ethical Risk
Executing the right strategy in
the wrong way
Strategic Risk
With the explosion of data, quality
cannot keep pace, and uncontrolled
data will lead to a major backfire
Tactical Risk
Choosing the wrong business
strategy
23
24
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Strategy 01
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Strategy 02
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Strategy 03
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Strategy 04
Company
Strategy
Product Roadmap: Product Launch Deliverables -1
2014 2016 201720152013
30%
85% 65% 50% 93%
Product launch
deliverables
01 Product launch
deliverables
05
Product launch
deliverables
02
Product launch
deliverables
03
Product launch
deliverables
04
25
Product Roadmap: Product Launch Deliverables - 2
Jan/14
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Phase 1 Phase 3
Phase 2 Phase 4
26
Product Roadmap: Product Launch Deliverables
Product
Family
2014 2015 2016 2017
Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4
Product 1
Product 2
Product 3
27
Product Roadmap
0102
03
06 05
04
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28
Changes In Competitive Environment
10
20
40
45
20
40
45
55
0
20
40
60
80
100
Brand 1 Brand 2 Brand 3 Brand 4
Engagement
Monthly
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Weekly
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Changes In competitive Environment
Competitive
Landscape
Brand 01 Brand 02 Brand 03 Brand 04
Competitive 1
Competitive 2
Competitive 3
Competitive 4
Competitive 5
Competitive 6
30
31
Key Performance Indicators-Template 1 of 2
Day
Sales Outstanding
Net
Promoter Score
Customer Retention
Rate
Cost of goods
sold
% Sales Lost to
active customers
KPI
Key Performance Indicators - Template 2 of 2
Area of focus # 1
Area of focus # 2
01 Objective
02 Measures
03 Targets
04 Invites
Area of focus # 3
01 Objective
02 Measures
03 Targets
04 Invites
Area of focus # 4
01 Objective
02 Measures
03 Targets
04 Invites
01 Objective
02 Measures
03 Targets
04 Invites
Area of focus # 1
15%
Area of focus # 2
35%
Area of focus # 3
55%
Area of focus # 4
75%
32
Financials Summary: Base Plan VS Stretch Plan
Financial Summary Base Plan Stretch Plan Comments
KPI1
KPI2
KPI3
Revenue
Cost of sales
Gross profit
Customer acquisition cost
Other operating cost expense
Operating profit
Change in cash
Ending cash
Employees(FTES)
33
Financials: Base Plan
Financial Summary 1Q17 2Q17 3Q17 4Q17
KPI1
KPI2
KPI3
Revenue
Cost of sales
Gross profit
Customer acquisition cost
Other operating cost expense
Operating profit
Change in cash
Ending cash
Employees(FTES)
34
Financials: Stretch Plan
Financial Summary 1Q17 2Q17 3Q17 4Q17
KPI1
KPI2
KPI3
Revenue
Cost of sales
Gross profit
Customer acquisition cost
Other operating cost expense
Operating profit
Change in cash
Ending cash
Employees(FTES)
35
New Customer Acquisition Cost
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Visitors
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Leads
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Customers
x100
$2,000
x20
x8
COST PER CUSTOMER IS
$250.00
$2.00
36
Customer Lifetime Value
60%
Active Profitable
Customers
20%
Very Active Very
Profitable Customers
20%
Inactive Nonprofit Able
Customer
Lifetime Value = (Average Order Value) X (Number Of Repeat Sales) X (Average Retention Time)
Numberofcustomers
Low
CLV
Medium
CLV
High
CLV
37
Calculating Customer Lifetime Value (CLV)
Complete CLV Year 0 1 2 3 4
Average acquisition cost 400 400 1,200 1,400 3,000
Average customer revenue - 200 400 800 1,500
Average customer costs - 190 ??? 255 ???
Average customer profit - 100% 60% 45% 50%
Customer retention rate - ??? 365 42% ???
Cumulative retention rate - ??? 680 ??? 1,211
Likely customer profit - 1.10 ??? ??? ???
Discount rate - ??? 357 684 646
CLV – per year 2 ??? 325 252 551
Cumulative CLV ??? 400 1200 1,400 3,000
38
Operating Plan
Priority Actions
Priority Actions
#1:
Priority Actions
#2:
Priority Actions
#3:
What System Support/
Resources?
