Luận văn Thạc sĩ UEH: Hoạt động CRM tại Vietcombank chi nhánh TP.HCM

Luận văn thạc sĩ nghiên cứu ueh crm activities at vietcombank ho chi minh city branch, khảo sát thực trạng, phân tích nguyên nhân, đề xuất giải pháp cải thiện thực tiễn.

Chuyên ngành

Business Administration

Người đăng

Ẩn danh

Thể loại

Luận văn thạc sĩ

2011

76
1
0

Phí lưu trữ

30 Point

Mục lục chi tiết

1. CHAPTER 1: INTRODUCTION

1.1. Statement of Research Problem

1.2. Objectives of the Research and Research Questions

1.3. Research Methodology

1.4. Limitation of the Study

1.5. Structure of the Thesis

1.6. Summary of the Chapter

2. CHAPTER 2: LITERATURE REVIEW ON CUSTOMER RELATIONSHIP MANAGEMENT

2.1. Customer Relationship Management (CRM)

2.2. Buyer-Seller Relationship

2.3. Seller’s CRM Process Cycle

2.4. Organisational Structure and People for CRM

2.5. Benefits of CRM

2.6. The Reasons to Apply CRM in the Financial Services Industry

2.7. CRM Activities in the Banking Sector

2.8. Research Questions and Frame of Reference

2.9. Summary of the Chapter

3. CHAPTER 3: CRM ACTIVITIES AT VIETCOMBANK HO CHI MINH CITY BRANCH

3.1. Overview about Vietcombank

3.2. Investigating CRM Activities at Vietcombank Ho Chi Minh City Branch

3.2.1. How do people at VCB HCM view CRM?

3.2.2. How is the CRM Process at VCB HCM be described?

3.2.3. How the information technology being applied in CRM at VCB HCM?

3.2.4. How are the CRM organization structure and people at VCB HCM be described?

3.3. Summary of the Chapter

4. CHAPTER 4: RECOMMENDATION

4.1. Implicated Recommendations for VCB HCM CRM Organisational Structure

4.2. General Recommendation for VCB HCM

4.3. Recommendation for further research

Tóm tắt

I. Tổng quan về hoạt động CRM tại chi nhánh Vietcombank TP

Hoạt động quản lý quan hệ khách hàng (CRM) đã trở thành một phần thiết yếu trong chiến lược kinh doanh của các ngân hàng, đặc biệt là tại Vietcombank chi nhánh TP.HCM. Trong bối cảnh cạnh tranh ngày càng gay gắt, việc áp dụng các hoạt động CRM không chỉ giúp ngân hàng duy trì mối quan hệ với khách hàng mà còn nâng cao sự hài lòng và lòng trung thành của họ. Nghiên cứu này sẽ phân tích các hoạt động CRM hiện có tại Vietcombank, từ đó đưa ra những khuyến nghị nhằm cải thiện hiệu quả quản lý khách hàng.

1.1. Định nghĩa và tầm quan trọng của CRM trong ngân hàng

CRM là một chiến lược kinh doanh tập trung vào việc phát triển và duy trì mối quan hệ với khách hàng. Tại Vietcombank, CRM không chỉ là công cụ để tăng doanh thu mà còn là phương pháp để xây dựng lòng tin và sự trung thành từ phía khách hàng.

1.2. Lịch sử phát triển của CRM tại Vietcombank

Vietcombank đã bắt đầu áp dụng các hoạt động CRM từ những năm đầu thế kỷ 21. Qua thời gian, ngân hàng đã cải tiến và mở rộng các hoạt động này để đáp ứng nhu cầu ngày càng cao của khách hàng.

II. Thách thức trong việc triển khai hoạt động CRM tại Vietcombank

Mặc dù Vietcombank đã có những bước tiến trong việc áp dụng CRM, nhưng vẫn còn nhiều thách thức cần phải vượt qua. Các vấn đề như sự thiếu hụt dữ liệu khách hàng, công nghệ chưa đồng bộ và sự kháng cự từ nhân viên là những yếu tố cản trở sự thành công của các hoạt động CRM.

2.1. Thiếu hụt dữ liệu và thông tin khách hàng

Việc thu thập và phân tích dữ liệu khách hàng là rất quan trọng trong CRM. Tuy nhiên, Vietcombank vẫn gặp khó khăn trong việc tích hợp dữ liệu từ nhiều nguồn khác nhau, dẫn đến việc không có cái nhìn toàn diện về khách hàng.

2.2. Khó khăn trong việc áp dụng công nghệ mới

Công nghệ là yếu tố then chốt trong việc triển khai CRM. Tuy nhiên, nhiều nhân viên tại Vietcombank vẫn chưa quen với các công nghệ mới, điều này làm giảm hiệu quả của các hoạt động CRM.

