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CRM Handbook, The: A Business Guide to Customer Relationship Management

ISBN: 9780201730623 | 0201730626
Edition: 1st
Format: Paperback
Publisher: Addison-Wesley Professional
Pub. Date: 1/1/2002

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SummaryTable of ContentsAuthor Biography
To compete effectively, today's organizations seek to become customer-focused, not product-focused. Customer Relationship Management (CRM) technology promises to help your enterprise do just that -- but implementing CRM presents unprecedented challenges throughout the organization. In The CRM Handbook, leading CRM expert Jill Dyché concise, to-the-point best practices for making CRM work. Jill Dyché begins by introducing CRM's value proposition, and demonstrating how it can significantly enhance the customer's experience. She explains why custo... MORE
Acknowledgmentsxv
About the Authorxvii
Introductionxix
Part I: Defining CRM1(150)
Hello, Goodbye: The New Spin on Customer Loyalty
... MORE3(16)
The Cost of Acquiring Customers
4(2)
From Customer Acquisition to Customer Loyalty
6(2)
...to Optimizing the Customer Experience
8(2)
How the Internet Changed the Rules
10(2)
What's In a Name?
12(6)
CRM and Business Intelligence
14(4)
The Manager's Bottom Line
18(1)
CRM in Marketing
19(32)
From Product to Customer: A Marketing Retrospective
19(8)
Target Marketing
21(4)
Relationship Marketing and One-to-One
25(2)
Compaign Management
27(4)
CRM Marketing Initiatives
31(10)
Cross-Selling and Up-Selling
31(1)
Customer Retention
32(1)
Behavior Prediction
33(1)
Customer Profitability and Value Modeling
34(1)
Channel Optimization
35(1)
Personalization
35(5)
Event-Based Marketing
40(1)
Customer Privacy---One-to-One's Saboteur?
41(3)
A Marketing Automation Checklist for Success
44(1)
Case Study: Eddie Bauer
45(4)
What They Did:
46(1)
The Challenges:
47(1)
Good Advice:
48(1)
The Golden Nugget:
48(1)
The Manager's Bottom Line
49(2)
CRM and Customer Service
51(26)
The Call Center and Customer Care
52(3)
The Contact Center Gets Automated
55(12)
Call Routing
55(2)
Contact Center Sales Support
57(2)
Web-based Self-Service
59(3)
Customer Satisfaction Measurement
62(1)
Call-Scripting
63(2)
Cyberagents
65(1)
Workforce Management
66(1)
A Customer Service Checklist for Success
67(4)
Case Study: Juniper Bank
71(4)
What They Did:
72(1)
The Challenges:
73(1)
Good Advice:
74(1)
The Golden Nugget:
74(1)
The Manager's Bottom Line
75(2)
Sales Force Automation
77(26)
Sales Force Automation: The Cradle of CRM
79(2)
Today's SFA
81(8)
Sales Process/Activity Management
82(1)
Sales and Territory Management
83(1)
Contact Management
84(1)
Lead Management
85(1)
Configuration Support
86(1)
Knowledge Management
87(2)
SFA and Mobile CRM
89(4)
From Client/Server to the Web
89(1)
SFA Goes Mobile
89(4)
Field Force Automation
93(3)
An SFA Checklist for Success
96(2)
Case Study: Hewlett Packard
98(4)
What They Did:
99(1)
The Challenges:
100(1)
Good Advice:
100(1)
The Golden Nugget:
101(1)
The Manager's Bottom Line
102(1)
CRM in E-Business
103(16)
eCRM Evolving
104(4)
Multichannel CRM
105(1)
CRM in B2B
106(2)
Enterprise Resource Planning
108(1)
Supply Chain Management
109(2)
Supplier Relationship Management
111(3)
Partner Relationship Management
114(2)
An e-Business Checklist for Success
116(1)
The Manager's Bottom Line
117(2)
Analytical CRM
119(32)
