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• Last updated on August 7, 2024
• By Viktor. A
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• Posted by Viktor. A

Customers constantly demand deeper and more meaningful relationships with their chosen brands. That’s why organizations use CRM software to better serve their customers.

This article compiles practical CRM case studies from some of the world’s biggest brands, highlighting vital lessons you can replicate in your business.

Before we proceed, let’s look at the meaning of customer relationship management (CRM)

There are two main definitions of a CRM:

1. It refers to a business’s principles and strategies to better engage and retain customers.

2. It is a software system that helps businesses manage client relationships, leads, contacts, and campaigns, allowing companies to automate processes and increase productivity.

Examples of CRM software for lead generation, contact management, and automation include:

The Best Overall

A sales-focused CRM that leverages AI to automate sales, lead & demand generation. 

Best Budget Choice

Freshsales automates your sales process, and helps drives sustainable business growth.

Best for Workflows

Customize your workflows to track all aspects of the sales cycle, from lead gen to post-sale support.

Best CRM Case Studies

If you’ve ever looked at brands like Apple, McDonald’s, Amazon, or even Zara, you may wonder how they run such conglomerates and still provide efficient customer service. Keep reading, then; you’re about to find out.

Scott Cook said to focus on the customer instead of the competition. Most of these brands have no superpower. They’ve only learned to focus on one thing—the customer.

When you’re obsessed with delighting your customers, you will devise creative ways of satisfying them.

1. Coca-Cola CRM

The Coca-Cola Company is one of the world’s oldest and most influential brands. With a presence in over 200 countries, Coca-Cola started as a carbonated soft drink business. Today, it is a conglomerate with over 200 product lines servicing billions of customers globally.

Logically speaking, their existence across several decades and their continued relevance and competitiveness say a lot about their customer service. That said, let’s examine their customer relationship management (CRM). 

Coca-Cola CRM Case Study:

Inspiring optimism and happiness are at the core of Coca-Cola’s CRM strategy. This is evident in their  marketing campaigns , billboards, brochures, commercials, store locations, and products. Coca-Cola uses several enterprise CRM platforms to manage its clients’ relationships and stores globally. They use Salesforce and SAP primarily for contact management. System Applications and Products (SAP) is a strategic enterprise management platform that is quite robust and feature-rich.

While they use SAP globally, they use Salesforce on some of their country divisions to manage their business flow, connectivity, and contact management.

We have billions of transactions a day on Salesforce. And everything is connected collaborative, and mobile.

– Ulrik Nehammer, Coca-Cola Germany, CEO.

2. Zara CRM

When you hear the word “Zara”, what comes to mind is clothing, luxury, and lifestyle. Established in 1975, Zara is a Spanish multi-national retail clothing chain.

They specialize in clothing accessories, beauty, shoes, and other lifestyle products. Zara’s phenomenal success in fashion and beauty is a testament to its solid CRM strategy. They effortlessly delight their customers in a way that leaves them returning for more.

Zara CRM Case Study:

Zara’s CRM elevates its customer’s needs above the company objectives by leveraging transparency, incentives, support, personalization, swift check-out, and social media to achieve this.

Zara CRM starts with its website, which has a simple UI and is highly personalized to suit users’ needs. Then, it’s massively present on social media and contributes to social issues affecting its clientele.

The success of our business is based in principle on the idea of offering the latest fashions at low prices, in turn creating a formula for cutting costs: an integrated company in which it is manufactured, distributed, and sold.

– Amancio Ortega – Founder, Zara Fashion Chain

3. Unilever CRM

Unilever is a British multi-billion dollar conglomerate that deals primarily in consumer goods and consumables. They are arguably the largest producers of soap globally.

Brands like Unilever that have stood the test of time in quality, customer service, transparency, and consistency are worth emulating. With over 400 brands in about 190 countries, Unilever’s CRM strategy is paying off.

Unilever CRM Case Study:

Unilever’s CRM strategy focuses on elevating people’s well-being and helping them enjoy life to its fullest. This singular aim drives their excellent customer experience initiatives, marketing campaigns, products, and positioning.

Another main part of Unilever’s CRM strategy is centered around Value-Based Procurement. They are keen on supporting their suppliers with upfront value. They achieve this by empowering their suppliers and distributors with the tools to better relate to them.

They use Salesforce to support their business community and build solid relationships with their partners.

It’s about digitizing all the aspects of Unilever’s business to leverage the world of data and increase our digital capability in everything we do.

– Alan Jope, CEO at Unilever.

Bayerische Motoren Werke AG, known as BMW, is Germany’s leading automobile brand. They’re a luxury car brand and the  fourteenth largest producer of motor vehicles . BMW cars are known for their standard, uniqueness, and luxury. Let’s examine BMW’s CRM strategy. 

BMW CRM Case Study:

You’ll agree that BMW has become the world’s leading provider of premium automobile products. But the big question is, how did they get there?

