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Customer Relationship Management




                    Notes          2.  Identify and prioritize what functions need to be automated: A CRM automation audit
                                       shall help create a roadmap to complete automation. There may be processes that are
                                       inefficient and automating them without re-engineering is not a desirable solution.

                                   3.  Gain top management support and unequivocal commitment: No CRM strategy can ever
                                       succeed unless the top management is totally committed to its success.
                                   4.  Employ technology  smartly:  Technological obsolescence is a real threat. A long term
                                       vision and prudent planning is a  must. As  a thumb rule, look  for open  architectures,
                                       scalability, and integration into existing systems, reliability, and support, etc.  Evaluate
                                       options and take an informed decision. Keep  in mind  that it  may be too expensive to
                                       reverse this decision.

                                   5.  Involve users early: Involve the likely users early in the process. They know their needs
                                       best and can best help define the new system, for they are best aware of the old one. It is
                                       important to make then participate in the process and ‘own’ the solution.
                                   6.  Prototype the solution: Deploy the solution on a smaller scale and test all the functions,
                                       instead of jumping to the ‘big leap’.
                                   7.  Training: The paramount importance of training cannot be over emphasized. This is one
                                       of the single most prevalent reasons for failures/incomplete success. A smart manager
                                       would realize that training costs more than the combined hardware/software cost over
                                       the solution lifecycle.
                                   8.  Allocate responsibility: It is important to ensure maximum uptime and reliability of the
                                       system so that the users may not lose faith. Make one department/person responsible for
                                       the CRM system.
                                   9.  Cross department management team: Form a committee with people from sales, marketing
                                       and service departments apart from the information systems department to monitor the
                                       CRM project.
                                   10.  Keep the employees motivated: Technology usually breeds fear and insecurity. It is desirable
                                       to ‘sell’ to system internally before implementing it to avoid non-co-operation/resistance.

                                   Enterprise managers are more obsessed with the product. However, experience shows that even
                                   the best product fails to meet the desired end goals if the implementation is improper or the
                                   training inadequate. Rushing to implement a CRM system without a prudent evaluation and
                                   audit usually results in failure. The choice of an experienced and able consultancy organization
                                   is usually very critical.

                                     

                                     Caselet     The Power of E-mail

                                        t’s not uncommon to hear the argument, “B2B sales are done in person.” That same
                                        sentiment is often paired with “social is for B2C,” or “email is B2C.” But, at this week’s
                                     IConnections 2012 Conference in Indiana, another story is being told by an unlikely
                                     source: Volvo Construction Equipment.
                                     I’m talking excavators, pipelayers,  and demolition equipment. The type of equipment
                                     some of us played with as kids, in not-to-scale Tonka Toy versions. But these guys are
                                     moving big  equipment, and big money, and they’re doing it with integrated customer
                                     data and email as essential parts to their internet marketing strategy.

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