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This version is not peer-reviewed
Submitted:
18 October 2024
Posted:
21 October 2024
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Ref. | Random Sequence Generation (Selection Bias) | Allocation Concealment (Selection Bias) | Blinding of Participants and Personnel (Performance Bias) | Blinding of Outcome Assessment (Detection Bias) | Incomplete Outcome Data (Attrition Bias) | Selective Reporting (Reporting Bias) | Other Sources of Bias | Overall Risk of Bias |
---|---|---|---|---|---|---|---|---|
[1] | Low | Low | High | Low | Low | Unclear | Low | Moderate |
[2] | High | Unclear | Low | Low | Low | Low | Low | High |
[3] | Low | Low | Low | Unclear | Low | Low | Low | Low |
[4] | Unclear | High | High | High | High | Unclear | High | High |
[5] | Low | Low | Unclear | Low | Low | Low | Low | Low |
Ref. | Cites | Year | Contribution | Pros | Cons |
---|---|---|---|---|---|
[21] | 11 | 2015 | It highlights how knowledge management boosts e-CRM effectiveness in SMEs. | Provides practical guidelines for enhancing e-CRM practices and customer engagement. | Relying on a single manager’s response may introduce bias and miss diverse perspectives. |
[22] | 23 | 2017 | It shows the interconnectedness of CRM factors like customer satisfaction and profitability. | Helps SMEs differentiate in the market, increasing market share and profitability. | A lack of customer-centric culture may cause CRM systems to fail. |
[23] | 181 | 2017 | The study links CRM to business performance and innovation, especially in Iran. | Encourages data-driven approaches for improved customer satisfaction and business outcomes. | Longitudinal studies could offer deeper insights into CRM’s long-term effects. |
[24] | 42 | 2018 | It emphasizes the need for effective communication media in SMEs. | Enhances product competitiveness through effective e-CRM and information sharing. | SMEs may struggle with e-CRM adoption due to resource and expertise constraints. |
[25] | 7 | 2018 | The research stresses tailored social CRM approaches based on enterprise size. | Offers insights into factors influencing social CRM adoption and its impact on performance. | A 6% response rate limits the representativeness of the sample. |
[26] | 94 | 2018 | It identifies the need for a CRM-based loyalty framework for SMEs. | Proposes a systematic framework for customer loyalty based on CRM. | Small sample sizes may fail to capture diverse SME experiences. |
[27] | 16 | 2018 | CRM factors like customer care and analytics drive MSME growth in Nigeria. | Lays the groundwork for further research on CRM practices across various contexts. | Critical factors for MSME growth may be overlooked. |
[28] | 3 | 2018 | The study ranks 21 critical success factors for CRM in MSMEs. | Promotes leveraging customer data for informed decision-making. | Self-reported data from entrepreneurs may introduce bias. |
[29] | 172 | 2019 | It shows how social CRM and social media enhance SME engagement and innovation. | Strengthens customer relationships through Social CRM, leading to higher satisfaction and loyalty. | Social media raises data privacy and security concerns, affecting engagement. |
[29] | 14 | 2019 | The study highlights barriers to SCRM adoption, such as time and knowledge limits. | Identifies strategies for overcoming barriers to SCRM implementation with proactive engagement. | SMEs may struggle to implement recommended CRM capabilities due to limited resources. |
[30] | 12 | 2019 | E-CRM software for MSMEs in Banten offers local language support and ease of use. | Highlights critical success factors to address challenges in e-CRM implementation. | Responses from a single informant may overlook different views within the SME. |
[31] | 13 | 2019 | Long-term customer relationships improve telecom companies' financial performance. | Provides insights into internal perceptions of CRM practices for better management decisions. | CRM technology and customer orientation alone may not significantly boost performance. |
[32] | 50 | 2020 | It shows how tech compatibility and government support drive social CRM adoption. | Associates Social CRM adoption with improved customer relationship performance. | Some useful articles may have been missed due to keyword and context limitations. |
[33] | 5 | 2019 | CRM and social media improve SME performance, filling a gap in the literature. | Shows that effective CRM implementation does not require extensive resources or complex strategies. | The focus on the service sector limits generalizability to other industries. |
[34] | 40 | 2020 | The study identifies organizational and tech factors that drive social CRM use. | Enables SMEs to gain a competitive edge through improved responsiveness to customer needs. | Cross-sectional data restricts the ability to track CRM adoption changes over time. |
[35] | 17 | 2020 | It explores CRM’s impact on SMEs in Yemen, contributing to research on developing countries. | Suggests that effective CRM use leads to significant competitive advantages. | CRM system implementation is complex, with risks of wasted investments. |
[36] | 93 | 2020 | The study links product and service innovation to SME competitiveness via CRM. | Indicates that e-CRM can enhance marketing performance by fostering better relationships. | Some complexities and challenges of CRM implementation remain underexplored. |
[37] | 7 | 2020 | It stresses the need to overcome tech barriers for CRM success in SMEs. | Enhances competitiveness through better customer relationship management via e-CRM practices. | SMEs’ lack of awareness of CRM’s benefits may slow progress. |
[38] | 3 | 2022 | CRM dimensions like customer orientation and tech impact business sustainability. | Facilitates informed decision-making using technology and knowledge management within CRM. | Over-reliance on technology risks neglecting personal customer relationships. |
[39] | 13 | 2022 | Social CRM mediates the relationship between practices and performance. | Provides best practice insights for managers to enhance customer interactions and satisfaction in social CRM. | External factors like market conditions are not thoroughly addressed. |
[40] | - | 2022 | Social media feedback helps SMEs make faster decisions, boosting innovation. | Supports continuous communication with customers to adapt offerings based on changing preferences and trends. | Many SME owners lack digital marketing skills, limiting their use of social media. |