Text Here Text Here Text Here
Who Responsible? - - -
When Done? - - Text Here
How To Measure? Text Here Text Here -
Annual Status Text Here Text Here -
39
Hiring Plan
Engineering
Sales
Marketing
Product
Support
Finance3.5 4.5 5 5.6
7.2
3
4
5.3
5.9
5.3
2
2.5
3.5
4.1
5
3
1.9
2
2.9
4.5
2.9
1.2
1.6
3.8
3.5
2.1 2.5
2.5
2
3
0
5
10
15
20
25
30
Q1 Q2 Q3 Q4 Q1
InPercentage
2017 2018 40
Team Goals (Template 1 of 2)
Objectives Objective 01 Objective 02 Objective 03 Objective 04 Objective 05
Employees
JAN /26
FEB/2
MAR/9
APR/6
MAY/3
Janna Levis Alfred Berg Jane Knocks David James John Smith
41
Team Goals (Template 2 of 2)
Team 1Q 17 2Q 17 3Q 17 4Q 17
Engineering - Text Text Text
Product Text Text - Text
Marketing Text - - -
Sales - - Text -
Support Text - - -
Finance/Admin - Text Text Text
42
Business Risk Associated With Customer Service
Risk Strategies
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Business Operational Strategies For Customer Icons Set
44
Additional
Slides
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We Are Professional
01
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We Are Talented
02
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We Are Creative
03
About Our
Company
46
Our Mission
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Anita Hansen
CEO
John Daniel
Product Manager
Mary Tucker
Developer
Riya Smith
Director
Meet Our TeamThis slide is 100% editable. Adapt it to your needs and capture your audience's attention.
48
Goal 01
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Goal 02
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Goal 04
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49
Location
Brazil America India Australia 50
75%
95%
55%
65%
Comparison
VS
51
75%
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Male
50%
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Female
2016
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2012
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2014
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2017
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2015
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2013
Timeline
52
Financial
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99$
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49$
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10$
53
Post It
54
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01
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NEWS PAPER
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Business Project
01
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Business Project
02
Newspaper
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Puzzle
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0304
01
56
Our Target & Objectives
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Circular
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Venn
01 02
03
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MarketGrowth
Market Share
LowHigh
High Low
Matrix
Star
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Question Mark
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Dog
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Idea Generating
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Lego
01
02
03
04
05
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Silhouettes
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Mark Doe
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Business Operational Strategies For Customer PowerPoint Presentation Slides

  • 2. Table of Contents Potential Sources of Revenue XX Sales & Marketing Challenges XX Risk Associated With Sales & Marketing XX Company Strategy XX Product Roadmap XX Changes in Competitive Roadmap XX Key Performance Indicators XX Financial Summary: Base vs Stretch Plan XX New Customer Acquisition Cost XX Customer Lifetime Value XX Calculating Customer Lifetime Value (CLV) XX Operating Plan XX Hiring Plan XX Risk Mitigation Strategies XX Operational Highlights XX Milestones Achieved XX Company Objectives XX Operational Challenges XX Partnering & Alliance Challenges XX Checklist for Effective Business Partnerships XX Risk Associated With Strategic Alliances XX Organizational / Operational Setup Challenges XX Operational Setup-Risk & Mitigation XX Customer Service Related Challenges XX Business Risk Associated With Customer Service XX Risk Mitigation Strategies For Customer Service XX Current Sources of Revenue XX Business Operations Summary XX 2
  • 3. Our Agenda This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 01Agenda This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 02Agenda This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 03Agenda This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 04Agenda This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 05Agenda This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 06Agenda 3
