Customer Analytics. Turn Big Data into Big Value
|
|
- Alfred Boyd
- 8 years ago
- Views:
Transcription
1 Turn Big Data into Big Value
2 All Your Data Integrated in Just One Place BIRT Analytics lets you capture the value of Big Data that speeds right by most enterprises. It analyzes massive volumes of data coming in from multiple sources and formats, and turns them into clear, highly granular information, so you can understand your customers needs and desires, segment accordingly and sell the right products and services to the right customers. Your data should effectively inform your customer relationship strategy. BIRT Analytics data discovery and mining tools let you quickly drill down into data to identify patterns and hidden relationships, profile top buyers and accurately forecast trends and profits. Easy-to-use advanced and predictive analytics tools optimize your marketing efforts, allowing you to identify more cross-sell and up-sell opportunities, take action to prevent potential churn, give immediate attention to incoming leads, and effectively nurture your entire customer pipeline. Intuitive tools make working with data fast and easy for your entire team. Every table, diagram, tree and map is dynamic and recalculates instantly as you drag and drop data, and you can export your findings to graphic presentations in seconds. Everyone in your organization gets a clear window into your data s value without no IT team dependence, so efficiency improves across your organization. BIRT Analytics lets you clearly visualize and understand customer information as soon as it comes in, so you quickly pinpoint customer needs, adapt product roadmaps and inform business strategy that s based on real customer knowledge. It integrates all types of information, from survey results to Tweets, to numeric purchasing data and campaign response rates, and even external data like demographics, market data or weather factors, so you get the most comprehensive understanding of everything that might affect sales. The result is an ability to really know your customers, to respond them and to offer them the right products and services. We d like to introduce you to the tools and techniques that make BIRT Analytics the best customer analytics solution for companies with big data challenges that need to get the most value out of their data in the shortest period of time with the least amount of effort. Before BIRT Analytics, extracting and analyzing information took considerable amount of our technical experts time, and as a consequence we were not providing the top service. BIRT Analytics has given our marketers autonomy and flexibility. They now get detailed customer knowledge, see behavior patterns and make movement predictions quickly and easily. Francisco Magarite, CIO at Inversis Bank 2
3 Contents 1. Data Sources 4 2. Data Exploration & Visualization 5 3. Data Enrichment & Data Cleansing 7 4. Analytics & Data Mining 8 5. Gallery Segmentation & Data Selection Campaign Workflow iworkflow: Process Automation Import / Export Instant Advanced Analytics Cases A. Churn Analysis 17 B. Cross-Selling 18 C. Forecasting 19 D. Efficient Campaigns 20 E. Recency, Frequency, Monetary Value (RFM) 21 F. Social Media 22 G. Web Analytics 24 3
4 1. Data Sources BIRT Analytics integrates data from virtually any source into a single platform to give you a comprehensive, easy-to-analyze view of all your customers. ERP Adserver CRM Demographics Website Social Media ing Other Data Sources 4
5 2. Data Exploration & Visualization BIRT Analytics gives you a full range of exploration and visualization tools so you can see and interact with your data in a variety of ways. All of your findings can be easily exported to Excel and other applications. Data Tree Provides a graphic view of the categories being explored. You can view all data, search for specific data and organize information for easy analysis. Data Quality View details on the selected table, object or segment, including individual records, a summary, discrete values, graphics, statistics or numeric frequencies. Representations See clear graphical representations of the fields being explored. 5
6 2. Data Exploration & Visualization Frequency Representation You can summarize a field by categories and also see the percentage of the total value that each category accounts for within the field. Values Charts View all values of the field being explored and all the individual categories and records that each one contains. You can search and select values by just clicking on them. Statistics Used when exploring numeric fields. An exhaustive range of statistical values is available to you, including maximum, median, minimum, mode, sum, standard deviation and more. 6
7 3. Data Enrichment & Data Cleansing BIRT Analytics does not limit you to cubes or predefined analyses. You can organize your data and cross information in unlimited ways, without depending on your IT team for help. These tools allow you to view your data in full granularity and with total flexibility. Aggregates Group information from different tables and cross them to understand relationships. You might, for example, group information about orders placed in a table that contains customer data to find out how many orders a particular customer has placed. Decodes Decode information in your new fields, transform codes into descriptions, group different records into a single category value and normalize names. Numeric Ranges Create new fields that convert continuously distributed variables into categorical variables. Numeric ranges divide a numerical variable into intervals. Expressions Generate new fields that are calculated according to functions and operations found in other fields of the database. Quantile Ranges Generate new fields that convert continuously distributed variables into categorical variables. Quantile ranges create intervals that contain the same number of records in each one. Parametric Create a new column consisting of query-based values. Normalize and remap existing columns. Queries can be formulated with values or fields belonging to any table in the database, as long as the tables are linked correctly. 7
