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Futuro del CRM: Transformación Omnicanal

Este documento presenta una visión del futuro de los CRM (Customer Relationship Management) o gestión de relaciones con clientes. Propone cambios de paradigma como la mezcla de servicios, marketing, ventas y comercio, el uso de datos y la contextualización, y las predicciones inteligentes. También destaca la importancia de estar presente donde están los clientes a través de canales omnicanales y de estar un paso delante de ellos.

Cargado por

maria camila
Derechos de autor
© All Rights Reserved
Nos tomamos en serio los derechos de los contenidos. Si sospechas que se trata de tu contenido, reclámalo aquí.
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Descarga como PPTX, PDF, TXT o lee en línea desde Scribd
0% encontró este documento útil (0 votos)
177 vistas16 páginas

Futuro del CRM: Transformación Omnicanal

Este documento presenta una visión del futuro de los CRM (Customer Relationship Management) o gestión de relaciones con clientes. Propone cambios de paradigma como la mezcla de servicios, marketing, ventas y comercio, el uso de datos y la contextualización, y las predicciones inteligentes. También destaca la importancia de estar presente donde están los clientes a través de canales omnicanales y de estar un paso delante de ellos.

Cargado por

maria camila
Derechos de autor
© All Rights Reserved
Nos tomamos en serio los derechos de los contenidos. Si sospechas que se trata de tu contenido, reclámalo aquí.
Formatos disponibles
Descarga como PPTX, PDF, TXT o lee en línea desde Scribd

DISEÑA EL FUTURO DE TU CRM

Maria Camila Bergara Díaz


Ángela

1
2
3
Los líderes de experiencia de cliente superan el mercado

• Los clientes son difíciles de contratar

57% del proceso de El 60 %


99.76% de anuncios en línea
compra es completado de consumidores abandonó
son ignorados.
antes de una primera una compra debido a un
interacción con ventas . pobre
experiencia de servicio

4
CLIENTE DIGITALIZADO
ANTES AHORA

5
ESTUDIANTES 6
CAMBIOS DE PARADIGMAS PARA UN FUTURO CRM

• Mezclando servicios, Basado en datos y


marketing, ventas y contextual.
comercio.

Recepción y trabajos
Primer móvil internos de oficina

Omnicanal Predicciones Inteligentes

7
• Los clientes tienen múltiples opciones

SEA FÁCIL PARA HACER ESTAR MEJOR ESTEN UN PASO ESTÉN PRESENTES
NEGOCIOS. INFORMADOS DELANTE DE ELLOS DONDE ELLOS ESTÁN.

8
INDUSTRIAS

VENTAS SERVICIO MARKETING COMERCIO

9
VENTAS
Objetivo Descubrir Guía

Alinear Entrenar Incentivar Identificar Aprender Formular Colaborar Movilizar Conectar

Ganar

Simplificar replicar Orquestar

10
SERVICIO

Conocimiento Colaboración social Ventas

Servicio al cliente Servicio de campo

Soporte Servicio Gestión de


Autoservicio Programación Movilidad
omnicanal social órdenes de
de recursos
servicio

11
El futuro del servicio al cliente omnicanal de extremo a
extremo a lo largo de todo el recorrido del cliente
compromiso.

Compromiso omnicanal Ejecución/ Entrega del servicio

Servicio digital Servicio en la nube


12
MARKETING

13
NUEVA GENERACIÓN DEL
COMERCIO

EXPERIENCIA DEL CLIENTE

INFOMACIÓN D ELOS
CLIENTES

TRANSFORMACIÓN
DIGITAL

14
INGREDIENTES: PREPARACIÓN: RESULTADO:
EMPRESA PRINCIPAL PEQUEÑO - MEDIANO COMERCIO, EDICIÓN DE FILO
PLATAFORMA DE NEGOCIO PARA BUSINESS TO BUSINESS O
COMERCIO NECESARIAMENTE BUSINESS TO CONSUMER.

15

Common questions

Con tecnología de IA

Integrating technology in CRM enhances customer engagement by providing an omnichannel experience that covers the entire customer journey. Cloud services and digital platforms enable seamless service execution, order management, and resource scheduling. These technologies facilitate social collaboration, self-service options, and support delivery, ultimately improving the ability to engage customers effectively and resolve their issues promptly .

