Dr Ian Brooks NEW ZEALAND'S LEADING BUSINESS ADVISOR.
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Steps to Success


to EFFECTIVE CRM


Step l:
The first step is your customer management strategy. Decide who needs to be managed and how you will go about it. Remember that the word ‘customer’ may need to encompass your suppliers, partners, sponsorship community, competitors and industry groups as well as those who buy your products and services.

Step 2:
Determine the end game. How do you want your customers to behave? Think about what constitutes a profitable customer in your model and what behaviours they exhibit. Decide how to drive changes in customer behaviour that enhance profitability. How will you tell your customers how to behave and how will you reward those who do so?

Step 3:
Develop a segmentation model that will allow you to differentiate your sales and service strategies. Move away from the one-size-fits-all model. Your segmentation model will underpin success in the CRM arena so think this one through carefully.

Step 4:
Look at how your product development strategies support your customer strategies. Make it easy for your customers to buy, buy and buy again from you. Look at product bundles, cross-sell and up-sell strategies to help your customers understand how they can enhance and extend the range of products and services they already have from you.

Step 5:
Decide how you need to organise yourself to interact with your customers. Look at the structure of people and channels. Look at the behaviours you need to encourage and measure within your organisation. Change your performance management approach to support your customer centric model. And don’t forget to look at your sales team, how effective they are and whether they are driving you forward - your sales force will set the pace and the style moving forward
Source: Trudy Barnett

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Dr Ian Brooks

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