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six step diagram for customer relationship presentation 12

six step diagram for customer relationship presentation
This template is part of a deck featuring multiple slides. To check out all slides, click on See All. See All round right arrow
Circular CRM PowerPoint Template

Description

The Circular CRM Process Infographic Diagram pack provides seven unique slides for visualizing customer relationship management frameworks in a dynamic radial layout. The centerpiece of the design is a circular diagram divided into six equal segments, each featuring a white line icon—gears for configuration, a megaphone for marketing, a bell for notifications, a paper airplane for outreach, a coffee cup for support, and a trophy for rewards—set against distinct segment fills ranging from lavender and aqua to lime green, sky blue, slate gray, and charcoal. A refined outer contour accentuates the highlighted segment, and paired callout areas on either side of the diagram accommodate title and body text for clear explanations.

This editable infographic suite includes an overview slide plus six detailed breakout slides that spotlight each CRM stage individually, complete with a matching colored text box for deeper content. All graphics are built with vector shapes and master slides, enabling users to recolor segments, swap icons, resize the diagram, or adjust segment angles in seconds. Toggle gridlines, add custom labels, and apply subtle entrance animations to guide audiences through complex processes step-by-step.

Optimized for both Microsoft PowerPoint and Google Slides, this template pack ensures pixel-perfect consistency across Windows, Mac, and web browsers. Embedded slide notes offer best-practice tips for mapping lead acquisition cycles, nurturing pathways, and customer retention strategies. The minimalist light-blue gradient background and clean typography maintain visual focus, while hidden guide layers streamline segment naming and color coding.

Ideal for marketing, sales, and customer success teams, this circular CRM diagram pack transforms intricate workflows into intuitive visual stories that enhance stakeholder alignment. Use it to illustrate omni-channel engagement, support escalation paths, cross-functional handoffs, or loyalty program journeys with maximum clarity and impact.

Who is it for

Sales managers, marketing leaders, and customer success professionals will benefit from these slides when mapping CRM workflows, illustrating engagement cycles, or training teams on process stages.

Other Uses

Besides CRM mapping, repurpose for product lifecycle cycles, project phase breakdowns, service escalation flows, or multi-step marketing funnels. Also ideal for strategic planning sessions and training workshops.

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