  • 4. Business Operations Summary 60 Total Customer Complaint Customer Satisfaction Score 7/10 Net Operating Margin 29% Average Number Of Orders Per Customer 12 Productivity 78% Rework Rate on the Job 10% 88% Customer Retention Rate 77% Labor Utilization Rate Ratio of billable hours to actual working hours 4 Some general business operations parameters to determine performance have been added in this slide which can be altered based on your requirement
  • 5. Operational Highlights - FY 18 Highlight 2 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Q2 FY18 Highlight 1 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Q1 FY18 Highlight 3 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Q3 FY18 Highlight 4 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Q4 FY18 5
  • 6. Milestones Achieved (Option 1 of 2) 2013 2014 2016 20172015 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 6
  • 7. Milestones Achieved (Option 2 of 2) 7 This slide is 100% editable. Jan FY13 This slide is 100% editable. Oct FY15 This slide is 100% editable. Apr FY14 This slide is 100% editable. Aug FY16 This slide is 100% editable. Oct FY17
  • 8. Closing X number of sales by (date) Retain the current customer base Increasing revenue/customer by x% Decrease operational expenses Increase market share by x% Company Objectives 8 These are some of the common objectives which are discussed during the review meetings and can be altered as per user requirements
  • 9. Challenges have been divided in to two parts: 1. Customer facing 2. back office challenges which are further classified in to 5 sub- categories Operational Challenges 9 Challenges Back- Office Customer Facing Organizational / operations setup Optimize revenue sources Customer care / CRM Partners & alliances Entering the market: sales / marketing / PR
  • 10. Partnering & Alliances – Execution Stages This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Comments Identify Gaps This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Comments Investigate This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Comments Negotiate This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Comments Contract This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Comments Manage This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Comments Exit Partner Strategy Execution 10 Key things to be kept in mind while making this slide – • Main outcomes desired from the negotiation? • What is our company’s position? Partner company’s position? • Key points for each issue? • Cost benefit analysis of this partnership
  • 11. Checklist For Effective Business Partnerships Voluntary Nature The partners have clear and common goals based on mutual benefits Synergy The value added by this partnership should be greater than sum of individual contributions Common Interest Directing resources & capabilities to projects you consider as most important Mutual Dependency It arises by sharing risk, responsibilities, resources, competencies & benefits 11
  • 12. Commitment Explicit commitment on behalf of each partner Complementary Support Focus on your firm’s resources on what you do best and tap to the resources of others for rest Shared Core Competency Develop a mechanism to leverage different types of competencies, resources, and capabilities Effective Communication Communication at all levels should be regular, open and transparent for effective decision making and solving business problems Respect & Trust It is one of the most effective mechanism for governing innovative business partnerships Checklist For Effective Business Partnerships Continued… 12
  • 13. Business Risk Associated With Customer Service Input Supply Risk When Strategic partner is unwilling to supply raw material in a timely manner to meet the firm’s regular demand Surge Capacity Risk When Strategic partner is unwilling to supply raw material in a timely manner to meet unusually high, unexpected demand Cost Renegotiation Risk When Strategic partner will take advantage of its position at a later date and seek unexpected increase in the cost of raw materials Quality Performance Risk When Strategic partner is unwilling to supply raw material according to firm’s quality standards Coordination Risk When there is fundamental misunderstanding of each other requirements due to complexity associated with the task Financial Viability Risk When Strategic partner experiences financial distress that limits its ability to meet your firms requirement Contribution Valuation Risk When your firms non-monetary contribution to the partnership will be undervalued by the partner Financial Commitment Risk When entering in to the partnership may expose the firm to credit risk 13
  • 14. This example has been taken for a manufacturing industry where the production need to be increased Organizational/Operational Setup Challenges 30% Increase the Machinery Production Capacity 40% Increase the Labor Workforce XX% Which will eventually result in XX% Increase In Production 14
