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7 CRM Implementation Case Studies That Every Growing Business Can Learn From

Updated On: 19 Jun, 2024

“We are surrounded by data, but starved for insights.” ~ Jay Baer, Marketing and Customer Experience Expert

It doesn’t matter how much data is available unless we can derive meaning from it. As per a study, businesses are missing out on $5.2 million in revenue due to untapped data.

Certainly, every business is collecting plenty of data on a regular basis but not every business is using it properly. The difference lies in the fact that not every business is using a CRM that can become a game changer for them.

Also, every customer expects a lot from the chosen brand. So, it requires all businesses, whether growing or established, leverage the power of a CRM and serve their customers better.

CRM may mean different things for different businesses but the ultimate goal is to satisfy their customers through great customer experiences. The many features and functions of a CRM can play a crucial role in this and that’s why 91% of businesses with over 10 employees use a CRM.

However, CRM implementation can be a big task for growing businesses. From finding out what they need from their CRM to making a CRM choice, there’s a lot that needs to be done.  But you are not alone if this seems like a monumental task for you.

1. Omega Financial

2. vk ventures, 3. fitness bell india, 4. moneynotsleep, 5. ajay modi travels, 6. learn digital academy, 7. upanal cnc solutions, want to write your own story, 7 best crm case studies.

To give you the confidence and ideas to get your CRM implementation done right without any hassle, we have put together useful CRM case studies based on our own customers. Every CRM case study here highlights important CRM use cases and vital learnings that can help you in a number of ways.

Take a look at each CRM case study and learn how you can make the most of a CRM and get the implementation done right as per your business needs.

About the Company

Omega Financial is a renowned name in financial distribution that focuses on investment, particularly in mutual funds, and has been operating since 2010. They combine science, data, and technology with human expertise to deliver top-notch wealth management services.

🚩 Challenges They Were Facing

Being a part of the Fiserv sector, Omega Financial deals daily in bulk transactions and processes. Every transaction follows its distinct path and involves various customer touchpoints. Moreover, these transactions take place on a global scale, spanning both online and offline channels.

The main difficulty lay in overseeing the progress of these numerous operations, ensuring no task was overlooked, and assessing the overall business’s well-being. To address this issue, they required a centralized platform that could centralize all operational aspects and foster improved team collaboration.

How Kylas Helped?

Kylas has proven to be a game-changer for Omega Financial, leading to a remarkable enhancement in its operational efficiency. By implementing this CRM, the company has successfully streamlined its processes, enabling teams to work more efficiently and collaborate seamlessly. As a result, productivity has seen a significant boost across the entire organization.

One tangible outcome of this improvement is a remarkable 45% growth in sales. To effectively track and quantify sales performance , the company has adopted a system of assigning weightage points to each deal closed by salespersons.

Prior to implementing Kylas, sales executives were struggling to reach the target of 1500 points, typically achieving only 500-600 points. However, with Kylas in place, the average executive now consistently surpasses the target, scoring higher than 1500 points.  

Customer Testimonial ⭐

“We have seen a 45% increase in our sales in the past year- all thanks to Kylas. My team’s overall performance and productivity have improved because of the automation in the system. Even though Kylas is a Sales CRM all my departments use it on a daily basis. Kylas has helped us transition from hard work to smart work and I would like to rate it 5/5.” – Yogendra. S, Director of Sales, Omega Financial

Read more →

VK Ventures holds a significant position in the e-commerce and fintech sectors. The company has created a portal that facilitates merchants all over India to offer a wide range of financial and utility services. These services include account opening, cash deposits, withdrawals, recharge, bill payments, money transfers, micro-FDs, insurance, and more.

Through this portal, merchants can efficiently cater to their customer’s needs while earning a commission on every transaction they facilitate.

VK Ventures is an active player in the e-commerce and fintech sectors. The company has consistently emphasized providing exceptional services to its customers while prioritizing their needs. To support its operations, VK Ventures had an 80-member sales team utilizing a custom-developed CRM.

However, this CRM, developed in Ahmedabad, proved to be outdated and lacked essential features. As a consequence, the company encountered numerous challenges, particularly in effectively managing the large sales team and tracking leads generated from various marketing campaigns.

Thanks to Kylas, VK Ventures achieved a comprehensive customer view consolidated in a single database. This encompassed essential details like customer names, addresses, financial information, and more, readily accessible to the management.

The implementation of Kylas significantly enhanced operational agility for the company. VK Ventures successfully integrated with various external applications and ensured meticulous recording of every process in the CRM, thereby improving transparency.

The positive outcomes of this transformation manifested in increased sales and overall business growth for the company. VK Ventures now enjoys improved client management and better control over ad campaigns while making judicious expenditures across different sources.

“With Kylas, we have been able to track a plethora of fintech-related customer data with ease. Our sales reps can now instantly respond to customer inquiries, which has led to better conversion rates. The industry will witness growth in the times to come, and we are sure that with Kylas by our side, we will meet customer expectations and scale our business positively.” – Vinay Kedia, Director, VK Ventures

Fitness Bell India is a leading Fitness & Nutrition Consultation firm dedicated to helping clients achieve a healthier lifestyle. The company offers expert health advice, personalized diet plans, and tailored workout routines, all delivered through the collaborative efforts of a team of professionals, including dieticians, trainers, and healthcare experts.