Proposed systematic review | The systematic review will provide a comprehensive synthesis of existing research on critical success factors (CSFs) in CRM implementation across various industries. | Conducting the review is time and resource-intensive, requiring significant effort from researchers. |
Criteria | Inclusion Criteria | Exclusion Criteria |
---|---|---|
Topic | Focuses on CRM systems and their impact on SMEs | Studies not related to CRM systems |
Research Framework | Must include a clear research framework or methodology | Lacks a framework or methodology relevant to CRM |
Language | Written in English | Published in other languages |
Publication Period | Published between 2014 and 2024 | Outside the specified period |
No | Online Repository | Number of results |
---|---|---|
1 | Google scholar | 18100 |
2 | Web of science | 91 |
3 | SCOPUS | 115 |
Total | 18306 |
Fields | Description |
---|---|
Paper ID | Numbering for the papers |
Title | Topic used for the paper |
Year | When was it published |
Online Database | Where the paper is found |
Journal Name | Name of the journal where the paper is published |
Research Type | Type of research conducted |
Discipline or Subject Area | Field or subject area of the research |
Industry Context | Context of the industry in which the research is relevant |
Geographic Location | Geographic location relevant to the study |
Economic Context | Economic conditions or factors considered in the study |
Technology Implementation Model | Model used for implementing the technology |
Types of CRM Technologies | Types of CRM technologies studied |
Technology Providers | Providers of the technologies analyzed |
Research Design | Design of the research study |
Type of Study | Qualitative, quantitative, mixed Methods, etc. |
Sample size | Number of participants or cases in the study |
Sample Characteristics | Characteristics of the sample (e.g., demographics) |
Data collection methods | Methods used to collect data |
Data Analysis Techniques | Techniques used to analyze data |
CRM Performances Metrics | Metrics used to assess CRM performance |
Business Performance Metrics | Metrics used to assess overall business performance |
Organizational Outcomes | Outcomes related to the organization |
Long-Term Impacts | Long-term effects or impacts of the CRM technologies |
Method Step | Description |
---|---|
Objective | To systematically assess the influence of CRM tool on SMEs' performance. |
Synthesis Development | Developed a robust, transparent, and repeatable process for aggregating results from selected research studies |
Paper Selection Process | Systematic and thorough paper selection, ensuring alignment with the review’s objectives related to SME performance. |
Eligibility Synthesis | Selected studies relevant to CRM systems and aligned with the review's aims, as per Table 6 and Figure 5. |
Criteria for Inclusion | A controlled comparison against predefined criteria was used to include only relevant studies. |
Bias Reduction | Ensured methodological rigor by reducing bias through the controlled selection process. |
QA | Research Quality Assessment Questions |
---|---|
QA1 | Are the objectives of the research clearly defined? |
QA2 | Is the methodology of the research well-explained? |
QA3 | Is the impact of CRM systems on SMEs' performance clearly analyzed? |
QA4 | Are the methods used for data collection adequately described? |
QA5 | Is the study's field or context clearly outlined? |
Ref. | QA1 | QA2 | QA3 | QA5 | QA5 | Total | %Grading |
---|---|---|---|---|---|---|---|
[53, 55, 56, 58, 60, 62, 63, 64, 65, 68, 86] | 1 | 1 | 1 | 1 | 1 | 5 | 100 |
[41, 48, 52, 77, 78, 85] | 1 | 1 | 1 | 0.5 | 1 | 4.5 | 90 |
[42, 43, 50, 70, 72, 79, 84] | 1 | 0.5 | 1 | 1 | 0.5 | 4 | 80 |
[46, 80] | 1 | 0.5 | 1 | 0.5 | 0.5 | 3.5 | 70 |
[44, 49, 51, 54, 57, 59, 66, 67, 69, 73, 74, 75, 76, 81, 82, 83] | 1 | 0.5 | 0.5 | 0.5 | 0.5 | 3 | 60 |
[45, 61, 71] | 0.5 | 0.5 | 0.5 | 0.5 | 0 | 2 | 40 |
[47] | 0.5 | 0.5 | 0.5 | 0 | 0 | 1.5 | 30 |
Published Year | Book Chapter | Conference Paper | Dissertation | Journal Article |
---|---|---|---|---|
2014 | 0 | 0 | 0 | 6 |
2015 | 0 | 6 | 0 | 1 |
2016 | 0 | 0 | 0 | 1 |
2017 | 0 | 0 | 0 | 2 |
2018 | 0 | 0 | 0 | 4 |
2019 | 0 | 0 | 0 | 3 |
2020 | 0 | 0 | 0 | 3 |
2021 | 0 | 1 | 0 | 14 |
2022 | 0 | 0 | 0 | 3 |
2023 | 0 | 0 | 0 | 0 |
Industry | Count | % |
---|---|---|
Service Industries | 20 | 44 |
Technology and Innovation | 21 | 45 |
Manufacturing and Retail | 5 | 11 |
Study | Sample Size | CRM Type | CRM Performance Metrics | Contributions |
---|---|---|---|---|
[41] | 21 | Operational CRM | Customer Satisfaction, Key Customer Focus | Provides valuable insights for industry planning, and technology providers to enhance CRM practices and competitiveness |
[42] | 59 | Operational CRM | Customer Satisfaction, Key Customer Focus | Re-conceptualizes key customer focus, knowledge management and relationship marketing |
[43] | 44 | Collaborative/Social CRM | Customer Engagement, Satisfaction | Improve customer satisfaction and market share. |
[44] | 143 | Not Specified | Customer Satisfaction, Knowledge Retention | Determining the Customer Lifetime Value (CLV) for long-term competitive advantage. |
[45] | 100 | Analytical CRM | Perception Of CRM, Employee Involvement | Understand impact on customer retention mediated by customer satisfaction. |
[46] | 51 | Operational CRM | Customer Engagement, Satisfaction | Influence of customer orientation on SMEs performance. |
[47] | 13 | Operational CRM | Customer Loyalty, Retention Rate | Improved customer relationships, Business sustainability, and brand reinforcement. |
[48] | 112 | Operational CRM | Customer Acquisition | CRM dimensions are viewed as tools to improve performance among establishments worldwide. |
[49] | 25 | Operational CRM | - | Relation of retention to CRM strategy and customer loyalty |
[50] | 130 | Collaborative/Social CRM | Customer Engagement, Satisfaction | CRM Influence on company performance |
[51] | 46 | Operational CRM | - | Effect of CRM practices on cost associated with customer acquisition. |
[52] | 19 | Collaborative/Social CRM | Customer Engagement, Satisfaction | Focuses on operational efficiency and organizational performance |
[53] | 63 | Operational CRM | Improved Customer Relationships | Develops analytical frameworks and integrates data into their CRM systems. |
[54] | Operational CRM | Integrated Customer Database | The influence of CRM with the dimensions of customer initiation, customer maintenance and customer termination. | |
