Getting started with CRM

Program

> Understand CRM

  • Overview
  • Major features
  • CRM within an organization
  • CRM professions
  • Everyday use (emails, NLs, Fid card, mobile wallet, push notif...)

> Defining a CRM strategy

  • Goals
  • Essentials before implementation
  • Customer Centricity
  • Key factor: customer knowledge
  • Personas
  • The customer lifecycle

> Building a segmented contact plan

  • Overview
  • Opportunities to communicate with the client
  • Campaign typologies (punctual vs automation)
  • Examples
  • Content
  • Focus rules of emailings & deliverability
  • Targeting
  • Choosing communication channels
  • Commercial pressure
  • Contact plan examples

> Developing the ecosystem

  • Project management
  • The single client repository
  • The Customer data platform
  • The Data management platform
  • Enrichment
  • The data model
  • Data quality

> Respecting the legal environment

> Analyzing data

  • Customer knowledge: objectives, benefits
  • The essentials of customer knowledge
  • RFM Scoring
  • Customer Lifetime Value
  • Predictive marketing
  • Campaign reporting
  • Test and learn
  • The CRM dashboard and data visualization

> Knowing and choosing the right tools

Tarif

1000€

Next sessions

New sessions will be added soon. Contact us to find out more.

Partenariat

Toutes nos formations sont réalisées en partenariat avec notre branche Formations, certifiée Qualiopi, Squid Formation.

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