Monday 26 September 2011

Tips for making the business case for CRM analytics – and what can be gained

Exceed customer expectations with the level of service organizations in the fight to provide exceptional customer service. Without the right technology and processes in place, companies can not achieve this level of service. Analytical CRM is where it can support.

Today, call center organizations, including sales teams and marketing and social media platforms, including large amounts of customer data from multiple sources to collect. These customer data within the organization, but not always, as a follow-up analysis and a complete history of client can be the use of agents.

CRM analysis and how it can benefit an organization

CRM customer data from multiple channels are used to analyze large volumes of a series of analytical tools and processes. Analytical CRM strategy, management institutions and to obtain valuable information about customers can track all communications with their customers.

Kate Leggett, senior analyst at Forrester Research Inc. and an expert on strategies for customer service, organizations need three things to offer exceptional customer service, he said.

"You e-mail or instant messaging client, such as Twitter, a communication channel of communication can continue to start and want to ensure that the next channel. In addition, consistency and wants to offer all customers the same information for all channels, "he said.

Finally, Leggett customer interactions with customers having to repeat that each new communication should be based on previous interactions, he said. CRM Analytics provides the basic functionality of this organization needs.

Scenarios CRM Investment Analysis for General

A company can have several reasons for the assessment of CRM needs. A company that customers do not know the difference, in most cases, the first important indicator.

Company policy or regulatory compliance, control operating costs arising out of or from time to time as a business, a bad time to invest in satisfaction scores show that customer service when the analytical CRM is common to other situations.

To analyze the CRM decision-making, Leggett recommends a company first customers and understand their needs. Here are some things to watch:

  • Customers want the service to the organization? 
  • The company wants to support its customers through multiple channels to interact with? 
  • Target customers who want to send SMS text messages only have a teenage audience?

Once organizations have a better understanding of customer needs, technology and business processes to improve customer service for a specific plan areas.

Develop a work plan for the analysis of the growing CRM

CRM is an ideal solution for analysis, a good match for the size and structure of the note that you need.

One method uses the information obtained about the information specific to your business needs and growing with the proposed business plan is to meet the small stage.

Incremental control of a work plan in the project will help protect a large budget and organizational changes or business as best you can solve problems that occur during execution.

"Again, what does not, we know that this is a roadmap for incremental improvements. This is the addition of a new communication channel, or may be specific targets, such as improving business processes to ensure that all agents have the same information channels, "Leggett said.

Structural analysis of the CRM project team, the right

Sponsor a project to put the right management team is very important for the proposed analytical CRM. The project is too large or if there are differences between the project team monitors the shareholders.

Leggett team and C-level executives responsible for the implementation and maintenance budget to manage the sponsor recommends starting with a program manager. In other words, a vice president and stakeholders to bring business - a manager or team members and the director of client services can be a bit you can include.

Finally, and one of the leading computer experts to put (the best agents) of the system under test, provide feedback.

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