8 4. Analytics & Data Mining BIRT Analytics puts advanced and predictive analytics techniques at your fingertips, making it easy for you to gain insight into customer behavior and be able to make business decisions based on real data in much less time. Venn Diagram Discovering Hidden Relationships Combine multiple segments to discover connections, relationships or differences. Explore customers that have bought different categories of products and easily identify cross-selling opportunities. Data Profiling Identify Customer Attributes Select records from your data tree and generate customer profiles that indicate common features and behaviors. Use customer profiles to inform effective sales and marketing strategy. Forecasting Time Series Analysis Forecasting enables you to adapt to changes, trends and seasonal patterns. You can accurately predict monthly sales volume or anticipate to the number of orders expected in any given month. 8
9 4. Analytics & Data Mining Association Rules Cause/ Effect Basket Analysis This technique detects relationship or affinity patterns across data and generates a set of rules. It automatically selects the rules that are most useful to key business insights: What products do customers purchase simultaneously and when? Which customers are not buying and why? What new cross-selling opportunities exist? Decision Tree Classify and Predict Behavior BIRT Analytics has a dynamic classification algorithm that expands its knowledge and capacity as new classification rules are introduced. It learns as rules are applied across the entire database so that future classifications are fast and accurate. Classification helps you do things like select the right products to recommend to particular customers and predict potential churn. Clustering Group More Effectively Clustering helps you identify segments and homogeneous groups so that precise offerings and messaging can be defined. It also helps you group web visitors or prospects by specific attributes so you can more easily and accurately track customers and understand behaviors. Mapping Identify Geographical Zones Mapping uses color-coding to indicate customer behavior as it changes across geographic regions. A map divided into polygons that represent geographic regions shows you where your churners are concentrated or where specific products sell the most. 9
10 4. Analytics & Data Mining Pivot Tables Correlate Values and Build Reports on the Fly Pivot tables let you cross fields freely while the system instantly recalculates. Tables and charts change as values are dragged and dropped, but information can be captured in reports at any time. Pivot tables can give you a clear picture of things like the net profit for each campaign or the most-sold product by customer profile. Pareto s Rule BIRT Analytics makes it easy to test Pareto s principle on your data. It lets you see the financial dimension of customer performance and measure the efficiency of your business. Evolution Draw Dimensional Correlations Dimensional correlations present the evolution of values over time by crossing different variables and scenarios. You can see, for example, the evolution of a particular product or range of products during a specific time period. 10
11 5. Gallery The BIRT Analytics gallery displays indicators that help you to view, present, publish and distribute information. They are easy to create and can include results that come from analysis, data model, organizational needs and other sources. Gallery views are designed from scratch in minutes. Each one can be set up to analyze a group of indicators that reveal key business insights. Use these measurement graphics to make sense of complex information at a glance. You can present your progress on all key variables defined in your customer strategy in a single view. Cylinder Cylinder volume changes according to the value selected. Funnel Displays multiple data segments in colored bands to allow for quick comparison of segments. Speedometer Shows you where your data falls within parameters you define, which might be specific objectives you have established. Equalizer Color-based bar indicator that shows you how data fall within established parameters so you can quickly spot any deviations. Color LED Spheres that change color depending on whether they are greater than, equal to or less than an established baseline. 11
12 6. Segmentation & Data Selection BIRT Analytics allows you to graphically view and interact with records or groups of records. It s the most intuitive way to gain quick insight from your data. You can extract records and apply complex conditions in seconds. Graphic segmentation even allows you to merge and correlate data from tables that are not directly linked. Visual Segmentation Drag and drop interaction with your data lets you classify your database, assign discrete values, generate new customer groups, combine segments, filter them by category, and other actions that give you complete control and visibility of your data. Complex Segmentation Simplified BIRT Analytics intuitive interface enables fast advanced segmentation across your entire database. Complex and parametric queries are easy to build from its dynamic graphical interface. 12
13 7. Campaign Workflow Campaign Workflow is BIRT Analytics integrated end-to-end marketing campaign management module. It gives you comprehensive visibility of all customers, suppliers and staff, so you can analyze responses better and make the right decisions. Comprehensive Campaign Management BIRT Analytics makes campaign creation and management easy. You can schedule actions, grant specific user permissions per stage, and better define your target and overall campaign strategy. You get total control over your records and can perform every necessary campaign action, from random sampling to Robinson exclusions to applying marketing codes. Stage-Based Workflow Management Campaign Workflow lets you define and order actions for every campaign stage, determine which team members will have access to the campaign, and assign actions to different users throughout each stage. 13
14 7. Campaign Workflow Campaign Progress Visibility View your campaign as a timeline to quickly see progress and identify incomplete actions. Campaign Results Evaluation Immediately identify micro-segments that represent high response rates in order to modify your campaign on the fly for better overall results. Easily analyze campaign results in detail to discover hidden patterns and trends and know exactly how to improve future campaigns. 14