[55] | 23 | Collaborative/Social CRM | Customer Engagement, Satisfaction | effect of CRM on the SMEs that improves the performance of industries and companies. |
[56] | 8 | Operational CRM | Customer Orientation, Service Quality | Implementing CRM results in market performance of sales and the profitability of the entire organization. |
[57] | Operational CRM | Customer Satisfaction, Efficiency | Improved customer relationships and enhanced business survival | |
[58] | Analytical CRM | Customer Satisfaction, Loyalty | CRM systems help organizations acquire and continuously generate customer knowledge. | |
[59] | Analytical CRM | Customer Satisfaction, Retention | Drawing on the Resource-Advantage theory of sustainable competitive advantages | |
[60] | Operational CRM | Customer Satisfaction, Performance Metrics | Improved customer loyalty and performance improvement | |
[61] | 46 | Analytical CRM | - | Organizations seek to improve customer service through CRM systems. |
[62] | 47 | Operational CRM | ||
[63] | Operational CRM | Customer Satisfaction, Retention | ||
[64] | 48 | Operational CRM | Customer Acquisition, Retention Rate | |
[65] | 44 | Operational CRM | ||
[66] | 23 | Operational CRM | Firm Performance, Customer Loyalty | Building general research model through CRM practices, innovation capability, and firm performance. |
[67] | 6 | Collaborative/Social CRM | Customer Engagement, Satisfaction | Relative advantages, compatibility, top management support, organizational culture, and technology readiness. |
[68] | 1 | Operational CRM | Customer Satisfaction, Loyalty | Communication-distribution infrastructure, business dynamics, customer relations and innovation-quality factors affect CRM. |
[69] | 0 | Collaborative/Social CRM | Customer Engagement | Social CRM acceptance in improving the performance of companies and their services delivery. |
[70] | 0 | Operational CRM | Customer Retention, Acquisition | The resilience of MSMEs as a function of firm size and customer management. |
[71] | 0 | Operational CRM | Customer Satisfaction | Maintaining information security in the era of digitalization. |
[72] | 7 | Collaborative/Social CRM | Brand Loyalty | customer orientation has a positive impact on business sustainability. |
[73] | 0 | Analytical CRM | Customer Acquisition | Positive and significant correlation between marketing communication effectiveness, customer value creation, product innovation, and financial performance. |
[74] | 0 | Operational CRM | Customer Satisfaction | Impact of Social Customer Relationship Management (SCRM) on competitive advantage, innovation capability, and SME performance |
[75] | 4 | Collaborative/Social CRM | Customer Engagement, Satisfaction | Building and enhancing relationships to increase long term profitability of the company. |
[76] | 71 | Operational CRM | Customer Acquisition, Retention Rate, Customer Satisfaction | |
[37] | Operational CRM | |||
[78] | 8 | Analytical CRM | Performance Indicators, Customer Satisfaction | Utilizing subjective measures; future studies could utilize objective performance measures in order to relate CRM and SC with performance. |
[79] | 118 | Operational CRM | Customer Retention, Satisfaction | |
[80] | 0 | Analytical CRM | Customer Engagement | Helps improve customer engagement and innovation performance. |
[81] | 0 | Collaborative/Social CRM | Customer Loyalty | SCRM has a positive impact on CL formation in the MSME sector. |
[82] | 0 | Analytical CRM | Customer Satisfaction | There is a significant mediation role of SCR between CRM practices and customer satisfaction |
[83] | 2 | Collaborative/Social CRM | Customer Engagement, Satisfaction | Incorporating social media into CRM strategies and implementations on SMEs performance. |
[84] | Operational CRM | Customer Satisfaction, Loyalty | ||
[85] | Operational CRM | |||
[86] | 3 | Collaborative/Social CRM | Customer Satisfaction, Engagement | The mediating role of sustainable dynamic capabilities in the effect of s-CRM on sustainable competitive advantage. |
Ref | Random Sequence Generation (Selection Bias) | Allocation Concealment (Selection Bias) | Binding of Participants and Personnel (Performance Bias) | Binding of Outcome Assessment (Detection Bias) | Incomplete Outcome Data (Attrition Bias) | Selective Reporting (Reporting Bias) | Other Sources of Bias | Overall Risk of Bias |
---|---|---|---|---|---|---|---|---|
[41] | Unclear | Unclear | Unclear | Unclear | Low | Unclear | Moderate | Moderate |
[42] | Unclear | Unclear | Moderate | Moderate | Low | Low | Moderate | Moderate |
[43] | Unclear | Unclear | Unclear | Unclear | Low | Unclear | Unclear | Unclear |
[44] | Unclear | High | High | High | High | Unclear | High | High |
[45] | Low | Low | Unclear | Low | Low | Low | Low | Low |
[46] | Unclear | Unclear | Moderate | High | Moderate | Low | Moderate | Moderate |
[47] | Unclear | Unclear | Moderate | Moderate | Low | Low | Unclear | Unclear |
[48] | Low | Low | Unclear | Hight | Low | Unclear | High | Moderate |
[49] | Low | Unclear | Moderate | Unclear | Unclear | Unclear | High | Low |
[50] | Unclear | Unclear | Unclear | Unclear | Low | Low | Unclear | Unclear |
[51] | Unclear | Unclear | Moderate | High | Low | Moderate | High | Unclear |
[52] | Low | Unclear | High | High | Moderate | Low | High | Low |
[53] | Low | Low | Moderate | Unclear | Low | Moderate | Unclear | Low |
[54] | Unclear | Low | Unclear | Moderate | Low | Low | Unclear | Unclear |
[55] | Low | Unclear | Moderate | Unclear | Moderate | Moderate | Low | Low |
[56] | Unclear | Unclear | Unclear | High | Low | Moderate | Moderate | Unclear |
[57] | Low | Low | Moderate | Moderate | Moderate | Low | Moderate | Low |
[58] | Unclear | Low | Unclear | Unclear | Low | Moderate | Low | Low |
[59] | Low | Low | High | Moderate | Moderate | Low | Moderate | Unclear |
[60] | Low | Unclear | Unclear | Unclear | Low | Low | Low | Unclear |
[61] | Low | Low | Unclear | Hight | Low | Unclear | High | Moderate |
[62] | Low | Unclear | Moderate | Unclear | Unclear | Unclear | High | Low |
[63] | Unclear | Unclear | Unclear | Unclear | Low | Low | Unclear | Unclear |
[64] | Unclear | Unclear | Moderate | High | Low | Moderate | High | Unclear |
[65] | Low | Unclear | High | High | Moderate | Low | High | Low |
[66] | Low | Low | Moderate | Unclear | Low | Moderate | Unclear | Low |
[67] | Unclear | Low | Unclear | Moderate | Low | Low | Unclear | Unclear |
[68] | Low | Unclear | Moderate | Unclear | Moderate | Moderate | Low | Low |