With their guidance, Fitness Bell India can help you start your transformative journey towards improved health and a better physique.

Prior to adopting Kylas, Fitness Bell depended on Excel sheets to store customer records. Unfortunately, this manual data entry method was prone to human errors and consumed a significant amount of time.

As a consequence, data often became fragmented across multiple sheets, making it cumbersome to access historical information and past communications with prospects or clients. This disjointed flow of communication resulted in decreased customer experience and satisfaction.

Furthermore, the inflexibility of Excel sheets meant they couldn’t be customized to suit the company’s specific business needs, further hindering their operations. The absence of customized reporting capabilities also made it challenging to make data-driven decisions, adding to their business challenges.

Fitness Bell found the perfect fit for their needs with Kylas CRM, designed specifically for fitness professionals to efficiently engage, follow up with, and sell to clients. This user-friendly CRM empowered Fitness Bell to manage its sales process seamlessly, including contract renewals.

With Kylas, the sales team streamlined day-to-day operations related to data management, securely organizing all customer data for efficient nurturing and personalized touchpoints. Sales representatives tracked interactions with customers, while Kylas’s adaptability accommodated various membership options.

The sales manager easily assigned leads and tasks to specific staff members, ensuring timely follow-ups. The customizable dashboard provided comprehensive oversight for management, and Data Export functionality simplified data transfer.

Fitness Bell gained valuable insights for decision-making through crucial sales metrics and customized reports. Kylas’s multiple integrations fostered better relationships and faster conversions while linking WhatsApp business accounts strengthened customer connections.

Kylas played a vital role in promoting CRM adoption within the sales team, contributing to improved efficiency and success.

“With Kylas, we could scale up sales and improve customer engagement in the past 3 months. Features like Smart Filters helped us to filter data, identify hot and warm leads, and prioritize our leads. We are very happy to say that Kylas not just helped in team collaboration, but improved customer engagement as well.

Kylas does a great job of listening to its customers and keeping up with their feature-related demands. It’s a trustworthy platform that has helped in our path to success.” – Himanshu Kumar, Co-Founder, Fitness Bell India

MoneyNotSleep stands out as India’s pioneering Financial Media House tailored exclusively for Part-Time Traders. Established on December 8th, 2020, MoneyNotSleep is dedicated to delivering essential financial news updates, highlighting investment and trading opportunities, and providing market predictions for the best-performing stocks, equities, bonds, and companies.

Amidst the Covid challenges, MoneyNotSleep ventured into creating a platform for potential investors to build wealth through trading channels. However, as the business grew, it faced several hurdles. One major challenge was handling fragmented data stored in Excel, making it difficult to track leads and deals, impacting sales performance and growth.

The lack of team collaboration in closing deals was apparent, with internal communications suffering, leading to missed information by sales reps. Transitioning to a remote workforce during the pandemic added complexity in monitoring the sales team’s activities.

Recognizing the need for a comprehensive solution, MoneyNotSleep sought to reevaluate its technology strategy. They needed a scalable, integrated, and efficient platform to cater to bespoke needs while enhancing customer experience. Flexibility and adaptability were vital factors in their search for the right solution.

When the pandemic forced MoneyNotSleep to transition to remote work, coordinating with their dispersed sales teams became a challenge. However, Kylas proved to be a savior, facilitating collaboration among remote sales reps and significantly improving team performance.

Kylas brought about a revolutionary change by providing a comprehensive view of customers through centralized data management. The sales team could now track every interaction with leads, customers, and deals, gaining insights into customer behavior to cater to their needs effectively. This transformation from fragmented processes to a fully-integrated system empowered managers with complete control and visibility.

The multi-metric & multi-dimensional Reporting feature in Kylas enabled the sales team to generate performance and sales forecasting reports efficiently, surpassing the previous manual methods of progress tracking. Even while working from home, the sales manager could closely monitor the team’s activities and productivity.

Kylas streamlined data importing, particularly from external sources like their Leads databases, saving time and reducing manual tasks. With routine tasks automated, the sales team’s productivity surged, resulting in a faster sales process pipeline.

Inter-team communications improved significantly with Kylas, enabling a clear visualization of the entire customer journey and facilitating necessary corrections. The Kylas mobile app made curating client information more convenient, leading to better customer support on the go and enhanced satisfaction.

Reflecting on their journey with Kylas, Nishant appreciated the improved flow of information within the organization, directly impacting the end user’s customer experience positively. Kylas played a crucial role in helping MoneyNotSleep navigate the challenges of remote work during the pandemic and elevating their sales operations to new heights.

“After implementing Kylas, the sales team started leveraging the full potential of Kylas’s automation capabilities to take over a number of activities currently executed manually. Kylas has made our sales team more efficient and effective by automating their daily activities, reducing manual efforts, and saving time. Now our sales team can focus more on selling.

I am excited to say that with Kylas, the sales activity has increased by a whopping 150% in the last 3 months. Not just that, the revenue also went up by 20%. Kylas has allowed us to support clients better in the selling process, in turn, leading to greater customer satisfaction.” – Nishant Mishra, Co-founder, MoneyNotSleep

Ajay Modi Travels , based in Ahmedabad, is a well-established travel service company renowned for its diverse range of travel-related offerings across India. With over two decades of experience, the company remains dedicated to delivering top-notch services and tailor-made holiday packages to its valued customers.