15 8. iworkflow: Process Automation Automate your workflow to stay on top of every process and collaborate more efficiently. Set up notifications to automatically assign incoming leads to regions, inform agents as soon as new leads enter, alert the sales director when no new leads enter the CRM in a 24 hour period or when purchases drop below a defined level. iworkflow gets the whole sales pipeline running smoothly. Workflow Definition Set up actions and user roles. When an action is triggered by an event, date or value, processes are executed. Team members participate in the process per their assigned roles, as one action flows to the next. Task Scheduling The task planner allows you to define actions that you want triggered by specific events, and to delegate these actions across your organization according to established security criteria. 15
16 9. Import / Export This functionality allows you to build a strong data model by loading and linking unlimited additional information from external sources in order to gain deeper customer insight. Import Enrich your analytical database by importing any kind of flat file containing external information such as demographics or market data. Export Create new tables from data that can be either used as temporary bases of analysis or exported to a CSV text file. 16
17 10. Instant Advanced Analytics Cases In this section we show you exactly how BIRT Analytics techniques and functionalities help you with specific sales and marketing challenges. When you have the capacity to understand customer behavior you can forecast more accurately, strategize more effectively and improve your every sales and marketing effort. A) Churn Analysis 1. Using a Venn diagram you can identify customers that were previously active but are currently less responsive or completely unresponsive. 2. Extrapolate the characteristics of these inactive customers to all current customers using a Decision Tree, which creates a new table in your database. 3. The resulting database classification enables you to identify those likely to churn so you can modify marketing and sales campaigns accordingly. 17
18 10. Instant Advanced Analytics Cases B) Cross-Selling 1. Use drag and drop functionality to cross data and identify customers who are buying certain categories of products or are not buying at all. 2. Add new segments to uncover additional cross-sell opportunities. 3. In a single click you will be able to identify customers that represent potential sales opportunities and customize campaigns that offer them exactly the product or service they are most likely to buy. 18
19 10. Instant Advanced Analytics Cases C) Forecasting 1. Easily calculate the projection of a time series by dragging and dropping the table that contains historical information. 2. Perform a pre-calculation to determine if the available data is likely to produce a reliable projection. 3. The system will calculate based on the number of projections selected while adjusting for seasonal fluctuations. 19
20 10. Instant Advanced Analytics Cases D) Efficient Campaigns 1. The Decision Tree uses a C 4.5 algorithm to quickly get information about a specific group (attributes that people who buy software have in common, for example) and apply it to another group (customers who have only purchased hardware). 2. It then takes the results of this calculation and performs a more precise customer segmentation for the group. 20
21 10. Instant Advanced Analytics Cases E) Recency, Frecuency, Monetary Value (RFM) 1. Use an RFM analysis to accurately forecast sales over a period of months so you can identify possible decreases in sales and strategize to prevent them from occurring. 2. Start by identifying the percentage of your customers that are active and purchasing consistently. 3. Apply a decision tree algorithm to find out the best target out of non active ones. Inferring the RFM Classification to you potential target. 21
22 10. Instant Advanced Analytics Cases F) Social Media: Twitter Followers 1. You can use BIRT Analytics to compare your Twitter success to that of your customers by extracting data from Twitter and tracking accounts with defined keywords. 2. You ll be able to see how many people are following your accounts and those of your competitors, broken down by day. 3. The information is available in a chart that displays at-a-glance updates. 22
23 10. Instant Advanced Analytics Cases Social Media: Other Analyses 1. Find out from which operating systems and sources people are engaging with your social media accounts. 2. Use sentiment analysis and get a matrix of influencers that impact your accounts. 3. Find out which accounts are most active, by hour or by language. 23
24 10. Instant Advanced Analytics Cases G) Web Analytics 1. Gauge the effectiveness of your online marketing campaigns by starting with a Venn diagram. 2. Cross the number of total website visits with the segment to which you sent the campaign. Cross in the number of website visits associated with the campaign. If a larger percentage of website visits is unrelated to your campaign, you can conclude that you need improve segmentation for the next campaign. 3. Campaign results can also be viewed by geographical region. 24
25 BIRT Analytics turns your Big Data challenges into big value opportunities. It integrates all your data sources into one intuitive tool. It even allows you to cross in external data that takes into account seasonal variables, market changes, demographic factors or anything that might impact sales. Your entire company benefits from a comprehensive analytics solution that gives non-technical users a range of easy-to-use graphical tools so they can quickly gain insight from complex data. They will analyze, segment, profile and forecast accurately with no dependence on your IT team. BIRT Analytics is the one data solution that truly gets the most out of your data. It gives your company total visibility of information coming in by the second and makes it easy to roll out sales, marketing, customer acquisition, and customer loyalty strategies that work. Want to know how BIRT Analytics can address your specific customer analytics challenges and help you get the most value out of your data? us at BIRTAnalytics@actuate.com and we ll schedule an appointment at a time that s convenient for you. Test drive BIRT Analytics completely free for 30 days. Sign up today at actuate.com/free-trial/birt-analytics Actuate Corporation 951 Mariners Island Boulevard San Mateo, CA Tel: (+ 1) BIRTAnalytics@actuate.com 25
