Consulting Services

Services: Digital CRM Project Example Execution Support While all business decisions require a certain level of judgment, we at CustomerIntelligence.net™ help marketing and business decision makers use even more facts and data to make better decisions. For example, we can help you to create detailed customer profiles or predictive analytics to better engage your customers or acquire new prospects. The challenge in digital is to use third-party data as well as your first party data in your open garden or from your data lake. If you don’t have such a data repository or marketing database, we can help you build one internally or buy one externally. We can help you connect your data across platforms such as Salesforce and Adobe, for example, so you can better automate customer journeys using the right combination of channels and offers.  CustomerIntelligence.net™ combines good data mining, profiling, and analysis with world-class research and competitive intelligence. As all learning is iterative, we are there to help you with your business strategies and execution plans as well.

Services Provided

  • Strategic Consulting Blueprinting/Road Mapping
  • Omni-Channel Data Integration
  • Digital and Social Intelligence
  • Analytics Road Mapping and Function Building
  • Organizational Design/Training
  • Marketing Strategy and Planning
    • CRM
    • Relationship Marketing
  • Enterprise Data Strategy
    • Data Warehousing
    • Data Architecture
    • Meta-Data Management
    • ETL Tool Selection
    • Data Quality
    • Marketing Technology Roadmap
  • Governance, Engagement and Interaction Models
  • Planning Process Development
  • Customer Experience

Services: CRM Project Example

Work Step / Strategy Execution Phase Rollout Measure / Programs / Ongoing
Problem Definition Data Requirements User Testing Success Metrics
Business Requirements/Scoping
What are you trying to do with CRM and Why:

  • Customer Identification
  • Sales Process Efficiency
  • Lead Management
  • Collaboration/Social Media
RFP: Build or Buy Decision.

  • Assess # of users
  • Assess Volumes (Customers/prospects)
Training/Communications Early Programs/Campaigns Campaign ROI
End State CRM Roadmap Solution Design Stabilize System Data Stewardship/Quality Ongoing Post-Implementation Advisory and Support.
Process Mapping Implementation-Build Rollout of System in Phases Lead Generation
Identification of Quick Wins Stabilize System User Setup
Success Measures Database Maintenance

CRM Example: Enterprise CRM/Marketing Automation Design and Rollout. Most CRM projects are given seed money to do a roadmap, and the business requirements for that enterprise and then a better project estimate can be established. Any firm who tries to estimate costs or hours for a CRM implementation before requirements generally wrongly estimates by + or minus 50%. So best practice is to do the plan and requirements to present the client with the most accurate picture. The Pricing varies depending on the level of customization of the solution. Analytics that you are creating are a competitive differentiator.

Execution Support

Development and Execution

  • Capabilities Development and Optimization
  • Campaign Management
  • Marketing Vendor Assessment and Tool Kit Selection
  • Channel Optimization
    • Mobile Marketing
    • Interactive Marketing
    • Social Media Marketing
    • Targeted Advertising
    • Set-Top Box
    • Internet TV
  • Media Mix Optimization
  • Process Quality
  • Marketing Resource Management (MRM/MOM)
  • Creative Services Management
  • Test and Learn Agenda
  • Design of Experiments
  • Data Sourcing and Testing

Analytics Support

Measurement and Advanced Analytics

  • Marketing KPIs
  • Program Measurement
  • Business Performance
  • Predictive Modeling
  • Optimization Modeling
  • Segmentation and Insights
  • Marketing Research
  • Competitive Intelligence
  • Social Intelligence
  • Multi-Channel Attribution/Net Measurement