Monday, June 08, 2009

CRM and Business Intelligence

A succesful CRM Implementation requires more than just BI reporting. We need to build the Data Warehouse content with transactions and static profiles for:

  • Customer “touches” including SFA data.
  • Sales transactions and associated accounts receivable.
  • Customer intelligence: statistics, order patterns, etc.
  • Service calls and results: include comments from service personnel on issues as they arise.
  • Customer complaints and resolutions: contents and trends.
  • Call-center and telemarketing activity: what the CSRs are learning from the customers.- Marketing promotion: how marketing and promotional efforts are performing.
  • Competitor intelligence: what competitors are doing and what the industry is saying about them.

Business Intelligence for your CRM system

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