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Achieving Operational Excellence and Customer Intimacy: Enterprise Applications

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C h a p t e r 9

A c h i e v i n g O p e r a t i o n a l E x c e l l e n c e a n d
C u s t o m e r I n t i m a c y : E n t e r p r i s e A p p l i c a t i o n s
M a n a g e m e n t I n f o r m a t i o n S y s t e m s : M a n a g i n g t h e D i g i t a l F i r m 1
LEARNING TRACK 2: BEST PRACTICES BUSINESS PROCESSES IN CRM SOFTWARE
TABLE 1 Examples of Best Practice Business Processes in the Siebel CRM System
BUSINESS PROCESS DESCRIPTION
Priority-based lead qualification and distribution Evaluates and scores leads, providing scripted assessment guides to enable sales
agents to focus on the leads with the highest potential value.
Integrated customer order management Automates the workflow for order management, including designing a customer
solution, developing a detailed product configuration, applying correct pricing
and contract terms, and entering and shipping the order.
Real-time offer optimization Ensures that the optimal marketing offer is presented to a customer.
Value-based customer segmentation Enables marketing organizations to deliver different offers and services based on
current and potential customer value.
Contact strategy-based targeting Enables marketing organizations to define and consistently enforce across the
enterprise policies governing the types and frequencies of communications with
customers. Ensures compliance with customer privacy and communication
preferences.
Rules-based service order fulfillment Ensures that service orders are fulfilled in an order based on the lifetime value of
the customer and the specific details of that customers service agreement.
Value-based service coverage Ensures that an organizations highest-value customers are routed to the most-
qualified customer service agents.
Copyright 2007 by Pearson Education, Inc.

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