60% of consumers abandon a purchase because of a poor service experience. This high attrition rate underscores the importance of enhancing the service experience as a core component of sales strategies. Businesses must focus on improving customer interaction touchpoints and adopting technologies that facilitate better service delivery to retain customers and complete sales .

Predictive intelligence in modern CRM systems is critical for anticipating customer needs and preferences, allowing businesses to tailor interactions and offerings proactively. This capability enables more personalized customer experiences, fostering stronger relationships and higher satisfaction. It's significant because it empowers businesses to transform data into actionable insights, ultimately improving decision-making and competitive advantage .

Failing to adopt an end-to-end omnichannel service model could lead to a fragmented customer experience, where interactions across different platforms are inconsistent. This can result in customer dissatisfaction, decreased loyalty, and potential revenue loss. In the competitive landscape, companies that ignore this evolution may fall behind those leveraging integrated channels to provide a seamless, cohesive customer experience .

Businesses face several challenges when transitioning to an omnichannel CRM approach, including integrating disparate systems and data sources to create a unified customer view. There is also the need for significant investment in infrastructure and skills to manage and analyze data effectively. Ensuring consistency and quality across all channels can be daunting, as is adapting to rapid technological changes and managing customer expectations .

Customer paradigms have shifted to an omnichannel approach, where services, marketing, sales, and commerce are integrated seamlessly. This reflects the demand for mobile-first, data-driven, and contextual interactions. Customers now expect predictions and personalized engagements, and businesses are advised to be present wherever customers are, facilitating ease in transactions. Companies must stay informed and one step ahead in anticipating customer needs .

Data-driven CRM strategies leverage customer data from various interactions to provide insights into customer behaviors and preferences. By analyzing this data, businesses can identify patterns and trends, allowing them to predict future needs and customize offerings. This leads to more effective targeting and personaliăoization, ultimately resulting in higher customer satisfaction and engagement .

The concept of 'being present where customers are' drives businesses to develop strategies that ensure their availability across multiple customer touchpoints. This requires investment in mobile platforms, digital communication channels, and data analytics to understand customer preferences. As a result, companies are more agile and capable of responding to customer demands in real-time, enhancing customer satisfaction and loyalty .

Essential strategies include integrating sales and service platforms to ensure customer data is accessible and consistent across departments. Training employees to understand and respond to customer inquiries holistically, based on a complete view of their interactions and history, is also crucial. Encouraging communication and collaboration between sales and service teams can identify opportunities for cross-selling and upselling, thereby enhancing customer experiences .

Cloud-based services revolutionize CRM by offering scalable, flexible, and cost-efficient solutions that enable businesses to manage customer relationships from anywhere. They support real-time data updates, improving the accuracy of customer insights, and facilitate rapid deployment of services like customer support and field services. This revolutionizes service delivery by ensuring businesses can meet customer demands swiftly and efficiently, significantly enhancing the overall customer experience .

DISEÑA EL FUTURO DE TU CRM 
Maria Camila Bergara Díaz
Ángela 
1
2CRM
3
Los líderes de experiencia de cliente superan el mercado
• Los clientes son difíciles de contratar
4
99.76% de anuncios en lí
CLIENTE DIGITALIZADO
5
ANTES
AHORA
6
ESTUDIANTES
CAMBIOS DE PARADIGMAS PARA UN FUTURO CRM 
7
• Mezclando servicios, 
marketing, ventas y 
comercio.
Omnicanal
Primer móvil
Bas
• Los clientes tienen múltiples opciones 
8Ventas y servicio en la nube
ESTÉN PRESENTES 
DONDE ELLOS ESTÁN.
SEA FÁCIL PARA HA
9
INDUSTRIAS
VENTAS
SERVICIO MARKETING COMERCIO
10
VENTAS
Objetivo
Descubrir
Guía
Alinear
Entrenar
Incentivar
Identificar
Aprender
Formular
Colaborar
Movilizar
Conectar
Gana

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