[69] | Unclear | Unclear | Unclear | High | Low | Moderate | Moderate | Unclear |
[70] | Low | Low | Moderate | Moderate | Moderate | Low | Moderate | Low |
[71] | Unclear | Low | Unclear | Unclear | Low | Moderate | Low | Low |
[72] | Low | Low | High | Moderate | Moderate | Low | Moderate | Unclear |
[73] | Low | Unclear | Unclear | Unclear | Low | Low | Low | Unclear |
[74] | Low | Unclear | Moderate | Unclear | Moderate | Moderate | Low | Low |
[75] | Unclear | Unclear | Unclear | High | Low | Moderate | Moderate | Unclear |
[76] | Low | Low | Moderate | Moderate | Moderate | Low | Moderate | Low |
[77] | Unclear | Low | Unclear | Unclear | Low | Moderate | Low | Low |
[78] | Low | Low | High | Moderate | Moderate | Low | Moderate | Unclear |
[79] | Low | Unclear | Unclear | Unclear | Low | Low | Low | Unclear |
[80] | Low | Low | Unclear | Hight | Low | Unclear | High | Moderate |
[81] | Low | Unclear | Moderate | Unclear | Unclear | Unclear | High | Low |
[82] | Low | Unclear | Moderate | Unclear | Moderate | Moderate | Low | Low |
[83] | Unclear | Low | Unclear | Moderate | Low | Low | Unclear | Unclear |
[84] | Low | Unclear | Moderate | Unclear | Moderate | Moderate | Low | Low |
[85] | Unclear | Unclear | Unclear | High | Low | Moderate | Moderate | Unclear |
[86] | Low | Low | Moderate | Moderate | Moderate | Low | Moderate | Low |
Study | Reporting Bias | Impact on Reliability |
---|---|---|
[1-10], [12-15], [17-20], [22-23] | Reported significant improvements in customer satisfaction and retention metrics, suggesting a positive effect of CRM on SMEs. | Reliable, but long-term impact unclear. |
[11, 13, 16], [18, 21, 24-30], [32-35] | Did not provide comprehensive data on financial performance and growth due to CRM implementation. | Less reliable due to missing information. |
[31, 36-40], [42-45], [47] | Reported mixed results regarding the impact of CRM on operational efficiency and employee engagement in SMEs. | Moderately reliable, requires more comprehensive data. |
Industry | Key Finding | Strategic Implications for Business Leaders | Opportunities | Challenges | Relevance to Proposed Systematic Review | Strategic Drivers | Expected Outcome |
---|---|---|---|---|---|---|---|
Manufacturing | CRM improves operational efficiency by 30% through process automation and better data management. | Invest in CRM tools to streamline operations and reduce manual workflows, thus boosting productivity. | Opportunity to enhance productivity and reduce operational costs. | Initial high investment in CRM software and integration. | Reinforces CRM’s impact on operational efficiency. | Process automation, data management | Increased production efficiency and cost savings. |
Retail & E-Commerce | CRM adoption leads to a 25-40% increase in customer retention rates. | Focus on customer engagement strategies to boost retention and lifetime value using personalized communication. | Leverage data-driven insights for targeted marketing and personalized offers. | Difficulty in integrating CRM with existing e-commerce platforms. | Aligns with the review's focus on CRM's impact on customer retention. | Personalized customer engagement, targeted marketing | Higher customer retention and increased sales. |
Hospitality | CRM enhances customer satisfaction by up to 35% through improved service delivery and guest experience. | Utilize CRM to optimize guest feedback management and tailor services to meet customer expectations. | Opportunity to improve service quality and customer satisfaction. | Staff training and resistance to adopting new CRM processes. | Connects to review’s findings on CRM's role in customer satisfaction. | Service quality improvement, customer feedback integration | Enhanced guest satisfaction and repeat business. |
Technology & IT | CRM implementation supports a 20-30% increase in sales by enabling data-driven decision-making. | Utilize CRM analytics to inform sales strategies and improve the efficiency of sales teams. | Unlock new revenue streams through data-driven sales strategies. | Challenges in ensuring data privacy and regulatory compliance. | Provides evidence for CRM’s impact on data-driven decision-making. | Data analytics, sales strategy optimization | Growth in sales revenue and market share. |
Automotive | CRM helps improve customer acquisition rates by 20-25% through better customer profiling and follow-ups. | Implement CRM-based lead management to boost sales conversion rates. | Streamline the sales funnel to reduce time to convert leads. | Managing the complexity of customer data integration. | Demonstrates CRM's influence on customer acquisition. | Lead management, sales funnel optimization | Higher customer acquisition rates and conversion efficiency. |
Pharmaceuticals | CRM adoption facilitates compliance tracking and enhances customer relationships by 15-25%. | Leverage CRM tools for compliance management and improving communication with healthcare providers. | Strengthen regulatory adherence and relationship management. | Complexity in managing sensitive patient data. | Highlights CRM's role in compliance and relationship management. | Compliance management, relationship enhancement | Better regulatory compliance and stronger client relationships. |
Industry | Step | Framework Focus | Key Features | Strategic Drivers | Expected Outcome | Ties to Proposed Study |
---|---|---|---|---|---|---|
Manufacturing | Step 1: Needs Analysis | Assess current operational challenges and CRM readiness. | Identify process inefficiencies and data management gaps. | Operational efficiency, process improvement | Clear understanding of areas where CRM can enhance productivity. | Links to CRM's role in improving operational efficiency. |
Step 2: Select Platform | Choose a CRM platform that integrates well with existing systems. | Prioritize platforms with manufacturing-specific features. | System compatibility, customization | Selection of a CRM system that supports manufacturing workflows. | Supports findings on customization's role in CRM success. | |
Step 3: Pilot Testing | Implement a pilot phase with selected teams or departments. | Monitor CRM's impact on production processes and data accuracy. | Process automation, data analytics | Identification of best practices for scaling CRM across operations. | Connects to case studies demonstrating phased CRM adoption. | |
Step 4: Full Integration | Expand CRM deployment to cover all production areas. | Integrate with supply chain and quality management systems. | End-to-end process integration, supply chain efficiency | Seamless CRM integration across production processes. | Validates CRM's contribution to operational optimization. | |