Marketing Advanced Analytics. Predicting customer churn. Whitepaper
Marketing Advanced Analytics Predicting customer churn Whitepaper Churn prediction The challenge of predicting customers churn It is between five and fifteen times more expensive for a company to gain
More informationbirt Analytics data sheet Reduce the time from analysis to action
Reduce the time from analysis to action BIRT Analytics is the newest addition to ActuateOne. This new analytics product is fast and agile, and adds to the already rich Actuate BIRT product lineup the simpleto-use
More informationFree Trial - BIRT Analytics - IAAs
Free Trial - BIRT Analytics - IAAs 11. Predict Customer Gender Once we log in to BIRT Analytics Free Trial we would see that we have some predefined advanced analysis ready to be used. Those saved analysis
More informationEasily Identify Your Best Customers
IBM SPSS Statistics Easily Identify Your Best Customers Use IBM SPSS predictive analytics software to gain insight from your customer database Contents: 1 Introduction 2 Exploring customer data Where do
More informationMaking confident decisions with the full spectrum of analysis capabilities
IBM Software Business Analytics Analysis Making confident decisions with the full spectrum of analysis capabilities Making confident decisions with the full spectrum of analysis capabilities Contents 2
More informationBusiness Intelligence, Analytics & Reporting: Glossary of Terms
Business Intelligence, Analytics & Reporting: Glossary of Terms A B C D E F G H I J K L M N O P Q R S T U V W X Y Z Ad-hoc analytics Ad-hoc analytics is the process by which a user can create a new report
More informationEasily Identify the Right Customers
PASW Direct Marketing 18 Specifications Easily Identify the Right Customers You want your marketing programs to be as profitable as possible, and gaining insight into the information contained in your
More informationMarketing Automation with Microsoft Dynamics
Marketing Automation with Microsoft Dynamics Deliver impactful marketing campaigns and consistent communications with Microsoft Dynamics CRM for Marketing Provide marketing professionals with robust data
More informationDecisyon/Engage. Connecting you to the voice of the market. Contacts. www.decisyon.com
Connecting you to the voice of the market Contacts www.decisyon.com Corporate Headquarters 795 Folsom Street, 1st Floor San Francisco, CA 94107 1 844-329-3972 European Office Viale P. L. Nervi Directional
More informationQlik s Associative Model
White Paper Qlik s Associative Model See the Whole Story that Lives Within Your Data August, 2015 qlik.com Table of Contents Introduction 3 Qlik s associative model 3 Query-based visualization tools only
More informationUnderstanding Your Customer Journey by Extending Adobe Analytics with Big Data
SOLUTION BRIEF Understanding Your Customer Journey by Extending Adobe Analytics with Big Data Business Challenge Today s digital marketing teams are overwhelmed by the volume and variety of customer interaction
More information1 Actuate Corpora-on 2013. Big Data Business Analy/cs
1 Big Data Business Analy/cs Introducing BIRT Analy3cs Provides analysts and business users with advanced visual data discovery and predictive analytics to make better, more timely decisions in the age
More informationOLAP and Data Mining. Data Warehousing and End-User Access Tools. Introducing OLAP. Introducing OLAP
Data Warehousing and End-User Access Tools OLAP and Data Mining Accompanying growth in data warehouses is increasing demands for more powerful access tools providing advanced analytical capabilities. Key
More informationFocused sales management
Focused sales management Make the most of every sales opportunity Sage CRM directs your sales efforts toward the most profitable, most winnable deals and helps you make the most of cross-selling and upselling
More informationHow To Get More Business From Big Data And Analytics
ACQUIRE, GROW & RETAIN CUSTOMERS: The Business Imperative for BIG DATA & ANALYTICS INSIDESSS Introduction Page 2 The Four Benefits Page 3 Make Your Business Big Data & Analytics Driven Page 4 Acquire Page
More informationData Mining Algorithms Part 1. Dejan Sarka
Data Mining Algorithms Part 1 Dejan Sarka Join the conversation on Twitter: @DevWeek #DW2015 Instructor Bio Dejan Sarka (dsarka@solidq.com) 30 years of experience SQL Server MVP, MCT, 13 books 7+ courses
More informationDeriving Value From Big Data Visual, Predictive, GeoLocation and Event Analytics
Deriving Value From Big Data Visual, Predictive, GeoLocation and Event Analytics Nick Young Solutions Consultant - APJ nyoung@tibco.com Analytics Insight to Action Value Grow Revenue Reduce Risk Analytics
More informationOverview, Goals, & Introductions
Improving the Retail Experience with Predictive Analytics www.spss.com/perspectives Overview, Goals, & Introductions Goal: To present the Retail Business Maturity Model Equip you with a plan of attack
More informationBuilding Data Cubes and Mining Them. Jelena Jovanovic Email: jeljov@fon.bg.ac.yu
Building Data Cubes and Mining Them Jelena Jovanovic Email: jeljov@fon.bg.ac.yu KDD Process KDD is an overall process of discovering useful knowledge from data. Data mining is a particular step in the
More informationCustomer Analysis CUSTOMER VALUE CUSTOMER CUSTOMER ASSESSMENT SEGMENTATION MANAGEMENT
Customer CUSTOMER VALUE CUSTOMER CUSTOMER ASSESSMENT SEGMENTATION MANAGEMENT Companies are continuing to adopt a more customer-centric approach to doing business, realizing that in this competitive marketplace,
More informationIBM Social Media Analytics
IBM Analyze social media data to improve business outcomes Highlights Grow your business by understanding consumer sentiment and optimizing marketing campaigns. Make better decisions and strategies across
More informationIT and CRM A basic CRM model Data source & gathering system Database system Data warehouse Information delivery system Information users
