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CRM Presentation .pptx

Bailey Topp

Created on November 4, 2025

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Transcript

Gideon’s Bakehouse CRM

Team 4: Bailey, Martina, Megan, Zariyah, Isa

Our Overview

  • Gideons Bakery
  • 1,000+ customers daily
  • Long lines
  • Low customer retention

Our Needs

  • Centralized Customer Information System
  • Automated Communication Tools
  • Loyalty and Retention Program

Zoho VS Square

  • strong analytics
  • long Implementation
  • order tracking
  • automation
  • marketing assistance
  • fast implemtation

Our CRM SOlution...

Why Square?

(Square.com)

(Tableau.com)

Pricing

  • free to use
  • download CRM
  • 5% increase=40% value
  • great ROI (return on investment)

Implementation Plan

Week 1

Week 2

Week 3

Week 4

Set up CRM & Pos Foundation

Launch Digital Loyalty Program

Flavor Drop Marketing

Pre-order Integration

Thank You

References

  • Square. (n.d.). Pricing for Square Pos System. https://squareup.com/us/en/point-of-sale/software/pricing
  • Square. (n.d.-a). Customer directory: Square’s free CRM. https://squareup.com/us/en/point-of-sale/features/customer-directory#panel-shake-shack--4Hz6lHZO9Ru5AvapTyjQtR
  • Zoho. (n.d.). Zoho CRM: Top-rated sales CRM software by customers. https://www.zoho.com/crm/?source_from=grow-your-business