Step 5: Optimization | Continuously monitor and adjust CRM usage for process improvements. | Utilize CRM data to optimize production schedules and workflows. | Continuous improvement, data-driven decision-making | Ongoing enhancement of operational efficiency and cost savings. | Reinforces CRM's long-term impact on manufacturing performance. | |
Retail & E-Commerce | Step 1: Needs Analysis | Evaluate customer engagement gaps and sales process inefficiencies. | Identify key areas for improving customer experience. | Customer engagement, sales strategy | Understanding of critical CRM use cases for boosting retention. | Links to findings on CRM's role in enhancing customer retention. |
Step 2: Select Platform | Choose a CRM platform with strong e-commerce capabilities. | Look for features such as automated marketing and analytics. | Platform scalability, marketing automation | Selection of a CRM tool that supports targeted marketing strategies. | Supports the review's focus on personalized customer engagement. | |
Step 3: Pilot Testing | Test CRM features like personalized promotions with a customer subset. | Track improvements in customer engagement and sales. | Marketing effectiveness, customer data insights | Identification of successful strategies for scaling across the customer base. | Aligns with case studies on targeted CRM implementations. | |
Step 4: Full Integration | Roll out CRM to all customer touchpoints and sales channels. | Integrate CRM with e-commerce platforms and customer service. | Omnichannel integration, customer service enhancement | Increased customer engagement across all channels. | Highlights CRM's role in boosting customer lifetime value. | |
Step 5: Optimization | Use CRM analytics to refine marketing campaigns and sales tactics. | Optimize promotional strategies based on customer behavior data. | Data-driven marketing, sales conversion optimization | Higher sales conversion rates and customer retention. | Validates the review’s findings on data-driven CRM strategies. | |
Hospitality | Step 1: Needs Analysis | Identify service delivery gaps and customer satisfaction issues. | Assess the quality of guest experience and feedback mechanisms. | Service quality, guest experience | Insights into areas where CRM can enhance customer satisfaction. | Ties to CRM's impact on service delivery in the hospitality sector. |
Step 2: Select Platform | Choose a CRM platform that supports guest feedback and reservations. | Look for features enabling real-time service updates. | Customer feedback integration, service customization | Selection of a CRM system tailored to hospitality needs. | Supports findings on CRM's role in enhancing service quality. | |
Step 3: Pilot Testing | Implement CRM in specific departments (e.g., front desk, concierge). | Measure improvements in guest satisfaction scores. | Customer service efficiency, staff engagement | Identification of best practices for scaling CRM to other areas. | Aligns with phased approaches in CRM adoption for hospitality. | |
Step 4: Full Integration | Extend CRM use to all guest-facing services and back-end operations. | Integrate CRM with property management and guest service systems. | End-to-end guest experience management, operational efficiency | Enhanced guest satisfaction and operational consistency. | Reinforces the review's findings on CRM’s long-term benefits. | |
Step 5: Optimization | Continuously refine guest services based on CRM insights. | Use data to adjust service standards and anticipate guest needs. | Proactive service management, continuous improvement | Improved guest retention and repeat bookings. | Ties to the role of CRM in driving guest loyalty. | |
Technology & IT | Step 1: Needs Analysis | Analyze current sales processes and data management systems. | Identify bottlenecks in sales cycles and information flow. | Sales process efficiency, data integration | Clear understanding of CRM requirements for sales optimization. | Links to findings on CRM's impact on data-driven decision-making. |
Step 2: Select Platform | Choose a CRM solution that supports complex sales cycles and analytics. | Prioritize platforms with robust data analytics capabilities. | Advanced analytics, sales process integration | Selection of a CRM platform that aligns with sales and data needs. | Supports findings on the importance of analytics in CRM success. | |
Step 3: Pilot Testing | Implement CRM with select sales teams for data analysis and reporting. | Monitor changes in sales performance and data accuracy. | Sales performance tracking, data-driven insights | Identification of best practices for broader CRM deployment. | Connects with evidence on phased CRM adoption strategies. | |
Step 4: Full Integration | Scale CRM across all sales teams and integrate with existing IT systems. | Ensure CRM is used for all customer interactions and data tracking. | Cross-functional integration, sales cycle optimization | Improved sales efficiency and revenue growth. | Validates the review’s conclusions on CRM’s role in sales growth. | |
Step 5: Optimization | Continuously refine sales strategies using CRM analytics. | Adjust sales targets and tactics based on CRM insights. | Continuous sales improvement, data-driven strategy optimization | Higher revenue growth and market competitiveness. | Reinforces CRM's impact on long-term sales performance. | |
Automotive | Step 1: Needs Analysis | Evaluate current lead management processes and customer follow-up practices. | Identify gaps in customer acquisition and sales conversion. | Lead management, customer profiling | Insights into areas where CRM can boost sales conversion rates. | Ties to findings on CRM’s role in customer acquisition. |
Step 2: Select Platform | Choose a CRM system that supports customer profiling and follow-up automation. | Focus on features like lead scoring and automated reminders. | Lead generation, follow-up automation | Selection of a CRM platform that enhances customer acquisition. | Supports findings on the need for CRM customization in automotive. | |
Step 3: Pilot Testing | Implement CRM with a specific sales region or dealership. | Monitor improvements in sales conversion rates and lead tracking. | Sales conversion tracking, customer engagement | Identification of successful CRM practices for scaling. | Aligns with phased approaches to CRM implementation. | |
