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7 min read

7 Key dimensions when implementing a CRM

7 min read

7 Key dimensions when implementing a CRM

A CRM, or Customer Relationship Management, is not just a tool or software; it is a strategic approach to managing a company's interactions with its customers. By centralizing customer information, automating marketing, sales, and service processes, tracking customer interactions, and analyzing data, a CRM system transforms raw data into valuable information. We are no longer in a product economy; we are in an experience economy, increasingly driven by a digital and technological revolution where interactions and transactions with customers happen at a rapid pace.

From a customer's click on a website to their feedback on a product, each interaction carries the potential to build (or break) a relationship. The challenge lies in efficiently leveraging these interactions to foster strong relationships, and the response to this challenge is a CRM.

A CRM, or Customer Relationship Management, is not just a tool or software; it is a strategic approach to managing a company's interactions with its customers. By centralizing customer information, automating marketing, sales, and service processes, tracking customer interactions, and analyzing data, a CRM system transforms raw data into valuable information.

A well-implemented CRM system provides a centralized platform where all customer-related data and interactions are stored. This centralization or omnichannel approach ensures that all channels and touchpoints a customer has with a company are visible to all departments and operate from a unified understanding of each customer.

In economic terms, acquiring a new customer can be up to five times more expensive than retaining an existing one. Therefore, it is important to understand that loyal customers not only generate recurring revenue but also act as brand advocates, generating new customers through referrals. Additionally, a CRM can identify potential opportunities for upselling or cross-selling, helping companies maximize the value of each customer. Automated processes, centralized data, and optimized workflows are distinctive features of a good CRM that significantly reduce operational costs.

Below are Seven Key Dimensions When Implementing a CRM:


  1. B2B and B2C Strategy in CRM Adoption
  2. Seven key processes impacted by CRM
  3. Key recommendations for CRM implementation


CRM for Business Clients (B2B) and CRM for End Consumers (B2C)

Effective communication with customers has become a paramount priority. Regardless of whether a company operates in a B2B (business-to-business) or B2C (business-to-consumer) model, the challenges of maintaining clear, consistent, and impactful communication remain significant.

Why a company with business clients (B2B) should consider a CRM:

Imagine a food or beverage manufacturing company with a diverse portfolio of business clients or B2B customers, ranging from large supermarkets to small convenience stores. While manufacturing companies have access to a wealth of billing data, order histories, and transaction records, they face a critical point: the lack of detailed data about key decision-makers within their clients' organizations. This is where a CRM contributes intelligence and process improvement.

  • Lack of personal contact points: Without data about their business clients (B2B), personalized outreach becomes an impossible task. Additionally, generic messages, which might appeal to a larger group, lack specificity to effectively engage these crucial individuals.
  • Navigating organizational hierarchies: Different individuals within an organization may have different pain points, needs, and priorities. An CEO might be more interested in long-term strategic partnerships, while a procurement manager may prioritize profitability and immediate delivery schedules. Without the ability to segment communication, company messages risk becoming either too broad or, worse yet, completely off-target.
  • Missed opportunities for cross-selling or upselling: Without knowing key stakeholders and their needs, the company may miss opportunities to offer complementary services or products that could address specific needs or challenges faced by those individuals.
  • Inefficient resource allocation: Without a clear view of decision-makers, marketing, sales, and service teams may waste resources pursuing potential customers that do not materialize. This can lead to higher costs and reduced return on investment in marketing campaigns.
  • Difficulty building long-term relationships: Relationships with business clients (B2B) are not only between companies but, more importantly, between the people leading them. Without personalized interactions, building lasting, trust-based relationships with key stakeholders can be a challenge.

Why a company selling to end consumers (B2C) should consider a CRM:

Let's now analyze the challenges faced by a company that sells products or services to individual customers or B2C, for example, a department store that sells products to consumers for personal use. Buyers regularly purchase products at their stores, but these transactions often occur without collecting buyer data. As a result, the business operates in a high-traffic customer dynamic with little to no customer data, leading to a reliance on paid advertising rather than more personalized and cost-effective one-to-one strategies.

  • Sell more: By establishing a customer data collection process, you can begin using it through acquisition, retention, loyalty, or retention strategies. In a month where sales are not going as expected, you will have the data and control over your destiny to execute business strategies knowing whom you are communicating with and what products or services to offer them.
  • Excessive dependence on paid advertising: Without direct access to customer data, companies have limited channels to communicate or market to their customers. This forces them to allocate a significant budget to platforms like Google Ads, Instagram, or other social networks, constantly bidding for visibility among their target audience.
  • Lack of personalized marketing: Not having data means not understanding individual customer preferences. A company selling products or services to individual customers (B2C) cannot segment its audience to deliver personalized messages or offers. Every marketing message becomes a shot in the dark, hoping to resonate with the widest possible audience.
  • Difficulty in generating loyalty: Without a direct communication line, fostering brand loyalty becomes a challenge. The company cannot offer loyalty programs, exclusive offers, or personalized recommendations to encourage repeat purchases.
  • Inability to measure marketing effectiveness: Since the company selling to end consumers (B2C) does not have a direct data flow from its customers, it becomes dependent on metrics provided by advertising platforms. These metrics may not always provide a complete view of customer behavior or the effectiveness of marketing efforts.

Seven Dimensions of a Customer Experience Project®

The Seven Dimensions of a Customer Experience Project, established by ICX, represent a comprehensive framework for prioritizing customer experience initiatives within companies. This model begins with 'Attract,' focusing on strategies to attract potential customers to a company's products or services. This initial stage is crucial for creating a positive first impression and sparking interest.

