How to Measure the ROI of Your CRM Investment
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작성자 GQ 작성일25-07-31 09:41 (수정:25-07-31 09:41)관련링크
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Step 1: Define Your Objectives
Before measuring the ROI of your CRM, you need to define your objectives. What do you want to achieve from your CRM strategy? Is it to increase customer engagement, enhance sales performance, or enhance customer service? Setting clear objectives will enable you to monitor the progress and measure the effectiveness of your CRM.
Valuing Your Objectives
Assign a financial value to each objective you've defined. For example, you might assign a value of $100,000 to boosting customer engagement by 10 percent. This will help you to monitor the cost savings of your CRM on your business.
Step 3: Identify the Touchpoints
Identify the interaction points where your customers interact with your business. This could be through email, phone calls, social media, or other means. Track the number of interactions and the expense associated with each interaction point.
Evaluating CRM Performance
Measure the effect of your CRM on each touchpoint. For example, you might find that using CRM has decreased the number of phone calls by 20 percent and increased customer satisfaction by 15 percent. Value a monetary value to each impact, based on the cost savings.
Measure CRM Success
Calculate the ROI of your CRM adoption by comparing the projected earnings with the realized earnings. If the actual return is higher than the expected return, then your CRM investment has been effective. If the actual return is lower than the projected earnings, then you need to reassess your strategy and adjust your goals.
Assessing and Refining CRM Strategy
Assess the results of your ROI measurement and refine your CRM strategy accordingly. You might find that certain features of your CRM are not meeting their expected return or that some objectives are not being achieved.
Best Practices for Measuring ROI of CRM
- Define Specific Goals
- Assign Financial Significance
- Monitor CRM Effectiveness
- Analyze the results and refine your strategy
- Continuously monitor and adjust your CRM strategy to meet changing business needs
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