eCommunications Industry | Day 1 - Topic 1

🎯 1. What is CRM?

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Customer Relationship Management (CRM) is a business strategy and technology platform to manage interactions with customers and prospects.

Two Dimensions of CRM

1. Business Strategy

CRM is your company's "memory" — remembering every customer, conversation, purchase, and problem to build profitable relationships.

  • Customer Focus: Build relationships, not just transactions
  • Process Optimization: Streamline sales, marketing, and service
  • Data-Driven Decisions: Use insights to target, upsell, and retain

2. Technology Platform

Siebel CRM provides tools to execute the strategy:

  • Centralizes Data: Single source of truth
  • Automates Processes: Lead assignment, follow-ups, workflows
  • Enables Collaboration: Teams see the same info
  • Provides Insights: Analytics and reports on customer behavior

The CRM Lifecycle

CRM Lifecycle stages: Attract, Engage, Convert, Retain, Grow
CRM Lifecycle: Attract → Engage → Convert → Retain → Grow

Attract → Engage → Convert → Retain → Grow

CRM helps manage customers at every stage, ensuring no opportunity is missed.

Estimated reading: 3 minutes