The Indian travel and tourism industry took a hit during the pandemic, causing a significant decline in both domestic and international travelers. Ajay Modi Travels also experienced the adverse effects of this situation, leading to an unexpected slowdown in their business.

As the pandemic situation gradually improved, the travel industry began to witness signs of recovery, and Ajay Modi Travels saw a surge in inquiries. Recognizing the opportunity to capitalize on this increased interest and fortify their position in the market, the team decided to take action.

The influx of inquiries brought a diverse range of requests for customization, highlighting the need for a robust system to manage customer data and streamline all processes. Additionally, handling bulk data through manual entry became inefficient, prompting the search for an automated solution that could efficiently manage appointments and booking deadlines, ensuring no opportunities were missed.

Thanks to Kylas CRM, Ajay Modi Travels achieved a comprehensive 360-degree view of their customer database, including crucial details like names, addresses, booking history, and more. This enabled travel agents to efficiently manage customer accounts and handle bookings, saving valuable time.

The streamlined tracking of miscellaneous travel-related data made responding to inquiries easier, improving conversion rates.

Mr. Alaap Modi expressed satisfaction with Kylas’s support and customizable features. The platform seamlessly integrated lead capture forms, prioritized inquiries, and assigned them to the right agents. Workflow automation empowered in-house tour managers to create custom rules based on customer preferences.

With Kylas’s automation, concerns about missed appointments or inquiries vanished, as custom rules ensured prompt communication through emails and reminders. Mr. Alaap Modi also praised Kylas’s receptiveness to new ideas, making the partnership even more valuable for Ajay Modi Travels.

“Currently, we have 20+ users using Kylas, and let us tell you that they have not missed a single lead or call from any prospective traveler. Kylas didn’t just help us boost our sales; it also helped us build strong relationships with our clients. In fact, in the last 6 months, our sales increased to 30% and our customer satisfaction improved by 20%. This CRM is beneficial for businesses looking forward to scaling new heights. I would recommend Kylas CRM to everyone in the travel & tourism industry.” – Aalap Modi, Co-Founder, AjayModi Travels

Learn Digital Academy is a specialized training institute committed to empowering students with university certifications and on-campus placements. Distinguished as India’s sole awarded agency-based digital education institute, they offer a comprehensive learning journey encompassing training, certification, internships, and placement opportunities.

With a dynamic team of professionals, their mission revolves around upskilling aspiring individuals in cutting-edge disciplines like digital marketing, data science, artificial intelligence, and graphic design. As they continue to grow, Learn Digital Academy remains dedicated to providing a transformative learning experience for all.

As Learn Digital Academy expanded as an Ed-Tech business, its counselors found themselves handling a substantial amount of information daily. Initially, they utilized LeadSquared as their CRM for the sales team. However, when the management made the decision to downsize the sales team, they had to transition to using Excel and Google Sheets for data management.

The counselors at Learn Digital Academy regularly reached out to prospective students to identify suitable candidates and boost enrolments. Managing call logs for each call on Excel became a challenging task, leading to difficulties in following up on inquiries promptly, which ultimately resulted in a decline in the enrolment rate.

Recognizing that Excel sheets were no longer sufficient to meet their needs, Nishant realized it was time to explore alternative solutions for their data and customer management requirements.

Kylas CRM proved to be a game-changer for LearnDigital Academy, streamlining student enrolments and admissions with its comprehensive view of every contact and inquiry. The team seamlessly synchronized inquiries from various sources, efficiently tracked incoming students and stored all their details in one centralized location.

The Bulk Update and Bulk Delete features offered by Kylas CRM significantly reduced manual efforts, enabling the team to manage a large volume of student inquiries effortlessly and save valuable time.

Nishant highlighted the transformative impact of Kylas CRM on their counselors, who can now make one-click calls to candidates through IVR directly from the platform, greatly enhancing their outbound efforts.

Moreover, Nishant commended the seamless onboarding and adoption process for this new platform. The availability and responsiveness of Kylas’s Customer Success team through various communication channels, including Telephony, Chat, WhatsApp, and Email, impressed Nishant.

He further praised the team’s promptness in responding to queries within an hour and resolving issues within 24 hours, always handling their requests with utmost priority.

“Kylas’ notes, task reminders, and meeting updates have helped our counselors organize their daily tasks better. Our productivity has improved with this CRM system and most importantly- now we do not miss out on a single lead.

The productivity dashboard, multi-dimensional reports, and Smart Lists in Kylas helped us track inquiries that needed follow-up by our counselors .

I am delighted to say that due to timely follow-ups through Kylas’s automated messages and emails, our overall enrolment rate has improved significantly by 30%.” ­ – Nishant Jhunjhunwala, Co-Founder, Learn Digital Academy

Established in 2011, Upanal CNC Solutions specializes in offering service and maintenance programs for all CNC machine services. As a prominent wholesaler and dealer, Upanal provides a wide range of products, including Milling Machines, Turning Machines, CNC Machine Spare Parts, and more.

Headquartered in Bengaluru, Upanal is known for its tailor-made service and maintenance programs, catering to various needs, from simple care maintenance of technically challenging CNC machines to handling exceptional masterpieces in the industry.

