Intersection of Business Intelligence and CRM vsr12
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The document discusses the intersection of business intelligence (BI) and customer relationship management (CRM). It notes that both BI and CRM solutions are increasingly in demand by clients as next-generation technologies that go beyond just software. The document outlines some of the key benefits that BI and CRM provide, such as driving higher sales efficiency, measuring sales pipeline trends, analyzing customers across data sources, and increasing opportunities for cross-selling and up-selling. It also discusses trends toward mobile access, social media integration, big data, and the cloud.
Intersection of Business Intelligence and CRM vsr12
- 1. The Intersection of Business Intelligence & CRM From Data to Insights David J. Rosenthal President & CEO Atidan
- 2. It takes more than just software to create truly intelligent data mining and customer relationship management solutions. Learn why BI and CRM solutions are the next- generation technologies your clients are demanding, and what steps you should take to sell these types of tools.
- 3. Why is This an Opportunity? It is essential for businesses to make quick decisions to maximize each customer opportunity Q: How many are utilizing CRM today for your own business?
- 4. What is Important to Your Customers?! • Drive higher levels of sales efficiency and effectiveness • Measure pipeline trends across the entire sales cycle • Analyze customers and prospects across multiple dimensions and data sources • Plan and track more effective marketing campaigns and linked sales activities • Increase demand generation, cross-sell and up- sell opportunities
- 5. 360⁰ Customer View From www.acrotrend.com
- 6. Simple, Insightful & Mobile
- 7. About Advanced Visual Analytics • Dynamic data content • Visual querying • Multiple-dimension, linked visualization • Animated visualization • Personalization • Business-actionable alerts
- 8. Demo
- 10. Data & Decisions for Everyone
- 11. Convergence & Trends CRM BI Empowerment Integration Mobile Big Data One-to-one Internationalization Marketing Cloud Social
- 12. Where is the Channel Opportunity? From softwarestrategiesblog.com
- 13. Data From Every Device, Transaction & Action
- 14. Parting Thoughts • Careful planning – Targeted industries & technology platforms – Complement your existing solutions • Small & Fast steps – Quickly changing industry • Partnerships – We are ‘better together’ – Expert experience required
- 15. Questions? David.Rosenthal@Atidan.com 1-215-825-5045 x5001
- 16. Appendix Screen shots have been sourced from a variety of vendors. All product and company names herein may be trademarks of their registered owners.
- 17. Why BI Can be Complex 1. Data sources: where the data comes from 4. Dashboards 2. Data rationalization – mapping apples to oranges. 5. Exploration and discovery This layer includes: 6. Advanced and predictive analytics 1. Virtualized data access 7. Process analytics 2. Extract, transform, load (ETL) 8. Analytical performance management 3. Business event processing 6. Data delivery – where it all ends up: 4. Complex event processing (CEP) 1. Alerts 5. Text and natural language processing (NLP) 2. Actions 6. Data quality 3. Portal 7. Master data management (MDM) 4. Collaboration 8. Data governance enabling tools 5. Mobile 9. Direct data source access 6. Office apps 3. Derived data sources – where a single enterprise 7. Other components that span all layers of the BI data warehouse (EDW) may not be a practical reference architecture: option: 1. Integrated metadata 1. Staging areas 2. Information life-cycle management (ILM) 2. Operational data store (ODS) 3. Enterprise content management (ECM) 3. Data warehouse (DW) 4. “BI out of the box” applications 4. Data marts 5. BI on BI 5. OLAP cubes 6. Embedded BI / BI services 4. Analytical data virtualization or semantic layers 7. Big data 5. Data usage – what business users touch and feel: 1. Reports 2. Ad-hoc queries 3. OLAP