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Customer Relationship
    Management
Microsoft Dynamics AX 2009
What is CRM?

    We experience Customer
Relationship Management (CRM)
           every day.
CRM is Concepts, Ideas, Strategy


   "CRM is a strategy used to learn more
   about customers' needs and behavior
  to develop stronger relationships with
  them." (Source: CRM Research Center)
Experts do not agree on all the fine
points defining CRM. However, all the
  definitions are customer focused.
CRM Disciplines

                 Act on       Learn From
Know Your
                What you       What you
Customer
                 Know            Know
Types of Customers

Advocate                                 Terrorist
Customers                               Customers



 Praises the company's      Defames the company
 service, products, and     and its service at every
support. This customer
acts as a loyal supporter        opportunity.
    of the company.
CRM's focus turns good customers into
advocates of the company and prevents
a departing customer from becoming a
               terrorist.
Companies strive to move customers to higher loyalty
               and profitability levels.

 CRM can move customers toward the first quadrant
   (Area 1), improving customer loyalty and profit.
So How To Focus on Customers?
-   Obtain correct customer data.
-   One to One Contact.
-   Collect Information / Personal Communication
-   Product Customization.
-   Learning Relationships.
The customer's loyalty and lifetime value is
increased by using CRM correctly to know
the customer, understand their needs, and
         help the customer grow.
CRM Functionality
CRM Functionality
4 Main Areas of CRM:
- Sales force Automation.
- Sales Management.
- Marketing Automation.
- Telemarketing
5 Modules in Sales & Marketing Module:
- Document Management.
- Data Management.
- Project Management
- Knowledge Management
- Customer Self-Service (Enterprise Portal)

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Ax crm fundamentals

  • 1. Customer Relationship Management Microsoft Dynamics AX 2009
  • 2. What is CRM? We experience Customer Relationship Management (CRM) every day.
  • 3. CRM is Concepts, Ideas, Strategy "CRM is a strategy used to learn more about customers' needs and behavior to develop stronger relationships with them." (Source: CRM Research Center)
  • 4. Experts do not agree on all the fine points defining CRM. However, all the definitions are customer focused.
  • 5. CRM Disciplines Act on Learn From Know Your What you What you Customer Know Know
  • 6. Types of Customers Advocate Terrorist Customers Customers Praises the company's Defames the company service, products, and and its service at every support. This customer acts as a loyal supporter opportunity. of the company.
  • 7. CRM's focus turns good customers into advocates of the company and prevents a departing customer from becoming a terrorist.
  • 8. Companies strive to move customers to higher loyalty and profitability levels. CRM can move customers toward the first quadrant (Area 1), improving customer loyalty and profit.
  • 9. So How To Focus on Customers? - Obtain correct customer data. - One to One Contact. - Collect Information / Personal Communication - Product Customization. - Learning Relationships.
  • 10. The customer's loyalty and lifetime value is increased by using CRM correctly to know the customer, understand their needs, and help the customer grow.
  • 12. CRM Functionality 4 Main Areas of CRM: - Sales force Automation. - Sales Management. - Marketing Automation. - Telemarketing 5 Modules in Sales & Marketing Module: - Document Management. - Data Management. - Project Management - Knowledge Management - Customer Self-Service (Enterprise Portal)

Editor's Notes

  • #3: You are the target of marketing strategies based on CRM ideas from companies world wide, such as: • Marketing mail in the Inbox • Marketing flyers in your postal mailbox • Advertisements on television, billboards, and online
  • #7: CRM's focus turns good customers into advocates of the company and prevents a departing customer from becoming a terrorist.
  • #8: عن طريق معرفه مشاكل العميل وتاريخهم مع الشركه والمساعده فى تحقيق الرضاء عن الشركه