Upanal CNC Solutions, a thriving business, upholds the belief of delivering top-notch service at competitive rates, all while understanding and catering to the unique requirements of its clients. As its clientele base expanded rapidly, Upanal recognized the importance of having a cohesive system that could provide a clear overview of its sales pipeline.

To meet their evolving needs, Upanal sought a CRM solution that would efficiently organize their sales team’s workflow and minimize errors in data collection. They required software that would enable their sales team to consistently follow up with clients, thereby enhancing the likelihood of lead conversions.

Thanks to Kylas, Upanal gained invaluable transparency, allowing them to access a comprehensive view of each customer’s activity log in a single place. The need for centralized information concerning clients, leads, and deals, including contacts, calls, past meetings, and opportunities, was fulfilled, significantly enhancing the visibility of their sales pipeline .

When asked about the top three features appreciated by Poonam, she highlighted Kylas’s ability to create custom reports and provide insights into sales performance. The automated workflows were also a standout feature as they allowed for streamlined sales processes. Additionally, the in-app notifications kept the sales representatives updated, ensuring no important updates or tasks were missed.

“Not only that, Kylas’ robust customer service helped us with quick training that helped our team get adapted to new business processes easily. Transitioning from one software to another was effortless.

It has been going great with Kylas and I am glad we made the switch. As a sales CRM, I would rate it 4/5.” – Poonam Anvedkar, Internal Sales Team Leader, Upanal CNC Solutions

With the right CRM in place, you can serve your customers in the best manner possible. If the CRM implementation is done correctly, it doesn’t matter how much your customer expectations evolve. You will always be on top of your sales.

If you want to understand how Kylas can help your business grow, Schedule your Demo with us and we will tell you how.

Shagun Sharma

Shagun is a content marketer at Kylas, extremely well-versed in all things Marketing. She works closely with the sales team to create best-in-class content for our readers. Her experience combined with her thorough research skills makes all her blogs very in-depth and insightful. In her leisure time, Shagun enjoys hiking, gardening, and immersing herself in music.

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• Last updated on August 7, 2024
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Customers constantly demand deeper and more meaningful relationships with their chosen brands. That’s why organizations use CRM software to better serve their customers.

This article compiles practical CRM case studies from some of the world’s biggest brands, highlighting vital lessons you can replicate in your business.

Before we proceed, let’s look at the meaning of customer relationship management (CRM)

There are two main definitions of a CRM:

1. It refers to a business’s principles and strategies to better engage and retain customers.

2. It is a software system that helps businesses manage client relationships, leads, contacts, and campaigns, allowing companies to automate processes and increase productivity.

Examples of CRM software for lead generation, contact management, and automation include:

The Best Overall

A sales-focused CRM that leverages AI to automate sales, lead & demand generation. 

Best Budget Choice

Freshsales automates your sales process, and helps drives sustainable business growth.

Best for Workflows

Customize your workflows to track all aspects of the sales cycle, from lead gen to post-sale support.

Best CRM Case Studies

If you’ve ever looked at brands like Apple, McDonald’s, Amazon, or even Zara, you may wonder how they run such conglomerates and still provide efficient customer service. Keep reading, then; you’re about to find out.

Scott Cook said to focus on the customer instead of the competition. Most of these brands have no superpower. They’ve only learned to focus on one thing—the customer.

When you’re obsessed with delighting your customers, you will devise creative ways of satisfying them.

1. Coca-Cola CRM

The Coca-Cola Company is one of the world’s oldest and most influential brands. With a presence in over 200 countries, Coca-Cola started as a carbonated soft drink business. Today, it is a conglomerate with over 200 product lines servicing billions of customers globally.

Logically speaking, their existence across several decades and their continued relevance and competitiveness say a lot about their customer service. That said, let’s examine their customer relationship management (CRM). 

Coca-Cola CRM Case Study:

Inspiring optimism and happiness are at the core of Coca-Cola’s CRM strategy. This is evident in their  marketing campaigns , billboards, brochures, commercials, store locations, and products. Coca-Cola uses several enterprise CRM platforms to manage its clients’ relationships and stores globally. They use Salesforce and SAP primarily for contact management. System Applications and Products (SAP) is a strategic enterprise management platform that is quite robust and feature-rich.

While they use SAP globally, they use Salesforce on some of their country divisions to manage their business flow, connectivity, and contact management.

We have billions of transactions a day on Salesforce. And everything is connected collaborative, and mobile.

– Ulrik Nehammer, Coca-Cola Germany, CEO.

2. Zara CRM

When you hear the word “Zara”, what comes to mind is clothing, luxury, and lifestyle. Established in 1975, Zara is a Spanish multi-national retail clothing chain.

They specialize in clothing accessories, beauty, shoes, and other lifestyle products. Zara’s phenomenal success in fashion and beauty is a testament to its solid CRM strategy. They effortlessly delight their customers in a way that leaves them returning for more.

Zara CRM Case Study:

Zara’s CRM elevates its customer’s needs above the company objectives by leveraging transparency, incentives, support, personalization, swift check-out, and social media to achieve this.

Zara CRM starts with its website, which has a simple UI and is highly personalized to suit users’ needs. Then, it’s massively present on social media and contributes to social issues affecting its clientele.