The Case for Integrated Data
119(13)
A Single Version of the Customer Truth
122(5)
CRM and the Data Warehouse
127(1)
Enterprise CRM Comes Home to Roost
128(4)
The Major Types of Data Analysis
132(3)
OLAP
132(1)
Where Theory Meets Practice: Data Mining in CRM
133(2)
Clickstream Analysis
135(4)
Personalization and Collaborative Filtering
139(3)
An Analysis Checklist for Success
142(2)
Case Study: Union Bank of Norway
144(4)
What They Did:
145(2)
The Challenges:
147(1)
Good Advice:
147(1)
The Golden Nugget:
147(1)
The Manager's Bottom Line
148(3)
Part II: Delivering CRM151(130)
Planning Your CRM Program
153(46)
Defining CRM Success
155(11)
From Operational to Enterprise: An Implementation Scenario
160(4)
Determining CRM Complexity
164(2)
Preparing the CRM Business Plan
166(14)
Defining CRM Requirements
167(5)
Cost-Justifying CRM
172(8)
Understanding Business Processes
180(6)
BPR Redux: Modeling Customer Interactions
180(4)
Analyzing Your Business Processes
184(2)
Case Study: Verizon
186(4)
What They Did:
186(2)
The Challenges:
188(1)
Good Advice:
188(1)
The Golden Nugget:
189(1)
A CRM Readiness Checklist for Success
190(6)
The Manager's Bottom Line
196(3)
Choosing Your CRM Tool
199(34)
Maintaining a Customer Focus: Requirements-Driven Product Selection
202(15)
Defining CRM Functionality
203(2)
Narrowing Down the Technology Choices
205(1)
Defining Technical Requirements
206(3)
Talking to CRM Vendors
209(1)
Negotiating Price
209(7)
Checking References
216(1)
Other Development Approaches
217(8)
Homegrown CRM
217(1)
Using an ASP
218(7)
A CRM Tool Selection Checklist for Success
225(1)
Case Study: Harrah's Entertainment
226(5)
What They Did:
227(2)
The Challenges:
229(1)
Good Advice:
229(1)
The Golden Nugget:
230(1)
The Manager's Bottom Line
231(2)
Managing Your CRM Project
233(28)
A Pre-Implementation Checklist
233(4)
The CRM Development Team
237(5)
CRM Implementation
242(14)
Scoping and Prioritizing CRM Projects
243(2)
A CRM Implementation Roadmap
245(1)
Business Planning
246(2)
Architecture and Design
248(3)
Technology Selection
251(1)
Development
251(1)
Delivery
252(1)
Measurement
253(2)
Putting the Projects Together
255(1)
A CRM Implementation Checklist...for Failure
256(2)
The Manager's Bottom Line
258(3)
Your CRM Future
261(20)
Making the Pitch: Selling CRM Internally
261(2)
CRM Roadblocks
263(8)
The Four Ps
263(1)
Process
263(1)
Perception
264(1)
Privacy
264(2)
Politics
266(1)
Other CRM Saboteurs
267(1)
Lack of CRM Integration
268(1)
Poor Organizational Planning
268(1)
Demanding Customers
269(1)
Customer Service That's Really Bad
270(1)
Looking Toward the Future
271(6)
The Customer as SME
271(1)
The Rise of Intermediaries
272(1)
Digital and Broadband Revolutionize Advertising
273(1)
The Threat and Promise of Customer Communities
274(1)
CRM Goes Global
274(1)
The Coming CRM Backlash?
275(2)
The Manager's Bottom Line
277(4)
Further Reading281(6)
Glossary287

Jill Dyché is principal consultant with Baseline Consulting Group, which provides management consulting & technology implementation services to Fortune 500 companies. She has recently spearheaded several of Baseline Consulting's projects centered on CRM implementation and readiness. A frequent speaker at CRM and e-Business conferences and user groups, she is author of e-Data: Turning Data Into Information With Data Warehousing (Addison-Wesley).



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