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.