CRM Strategy and Design

Our strategy engagements take an Application Portfolio assessment approach. We assess your current applications against a best practice CRM capabilities model and the business requirements for the CRM and Loyalty strategy. Our capability model is defined three levels of detail. Level 1 comprises:

  • Customer Data Management
  • Loyalty Management
  • Data & Analytics
  • IT Enterprise Services
  • Interactive Marketing
  • Campaign Management
  • Marketing Resource Management
  • Sales and Customer Service

Gaps and issues are identified in the IT portfolio organized by the capability model. A roadmap for filling the gaps and remediating the issues is developed. We provide assistance with alternative evaluation and RFP process leveraging pre-built technical and functional requirements templates.