Scott McRobie
Scott McRobie
Relationship Manager
021 083 52332
Scott Alan McRobie Relationship Manager New Zealand
Relationship Manager at Custom Financial Solutions Limited
- Auckland, New Zealand
- Financial Services
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Scott Alan McRobie Relationship Manager at Custom Financial Solutions Limited
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Business relationship management is a formal approach to understanding, defining, and supporting inter-business activities related to business networking.
Scott Alan McRobie Manager
What is ‘Relationship Management’
Relationship management is a strategy in which a continuous level of engagement is maintained between an organization and its audience. Relationship management can be between a business and its customers (customer relationship management) or between a business and another business (business relationship management). Relationship management is a key focus not only in the insurance and finance industry, it is important in almost all industries as it is a way to identify potential cross-sales of products and services.
Customer Relationship Management
Customer relationship management focuses on building a solid rapport between a business and its customers. This includes significant data and sales analysis to maintain the customer’s interest in the company and its associated products. CRM can often include marketing techniques and a large amount post-sale support.
An integral part of the CRM process is written media, this can include a variety of communications, such as sales announcements and newsletters, along with other forms of customer engagement during the development phases of new product lines or versions, such as post-sale surveys. Video media ranging from commercials to tutorials may also be included in the customer relationship experience.
A marketing department is highly involved in maintaining the customer relationship, as it often develops the campaigns used to increase new customer interest and increase long-term customer loyalty. Further involvement from the sales and customer support areas are also involved, as they help generate customer interest and provide support after the sale.
Business Relationship Management
Maintaining a positive relationship with vendors, suppliers, distributors and other business associates can also benefit from relationship management. This can include dispute management and ensuring that all contractual agreements are meeting the other party’s expectations.
Sales that are focused on providing a business with supplies or materials often require significant relationship management. In these cases, the targeted business performs the role of the customer for the business looking to make a sale, and it often requires similar care in obtaining and maintaining the relationship for the long term.
