Skip to main content

​
TFTF CRM Workshop v2

TFTF Workshop: Customer Relationship Management Resources: https://www.slideshare.net/michaelicollins/blueprint-for-crm KPI examples:
  • People unsubscribing from / clicking through on your newsletter Tips
  • Less a science more an art – but still useful to map out the customer journey to understand points you should be mindful of
  • Might provide opportunities for upselling providing foundation of trust has been established
  • “Don’t feed the beast” – the CRM system is there to help you, not dictate your life!
  • It’s a 2-way relationship. You can also assess how attractive different customers along dimensions such as reliability/profitability, reputation, ease to work with, want to create a true partnership
  • Think about what’s the strength of your relationship at the moment – and where you’d like it to be
  • Like ToC, you can apply the same idea of ‘Input’ (eg leads) -> ‘Outcome’ (eg sales via referrals) metrics to CRM KPIs
And for Josh:

​
Downloadable Resources

  • [TFTF CRM Workshop Slides](/sales/assets/TFTF CRM Workshop Slides.pptx) PowerPoint