The success of our business is based in principle on the idea of offering the latest fashions at low prices, in turn creating a formula for cutting costs: an integrated company in which it is manufactured, distributed, and sold.

– Amancio Ortega – Founder, Zara Fashion Chain

3. Unilever CRM

Unilever is a British multi-billion dollar conglomerate that deals primarily in consumer goods and consumables. They are arguably the largest producers of soap globally.

Brands like Unilever that have stood the test of time in quality, customer service, transparency, and consistency are worth emulating. With over 400 brands in about 190 countries, Unilever’s CRM strategy is paying off.

Unilever CRM Case Study:

Unilever’s CRM strategy focuses on elevating people’s well-being and helping them enjoy life to its fullest. This singular aim drives their excellent customer experience initiatives, marketing campaigns, products, and positioning.

Another main part of Unilever’s CRM strategy is centered around Value-Based Procurement. They are keen on supporting their suppliers with upfront value. They achieve this by empowering their suppliers and distributors with the tools to better relate to them.

They use Salesforce to support their business community and build solid relationships with their partners.

It’s about digitizing all the aspects of Unilever’s business to leverage the world of data and increase our digital capability in everything we do.

– Alan Jope, CEO at Unilever.

Bayerische Motoren Werke AG, known as BMW, is Germany’s leading automobile brand. They’re a luxury car brand and the  fourteenth largest producer of motor vehicles . BMW cars are known for their standard, uniqueness, and luxury. Let’s examine BMW’s CRM strategy. 

BMW CRM Case Study:

You’ll agree that BMW has become the world’s leading provider of premium automobile products. But the big question is, how did they get there?

BMW CRM case study is not too distant from the others. Firstly, the focus is on treating customers fairly, which is clearly stated in their  Supplier Programme . Their suppliers and end-users are at the core of their CRM strategy, which has kept them going.

Additionally, BMW CRM is focused on producing premium cars to attract new customers and retain the existing ones. Fortunately, it works for them. I’ve seen a couple of folks switch car brands to BMW because their cars are more reliable and have the highest quality.

I promise our customers will never have to compromise between driving pleasure and sustainable mobility.

– Oliver Zipse, CEO BMW AG.

5. Tesco CRM

Tesco PLC is one of the world’s leading grocery and general merchandise retailers. With operations in over 11 countries, Tesco is a hyper-growth company swiftly expanding across territories.

Although it started as a grocery store, it has now morphed into several industries such as banking, technology accessories, and a few others. Not just that, they’ve been named among the top customer-friendly organizations.

Tesco CRM Case Study:

Tesco is among the first multi-national brands to adopt CRM software. In 2009, Tesco announced that they were adopting the RightNow CRM (now acquired by Oracle).

Tesco’s CRM was primarily used in its call centres to support its electronics division. It was also used to amplify its omnichannel communication strategy by managing customer data and interactions across phone, chat, and email.

Adopting a CRM helped Tesco be present at all times for their customer when needed across channels. Most importantly, they were able to win the hearts of their customers.

The key to Tesco’s success is the customer-focused culture that has permeated the company.

– Jeremy Garlick, Partner, Insight Traction.

6. Uber CRM

With a presence in 72 countries, Uber redefines how we move and eat. Uber is an American mobility provider that allows people to move conveniently from one location to another. One of the things that makes Uber special is that it’s a mobility startup with no cars. That means it’s servicing two main customer bases: drivers and passengers.

As of the time of writing, Uber has a 72% market share for ride-sharing in the United States, with about 122 million monthly active users.

Uber CRM Case Study:

Uber’s mission is “ Transportation as reliable as running water, everywhere for everyone .” In other words, they aim to make transportation accessible at any time.

The big question is, what CRM does Uber use? Uber uses LiveRamp as its CRM anonymizer. Essentially, it uses LiveRamp CRM to segment users into specific life-cycle stages. This allows Uber to craft personalized and targeted campaigns that resonate with customers.

Furthermore, Uber uses CRM to gain deeper insights into how customers use their apps, the frequency, and overall interaction, and even sample their IDs. With these insights, Uber can better serve and delight its customers. More on Uber’s case study here.

There is a high cost to a bad reputation… it matters what people think of us, especially in a global business like ours, where actions in one part of the world can have serious consequences in another.” 

– Dan Khosroshahi.

7. McDonald’s CRM

McDonald’s is a fast-food conglomerate. It is currently the leading food service organization, operating over 30,000 restaurants in more than 100 countries. McDonald’s expansion strategy is based on franchises and joint ventures. It also has some sister brands in the fast-food industry that are doing incredibly well.

Mcdonald’s CRM Case Study:

McDonald’s mission statements depict McDonald’s passion for differentiation, uniqueness, and class. McDonald’s CRM case study hinges on its passion for differentiation, which is evident in the architectural designs of its restaurants, food recipes and taste, service delivery, and mode of operation.

McDonald’s uses PowerCenter CRM, which Astute Solutions powers. This CRM helps McDonald’s efficiently manage its huge volume of customer contacts, analyze data, and manage its store location.

The benefits of CRM software to a business are enormous, and McDonald’s is not left out. They use it equally to enhance their marketing efforts and close more deals.

Our sustained performance gives us confidence that our strategy is working, as more customers are experiencing a better McDonald’s daily.