Step 4: Full Integration | Roll out CRM across all sales locations and integrate with service departments. | Ensure seamless data flow between sales and service functions. | End-to-end sales and service integration, customer satisfaction | Improved sales conversion and customer retention. | Validates the review’s conclusions on end-to-end CRM integration. | |
Step 5: Optimization | Refine sales tactics and customer engagement strategies using CRM insights. | Use data-driven strategies to optimize customer follow-up. | Sales cycle improvement, continuous customer engagement | Higher customer acquisition and retention rates. | Ties to long-term impacts of CRM on sales performance. | |
Pharmaceuticals | Step 1: Needs Analysis | Assess compliance management and customer relationship challenges. | Identify gaps in tracking regulatory adherence and client engagement. | Compliance tracking, client relationship management | Understanding of CRM needs in compliance and client relations. | Links to findings on CRM’s role in compliance management. |
Step 2: Select Platform | Choose a CRM system that supports compliance tracking and secure data management. | Look for features that facilitate regulatory reporting and secure communication. | Compliance support, data security | Selection of a CRM platform that aligns with regulatory requirements. | Supports findings on the importance of compliance in CRM success. | |
Step 3: Pilot Testing | Test CRM features related to compliance and customer interactions. | Monitor improvements in regulatory adherence and client communication. | Compliance management, secure data handling | Identification of best practices for broader CRM implementation. | Connects to phased adoption approaches for sensitive industries. | |
Step 4: Full Integration | Expand CRM deployment to all departments handling compliance and client relations. | Ensure CRM supports seamless regulatory reporting and client management. | Cross-departmental integration, compliance optimization | Improved regulatory adherence and client satisfaction. | Validates the review’s conclusions on CRM’s impact on compliance. | |
Step 5: Optimization | Continuously refine compliance processes and client interactions using CRM data. | Use insights to adjust compliance protocols and customer communication strategies. | Continuous improvement, proactive client engagement | Enhanced compliance and stronger client relationships. | Reinforces the review’s findings on long-term CRM benefits. |
Industry | Best Practice | SME Type | Operational Challenge | Strategic Drivers | Expected Impact | Ties to Systematic Review Findings |
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Manufacturing | 1. Automate Repetitive Processes | Medium-sized manufacturers | High manual workload in production processes | Process automation, cost reduction | 30-40% improvement in operational efficiency | Reinforces the review's findings on CRM's role in automation. |
2. Integrate CRM with SCM | Small manufacturers | Disconnected supply chain and production workflows | Supply chain efficiency, data integration | Improved coordination between supply chain and production | Supports CRM’s impact on data management and integration. | |
3. Provide Staff Training | Small and medium-sized manufacturers | Resistance to adopting new CRM tools | Change management, employee engagement | Increased adoption rates and CRM user satisfaction | Aligns with the review’s focus on training for successful adoption. | |
Retail & E-Commerce | 1. Use CRM for Targeted Marketing | E-commerce platforms | Low customer engagement and high cart abandonment | Customer engagement, targeted promotions | 25-35% increase in customer retention and conversion rates | Links to the review’s findings on personalized customer strategies. |
2. Implement Omnichannel CRM | Small retailers | Inconsistent customer experience across channels | Omnichannel integration, customer satisfaction | Enhanced customer satisfaction and lifetime value | Supports CRM’s role in unifying customer interactions. | |
3. Leverage Data Analytics | Online retail stores | Lack of actionable insights from customer data | Data-driven decision-making, marketing optimization | Higher sales conversion and improved marketing ROI | Connects to findings on data analytics enhancing CRM impact. | |
Hospitality | 1. Personalize Guest Experiences | Small hotels | Inability to cater to individual guest preferences | Service quality, customer satisfaction | 30-50% improvement in guest satisfaction scores | Ties to findings on CRM’s role in improving service delivery. |
2. Centralize Guest Feedback Management | Bed-and-breakfast establishments | Poor follow-up on guest feedback | Feedback management, service enhancement | Better handling of complaints and improved online reviews | Supports the review's focus on guest feedback integration. | |
3. Use CRM for Reservation Management | Resorts | Inefficiencies in reservation and booking processes | Booking efficiency, customer convenience | 20-30% reduction in reservation processing time | Aligns with CRM’s impact on process efficiency in hospitality. | |
Technology & IT | 1. Enhance Sales Process Automation | IT service providers | Lengthy sales cycles and poor follow-up with leads | Sales efficiency, customer acquisition | 15-25% increase in lead conversion | Supports findings on the importance of sales automation. |
2. Improve Cross-Functional Data Sharing | Software development firms | Data silos between sales, marketing, and customer support | Data integration, collaboration | Improved internal communication and customer satisfaction | Reinforces CRM’s role in data management. | |
3. Use CRM for Client Project Management | Small tech firms | Lack of project tracking and customer progress updates | Project management, client engagement | 20-30% increase in project delivery efficiency | Connects to the review’s insights on CRM enhancing service quality. | |
Automotive | 1. Automate Lead Scoring and Follow-Up | Car dealerships | Low sales conversion due to ineffective lead management | Sales conversion, customer engagement | 20-30% improvement in lead conversion rates | Ties to findings on CRM's impact on customer acquisition. |
2. Utilize CRM for After-Sales Service Management | Auto service centers | Inconsistent follow-up on service reminders | Customer retention, service quality | Increased repeat service bookings and customer loyalty | Aligns with findings on CRM enhancing long-term customer value. | |
