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It is the Information that an organisation retains about its customer that enables the organisation to contact that customer and derive knowledge about that customer.

Important issues to be addressed in this phase of InteractCM's Customer Management process include:

Customer repositories are not yet consolidated which results in an inability to determine high value customers.
The poor quality of key Customer Information in source systems limits the accuracy of a Single Customer View to 70%.
Customer creation in multiple source systems cannot support an organisation wide unique customer identification.

Activities that are required to achieve the objectives of this phase include:

Understanding what CI the organisation has and what they need to have.
Turn the data from administrative data to data that is fit for one-on-one marketing and One Customer View.
Construction of a Master Customer Repository
Building basic understanding that CI is a strategic asset.


Over the years that InteractCM has worked in Customer Management it has, through experience and research, developed core Customer Information Philosophies for which to aim.

Understanding the big picture by operating across all parts of the business is essential! We call it a whole of business approach.

Senior Executive ownership is vital for Customer Management
Only one location for Customer Information - the Master Customer Respository (MCR)
Clearly articulated standards are essential
High quality key Customer Information is the cornerstone of creating a successful relationship with a customer
All products and services provided to a customer are linked to the MCR
Customer details must be updated at the source (i.e. point of Customer contact) wherever possible
People's attitudes & behaviours concerning Customer Information, its gathering, quality & application (Customer Information Competency) are key elements in an effective Customer Management program
A common (& consistent) user interface, to Customer Information, is required for all applications and platforms

InteractCM's Products and Service offerings in this step include:

Customer Information Quality Audit
Customer Information Quality Upgrade
Customer Information Standards
Web-Based Employee Awareness Survey
CIQ Audit - Assessing People and Culture
Customer Information Quality Metrics
Single Customer View - Consolidating Multiple Sources
Creating a Customer Centric Culture

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