Gartner Insights Abstract

Use a Product-Centric CRM Model to Improve Operational Efficiency and CX

Published: 05 June 2024

Summary

Project-centric departmental CRM silos undermine operational efficiency and CX delivery. This research provides CRM leaders guidance on how adopting a product-centric model can enhance strategy, operations and departmental synergy, and unify roadmaps to deliver improved customer experiences.

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Overview

Key Findings
  • Conventional project management reinforces customer relationship management (CRM) silos. Given the focus on distinct departmental silos, objectives embedded within project plans hinder cross-departmental coordination, innovation and customer-centric growth.

  • Project-based decision making favors siloed CRM priorities, resulting in decisions that lack organizationwide accountability and fail to account for overarching business objectives and overall customer experience.

  • Departmental priorities and strategies often operate independently and lack cohesion. As a result, customer experience (CX) initiatives are misaligned with operational CRM strategies, which undermines unified delivery of customer experiences.

Recommendations

Application leaders responsible for CRM strategy should:

  • Assess their organization’s current positioning between project- and product-centric models

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