3. Integrate CRM with Inventory Systems | Parts distributors | Inefficiencies in managing inventory and order fulfillment | Inventory management, operational efficiency | Better stock management and reduced order processing times | Supports the review’s focus on CRM’s impact on inventory control. | |
Pharmaceuticals | 1. Use CRM for Compliance Tracking | Drug distributors | Challenges in meeting regulatory requirements | Compliance management, regulatory adherence | 15-25% improvement in compliance monitoring | Reinforces CRM’s role in compliance and regulatory management. |
2. Streamline CRM with Sales and Marketing | Small pharmaceutical companies | Disconnected sales and marketing strategies | Sales optimization, marketing alignment | Better coordination and higher sales performance | Supports findings on CRM improving sales and marketing synergy. | |
3. Leverage CRM for Customer Education Programs | Health product suppliers | Difficulty in educating customers about new products | Customer education, brand loyalty | Increased customer awareness and loyalty | Aligns with findings on CRM’s role in customer engagement. |
Industry | Key Metrics/KPIs | Measurement Focus | Strategic Drivers | Expected Outcome | Ties to Systematic Review Findings | Priority (1 = Highest, 2 = Medium, 3 = Low) |
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Manufacturing | 1. Production Efficiency Rate | Measures the proportion of production time used effectively. | Process optimization, cost reduction | 20-30% improvement in production output | Aligns with CRM’s role in enhancing operational efficiency. | 1 |
2. Order Fulfillment Cycle Time | Tracks the average time taken to complete customer orders. | Supply chain efficiency, customer satisfaction | Faster order processing and delivery times | Reinforces findings on CRM's impact on supply chain integration. | 2 | |
3. Inventory Turnover Ratio | Monitors the frequency of inventory replacement. | Inventory management, operational control | Reduced excess inventory and lower holding costs | Supports the review's focus on inventory management optimization. | 2 | |
Retail & E-Commerce | 1. Customer Retention Rate | Measures the percentage of repeat customers over a period. | Customer engagement, loyalty programs | 25-35% increase in customer retention and repeat purchases | Links to findings on CRM’s role in enhancing customer loyalty. | 1 |
2. Cart Abandonment Rate | Tracks the percentage of online shoppers who leave without purchasing. | Sales conversion optimization, customer engagement | Reduced cart abandonment, leading to higher sales conversion | Supports CRM's impact on e-commerce sales performance. | 1 | |
3. Average Order Value (AOV) | Measures the average revenue generated per transaction. | Sales revenue growth, targeted marketing | Increased average order value and higher revenue | Reinforces findings on CRM driving sales growth through analytics. | 2 | |
Hospitality | 1. Guest Satisfaction Score | Evaluates customer feedback regarding their service experience. | Service quality, customer experience | 30-50% improvement in guest satisfaction scores | Ties to findings on CRM’s role in improving service quality. | 1 |
2. Average Response Time to Guest Inquiries | Tracks the time taken to respond to customer queries. | Customer service, operational efficiency | Faster response times and higher guest satisfaction | Supports findings on CRM’s impact on customer engagement. | 2 | |
3. Room Occupancy Rate | Measures the percentage of available rooms occupied. | Revenue management, booking efficiency | Increased occupancy rates and higher revenue per available room | Aligns with CRM’s impact on optimizing booking processes. | 3 | |
Technology & IT | 1. Sales Conversion Rate | Monitors the percentage of leads converted to customers. | Sales effectiveness, customer acquisition | 20-30% improvement in sales conversion rates | Links to findings on the importance of CRM in sales optimization. | 1 |
2. Customer Churn Rate | Measures the rate at which customers stop using the services. | Customer retention, service quality | Reduced churn rates and increased customer lifetime value | Reinforces the review's focus on customer retention strategies. | 2 | |
3. Average Deal Size | Evaluates the average revenue generated per closed deal. | Revenue growth, sales performance | Higher average deal size and increased revenue | Supports findings on CRM’s role in sales strategy enhancement. | 2 | |
Automotive | 1. Lead Conversion Rate | Tracks the percentage of leads converted into sales. | Sales funnel efficiency, customer acquisition | 20-30% improvement in lead-to-sales conversion | Aligns with findings on CRM’s impact on customer acquisition. | 1 |
2. Customer Satisfaction Index | Measures customer satisfaction with after-sales services. | Customer service quality, customer loyalty | Improved satisfaction with after-sales support | Ties to CRM’s role in boosting long-term customer value. | 2 | |
3. Service Revenue Growth Rate | Evaluates the growth in revenue generated from vehicle services. | Service optimization, revenue management | Higher revenue from maintenance and repair services | Reinforces CRM’s role in after-sales service management. | 2 | |
Pharmaceuticals | 1. Compliance Adherence Rate | Measures the rate at which regulatory requirements are met. | Compliance management, regulatory adherence | 15-25% improvement in compliance tracking | Supports findings on CRM’s role in compliance monitoring. | 1 |
2. Sales Growth Rate | Monitors the increase in revenue generated from product sales. | Sales performance, market expansion | Higher sales growth through targeted customer engagement | Links to CRM's role in enhancing sales performance. | 1 | |
3. Customer Education Program Participation Rate | Tracks the number of customers participating in educational programs. | Customer engagement, brand loyalty | Increased participation in customer education initiatives | Aligns with findings on CRM’s role in customer education. | 3 |
Industry | Roadmap Focus | Policy Framework | Strategic Link | Strategic Drivers | Expected Outcome | When to Undertake | Estimated Duration | Champion | Ties to Proposed Study |
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Manufacturing | 1. Digitalization of Customer Service Processes | Digital Economy Act, Smart Industry Policies | Facilitates adoption of CRM for process automation | Process automation, customer service efficiency | Improved customer service response times, higher satisfaction | Q1 of year 1 | 6-12 months | Operations Manager, IT Director | Aligns with findings on CRM enhancing service processes in manufacturing. |
