Tips for using CRM
How should we classify the personal data we hold?
We mentioned the importance of a [Common Language] in organizations and teams in article [What to do before using CRM]. Everyone knows that CRM (Customer Relationship Management) is effective as an information [Tidiness] (Make sure you have everything you need readily available.), but most people think of it as [Something we can do with a spreadsheet] and only in the realm of CIM (Customer Information Management).
What is important is [Relationship], and the significance of CRM lies in [Customer Relationship Management] as the name suggests.
Therefore, the [Classification] for information management must be [Relationship], that is, it must be able to [Approach] customers easily.
Tips of classification for using CRM
Constantly Changing
Just as buyers turn into sellers and sellers turn into buyers, the customer is constantly changing, depending on the [Approach] of the organization or team.
For [Relationship], the most important point of using CRM is to define the [Classification] that is easy to [Approach] by the organization or team.
It might be easier to say [Segments] for [Marketing Activities].
FranDo CRM expresses the necessary indicators of customer change as follows.
Customer Attributes: [Classification]
Customer breakdown: [Category]
Customer stage: [Lifecycle Stage]
Customer status: [Lead Status]
Tips for using CRM
This is an example of using [Classification] and [Category] for organizations and teams in FranDo CRM.
Case1: Franchising Team
Classification
Potential Franchisee
Franchisee
Business Partner/Industry
Category
Industry Breakdown
Individual
Owner
Leader
Store Manager
Case2: Direct Store Team & Franchising Team
Classification
Direct (Management) Store
Potential Franchisee
Franchisee
Business Partner/Industry
Category
Industry Breakdown
Individual
Owner
Leader
Store Manager
Employee
Depending on the type of business, end-user management can also be performed in FranDo CRM.
Case3: Organization
Classification
Department/Unit/Division
Direct (Management) Store
Potential Franchisee
Franchisee
Business Partner/Industry
Category
Occupation/Team
Industry Breakdown
Individual
Owner
Leader
Store Manager
Employee
In order to properly [Approach] the target audience, a combination of these [Classification], [Category], and other management items (Inflow source, Place of business development, Budget, Person in charge, etc.) are used.