– Steve Easterbrook, CEO, McDonald’s.

8. British Airways CRM

British Airways is a UK-based carrier and one of the most prominent airline groups in the world. Over the years, it has built a reputable brand that has also given birth to several sister brands.

BA Group is a founding member of the Oneworld alliance. It has over 45,000 employees in 100 countries and assists about 40 million passengers annually. So how does it maintain awesome customer service?

British Airways CRM Case Study:

British Airways’ CRM case study is centered around “making their passengers feel confident.”

British Airways uses TCRM BA as its enterprise management solution. The company adopted it in 2002, and since then, they’ve been using it to do the following:

• Campaign management

• Management of loyalty programs

• Leisure database

• External requirements

• Cost savings

Best of all, they use this platform to efficiently manage and schedule all their marketing campaigns internally and externally. They are also used for customer service across channels.

As we prepare for a safe return to travel, we remain focused on offering our customers the most convenient and affordable testing options to support and facilitate a seamless travel experience.

– Sean Doyle, CEO, of British Airways

9. Amazon CRM

Amazon is an American conglomerate that focuses on e-commerce, cloud computing, digital streaming, and artificial intelligence. It is among the top five most valuable companies worldwide and one of America’s biggest employers.

Amazon, which started as an online book store, is currently dominating up to seven industries. It’s also a customer-centric company famous for its outstanding customer service.

Amazon CRM Case Study:

Primarily, Amazon’s CRM case study follows these four guiding principles:

• Customer obsession rather than competitor focus

• Passion for invention

• Commitment to operational excellence

• Long-term thinking

They aim to become Earth’s most customer-centric company, Earth’s best employer, and Earth’s safest place to work. That drive to become the best led them to create innovative products like I-Click shopping, personalized recommendations, Amazon Echo, and Fire TV, to mention a few.

We see our customers as guests at a party, and we are the hosts. It’s our job every day to make every important aspect of the customer experience a little bit better.

– Jeff Bezos, CEO of Amazon

10. Apple CRM

Famously known for their slogan, think differently. Apple is a technology company specializing in consumer electronics, software, and online services. Apple is the world’s most valuable company and the first to hit a trillion in market capitalization.

Apple CRM Case Study:

Like Amazon, Apple is a customer-centric company that is truly obsessed with its customers.

Apple is also obsessed with its product quality. Their products are highly standardized and unique, which is why they enjoy a high level of brand loyalty. Apple’s customers are some of the most loyal globally.

The Apple CRM case study centers around four cardinal points: Apple customer-centric outlets, understanding customer needs, Apple ID, and irresistible branding that works. I explained them in detail here .

Additionally, like Amazon, Apple uses an in-house CRM to manage its customer data, marketing campaigns, and customer relationships. Apple loves owning its processes, so most of its operations are conducted in-house.

Conclusions

These case studies show us the efficacy and formidability of CRM software. When out to efficient use, it can be a potent tool. And it doesn’t matter the size of your business, whether big or small. All you need to do is pick a CRM that aligns with your business goals and run with it.

Looking for a CRM to start with? Here are our recommendations:  Zendesk ,  Pipedrive ,  Hubspot ,  Zoho , and  Freshsales . Click on any one of them to claim your free trial.

Frequently Asked Questions

Customer relationship management use cases are real-life examples and applications of CRM software and strategies. Like the 10 use cases from big brands listed in this article.

There are tons of use cases for CRM systems, but here are three profound ones: CRM systems can serve as a contact management system, a pipeline system for attracting and converting them paying customers, and a workflow automation station.

Essentially, the main components of CRM are contact and database management, workflow automation, omnichannel marketing capability, and integration options.

Viktor. A is a writer and researcher with experience writing about various topics, including CRM software, SaaS, finance, and technology. When he's not writing, he's swimming and traveling

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Disappointed by the high costs and elusive benefits, early adopters of customer relationship management systems came, in the post dot-com era, to view the technology as just another overhyped IT…

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Disappointed by the high costs and elusive benefits, early adopters of customer relationship management systems came, in the post dot-com era, to view the technology as just another overhyped IT investment whose initial promise would never be fulfilled. But this year, something unexpected is happening. System sales are rising, and executives are reporting satisfaction with their CRM investments. What's changed? A wide range of companies are successfully taking a pragmatic, disciplined approach to CRM. Rather than use it to transform entire businesses, they've directed their investments toward solving clearly defined problems within their customer relationship cycle. The authors have distilled the experiences of these CRM leaders into four questions that all companies should ask themselves as they launch their own CRM initiatives: Is the problem strategic? Is the system focused on the pain point? Do we need perfect data? What's the right way to expand an initial implementation? The questions reflect a new realism about when and how to deploy CRM to its best advantage. Understanding that highly accurate and timely data are not required everywhere in their businesses, CRM leaders have tailored their real-time initiatives to those customer relationships that can be significantly enhanced by "perfect" information. After they've succeeded with their first targeted CRM project, they can use it as a springboard for solving additional problems. CRM, in other words, is coming to resemble any other valuable management tool, and the keys to successful implementation are also becoming familiar: strong executive and business unit leadership, careful strategic planning, clear performance measures, and a coordinated program that combines organizational and process changes with the application of new technology.