III. Phương pháp triển khai hoạt động CRM hiệu quả tại Vietcombank

Để cải thiện hoạt động CRM, Vietcombank cần áp dụng một số phương pháp chiến lược. Việc đào tạo nhân viên, cải tiến công nghệ và tối ưu hóa quy trình làm việc là những yếu tố quan trọng giúp ngân hàng nâng cao hiệu quả CRM.

3.1. Đào tạo và phát triển nhân viên

Đào tạo nhân viên về CRM là rất cần thiết để họ có thể hiểu rõ hơn về tầm quan trọng của việc quản lý quan hệ khách hàng. Vietcombank cần tổ chức các khóa đào tạo thường xuyên để nâng cao kỹ năng cho nhân viên.

3.2. Cải tiến công nghệ và hệ thống thông tin

Việc đầu tư vào công nghệ mới và cải tiến hệ thống thông tin sẽ giúp Vietcombank thu thập và phân tích dữ liệu khách hàng một cách hiệu quả hơn, từ đó nâng cao chất lượng dịch vụ.

IV. Ứng dụng thực tiễn của CRM tại Vietcombank chi nhánh TP

Các hoạt động CRM tại Vietcombank đã mang lại nhiều kết quả tích cực. Ngân hàng đã cải thiện được sự hài lòng của khách hàng và tăng cường mối quan hệ với họ thông qua các chương trình chăm sóc khách hàng và khuyến mãi.

4.1. Kết quả từ các chương trình chăm sóc khách hàng

Vietcombank đã triển khai nhiều chương trình chăm sóc khách hàng nhằm nâng cao trải nghiệm của khách hàng. Những chương trình này đã giúp ngân hàng nhận được phản hồi tích cực từ phía khách hàng.

4.2. Tăng cường mối quan hệ với khách hàng

Thông qua các hoạt động CRM, Vietcombank đã xây dựng được mối quan hệ bền vững với khách hàng, từ đó tạo ra lòng trung thành và sự gắn bó lâu dài.

V. Kết luận và triển vọng tương lai của CRM tại Vietcombank

Hoạt động CRM tại Vietcombank chi nhánh TP.HCM đã có những bước tiến đáng kể, nhưng vẫn cần tiếp tục cải thiện để đáp ứng nhu cầu ngày càng cao của khách hàng. Tương lai của CRM tại ngân hàng này sẽ phụ thuộc vào khả năng thích ứng với công nghệ mới và sự cam kết từ ban lãnh đạo.

5.1. Tương lai của CRM trong ngành ngân hàng

CRM sẽ tiếp tục đóng vai trò quan trọng trong ngành ngân hàng, đặc biệt là trong bối cảnh cạnh tranh ngày càng gia tăng. Vietcombank cần phải nắm bắt xu hướng này để duy trì vị thế của mình.

5.2. Khuyến nghị cho Vietcombank trong việc cải thiện CRM

Để nâng cao hiệu quả CRM, Vietcombank cần tập trung vào việc cải tiến quy trình làm việc, đầu tư vào công nghệ và đào tạo nhân viên. Những khuyến nghị này sẽ giúp ngân hàng phát triển bền vững trong tương lai.

23/07/2025

Trích đoạn nội dung tài liệu

MINISTRY OF EDUCATION AND TRAINING UNIVERSITY OF ECONOMICS HOCHIMINH CITY --------- Trần Quốc Ánh CRM ACTIVITIES AT VIETCOMBANK HO CHI MINH CITY BRANCH MASTER THESIS Ho Chi Minh City, 2011 LUAN VAN CHAT LUONG download : add luanvanchat@agmail.com MINISTRY OF EDUCATION AND TRAINING UNIVERSITY OF ECONOMICS HOCHIMINH CITY --------- Trần Quốc Ánh CRM ACTIVITIES AT VIETCOMBANK HO CHI MINH CITY BRANCH Major: Business Administration Code: 60.05 MASTER THESIS Supervisor: Trần Hà Minh Quân Ho Chi Minh City, 2011 LUAN VAN CHAT LUONG download : add luanvanchat@agmail.com Abstract Globalization and technology improvements have exposed companies to a situation with tough competition. In this new era, companies are focusing on managing customer relationships in order to efficiently maximize revenues. Today marketing is not just developing, delivering and selling, it is moving towards developing and maintaining long-term relationships with customers. Relationship marketing is becoming important in financial services.