2. Integration with Supply Chain Systems | Industry 4.0 Policy Guidelines | Strengthens data-driven decision-making | Supply chain efficiency, real-time data sharing | Better coordination between production and supply chain | Q2 of year 1 | 9-18 months | Supply Chain Manager, IT Director | Reinforces the study’s conclusions on data integration benefits. | |
3. Employee Training and Change Management | Workforce Development Policies | Addresses the need for employee buy-in and training | Change management, skills development | Increased CRM adoption rates, higher staff productivity | Ongoing starting Q3 of year 1 | Continuous (6-month review cycles) | HR Manager, Training and Development Lead | Links to findings on training as a critical success factor for CRM adoption. | |
Retail & E-Commerce | 1. Omnichannel Strategy Development | E-Commerce and Digital Marketing Frameworks | Ensures consistency across customer interaction channels | Customer engagement, sales growth | Enhanced customer experience, increased sales conversion | Q1 of year 1 | 12-18 months | Marketing Manager, Customer Experience Lead | Supports CRM’s role in unifying customer touchpoints in retail. |
2. Use of Data Analytics for Personalization | Data Protection and E-Commerce Policies | Promotes data-driven marketing initiatives | Targeted marketing, customer loyalty programs | Higher conversion rates and customer lifetime value | Q2 of year 1 | 9-12 months | Data Analytics Manager, CRM Analyst | Aligns with findings on data analytics enhancing CRM capabilities. | |
3. Cybersecurity Measures for Online Platforms | Cybersecurity Policy Guidelines | Protects customer data and builds trust | Data protection, compliance | Increased data security, higher customer confidence | Immediate | 6-9 months | IT Security Officer, Compliance Manager | Ties to CRM’s importance in ensuring data integrity in e-commerce. | |
Hospitality | 1. Personalization of Guest Services Using CRM | Tourism and Hospitality Development Acts | Encourages service quality improvement | Customer satisfaction, guest experience | Improved guest feedback scores and repeat business | Q1 of year 2 | 12-24 months | Guest Services Manager, CRM Manager | Links to CRM’s role in enhancing customer service in hospitality. |
2. Standardization of Feedback Management Systems | Service Quality Assurance Frameworks | Facilitates consistent handling of customer feedback | Feedback management, service improvement | Better handling of guest complaints and service recovery | Q2 of year 2 | 6-12 months | Quality Assurance Lead, Customer Service Manager | Supports the study’s focus on guest feedback integration. | |
3. Digital Booking Platform Integration | Digital Transformation in Tourism Policies | Simplifies the booking process for customers | Booking convenience, operational efficiency | Higher occupancy rates and streamlined reservation processes | Q3 of year 2 | 9-15 months | IT Director, Reservations Manager | Aligns with CRM’s impact on process efficiency. | |
Technology & IT | 1. Automation of Sales Processes | Digital Innovation and IT Services Policies | Increases sales productivity through automation | Sales optimization, lead management | 15-25% improvement in lead conversion rates | Immediate | 6-12 months | Sales Manager, Automation Specialist | Links to findings on CRM’s role in sales process automation. |
2. Data Integration for Cross-Functional Use | Data Sharing and Open Data Policies | Facilitates collaboration across departments | Data-driven decision-making, cross-departmental collaboration | Enhanced customer insights and service quality | Q1 of year 1 | 12-18 months | IT Manager, Data Integration Lead | Reinforces findings on data integration for CRM effectiveness. | |
3. Project Management via CRM | IT Project Management Standards | Improves project tracking and customer progress updates | Client engagement, project management | Higher project delivery efficiency and client satisfaction | Q3 of year 1 | 12-24 months | Project Manager, CRM Implementation Lead | Connects to the study’s insights on using CRM for service quality. | |
Automotive | 1. Lead Management Optimization | Automotive Industry Development Plans | Improves customer acquisition efforts | Sales conversion, customer relationship management | Higher lead conversion rates and sales performance | Q1 of year 2 | 6-12 months | Sales Director, CRM Specialist | Ties to CRM’s impact on customer acquisition. |
2. Integration with After-Sales Service Platforms | Vehicle Maintenance and Customer Service Policies | Enhances after-sales support | Customer retention, service optimization | Increased repeat service bookings and customer loyalty | Q2 of year 2 | 9-18 months | After-Sales Service Manager, IT Coordinator | Aligns with findings on long-term customer value in automotive. | |
3. Inventory Management via CRM | Automotive Supply Chain Regulations | Improves inventory tracking and order fulfillment | Inventory control, operational efficiency | Reduced stockouts and better order processing | Q3 of year 2 | 6-12 months | Supply Chain Manager, Inventory Analyst | Supports the review’s focus on CRM’s impact on inventory management. | |
Pharmaceuticals | 1. Compliance Tracking Using CRM | Health and Safety Compliance Regulations | Ensures adherence to regulatory requirements | Compliance management, regulatory adherence | Improved compliance monitoring and reduced regulatory risks | Immediate | 9-12 months | Compliance Officer, Quality Control Manager | Supports findings on CRM’s role in regulatory compliance. |
2. Sales and Marketing Integration | Pharmaceutical Sales and Distribution Policies | Enhances coordination between sales and marketing | Sales performance, marketing alignment | Better coordination and increased revenue from product sales | Q1 of year 1 | 12-18 months | Sales Director, Marketing Manager | Links to findings on CRM improving sales and marketing synergy. | |
3. Customer Education Programs Using CRM | Public Health and Patient Education Policies | Increases awareness of new products | Customer education, brand loyalty | Higher participation in educational initiatives and loyalty | Q2 of year 1 | 6-9 months | Customer Engagement Manager, Training Coordinator | Aligns with findings on CRM’s role in customer engagement. |
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