Learning Objectives

To discover four questions that can help managers determine how to get the most business value from customer relationship management programs.

Nov 1, 2004

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Harvard Business Review

R0411H-PDF-ENG

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CRM case studies: how the biggest businesses use CRM

Whether you have taken the plunge or not, CRM vendors will tell you that CRMs are a must-have piece of software if you are involved in the sales or service industry.  And there is no reason to question their statement; research shows that for every dollar you spend on CRM, you receive a return of $8.71 .  And that’s not all.  As CRMs become even better at what they do, the average ROI is set to continue to rise.

The benefits of CRM

Whether you are based in the US or elsewhere, CRMs enable businesses around the world to improve and build on customer relationships, hone internal processes, boost communication and increase lead conversion rates by as much as 300% .  This latter figure is one that you cannot afford to ignore.  No matter how well your business is doing at the moment, with the right CRM in place, it can do even better. 

Check out the top ten CRM features than bring the highest ROI in our free guide

But before you travel down the road to CRM, investing time and money, take the time to establish exactly what type of CRM will work best for you.  Study consumer feedback and get input from employees that will use the system. You can only keep your customers happy, all-singing and dancing by putting your money into an effective CRM that is a perfect match for your needs.  If you want to find your business in the ‘successful CRM implementation case studies’ category, creating a detailed CRM implementation strategy is vital. You should also take the time to look at several CRM implementation case studies, successful and unsuccessful.

Successful CRM implementation case studies

For those interested in investing in CRM software, taking a look at CRM case studies and success stories is time well spent.  By looking at the way that others have done it right – and wrong – you can fine-tune your own CRM requirements strategy.

Check out this guide to gathering your CRM requirements for an overview

By evaluating other companies’ case studies, you can see how CRMs have enabled some of the biggest businesses to use it as they should, resulting in a happy bunch of customers and vastly strengthened customer relationships. 

Let’s take a look at a couple of examples: 

Wells Fargo

Here we have a company tasked with keeping track of the property and assets of as many as 70 million people.  To them, customer service has to be absolutely spot on. As one of the biggest banks in the US, Wells Fargo knows that in order to maintain their competitive edge, they need to go the extra mile when looking after clients.  In order to do this well, they make good use of CRM social media connectivity, enabling them to communicate easily with clients that need to talk. Their CRM is also used to make certain that when problems arise, the issue is dealt with by the correct department within the organization.  This eradicates the type of scenarios where clients are sent in circles, from department to department, endlessly trying to get an answer. The result is that they build fantastic relationships with clients, achieving a customer retention rate that is one of the best.

A leading publisher in the US, Activision are heavily into the American video game market and has been so for more than three decades. Back in 2011, ‘Modern Warfare 3’ achieved the title of being the ‘largest and most successful entertainment launch in history’.  Unbelievably, it made $400 million in just 24 hours!  But Activision knew that money alone could not be their only measure of success.  They are very big on customer service, providing an unrivaled communication service to their gamers.  Their aim is to keep them happy long after the purchase is made. By using a CRM system, they monitor conversations within social media where they appertain to their products, following up to ensure that any problems are dealt with efficiently and positively.  Because social media customer service is so affordable when compared to other methods, the company was able to reduce its customer service operating costs by 25%.  

Failed CRM implementation case studies

But it doesn’t always go well.  At times, some of the biggest businesses get it wrong when it comes to CRM, as can be seen from other CRM case studies.

Here we have a story of a fairly large consulting firm that needed some process design work carried out on their new CRM implementation.  However, when they asked for help, the installation was already ongoing and the system was already being built. So why were they asking for help at this stage?

This particular CRM case study takes place a couple of years in the past.  The company had made a decision to put in place the “best of breed” CRM system to automate its sales force.  They also pulled in one of the world’s largest CRM consulting firms to customize the software.

But things began to go wrong.  The consulting firm quoted a figure of $20 million for them to design and customize the new CRM tool.  The CIO felt that this was much too high and threw the price back at them, resulting in the consultants not only reducing the price but lowering the scope of work as well; they would make the same margin but do less work.  The price was cut to $12 million by removing all of the business consulting related to the technology. This included the process definition, business logic, and work flow etc. Basically, this was everything that the CRM was supposed to automate.  

But the CIO made a massive error, believing that all of these processes already existed or could be developed in-house.  The fact was, they did not and the company had nothing to start with. Realizing their mistake, the company began to recruit hordes of additional consultants to take care of the creation and automation of the sales and marketing systems.  The systems integrator was asking them to automate content that didn’t exist. Now the budget began to rapidly expand, quickly surpassing the original figure of $20 million.

Added to this, the brief had originally been limited to dealing with the automation of order entry and other basic sales tasks but it didn’t stay this way.  Now it has become an ever-growing wish list of must-have CRM features . It was decided that while they were at it, they could automate the pricing process, add a product configuration tool and integrate with the ERP.  

The scope of the CRM functionality and the requirement of the business to quantity the underlying processes soon spiraled way out of control. In the end, the company spent $90 million on the CRM tool, paying the vendor $15 million and consultants $75 million!

But worse was to come.  No-one in the company ever got to use the CRM as it was never successfully deployed.  Years later as the economy slowed down, the company gave up on the system and finally went out of business.  