1 IT and CRM A basic CRM model Data source & gathering Database Data warehouse Information delivery Information users 2 IT and CRM Markets have always recognized the importance of gathering detailed data
More informationEloqua Insight The data you need, the way you want it, when you need it
Datasheet Eloqua Insight The data you need, the way you want it, when you need it Freedom from Spreadsheets Marketers are under pressure to demonstrate the impact their programs have on revenue. But it
More informationDemonstration of SAP Predictive Analysis 1.0, consumption from SAP BI clients and best practices
September 10-13, 2012 Orlando, Florida Demonstration of SAP Predictive Analysis 1.0, consumption from SAP BI clients and best practices Vishwanath Belur, Product Manager, SAP Predictive Analysis Learning
More information<no narration for this slide>
1 2 The standard narration text is : After completing this lesson, you will be able to: < > SAP Visual Intelligence is our latest innovation
More informationIBM Cognos Insight. Independently explore, visualize, model and share insights without IT assistance. Highlights. IBM Software Business Analytics
Independently explore, visualize, model and share insights without IT assistance Highlights Explore, analyze, visualize and share your insights independently, without relying on IT for assistance. Work
More informationSAP Predictive Analysis: Strategy, Value Proposition
September 10-13, 2012 Orlando, Florida SAP Predictive Analysis: Strategy, Value Proposition Thomas B Kuruvilla, Solution Management, SAP Business Intelligence Scott Leaver, Solution Management, SAP Business
More informationMicrosoft Project 2010 builds on the Microsoft Project 2007 foundation with flexible work management solutions and the right collaboration tools for
Microsoft Project 2010 builds on the Microsoft Project 2007 foundation with flexible work management solutions and the right collaboration tools for occasional and professional project managers. Project
More informationSocial Media Implementations
SEM Experience Analytics Social Media Implementations SEM Experience Analytics delivers real sentiment, meaning and trends within social media for many of the world s leading consumer brand companies.
More information3 Ways Retailers Can Capitalize On Streaming Analytics
3 Ways Retailers Can Capitalize On Streaming Analytics > 2 Table of Contents 1. The Challenges 2. Introducing Vitria OI for Streaming Analytics 3. The Benefits 4. How Vitria OI Complements Hadoop 5. Summary
More informationUninterrupted Operational Intelligence and Business Analytics
Atre Group, Inc. Uninterrupted Operational Intelligence and Business Analytics To provide value from all data to all users from all channels by sensing and responding ASAP March 19, 2014 San Mateo, California,
More informationHow to Improve Efficiency and Quality in Hospital Healthcare
White Paper How to Improve Efficiency and Quality in Hospital Healthcare Advanced and Predictive Analytics for Professionals in the Healthcare Industry Table of contents: Advanced data analysis for more
More information5 Big Data Use Cases to Understand Your Customer Journey CUSTOMER ANALYTICS EBOOK
5 Big Data Use Cases to Understand Your Customer Journey CUSTOMER ANALYTICS EBOOK CUSTOMER JOURNEY Technology is radically transforming the customer journey. Today s customers are more empowered and connected
More informationMultichannel Customer Listening and Social Media Analytics
( Multichannel Customer Listening and Social Media Analytics KANA Experience Analytics Lite is a multichannel customer listening and social media analytics solution that delivers sentiment, meaning and
More informationDirect-to-Company Feedback Implementations
SEM Experience Analytics Direct-to-Company Feedback Implementations SEM Experience Analytics Listening System for Direct-to-Company Feedback Implementations SEM Experience Analytics delivers real sentiment,
More informationCUSTOMER RELATIONSHIP MANAGEMENT (CRM) CII Institute of Logistics
CUSTOMER RELATIONSHIP MANAGEMENT (CRM) CII Institute of Logistics Session map Session1 Session 2 Introduction The new focus on customer loyalty CRM and Business Intelligence CRM Marketing initiatives Session
More informationTHE 10 Ways that Digital Marketing + Big Data =
1 Ways that Digital Marketing + Big Data = Sales Productivity The best global companies are transforming the way they market and sell. Here s how! Evolves into Digital TOP 10 about us MarketBridge is a
More informationIBM SPSS Direct Marketing
IBM Software IBM SPSS Statistics 19 IBM SPSS Direct Marketing Understand your customers and improve marketing campaigns Highlights With IBM SPSS Direct Marketing, you can: Understand your customers in
More informationLead Management CRM Marketing Automation Powerful. Affordable. Intuitive. gold-vision
Unify your communications with Gold-Vision, a fully featured CRM solution with customer Contact, Sales, Marketing, Projects and Events. Gold-Vision stands out from the crowd with interactive dashboard
More informationSage CRM. Communicate, Collaborate, Compete with Sage CRM
Sage CRM Communicate, Collaborate, Compete with Sage CRM FEATURES AT-A-GLANCE FOR ALL USERS Easy to use with fresh look and feel Fully customisable interactive dashboard End-user personalisation of interface
More information35 Examples How Sales Teams Benefit from Microsoft Dynamics CRM
35 Examples How Sales Teams Benefit from Microsoft Dynamics CRM Achieving Growth Targets 1. Managing Sales Goals Sales teams need to know how they re performing in comparison to their sales goals. Are
More informationLead Generation Quickstart Guide
Lead Generation Quickstart Guide 1 2 Lead Generation Quickstart Guide Copyright 2014 Mooloop Ltd All Rights Reserved You re welcome to email, tweet, blog, and pass this ebook around. But please don t change
More informationOPTIMIZE SALES, SERVICE AND SATISFACTION WITH ORACLE DEALER MANAGEMENT
OPTIMIZE SALES, SERVICE AND SATISFACTION WITH ORACLE DEALER MANAGEMENT KEY FEATURES Manage leads, configure vehicles, prepare quotes, submit invoice and process orders Capture customer, vehicle and service
More informationCRM Online has partnered with the creator of this methodology, Tony Hughes, who is also an acclaimed author, speaker and sales leadership coach.
