Customer Relationship Management Diagram in PowerPoint

Customer Relationship Management (also known as CRM) is a widely implemented strategy for managing a company’s interactions with customers, clients and sales prospects. It involves using technology to organize, automate, and synchronize business processes—principally sales activities, but also those for marketing, customer service, and technical support. However, CRM is not just a software package or solution, it is an overall concept beyond software or a specific CRM platform or provider.

Let’s see how to design a very simple CRM Diagram in PowerPoint using SmartArt.  First, we need to make a new blank PowerPoint template. Then we add a bullet list with the hierarchy. In the root we place CRM since this will be the center action in the circle diagram.

Then we add the leaf with each bullet point. For example we can add the following steps or actions in the diagram.

• CRM
  • Sales & Marketing
  • Analysis Reporting
  • Service
  • Relation Management
  • ERP & Finance

Then we can convert the list to SmartArt by using Insert -> Convert to SmartArt and then choose the appropriate diagram.

Next, you can change the design for this diagram.

Then you can change the colors in the diagram so each circle will display a different background color.

Finally, we got this nice CRM diagram with colors in PowerPoint that you can use in your MBA presentations, in a CRM presentation or sale or corporate strategy PowerPoint presentations.