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CRM

As mounting global competition makes products and services increasingly similar, customer relationships have become one of the most important assets of sales and marketing-driven businesses. Using value and needs-based customer segmentation, we work out the right strategy to access, gain and retain customers in the most efficient and effective way possible.

In brief

Customer-driven growth strategies

The traditional split of tasks in gaining (sales) and retaining (CRM) customers no longer works. In mature or even declining markets, exploiting customer potential is the main driver of growth. Even in a booming market environment, the increasing diversity of customer needs and tastes has made it crucial to understand them and respond appropriately with offers tailored to individual needs.

Our comprehensive CRM Excellence approach helps our clients better understand their customers. Using value and needs-based customer segmentation, we work out the right strategy to access, gain and retain customers in the most efficient and effective way possible.

 
The Roland Berger CRM Excellence approach
 

The Four Pillars of CRM Excellence are approaches to segmenting and then manage customers either directly, through channel partners or with loyalty programs:

  • Customer segmentation: Understanding customer value, loyalty and needs
  • Direct marketing/CRM: Setting up targeted one-to-one strategies
  • Channel-based CRM: Managing customers through channel partners
  • Loyalty programs: Developing effective customer loyalty programs

Our experts

Lars Luck

Principal

Munich office, Germany
phone: +49 89 9230-8605
e-mail

 
Björn Reineke
Björn Reineke

Partner

Munich office, Germany
phone: +49 89 9230-8333
e-mail

 
Kai Howaldt
Kai Howaldt

Partner and Head of Marketing & Sales

Munich office, Germany
phone: +49 89 9230-8219
e-mail

 
Alfredo Arpaia

Principal

Milan office, Italy
phone: +39 02 295011-237
e-mail

 
Koichi Mizutome

Partner

Tokyo office, Japan
phone: +81 3 35876-660
e-mail

 
Arnoud van der Slot

Partner

Amsterdam office, Netherlands
phone: +31 20 7960-650
e-mail

 
Nicolas Teisseyre

Partner

Paris office, France
phone: +33 1 53670-973
e-mail

 

Further reading

Managing channel performance to grow in saturated markets

Issue paper, 2008

After a period of strong growth most mobile operators are now facing increasingly saturated markets. Since most companies are selling both directly and indirectly, managing channel performance is of utmost importance …  >>

 
Oliver Conze, Winning customer loyalty with customer benefits

Oliver Conze, Thesis, 2007

The concept of customer value was established to manage customer relations in marketing. When designing actions to increase customer loyalty, the value that a customer represents for a provider is often at the forefront …  >>

 

Short presentation, 2006

The CRM hype is over, the strategic necessity remains. Customer relationships may well be the most important asset of virtually every sales and marketing-driven business. However, building customer loyalty with targeted offerings is a tough job, as mounting global competition makes products and services increasingly similar. At the same time, however, customer needs and tastes are becoming more and more varied …  (PDF, 247 KB)

 

Brochure, 2006

The CRM hype is over, the strategic necessity remains. Customer relationships may well be the most important asset of virtually every sales and marketing-driven business. However, building customer loyalty with targeted offerings is a tough job, as mounting global competition makes products and services increasingly similar. At the same time, however, customer needs and tastes are becoming more and more varied …  (PDF, 344 KB)

 
Daniela Lehr, Kundenbindungsmanagement und Sanierungserfolg

Daniela Lehr, Thesis (in German), 2006

Daniela Lehr examines whether and under what conditions customer loyalty management can help avoid losing sales revenue …  >>

 
Executive review

Article in Executive Review (in German), 2005

Large companies who want to grow further in mature markets can't do so without professional key account management. Any company can launch initiatives to investigate potential at no great expense by using a system developed by Roland Berger. Once goals are clearly defined, then relationships to key clients can be expanded. The results are quite promising …  (PDF, 751 KB)

 

Study in charts, 2003

In most industries, customer loyalty is seen as the most important success factor – even ahead of product quality and cost. But the companies have not managed to achieve the degree of success they had hoped for. Bonus programs are seen as the most suitable tool for customer loyalty in the surveyed industries …  (PDF, 326 KB)

 

Book (in German), 2002

Successful retailers combine the latest in information technologies with sophisticated concepts in their CRM approaches. Which options do retail companies have today? With its strong focus on practical applications and retailing, this book closes a gap in the literature on CRM …  >>