CRMΒΆ

CRM levelsΒΆ

There are different CRM levels, which categorise the customer relationship:

Type

Contact frequency

Gift types

Typical contacts

Basic

On birthdays & national holidays (e.g. Christmas)

Simple standard gifts like birthday cards or giveaways

Juniors & technical contacts such as developers and engineers

Premium

On birthdays, national holidays, personal anniversaries and alike

Premium gifts

Seniors & leading personnel such as product owners

Elite

On birthdays, national holidays, personal anniversaries and alike

Premium gifts, occasionally personalised gifts Elite gifts (see hobbies and alike)

Management & decision makers

GiveawaysΒΆ

Premium giftsΒΆ

Elite giftsΒΆ