Professional Documents
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Session 16-18 CRM Roadmap
Session 16-18 CRM Roadmap
G. SHAINESH
Professor - Marketing
Indian Institute of Management Bangalore
shaineshg@iimb.ac.in
Agenda
• CRM Roadmap
Landmark Group
Omni Channel
Lifestylestores.com, maxfashions.in, homecentre.in,
Spar online 2
Programme launched
across all the Group formats
Headroom analysis
Proposition Location
Average Bill Value Channel
Offer Personal Milestones Penetration
Business
Objectives
• Churn
Reduction
• Winback
• Penetration
• Investment
PURPOSE SOLUTION
DEVELOPMENT
BUSINESS PLANNING
IMPLEMENTATION
• Efficiency
• Effectiveness
• Customer retention
• Objectives
• Specific
• Time bound
Planning
• Define CRM’s over all objectives at the department and the enterprise level.
• Documentation of high-level CRM business goals in the form of a business document that
becomes the focal point for strategy development.
• What needs to be done?
• Who will be responsible?
• Elicit from the business heads not just business requirements but
“the dreams / wish list” that needs to be delivered by the CRM
program.
• Convert the business requirements into a set of processes and
metrics that the CRM systems needs to deliver
• Design, build and implement the CRM program that delivers on the
metric / business objectives
Example - Components of a CRM Project
Action plan
• A pre-planning strategy workshop for all business heads conducted
by a Business Strategist / CRM consultant with case studies on CRM
benefits
• Follow-up by one-to-one meetings with business heads to discuss
threadbare, business requirements & marry “wish lists”.
• Vendor evaluation phase with all stakeholders to select vendor that
best suits our requirements
• Chosen technology company will then design, build and implement
the CRM program that delivers on the metric / business objectives.
Process Design
• customer-centric processes
• operations getting designed around the customer.
• Process design
• Review current processes
• Redesign processes to make them more customer focused.
• Effectiveness & efficiency considered at this stage.
Technology and Vendor Selection
• Customisation of features,
• Development of new features that are not present in the product,
• Process integration and prototype testing
• Database design
• Integration of different CRM solutions & with the back-end systems
Implementation
• Metrics for measuring the performance of the CRM solution and comparing it
with the desired performance.
• Shortfall
• May result in refining CRM requirements.
• Metrics enable the firm to measure the success of the CRM implementation
• how well it has solved the business problem.
• Improvements may be gradual as users become more familiar with the new
technology and business processes.
• Incorporate user feedback to improve CRM usability & business effectiveness.
Relationship Orientation