  • 15. Risk and Risk Mitigation Strategies for a Manufacturing company has been taken as an example in this slide Operational Setup-Risk & Mitigation • Company might invest in Fixed Assets and increase the production capacity but later they might face deficit in the in-hand orders and the investment might turn out to be bad one • Without proper planning and organizing restructuring, hiring more workforce will increase the fixed cost of the company Risk • A proper due-diligence needs to be conducted since investment in fixed assets is a part of long term strategy. • Company first needs to have proper allocation and optimization of resources in place, after which consideration should be given to hire more employees Risk Mitigation 15
  • 16. Some general challenges have been considered which are faced in day-to-day operations during customer related service Customer Service Related Challenges This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Comments This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Comments This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Comments This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Comments This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Comments This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Comments Computer/ Telephone User Interface (CTI) Cash Flow Work Flow Call Handling Scripts Sales & Marketing Strategies Less Employee Resources 16
  • 17. 17 BusinessRiskAssociated WithCustomerService Inadequate staffing provides for an overloaded workforce where responses to inquiries may be unacceptably delayed or never answered at all New methods to improve customer service & reduce related costs are not utilized Lack of visibility of the order status along the whole supply chain Inability to respond to market demands caused by lack of integration among order-entry systems or due to infrastructure Lack of true integration of SCM and CRM systems Inefficient routing protocols send voice calls and emails to useless contact details where they are never retrieved or responded to Web pages are static (not constantly updated), thus they do not respond to customer needs and demands Business Risk
  • 18. Risk Mitigation Strategies For Customer Service You can follow up with every customer or, at the very least, a random sampling of customers & ask them if all is well Seek out customer feedback through surveys and via online searches. Respond to complaints made online so others can see that you care about the problems Empower employees to take steps necessary to make problems right. Have a clear line of communication they can follow when they need help from a manager Throwing in a little extra every now & then is a strong builder of good will. You might waive a late fee or throw in a free month of service. There need not necessarily be a complaint first Make sure customers understand the steps you’re taking to fix a situation. Update customers often, even if the status remains unchanged The loudest complainers are probably complaining loudly to others, as well. These customers need a little extra care to show them that you hear them & care about their problems Recognize an Unhappy Customer Take Action Keep Customers in the Loop Use Customer Feedback to Your Advantage Empower Employees to Make Nice Gestures Grease the Squeaky Wheels 18
  • 19. Current Sources of Revenue 15% 10% 30%10% 20% 15% Other grants Local sales OthersRetained income Revenue support grant Council tax 19
  • 20. Potential Sources of Revenue Government (Fees & Grants) Social Security Others Private Sources (Contributions & Grants) Private Sources (Fees & Services) 25% 20% 10% 15% 30% 20
  • 21. Let’s Have a Break, We'll Come Back After 15 Minutes C ffee Break!
  • 22. Some common challenges faced during sales and marketing Sales & Marketing Challenges Salespeople Reporting False or Misleading Information to Sales Management Salespeople Not Reporting Crucial Information Sales Reps Short on Sales Skills Risk of Duplication No Reliable Automatic Way to Track Sales Theft , Pilferage and Damage may take place during transportation and storage 22
  • 23. Risk Associated With Sales & Marketing Sales & Marketing Information Risk The most corrosive business calamity to shareholder value Ethical Risk Executing the right strategy in the wrong way Strategic Risk With the explosion of data, quality cannot keep pace, and uncontrolled data will lead to a major backfire Tactical Risk Choosing the wrong business strategy 23
  • 24. 24 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Strategy 01 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Strategy 02 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Strategy 03 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Strategy 04 Company Strategy
  • 25. Product Roadmap: Product Launch Deliverables -1 2014 2016 201720152013 30% 85% 65% 50% 93% Product launch deliverables 01 Product launch deliverables 05 Product launch deliverables 02 Product launch deliverables 03 Product launch deliverables 04 25
  • 26. Product Roadmap: Product Launch Deliverables - 2 Jan/14 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Mar/16 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Feb/15 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Apr/17 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Phase 1 Phase 3 Phase 2 Phase 4 26