1 In business to business (B2B) selling there are four areas that must be addressed to win business. We need relationships with the right people and strategy to manage the political and economic power-base;
More informationExplode Six Direct Marketing Myths
White Paper Explode Six Direct Marketing Myths Maximize Campaign Effectiveness with Analytic Technology Table of contents Introduction: Achieve high-precision marketing with analytics... 2 Myth #1: Simple
More informationTools to manage your business growth, strategically
Increase my revenues Service my customers well Do more with less Tools to manage your business growth, strategically Ensure process compliance What is CRMnext? CRMnext is a comprehensive, easy-to-use,
More informationHow To Use Business Intelligence (Bi)
Business Intelligence: How better analytics can lead your business to higher profits. Introduction The economic downturn is forcing business leaders to rethink strategic plans. To remain competitive, businesses
More informationCincom Business Intelligence Solutions
CincomBI Cincom Business Intelligence Solutions Business Users Overview Find the perfect answers to your strategic business questions. SIMPLIFICATION THROUGH INNOVATION Introduction Being able to make
More informationHow To Create A Business Benefit Dashboard Analysis Report In Microsoft Excel
Get 8 ready-to-use reports that give you immediate insight into and across your business. Delivered in the familiar environment of Microsoft Excel, the reports are fully customizable, and flexible with
More informationPast, present, and future Analytics at Loyalty NZ. V. Morder SUNZ 2014
Past, present, and future Analytics at Loyalty NZ V. Morder SUNZ 2014 Contents Visions The undisputed customer loyalty experts To create, maintain and motivate loyal customers for our Participants Win
More informationIntroduction. Regards, Lee Chadwick Managing Director
User Guide Contents Introduction.. 2 Step 1: Creating your account...3 Step 2: Installing the tracking code.. 3 Step 3: Assigning scores to your pages.....4 Step 4: Customising your lead bands..5 Step
More information32 Benefits of Pipeliner CRM
SLIDE DECK: 32 Benefits of r CRM www.pipelinersales.com 32 Benefits of r CRM r originally was designed as a tool for sales empowerment. With its newest release r meets the highest requirements for enterprise
More informationLocation Analytics for Financial Services. An Esri White Paper October 2013
Location Analytics for Financial Services An Esri White Paper October 2013 Copyright 2013 Esri All rights reserved. Printed in the United States of America. The information contained in this document is
More informationFocused Sales Management
Focused Sales Management Make the most of every sales opportunity. directs your sales efforts towards the most profitable, most winnable deals, and helps you make the most of cross-selling and upselling
More informationrelease 240 Exact Synergy Enterprise CRM Implementation Manual
release 240 Exact Synergy Enterprise CRM Implementation Manual EXACT SYNERGY ENTERPRISE CRM IMPLEMENTATION MANUAL The information provided in this manual is intended for internal use by or within the organization
More informationUsing reporting and data mining techniques to improve knowledge of subscribers; applications to customer profiling and fraud management
Using reporting and data mining techniques to improve knowledge of subscribers; applications to customer profiling and fraud management Paper Jean-Louis Amat Abstract One of the main issues of operators
More informationSAP Best Practices for SAP S/4HANA Scope 1511 Cloud Marketing Edition Business Priority view. last update: 2015-11-11
SAP Best Practices for SAP S/4HANA Scope 1511 Cloud Marketing Edition Business Priority view last update: 2015-11-11 SAP Best Practices for Cloud Marketing edition 2015 Value Proposition The SAP Best Practices
More informationThe Definitive Guide to Preparing Your Data for Tableau
The Definitive Guide to Preparing Your Data for Tableau Speed Your Time to Visualization If you re like most data analysts today, creating rich visualizations of your data is a critical step in the analytic
More informationWhite Paper. Redefine Your Analytics Journey With Self-Service Data Discovery and Interactive Predictive Analytics
White Paper Redefine Your Analytics Journey With Self-Service Data Discovery and Interactive Predictive Analytics Contents Self-service data discovery and interactive predictive analytics... 1 What does
