Practical Application: CRM Implementation Infographic

Instructor: Amanda Robb

Amanda holds a Masters in Science from Tufts Medical School in Cellular and Molecular Physiology. She has taught high school Biology and Physics for 8 years.

This infographic will help you learn and retain the three main parts of a successful customer relationship management (CRM) system. You can use it for yourself, or post it in your workplace to share with others.

What Is CRM?

Customers form the foundation of any business. Without customers, it doesn't matter how good your product is, you'll never turn a profit. That's why many businesses use the customer relationship management (CRM) approach to sales and marketing. As you read in the lesson, Implementing Customer Relationship Management, CRM is a system that businesses use to manage current customers, potential customers, marketing and sales.

Although having a functional system is part of successful CRM, there are other factors that are equally important. A good CRM strategy can be broken down into three components:

  1. People
  2. Processes
  3. Technology

An infographic is a useful tool that can visually represent what each of these components means and why they're important in CRM. You can print this infographic for your own use, or to share the information with others.


Analyzing a CRM Infographic


The first component of a successful CRM includes the people behind the process. Both executives and middle management need to be involved in implementing the CRM, including designing solutions, testing the solutions, and navigating their implementation. The most important people involved in the process are the customers. It's important that customers are on board and use the new CRM system for it to be fully functional.

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