  • 27. Product Roadmap: Product Launch Deliverables Product Family 2014 2015 2016 2017 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Product 1 Product 2 Product 3 27
  • 28. Product Roadmap 0102 03 06 05 04 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 28
  • 29. Changes In Competitive Environment 10 20 40 45 20 40 45 55 0 20 40 60 80 100 Brand 1 Brand 2 Brand 3 Brand 4 Engagement Monthly This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Weekly This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 29
  • 30. Changes In competitive Environment Competitive Landscape Brand 01 Brand 02 Brand 03 Brand 04 Competitive 1 Competitive 2 Competitive 3 Competitive 4 Competitive 5 Competitive 6 30
  • 31. 31 Key Performance Indicators-Template 1 of 2 Day Sales Outstanding Net Promoter Score Customer Retention Rate Cost of goods sold % Sales Lost to active customers KPI
  • 32. Key Performance Indicators - Template 2 of 2 Area of focus # 1 Area of focus # 2 01 Objective 02 Measures 03 Targets 04 Invites Area of focus # 3 01 Objective 02 Measures 03 Targets 04 Invites Area of focus # 4 01 Objective 02 Measures 03 Targets 04 Invites 01 Objective 02 Measures 03 Targets 04 Invites Area of focus # 1 15% Area of focus # 2 35% Area of focus # 3 55% Area of focus # 4 75% 32
  • 33. Financials Summary: Base Plan VS Stretch Plan Financial Summary Base Plan Stretch Plan Comments KPI1 KPI2 KPI3 Revenue Cost of sales Gross profit Customer acquisition cost Other operating cost expense Operating profit Change in cash Ending cash Employees(FTES) 33
  • 34. Financials: Base Plan Financial Summary 1Q17 2Q17 3Q17 4Q17 KPI1 KPI2 KPI3 Revenue Cost of sales Gross profit Customer acquisition cost Other operating cost expense Operating profit Change in cash Ending cash Employees(FTES) 34
  • 35. Financials: Stretch Plan Financial Summary 1Q17 2Q17 3Q17 4Q17 KPI1 KPI2 KPI3 Revenue Cost of sales Gross profit Customer acquisition cost Other operating cost expense Operating profit Change in cash Ending cash Employees(FTES) 35
  • 36. New Customer Acquisition Cost This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Visitors This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Leads This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Customers x100 $2,000 x20 x8 COST PER CUSTOMER IS $250.00 $2.00 36
  • 37. Customer Lifetime Value 60% Active Profitable Customers 20% Very Active Very Profitable Customers 20% Inactive Nonprofit Able Customer Lifetime Value = (Average Order Value) X (Number Of Repeat Sales) X (Average Retention Time) Numberofcustomers Low CLV Medium CLV High CLV 37
  • 38. Calculating Customer Lifetime Value (CLV) Complete CLV Year 0 1 2 3 4 Average acquisition cost 400 400 1,200 1,400 3,000 Average customer revenue - 200 400 800 1,500 Average customer costs - 190 ??? 255 ??? Average customer profit - 100% 60% 45% 50% Customer retention rate - ??? 365 42% ??? Cumulative retention rate - ??? 680 ??? 1,211 Likely customer profit - 1.10 ??? ??? ??? Discount rate - ??? 357 684 646 CLV – per year 2 ??? 325 252 551 Cumulative CLV ??? 400 1200 1,400 3,000 38
  • 39. Operating Plan Priority Actions Priority Actions #1: Priority Actions #2: Priority Actions #3: What System Support/ Resources? Text Here Text Here Text Here Who Responsible? - - - When Done? - - Text Here How To Measure? Text Here Text Here - Annual Status Text Here Text Here - 39
  • 40. Hiring Plan Engineering Sales Marketing Product Support Finance3.5 4.5 5 5.6 7.2 3 4 5.3 5.9 5.3 2 2.5 3.5 4.1 5 3 1.9 2 2.9 4.5 2.9 1.2 1.6 3.8 3.5 2.1 2.5 2.5 2 3 0 5 10 15 20 25 30 Q1 Q2 Q3 Q4 Q1 InPercentage 2017 2018 40
  • 41. Team Goals (Template 1 of 2) Objectives Objective 01 Objective 02 Objective 03 Objective 04 Objective 05 Employees JAN /26 FEB/2 MAR/9 APR/6 MAY/3 Janna Levis Alfred Berg Jane Knocks David James John Smith 41
  • 42. Team Goals (Template 2 of 2) Team 1Q 17 2Q 17 3Q 17 4Q 17 Engineering - Text Text Text Product Text Text - Text Marketing Text - - - Sales - - Text - Support Text - - - Finance/Admin - Text Text Text 42
  • 43. Business Risk Associated With Customer Service Risk Strategies This slide is 100% editable. This slide is 100% editable. This slide is 100% editable. This slide is 100% editable. This slide is 100% editable. This slide is 100% editable. This slide is 100% editable. This slide is 100% editable. This slide is 100% editable. This slide is 100% editable. This slide is 100% editable. This slide is 100% editable. 43
  • 44. Business Operational Strategies For Customer Icons Set 44
  • 46. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. We Are Professional 01 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. We Are Talented 02 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. We Are Creative 03 About Our Company 46
  • 47. Our Mission This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 47
  • 48. Anita Hansen CEO John Daniel Product Manager Mary Tucker Developer Riya Smith Director Meet Our TeamThis slide is 100% editable. Adapt it to your needs and capture your audience's attention. 48