BMW CRM case study is not too distant from the others. Firstly, the focus is on treating customers fairly, which is clearly stated in their  Supplier Programme . Their suppliers and end-users are at the core of their CRM strategy, which has kept them going.

Additionally, BMW CRM is focused on producing premium cars to attract new customers and retain the existing ones. Fortunately, it works for them. I’ve seen a couple of folks switch car brands to BMW because their cars are more reliable and have the highest quality.

I promise our customers will never have to compromise between driving pleasure and sustainable mobility.

– Oliver Zipse, CEO BMW AG.

5. Tesco CRM

Tesco PLC is one of the world’s leading grocery and general merchandise retailers. With operations in over 11 countries, Tesco is a hyper-growth company swiftly expanding across territories.

Although it started as a grocery store, it has now morphed into several industries such as banking, technology accessories, and a few others. Not just that, they’ve been named among the top customer-friendly organizations.

Tesco CRM Case Study:

Tesco is among the first multi-national brands to adopt CRM software. In 2009, Tesco announced that they were adopting the RightNow CRM (now acquired by Oracle).

Tesco’s CRM was primarily used in its call centres to support its electronics division. It was also used to amplify its omnichannel communication strategy by managing customer data and interactions across phone, chat, and email.

Adopting a CRM helped Tesco be present at all times for their customer when needed across channels. Most importantly, they were able to win the hearts of their customers.

The key to Tesco’s success is the customer-focused culture that has permeated the company.

– Jeremy Garlick, Partner, Insight Traction.

6. Uber CRM

With a presence in 72 countries, Uber redefines how we move and eat. Uber is an American mobility provider that allows people to move conveniently from one location to another. One of the things that makes Uber special is that it’s a mobility startup with no cars. That means it’s servicing two main customer bases: drivers and passengers.

As of the time of writing, Uber has a 72% market share for ride-sharing in the United States, with about 122 million monthly active users.

Uber CRM Case Study:

Uber’s mission is “ Transportation as reliable as running water, everywhere for everyone .” In other words, they aim to make transportation accessible at any time.

The big question is, what CRM does Uber use? Uber uses LiveRamp as its CRM anonymizer. Essentially, it uses LiveRamp CRM to segment users into specific life-cycle stages. This allows Uber to craft personalized and targeted campaigns that resonate with customers.

Furthermore, Uber uses CRM to gain deeper insights into how customers use their apps, the frequency, and overall interaction, and even sample their IDs. With these insights, Uber can better serve and delight its customers. More on Uber’s case study here.

There is a high cost to a bad reputation… it matters what people think of us, especially in a global business like ours, where actions in one part of the world can have serious consequences in another.” 

– Dan Khosroshahi.

7. McDonald’s CRM

McDonald’s is a fast-food conglomerate. It is currently the leading food service organization, operating over 30,000 restaurants in more than 100 countries. McDonald’s expansion strategy is based on franchises and joint ventures. It also has some sister brands in the fast-food industry that are doing incredibly well.

Mcdonald’s CRM Case Study:

McDonald’s mission statements depict McDonald’s passion for differentiation, uniqueness, and class. McDonald’s CRM case study hinges on its passion for differentiation, which is evident in the architectural designs of its restaurants, food recipes and taste, service delivery, and mode of operation.

McDonald’s uses PowerCenter CRM, which Astute Solutions powers. This CRM helps McDonald’s efficiently manage its huge volume of customer contacts, analyze data, and manage its store location.

The benefits of CRM software to a business are enormous, and McDonald’s is not left out. They use it equally to enhance their marketing efforts and close more deals.

Our sustained performance gives us confidence that our strategy is working, as more customers are experiencing a better McDonald’s daily.

– Steve Easterbrook, CEO, McDonald’s.

8. British Airways CRM

British Airways is a UK-based carrier and one of the most prominent airline groups in the world. Over the years, it has built a reputable brand that has also given birth to several sister brands.

BA Group is a founding member of the Oneworld alliance. It has over 45,000 employees in 100 countries and assists about 40 million passengers annually. So how does it maintain awesome customer service?

British Airways CRM Case Study:

British Airways’ CRM case study is centered around “making their passengers feel confident.”

British Airways uses TCRM BA as its enterprise management solution. The company adopted it in 2002, and since then, they’ve been using it to do the following:

• Campaign management

• Management of loyalty programs

• Leisure database

• External requirements

• Cost savings

Best of all, they use this platform to efficiently manage and schedule all their marketing campaigns internally and externally. They are also used for customer service across channels.

As we prepare for a safe return to travel, we remain focused on offering our customers the most convenient and affordable testing options to support and facilitate a seamless travel experience.

– Sean Doyle, CEO, of British Airways

9. Amazon CRM

Amazon is an American conglomerate that focuses on e-commerce, cloud computing, digital streaming, and artificial intelligence. It is among the top five most valuable companies worldwide and one of America’s biggest employers.

