CRM Automation

Summary

I hope that you conclude from the above examples and mini case study that one of the most important aspects of a CRM program is to prepare and keep customer relationship management data clean, and to ensure a proper data quality strategy as your CRM initiative moves forward. Here are the key steps for building a data quality strategy:

• Purchase toolsets and integrate them into the enterprise applications where customer data is utilized.

• Review and check management data for quality on a regular basis.

• Understand the company's customer-facing employee information needs.

• Provide a unified view of customers by setting up a master enterprise data architecture.

• Get a data quality program started to maintain a high-quality data standard.

• Set up a ...