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Bedtime Reading for Managers Deploying a CRM

August 4, 2007

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Customer.com. Oh, I know it’s an old book in cyber times. But it’s a good one for CRM implementers to review before they embark on their planning their new project.

Here is a summary of the book, in bullet points:

Target the Right Customers
1. Focus your electronic commerce efforts on your most profitable customers.
2. In deciding what information to put out start with the most requested information your call centers put out.
3. Think about marketing offers you can make electronically that are not practically to do any other way.

Own the customer’s total experience
1. Identify each step or business event where the customer is most likely to interact with your firm and streamline each of those steps.
2. Reassure the customer at each step
3. Capture the customers profile and off them the opportunity to change their profiles at any time and to select a set of profile defaults.
4. Give customers access to their entire transaction history.
5. Let the customer specify if they want proactive notification.
6. Recruit thousands of business partners who can represent your firm to customers
7. Make it easy for your suppliers to deal with you.
8. Focus on excellence in the customer experience.

Streamline business processes that impact the customer
1. Use online forums to overcome internal organizational barriers to success.
2. Use streamline electronic forms that are visible to all legitimate parties involved.
3. Make the right bets on technology

Provide a 360 degree view
1. Layout the groundwork
2. Start by focusing on the convenience of the customer
3. Target your most profitable customers
4. Use middleware to pull customer information together
5. Make sure the answers and information that your customer receives are identical
6. Don’t let technology limit your vision
7. Begin by offerring information then transactions

Let Customers help themselves
1. Cooperation is the name of the game on the internet
2. Provide information on the web that helps the customer make a decision or answer a question
3. The best combination is where the person can access the information they want but get a person on the phone if needed.
4. Customers design their own products

Help the customer do his job
1. Make it your goal not to waste the customers time
2. The best website offer at least three different types of search engines
3. Keep track of what the customer looks for and does not find
4. Use electronic mail for targeted marketing
5. Listen to the customer tell you what they need to appear on their bills.
6. Make it easy as possible to help the customer help their customer use your product.

Deliver personalized service
Foster Community

(Source: Golden Lion at amazon.com)

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Written by CRM Help Desk · Filed Under CRM Planning & Implemenation, CRM Systems, Marketing & Sales 

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