Financial Decks

Financial Decks

Visualize your results with ease

Customer Relationship Management

Slide Content

The slide presents the concept of Customer Relationship Management (CRM) as the central theme, surrounded by four key business activities: Marketing, Sales, Support, and Orders. "Marketing" includes generating prospects, running campaigns, and researching the market & customers. "Sales" focuses on identifying prospects/leads, filtering prospects/leads, and converting to customers. "Support" is about providing customer support and collecting feedback, while "Orders" pertains to delivering product and order accountancy (invoicing), completing the customer lifecycle from prospect to post-sale service.

Graphical Look

  • The slide background is a dark blue gradient.
  • A large central hexagon labeled "CRM" in bold white letters anchors the slide's composition.
  • Surrounding the hexagon are four colorful diamond shapes, each representing a different aspect of CRM.
  • Each diamond contains an icon: the megaphone for Marketing, two figures shaking hands for Sales, a headset for Support, and a computer monitor for Orders.
  • Bullet points list related activities next to each diamond, with small black circular nodes for visual interest.
  • All icons are stylized and simplified for easy recognition.
  • Each content area is color-coded: Marketing in orange, Sales in yellow, Support in blue, and Orders in green.
  • A subtle shadow effect gives a three-dimensional appearance to the central hexagon and surrounding diamonds.

The bright color coding combined with clear icons and concise bullet points makes the slide visually engaging and straightforward to comprehend.

Use Cases

  • Introducing new employees to the CRM concept and showing the full cycle of customer interaction.
  • As a visual aid in presentations to explain how different departments contribute to overall CRM.
  • In managerial strategy meetings to assess and align cross-departmental activities under the CRM strategy.
  • During client presentations to illustrate a company's CRM process and its benefits to customer relations.

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