Amazon, which started as an online book store, is currently dominating up to seven industries. It’s also a customer-centric company famous for its outstanding customer service.

Amazon CRM Case Study:

Primarily, Amazon’s CRM case study follows these four guiding principles:

• Customer obsession rather than competitor focus

• Passion for invention

• Commitment to operational excellence

• Long-term thinking

They aim to become Earth’s most customer-centric company, Earth’s best employer, and Earth’s safest place to work. That drive to become the best led them to create innovative products like I-Click shopping, personalized recommendations, Amazon Echo, and Fire TV, to mention a few.

We see our customers as guests at a party, and we are the hosts. It’s our job every day to make every important aspect of the customer experience a little bit better.

– Jeff Bezos, CEO of Amazon

10. Apple CRM

Famously known for their slogan, think differently. Apple is a technology company specializing in consumer electronics, software, and online services. Apple is the world’s most valuable company and the first to hit a trillion in market capitalization.

Apple CRM Case Study:

Like Amazon, Apple is a customer-centric company that is truly obsessed with its customers.

Apple is also obsessed with its product quality. Their products are highly standardized and unique, which is why they enjoy a high level of brand loyalty. Apple’s customers are some of the most loyal globally.

The Apple CRM case study centers around four cardinal points: Apple customer-centric outlets, understanding customer needs, Apple ID, and irresistible branding that works. I explained them in detail here .

Additionally, like Amazon, Apple uses an in-house CRM to manage its customer data, marketing campaigns, and customer relationships. Apple loves owning its processes, so most of its operations are conducted in-house.

Conclusions

These case studies show us the efficacy and formidability of CRM software. When out to efficient use, it can be a potent tool. And it doesn’t matter the size of your business, whether big or small. All you need to do is pick a CRM that aligns with your business goals and run with it.

Looking for a CRM to start with? Here are our recommendations:  Zendesk ,  Pipedrive ,  Hubspot ,  Zoho , and  Freshsales . Click on any one of them to claim your free trial.

Frequently Asked Questions

Customer relationship management use cases are real-life examples and applications of CRM software and strategies. Like the 10 use cases from big brands listed in this article.

There are tons of use cases for CRM systems, but here are three profound ones: CRM systems can serve as a contact management system, a pipeline system for attracting and converting them paying customers, and a workflow automation station.

Essentially, the main components of CRM are contact and database management, workflow automation, omnichannel marketing capability, and integration options.

Viktor. A is a writer and researcher with experience writing about various topics, including CRM software, SaaS, finance, and technology. When he's not writing, he's swimming and traveling

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27 Case Study Examples Every Marketer Should See

Published: July 22, 2024

Putting together a compelling case study is one of the most powerful strategies for showcasing your product and attracting future customers. But it's not easy to create case studies that your audience can’t wait to read.

In this post, I’ll go over the definition of a case study and the best examples to inspire you.

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What is a case study?

Marketing case study examples, digital marketing case study examples.

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A case study is a detailed story of something your company did. It includes a beginning — often discussing a challenge, an explanation of what happened next, and a resolution that explains how the company solved or improved on something.

A case study proves how your product has helped other companies by demonstrating real-life results. Not only that, but marketing case studies with solutions typically contain quotes from the customer.

This means that they’re not just ads where you praise your own product. Rather, other companies are praising your company — and there’s no stronger marketing material than a verbal recommendation or testimonial.

A great case study also has research and stats to back up points made about a project's results.

There are several ways to use case studies in your marketing strategy.

From featuring them on your website to including them in a sales presentation, a case study is a strong, persuasive tool that shows customers why they should work with you — straight from another customer.

Writing one from scratch is hard, though, which is why we’ve created a collection of case study templates for you to get started.

There’s no better way to generate more leads than by writing case studies . However, without case study examples from which to draw inspiration, it can be difficult to write impactful studies that convince visitors to submit a form.

To help you create an attractive and high-converting case study, we've put together a list of some of our favorites. This list includes famous case studies in marketing, technology, and business.

These studies can show you how to frame your company's offers in a way that is useful to your audience. So, look, and let these examples inspire your next brilliant case study design.

These marketing case studies with solutions show the value proposition of each product. They also show how each company benefited in both the short and long term using quantitative data.

In other words, you don’t get just nice statements, like “this company helped us a lot.” You see actual change within the firm through numbers and figures.

You can put your learnings into action with HubSpot's Free Case Study Templates . Available as custom designs and text-based documents, you can upload these templates to your CMS or send them to prospects as you see fit.

Key Learnings from the Carol H. Williams Case Study Example

• If you’ve worked with a big brand before, consider only using the name in the title — just enough to pique interest.
• Use a mixture of headings and subheadings to guide users through the case study.

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