More informationTEXT ANALYTICS INTEGRATION
TEXT ANALYTICS INTEGRATION A TELECOMMUNICATIONS BEST PRACTICES CASE STUDY VISION COMMON ANALYTICAL ENVIRONMENT Structured Unstructured Analytical Mining Text Discovery Text Categorization Text Sentiment
More informationPastel Evolution Business Intelligence Centre
Get 12 ready-to-use reports that give you immediate insight into and across your business. Delivered in the familiar environment of Microsoft Excel, the reports are fully customisable, and flexible with
More informationTIBCO Industry Analytics: Consumer Packaged Goods and Retail Solutions
TIBCO Industry Analytics: Consumer Packaged Goods and Retail Solutions TIBCO s robust, standardsbased infrastructure technologies are used by successful retailers around the world, including five of the
More informationIBM Software Enabling business agility through real-time process visibility
IBM Software Enabling business agility through real-time process visibility IBM Business Monitor 2 Enabling business agility through real-time process visibility Highlights Understand the big picture of
More informationSTATISTICA. Financial Institutions. Case Study: Credit Scoring. and
Financial Institutions and STATISTICA Case Study: Credit Scoring STATISTICA Solutions for Business Intelligence, Data Mining, Quality Control, and Web-based Analytics Table of Contents INTRODUCTION: WHAT
More informationIntelligence Reporting Standard Reports
Intelligence Reporting Standard Reports Sage 100 ERP (formerly Sage ERP MAS 90 and 200) Intelligence Reporting empowers you to quickly and easily gain control and obtain the information you need from across
More informationIBM Social Media Analytics
IBM Social Media Analytics Analyze social media data to better understand your customers and markets Highlights Understand consumer sentiment and optimize marketing campaigns. Improve the customer experience
More informationMavin CRM CUSTOMER RELATIONSHIP MANAGEMENT
Mavin CRM CUSTOMER RELATIONSHIP MANAGEMENT What is CRM? Introduction Mavin CRM CRM is an enterprise wide business strategy designed to learn about customer s needs and behaviors to organize and manage
More informationOn-Demand CRM Executive Brief
On-Demand CRM Executive Brief Five Key Measurements to Monitor Sales Productivity Moving from Art to Science www.tatacommunications.com/enterprise/saas/crm.asp For many, the art of selling is just that
More informationTargeted measurable marketing
Targeted measurable marketing Plan, execute, and measure your campaigns An invaluable tool for marketers, Sage CRM enables your marketing teams to plan, execute, and measure the success of every marketing
More informationOpenText Actuate Big Data Analytics 5.2
OpenText Actuate Big Data Analytics 5.2 OpenText Actuate Big Data Analytics 5.2 introduces several improvements that make the product more useful, powerful and flexible for end users. A new data loading
More informationMARKETING AUTOMATION & YOUR CRM THE DYNAMIC DUO. Everything you need to know to create the ultimate sales and marketing tool.
MARKETING AUTOMATION & YOUR CRM THE DYNAMIC DUO Everything you need to know to create the ultimate sales and marketing tool. Table of Contents Introduction...3 Chapter 1: What Is Marketing Automation?...4
More informationEmpowering the Digital Marketer With Big Data Visualization
Conclusions Paper Empowering the Digital Marketer With Big Data Visualization Insights from the DMA Annual Conference Preview Webinar Series Big Digital Data, Visualization and Answering the Question:
More informationKnowledgeSEEKER Marketing Edition
KnowledgeSEEKER Marketing Edition Predictive Analytics for Marketing The Easiest to Use Marketing Analytics Tool KnowledgeSEEKER Marketing Edition is a predictive analytics tool designed for marketers
More informationReporting. Understanding Advanced Reporting Features for Managers
Reporting Understanding Advanced Reporting Features for Managers Performance & Talent Management Performance & Talent Management combines tools and processes that allow employees to focus and integrate
More informationENGAGEMENT. Special Report ACCELERATION. Cool Tools & Wrap-Up Report INTELLIGENCE ANALYTICS WATCH LIST
ENGAGEMENT Special Report ACCELERATION Cool Tools & Wrap-Up Report INTELLIGENCE ANALYTICS WATCH LIST Dreamforce 2014 Cool Tools & Wrap-up Report Special Report Salesforce s big news at this year s Dreamforce
More informationData Mining with SAS. Mathias Lanner mathias.lanner@swe.sas.com. Copyright 2010 SAS Institute Inc. All rights reserved.