After attraction, the 'Convert' dimension emphasizes transforming these interested individuals into actual customers. This stage involves effective marketing and sales tactics that persuade individuals to make a purchase or commit to a service.

Once customers are on board, the 'Retain' dimension comes into play. This involves strategies to keep customers engaged and satisfied with the product or service, ensuring they remain active and do not switch to the competition.

Building on retention, 'Loyalty' takes it a step further. It's not just about keeping customers but turning them into loyal brand advocates. This dimension focuses on deepening relationships with customers, often through personalized experiences and rewards.

Parallel to these steps is 'Service,' highlighting the importance of customer support and assistance. Exceptional service is key to resolving issues and maintaining a positive brand image, contributing to customer satisfaction and loyalty.

'Refer' is another critical dimension, where satisfied customers become brand ambassadors. This word-of-mouth promotion is invaluable, as it is organic and reliable for potential new customers.

The final dimension is 'Optimization.' This involves continuous improvement and adaptation of strategies across all other dimensions. By analyzing data, gathering customer feedback, and staying abreast of market trends, companies can refine their approaches to ensure they remain effective and relevant in enhancing the customer experience.

Together, these seven dimensions form a holistic approach, guiding companies in crafting a customer experience that not only attracts and converts but also fosters loyalty and advocacy, all while continuously improving to meet the changing needs and expectations of customers.


Automation Objectives in Each Dimension

1. Attraction Process

  • Segmentation and targeting: CRMs enable companies to segment their customer base and target them with personalized marketing campaigns. This ensures a higher return on investment by reaching the right audience with the right message.
  • Personalization: By analyzing customer data, CRMs help create personalized content that more effectively attracts potential customers.

2. Conversion Process

  • Lead management: A CRM provides tools to manage and track leads from the initial contact to conversion. By automating lead nurturing campaigns, CRMs can improve conversion rates.
  • Informed Decisions: Sales teams equipped with detailed customer data can better tailor their proposals, addressing specific needs or pain points, ultimately leading to higher conversions.

3. Retention Process

  • Customer History: CRMs track customer interactions, preferences, and transaction history. This ensures that companies can effectively address issues and concerns, reducing the chances of losing a customer.
  • Automated Follow-ups: With CRM tools, companies can set up reminders or automated communications to ensure that customers feel valued, enhancing retention.

4. Loyalty Process

  • Rewards Management: Many CRMs offer loyalty program management features, ensuring that customers are recognized and rewarded for their loyalty.
  • Feedback: By analyzing feedback and addressing it in real-time, companies can ensure that customers feel heard, increasing their loyalty.

5. Service Process

  • Centralized Query Management: CRM systems centralize customer queries, ensuring timely and consistent responses.
  • Knowledge Base: Many CRMs integrate or include a knowledge base, allowing customers to self-help or assist service teams in addressing issues promptly.

6. Referral Process

  • Referral Programs: CRMs often have integrated tools to manage and promote referral programs, ensuring that customers are incentivized to generate new business.
  • Testimonials and Reviews: By tracking satisfied customers, companies can request testimonials or reviews, enhancing their reputation and reliability.

7. Business Optimization and Efficiency

  • Data-Driven Decisions: With a wealth of data at their disposal, companies can make more informed strategic decisions, optimizing operations and marketing efforts.
  • Automation: CRM systems often automate repetitive tasks, freeing up time for staff to focus on core business activities and improving efficiency.
  • Integration: Modern CRMs seamlessly integrate with other business tools, ensuring that data flows seamlessly between departments and enhances overall operational efficiency.

Final Recommendations:

Implementing a Customer Relationship Management (CRM) system is a significant project for any organization. Here are some final recommendations for a successful CRM implementation:

View CRM as a Strategic Business Project, Not Technological:

  • Recognize that CRM is more than software; it is a business strategy to enhance customer relationships and drive sales.
  • Ensure that the CRM strategy aligns with the overall objectives and goals of the organization's business.
  • Involve key stakeholders from various departments, not just IT, in the planning and implementation process.

Establish a Clear and Measurable Purpose Before Implementation:

  • Define specific and measurable goals for what the CRM system should achieve (e.g., increase customer retention rates, improve lead conversion).
  • Align CRM objectives with broader business goals to ensure the system supports the overall direction of the company.
  • Establish benchmarks and key performance indicators (KPIs) to measure the success of CRM implementation.

Define a Target Operating Model (TOM) for the Project:

  • Develop a clear TOM that describes how the CRM will operate within your organization.
  • Include processes, systems, organizational structures, and governance in the TOM to provide a comprehensive framework.
  • Ensure that the TOM is flexible to adapt to future business changes and technological advances

Conduct a Process Study Before Automating the Process:

  • Thoroughly analyze existing customer relationship processes to identify strengths, weaknesses, and areas for improvement.
  • Avoid automating inefficient or outdated processes; instead, use the CRM implementation as an opportunity to optimize and enhance these processes.
  • Involve employees directly engaged in customer interactions to gain insights and feedback on current processes.

Focus on Change Management:

  • Acknowledge that implementing a CRM system will require changes in workflows, roles, and possibly in organizational culture.
  • Develop a change management strategy that includes training, communication, and support for employees during the transition.
  • Address employee concerns and resistance by demonstrating the benefits of the CRM system and how it will make their work easier and more effective.

Provide Consultative Support After Production Launch:

  • Offer continuous support and consultation to employees after the CRM is operational to ensure smooth adoption and usage.
  • Regularly review and assess CRM performance, making adjustments as necessary based on user feedback and changing business needs.
  • Consider establishing a dedicated CRM team or a point of contact within the organization to provide ongoing support and guidance.

By following these recommendations, organizations can ensure that their CRM implementation is not only technically successful but also delivers real business value and enhances customer relationships.

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