  • 49. Goal 01 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Goal 02 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Goal 03 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Goal 04 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. • This slide is 100% editable. Adapt it to your needs and capture your audience's attention.Our Goal 49
  • 50. Location Brazil America India Australia 50 75% 95% 55% 65%
  • 51. Comparison VS 51 75% This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Male 50% This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Female
  • 52. 2016 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 2012 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 2014 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 2017 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 2015 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 2013 Timeline 52
  • 53. Financial This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 99$ This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 49$ This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 10$ 53
  • 54. Post It 54 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 01 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 02 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 03 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 04
  • 55. NEWS PAPER This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Business Project 01 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Business Project 02 Newspaper 55
  • 56. Puzzle This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 02 0304 01 56
  • 57. Our Target & Objectives This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 57
  • 58. Circular This slide is 100% editable. 01 02 03 04 05 06 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 58
  • 59. Venn 01 02 03 04This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 59
  • 60. MarketGrowth Market Share LowHigh High Low Matrix Star This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Question Mark This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Dog This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Cash Cow This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 60
  • 61. Idea Generating This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 61
  • 62. Lego 01 02 03 04 05 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 62
  • 63. Silhouettes This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 63
  • 64. Mark Doe Manager Jane Knocks Manager Alfred Berg Manager Janna Levis Supervisor David James Supervisor Bella James Supervisor John Smith Director Hierarchy Chart 64
  • 65. Magnifying Glass This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 01 02 03 65
  • 66. Funnel 01 02 03 04 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 66
  • 68. • This slide is 100% editable. Adapt it to your needs and capture your audience's attention. • This slide is 100% editable. Adapt it to your needs and capture your audience's attention. • This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 50 59 75 97 20 42 61 86 15 33 55 64 0 10 20 30 40 50 60 70 80 90 100 2014 2015 2016 2017 Product 01 Product 02 Product 03 Bar Graph 68
  • 69. Line Chart 0 10 20 30 40 50 60 70 80 FY 01 FY 02 FY 03 FY 04 FY 05 FY 06 FY 07 FY 08 Inpercentage In years 70% 35% This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Product 01 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Product 02 69
  • 70. Column Chart 30 40 60 80 100 120 140 180 200 80 110 140 170 206 230 260 270 370 0 50 100 150 200 250 300 350 400 450 500 550 600 2010 2011 2012 2013 2014 2015 2016 2017 2018 Dollars(Inthousands) This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Product 01 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Product 02 70
  • 71. JAN FEB MAR APR MAY JUN • This slide is 100% editable. Adapt it to your needs and capture your audience's attention. • This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Radar Chart 01 02 71
  • 72. Pie Chart Adapt it to your needs and capture your audience's attention. Adapt it to your needs and capture your audience's attention. Adapt it to your needs and capture your audience's attention. Adapt it to your needs and capture your audience's attention. 25% 25% 35% 15% 72
  • 73. Combo Chart 0 10 20 30 40 50 60 70 80 90 100 2014 2015 2016 2017 SalesinPercentage(%) Product 01 Product 02 Product 03 73
  • 74. Area Chart Product 01 Product 02 0 10 20 30 40 50 60 70 80 90 100 DecNovOctSepAugJulJunMayAprMarFebJan SalesInPercentage% Financial Year 2016 75% 74
  • 75. • This slide is 100% editable. Adapt it to your needs and capture your audience's attention. • This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Scatter Chart 12 10 30 50 48 43 25 23 $0.00 $10.00 $20.00 $30.00 $40.00 $50.00 $60.00 0% 10% 20% 30% 40% 50% Inprice 5% 15% 20% 22% 32% 40% 46% 35% Highest Sale 75
  • 76. High- Low- Close Chart 0 10 20 30 40 50 60 70 0 20 40 60 80 100 120 140 160 05-01-2017 06-01-2017 07-01-2017 08-01-2017 09-01-2017 Volume Volume High Low Close 76
  • 77. Thank You Address # street number, city, state Contact Numbers: 0123456789 Email Address: emailaddress123@gmail.com