What do these CRM case studies mean for CRM?

As can be seen from these case studies, CRM can either be used incredibly well or exceptionally badly.  

This may be due to the fact that instead of seeing a CRM as what it is; an incredibly efficient piece of software that can dramatically increase a company’s ROI,  they see it as a magic cure-all that will solve all that is wrong with the business. But a CRM only enables systems to work better. By itself, it cannot resolve things that are going wrong, but it will help a company to do things better and faster.  Before any type of CRM system is put in place, businesses of all sizes need to decide how they want the business processes to work before they’re automated, and to be sure that these processes actually exist. Don’t make the mistake that the CIO made in the CRM case study above. 

Check out our CRM comparison tool to compare CRM systems based on features and functionality

Spending a whole load of money on the most expensive system out there isn’t going to necessarily work unless you do your groundwork.   A good idea is to begin with the basics and then add to what you have once it is working well. The most crucial part of using a CRM system is the work you do before it is deployed i.e. putting together a CRM selection team and then creating a detailed CRM requirements document, based upon precisely what your business needs.  This should include the organizational and automation of everything related to customer interaction, such as marketing, sales, customer service and customer support. The right CRM for your business will analyze all customer interactions and provide you with a way of improving and building upon the customer relationship. 

The CRM requirements stage is so important that it can be responsible for the success or failure of your CRM success.  Getting it wrong not only costs time and money but can result in the system never actually being deployed.  This in itself can be the death-toll for many businesses, even the largest. 

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CRM Done Right According to Harvard Business Review

Management Tools Survey of 708 global executives found that firms actually began to report increased satisfaction with their CRM investments. In 2001, CRM had ranked near the bottom of a list of 25 possible tools global executives would choose. Two years later, it had moved into the top half. In fact, 82% of surveyed executives said they planned to employ CRM in their companies in 2003—a large jump from the 35% who employed it in 2000.

Today, CRM spending appears to be picking up. Gartner forecasts that overall CRM sales will rise another 10% by the end of 2005. So what’s changed? Why has disappointment turned to satisfaction, pessimism to optimism, cut backs to new spending?

To answer these questions, we studied a wide range of companies that have recently been successful in implementing CRM systems, and we discovered some common threads in their experiences. Most important, they’ve all taken a pragmatic, disciplined approach to CRM, launching highly focused projects that are relatively narrow in their scope and modest in their goals.

Rather than use CRM to transform entire businesses, they’ve directed their investments toward solving clearly defined problems within their customer relationship cycle—the series of activities that runs from the initial segmenting and targeting of customers all the way through to wooing them back for more.

The successful users have also exhibited a healthy skepticism, discounting overblown claims that the ultimate payback from a CRM system is the creation of a "real-time enterprise." Understanding that highly accurate and timely data are not required everywhere.

Disappointed by the high costs and elusive benefits, early adopters of customer relationship management systems came, in the post dot-com era, to view the technology as just another over-hyped IT investment whose initial promise would never be fulfilled.

But this year, something unexpected is happening. System sales are rising, and executives are reporting satisfaction with their CRM investments. What’s changed? A wide range of companies are successfully taking a pragmatic, disciplined approach to CRM.

Rather than use it to transform entire businesses, they’ve directed their investments toward solving clearly defined problems within their customer relationship cycle. The authors have distilled the experiences of these CRM leaders into four questions that all companies should ask themselves as they launch their own CRM initiatives:

Is the problem strategic? Is the system focused on the pain point? Do we need perfect data? What’s the right way to expand an initial implementation? The questions reflect a new realism about when and how to deploy CRM to its best advantage. Understanding that highly accurate and timely data are not required everywhere in their businesses, CRM leaders have tailored their real-time initiatives to those customer relationships that can be significantly enhanced by "perfect" information.

After they’ve succeeded with their first targeted CRM project, they can use it as a springboard for solving additional problems. CRM, in other words, is coming to resemble any other valuable management tool, and the keys to successful implementation are also becoming familiar: strong executive and business unit leadership, careful strategic planning, clear performance measures, and a coordinated program that combines organizational and process changes with the application of new technology.

in their businesses, they’ve tailored their real-time CRM initiatives to those parts of their customer relationships that truly do depend on "perfect" information. Once they’ve succeeded with the smaller, more-targeted CRM project, they’ve used their initial investments as springboards for solving additional problems. We’ve distilled the experiences of the CRM leaders into four questions that all companies should ask themselves as they launch their CRM initiatives:

• Is it strategic?

• Where does it hurt?

• Do we need perfect data?

• Where do we go from here?

The questions reflect a new realism about when and how to deploy CRM to its best advantage. When Darrell Rigby, Fred Reichheld, and Phil Schefter took stock of CRM’s effectiveness in these pages nearly three years ago (in "Avoid the Four Perils of CRM," February 2002),

lots of companies were still placing big bets that the technology would pay off—somehow. Lacking clear customer strategies and the organizational structures to support them, many firms got burned and grew distrustful of CRM.

The difficult lessons such organizations learned have led them to sharpen their customer strategies, setting the stage for real gains from more focused CRM applications.

Reprinted by permission of Harvard Business Review Press. An excerpt from Harvard Business Review on Increasing Customer Loyalty . Copyright 2011 Harvard Business Review. All rights reserved.

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