Managers really need to look at areas where opportunities lie, because industry consolidation, virtual delivery channels and the ability to move money around with a click of a mouse are making it easier for customers to leave one bank for another. In this situation CRM is an opportunity that banks can avail to rise above minor advantages by developing actual relationships with their customers (Rahman, 2005). The purpose of this study was to investigate CRM activities (view of CRM, CRM processes, CRM technology and CRM structure and people) that are already exist at one of the biggest Vietnamese Commercial Banks in the South of Vietnam_Vietcombank Ho Chi Minh City Branch. The results revealed that the Bank is already adopting CRM.

The Bank has implemented CRM processes which is considered necessary for a customer centric organization. The Bank has integrated technology with the business process in a good way and is organisating its structure towards CRM. So far, the Bank has achieved a certain rate of success in terms of customer satisfaction and customer relationship management. A descriptive approach with exploratory and explanatory touches, therefore, would reveal important insights and draw some conclusions for management.

Keywords: Customer relationship management (CRM), qualitative research i LUAN VAN CHAT LUONG download : add luanvanchat@agmail.com Acknowledgement This thesis was written from April 2010 to June 2011 at Hanoi and Ho Chi Minh City. During the entire process of this thesis, many people encouraged and helped me to make this work possible. I would like to take this opportunity to show my sincere gratitude and appreciation to all people involved in this thesis work. Firstly, I would like to express my sincere gratitude to my supervisor, Dr.

Tran Ha Minh Quan, Executive Associate Dean, International School of Business for his helpful guidance, support and contribution and for giving me the opportunity to work with him on this thesis. Thanks for providing me with thoughtful supervision, invaluable guidance and constructive suggestions for this thesis. I would also like to thank the respondents at Vietcombank Ho Chi Minh City Branch for their fruitful discussion and valuable information during my interview and data collection process. This study would not have been possible to be executed without their helps.

On a personal level, my sincerely appreciation went to my parents, my brother, my sisters, and my relativies for their great support whenever I got any problem. Ho Chi Minh City, Vietnam June 2011 ii LUAN VAN CHAT LUONG download : add luanvanchat@agmail.com Table of Contents Abstract .ii Table of Contents.iii Chapter 1: Introduction .1 Statement of Research Problem .2 Objectives of the Research and Research Questions .4 Limitation of the Study .5 Structure of the Thesis .7 Summary of the Chapter .8 Chapter 2: Literatue Review on Customer Relationship Management .1 Customer Relationship Management (CRM) .2 Customer Relationship Management (CRM) .1 Buyer-Seller Relationship.2 Seller’s CRM Process Cycle.4 Organisational Structure and People for CRM .5 Benefits of CRM.6 The Reasons to Apply CRM in the Financial Services Industry .7 CRM Activities in the Banking Sector .8 Research Questions and Frame of Reference .32 Summary of the Chapter .36 Chapter 3: CRM Activities at Vietcombank Ho Chi Minh City Branch .1 Overview about Vietcombank .2 Investigating CRM Actitivies at Vietcombank Ho Chi Minh City Branch .39 iii LUAN VAN CHAT LUONG download : add luanvanchat@agmail.1 How do people at VCB HCM view CRM? .2 How is the CRM Process at VCB HCM be described?.3 How the information technology being applied in CRM at VCB HCM? 45 3.4 How are the CRM organization structure and people at VCB HCM be described? .55 Summary of the Chapter .1 Implicated Recommendations for VCB HCM. CRM Organisational Structure.2 General Recommendation for VCB HCM.3 Recommendation for further research .68 iv LUAN VAN CHAT LUONG download : add luanvanchat@agmail.com Chapter 1: Introduction 1.1 Statement of Research Problem In this Internet age, when the customer is having access to a variety of products and services it is becoming very difficult for banks to survive. In this situation, when customer inquiries are not met easily or transactions are complicated, the customer will ask for new levels of services, and only chose those credit institutions who are making a real effort to provide a high level of quality, fast and efficient service through all the bank’s touch points, call centers, ATMs, voice response systems, internet and branches (Puccinelli, 1999).

Managers really need to look at areas where opportunities lie because industry consolidation, virtual delivery channels and the ability to move money around at the click of a mouse are making it easier for customers to pack their bags and say bye to the bank (Puccinelli, 1999). Of course, only depending on technological capabilities can’t ensure customer service (Dyche, 2001). Researches suggest that customer satisfaction, fundamental concept of relationship marketing, is important in achieving and retaining competitive advantage. Many banks today are racing to re- establish their connections to new as well as existing customers to boost long-term customer loyalty.

Some banks are competing effectively and winning this race through the implementation of relationship marketing principles using strategic and technology-based customer relationship management (CRM) applications. Banking in Vietnam has traditionally operated in a relatively stable environment for decades. However, today the industry is facing a dramatically aggressive competition due to three fundamental factors: new technological opportunities, increasing competition from new market entrants, and customers’ changing behaviour. The net result of the recent competition and legislation is that local 1 LUAN VAN CHAT LUONG download : add luanvanchat@agmail.com banks have lost a substantial proportion of their domestic business to foreign banks and financial instutions.

