CRM visualisation seminar - 30th March

CRM platforms are the focal point of customer relationship management processes. People carrying a sales target should use it to support their client engagement activity. Some do some don’t. As a result a lot of client data is held in CRM systems, but can you actually extract actionable intelligence from it?

Most CRM packages have elements of reporting that give you intelligence on usage patterns and forecasting. However, visualisation and aggregation of the data within CRM, with other client data sets, give a world of clarity most firms do not currently have.

Do you experience any of these issues around your CRM?

• You have lot of data but do not know how to extract actionable intelligence, outside pipeline reporting, forecasting and usage?
• Usage is sporadic across your core team and you do not know what data you actually capture?
• Did you invest a lot in your CRM and now face the challenge of having to drive adoption and prove the value?
• You don’t have the skills or resources in-house to visualise CRM activity in an aggregated way?
• You have other data sources that could enrich the intelligence gain from the CRM?

The seminar is designed for:

• Interaction, salesforce.com and Microsoft Dynamics users
• Head of CRM/CRM managers
• Marketing Directors
• Heads of Business Intelligence
• Business Development

You will learn how to:

• Surface business critical information from your CRM outside the standard reporting
• Spot client behavioural trends
• Visualise internal behavioural habits around data capture
• Begin the journey towards developing a highly valuable Single Customer View
• Augment CRM data with other data sources, driving towards a Single Customer View
• Relate to case studies showing real life stories around CRM visualisation
• Generate experienced ROI and benchmark figures

Data and time: 30th March 2012 from 12.30pm till 2pm

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