148 9.9 A strategy for channel development
9.9
"Analytical scenarios" will need to be defined before a CRM system is
built. Standard interaction system "events" will be defined to ensure that sys-
tem administrators are not required to make up their own analysis runs on the
fly or be required to anticipate all analysis scenarios. For example, if the ven-
dor is to initiate contact with a specified customer segment, the system must
have sufficient process logic to be able to alert the system operator to the fact
that certain customers in the selected subgroup have not responded to previ-
ous "campaigns." It should also cross-check automatically with suppression
lists~for example, lists of customers who have dubious payment histories or
are in dispute. Much of this is common practice in organizations that engage
in direct marketing, but the processes for CRM need to be more tightly
defined and more intricate and must be constantly updated in the light of
ongoing customer engagement.
Too often, the role ofanalytics in a CRM implementation is insufficiently
defined. CRM tools may be used to develop campaigns or to mine databases
on the basis of specified parameters. Analytics have a key role to play in ensur-
ing that poor performance is identified. Analytical CRM needs to perform a
monitoring and control function.
Monitoring and control in this context means that analytics need to run
constantly~checking for aberrations in the database, running deduping rou-
tines, highlighting data gaps, and alerting for inactive or sleeping customers.
Analytical tools have myriad tasks to perform. They can be used to generate
daily "birthday" runs, highlight change of address details, and perform similar
actions. In addition, they can be primed to perform quality performance
measures and act almost as an expert system, ensuring that customer data are
constantly being reassessed.
A strategy for channel development
No other issue causes more debate in CRM circles than the issue of integrating
voice and textual data. Many vendors of call-center applications claim that
they have developed systems that have unified queues; as a result, contact-
center agents may be dealing with a customer in a chat session one minute and
in a voice session the next.
While many vendors talk about unified applications handling both voice
and electronic channels, the actuality in terms of agent interface is very differ-
ent. Blending channels requires a mix of skills in the agents that many of them
will not possess. At a technological level, the applications are unlikely to be
genuinely blended; there may be some commonality in look and feel of appli-