Competition will undoubtedly continue to be a more significant factor. Finding a place in this heating sun becomes vital to the long- range profitability and ultimate survival of the Vietnamese banks. Those banks that are not considering the new atmosphere to build and protect their competitive position will likely become victims of that heating sun. In this difficult situation CRM is an opportunity that banks can avail to rise above minor advantages by developing actual relationships with their customers.

Unlike manufacturing and some service industries, bankers are not only selling products and services. First and foremost, they are selling their organization reputation with every “customer relationship”. A bank has to create customer relationships that deliver value beyond the provided by the core product. This involves added tangible and intangible elements to the core products thus creating and enhancing the “product surrounding”.

That is the nature of competition. If there are many others who can do what you do, then you do not have many added values. This dynamic erodes your added value. To protect its added value, a bank needs to manage, create and enhance long-term customer relationships.

CRM is not a new terminology in Relationship Marketing in banking on the world. However, it is likely in the premature stage of the implementation at Vietnamese Commercial banks, eventhought at Vietcombank Ho Chi Minh City Branch (VCB HCM), one of the biggest commercial banks in the South of Vietnam. Based on this, the research problem has been formed as “How are the customer relationship management activities at Vietcombank Ho Chi Minh City Branch described”. Following the investigation, some recommendations are proposed to VCB HCM.2 Objectives of the Research and Research Questions 2 LUAN VAN CHAT LUONG download : add luanvanchat@agmail.com Bearing in mind that the phenomenon of CRM in banking is quite recent in Vietnam, the purposes of this research is to investigate CRM activities that already exist at VCB HCM.

Afterward, some recommendations were proposed to improve CRM activities of the Bank. From the research objectives above, some research questions have been designed to support different corners of the research. The first question is “How do people at VCB HCM view CRM?”. This question is to evaluate their attitudes toward CRM activities.

Banks are realizing that customers have different economic value to them, and they are subsequently adapting their customer offerings and communications strategy accordingly. However, more than half of all companies investing in CRM consider it a disappointment, according to several recent surveys (Anupam et al, 2004). Most show weaknesses in one or more of the following areas – market analysis, marketing strategy, distribution channel management, program planning, people, processes, data management, understanding the customer’s perspective, and measurement (Anupam et al, 2004). Consequently, the second question will find out “How is the CRM process at VCB HCM be described”.

CRM technology is the information technology that is utilized for the specific purpose of better initiating, maintaining, and/or terminating customer relationships (Werner et al, 2004). It plays a critical role in the CRM activities and contributes to improved organizational performance in the market; also, it can be a powerful tool to help banks segment clients and provide targeted products and services (Calvelli, 2004). Banks can better understand their customers' needs and preferences by the use of custom-developed methodologies, software, and Internet capabilities. 3 LUAN VAN CHAT LUONG download : add luanvanchat@agmail.com The technological issue can offers a natural linkage between the internal environment and the interaction process.

Marketers and managers must be aware of new developments in technology and their possible effects because technologies, consumers and organizations are a function of a win-win interaction (Zineldin, 2000). Thus, it is necessary to investigate the third question: How is the information technology being applied in CRM at VCB HCM? The last question is “How are the CRM organizational structure and people in banks be described?”. It is clear that managing customers better is supported by a broad supporter of the issue, cross-functional working at different levels of the organization. So it is increasingly important to restructure the organization for CRM.

Building, modifying, or running a CRM solution involves a large numbers of roles. It can include systems experts; business analysts; backroom operations specialists, managers, and frontline sales and service people who are responsible for inputting much of the data the CRM needs to create rich insights (Anupam et al, 2004). Practitioners believe that the key to organizational effectiveness is to find the good people and get them into positions of power (Galbraith. All new ideas originate from employees.

Identifying who is responsible for which results is success requires. Thus, this 4th question is to know how the banks structure their organizations and also to know how they trains and motivates employees who can share the values of the bank and plan those values at every point of customer and consumer interaction. RQ1: How do people at VCB HCM view CRM? RQ2: How is the CRM process at VCB HCM be described RQ3: How is the information technology being applied in CRM at VCB HCM? RQ4: How are the CRM organizational structure and peoplea at VCB HCM be described? 4 LUAN VAN CHAT LUONG download : add luanvanchat@agmail.3 Research Methodology The research problem is to get better understanding of how CRM actitivies of Commerical Bank in Vietnam be described? The aim of this research was clearly structured, so the purpose of research is descriptive. We intended to describe the area of research and tried to find out the differences and similarities with the reviewed theories.

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