Data Mining with SAS Mathias Lanner mathias.lanner@swe.sas.com Copyright 2010 SAS Institute Inc. All rights reserved. Agenda Data mining Introduction Data mining applications Data mining techniques SEMMA
More informationISSN: 2321-7782 (Online) Volume 3, Issue 4, April 2015 International Journal of Advance Research in Computer Science and Management Studies
ISSN: 2321-7782 (Online) Volume 3, Issue 4, April 2015 International Journal of Advance Research in Computer Science and Management Studies Research Article / Survey Paper / Case Study Available online
More informationEnhancing productivity. Enabling success. Sage CRM
Enhancing productivity. Enabling success. Sage CRM Customer Relationship Management Customer Relationship Management (CRM) is far more than just a software application. It is a business solution that gives
More information730 Yale Avenue Swarthmore, PA 19081 www.raabassociatesinc.com info@raabassociatesinc.com
Lead Scoring: Five Steps to Getting Started 730 Yale Avenue Swarthmore, PA 19081 www.raabassociatesinc.com info@raabassociatesinc.com Introduction Lead scoring applies mathematical formulas to rank potential
More informationPastel Accounting Business Intelligence Centre
Get 8 ready-to-use reports that give you immediate insight into and across your business. Delivered in the familiar environment of Microsoft Excel, the reports are fully customisable, and flexible with
More informationSales and Invoice Management System with Analysis of Customer Behaviour
Sales and Invoice Management System with Analysis of Customer Behaviour Sanam Kadge Assistant Professor, Uzair Khan Arsalan Thange Shamail Mulla Harshika Gupta ABSTRACT Today, the organizations advertise
More informationTargeted measurable marketing
Targeted measurable marketing Plan, execute, and measure your campaigns An invaluable tool for marketers, Sage CRM enables your marketing teams to plan, execute, and measure the success of every marketing
More informationSales Force Automation with Microsoft Dynamics
Sales Force Automation with Microsoft Dynamics Drive sales productivity, user adoption and consistent best practices with Microsoft Dynamics CRM for Sales Streamline and automate your sales processes and
More informationSalesLogix Advanced Analytics
SalesLogix Advanced Analytics SalesLogix Advanced Analytics Benefits Snapshot Increase organizational and customer intelligence by analyzing data from across your business. Make informed business decisions
More informationGETTING AHEAD OF THE COMPETITION WITH DATA MINING
WHITE PAPER GETTING AHEAD OF THE COMPETITION WITH DATA MINING Ultimately, data mining boils down to continually finding new ways to be more profitable which in today s competitive world means making better
More informationTurning Big Data into a Big Opportunity
Customer-Centricity in a World of Data: Turning Big Data into a Big Opportunity Richard Maraschi Business Analytics Solutions Leader IBM Global Media & Entertainment Joe Wikert General Manager & Publisher
More informationTargeted Marketing Effectiveness
Targeted Marketing Effectiveness Plan, execute and measure your campaigns An invaluable tool for marketers, helps you to plan, execute, and measure the success of every marketing campaign. It becomes much
More information10 Killer Salesforce Reports
10 Killer Salesforce Reports for Measuring Marketing Performance A Best Practices White Paper for Response Management from Full Circle Insights Full Circle Insights FullCircleInsights.com 650.641.2766
More informationIgnite Your Creative Ideas with Fast and Engaging Data Discovery
SAP Brief SAP BusinessObjects BI s SAP Crystal s SAP Lumira Objectives Ignite Your Creative Ideas with Fast and Engaging Data Discovery Tap into your data big and small Tap into your data big and small
More informationwww.ducenit.com Self-Service Business Intelligence: The hunt for real insights in hidden knowledge Whitepaper
Self-Service Business Intelligence: The hunt for real insights in hidden knowledge Whitepaper Shift in BI usage In this fast paced business environment, organizations need to make smarter and faster decisions
More informationConsumption of OData Services of Open Items Analytics Dashboard using SAP Predictive Analysis
Consumption of OData Services of Open Items Analytics Dashboard using SAP Predictive Analysis (Version 1.17) For validation Document version 0.1 7/7/2014 Contents What is SAP Predictive Analytics?... 3
More information6/10/2015. Chapter Nine Overview. Learning Outcomes. Opening Case: Twitter: A Social CRM Tool
Opening Case: Twitter: A Social CRM Tool McGraw-Hill-Ryerson 2015 The McGraw-Hill Companies, All Rights Reserved Chapter Nine Overview SECTION 9.1 CRM FUNDAMENTALS Introduction Using Information to Drive
More informationTargeting. 5 Tenets. of Modern Marketing
5 Tenets of Modern Marketing Targeting The foundation of any effective Modern Marketing effort is to ensure you have a clear and accurate picture of your potential customers. Without the proper strategies
More informationFeatures List. BMS 5th Generation. Trade Promotion Management & Optimization Customer Business Planning
Features List BMS 5th Generation Trade Promotion Management & Optimization Customer Business Planning New feature in BMS 5th Generation BMS 5th Generation Trade Promotion Management and Promotion Optimization
More informationBeyond listening Driving better decisions with business intelligence from social sources
Beyond listening Driving better decisions with business intelligence from social sources From insight to action with IBM Social Media Analytics State of the Union Opinions prevail on the Internet Social
More informationMarketing Automation Request for Proposal
Marketing Automation Request for Proposal Choosing the right marketing automation system isn t easy. This is why we created this sample RFP, consisting entirely of actual questions from real RFPs submitted
More informationHow To Use Social Media To Improve Your Business
IBM Software Business Analytics Social Analytics Social Business Analytics Gaining business value from social media 2 Social Business Analytics Contents 2 Overview 3 Analytics as a competitive advantage
More informationFoundations of Business Intelligence: Databases and Information Management
Foundations of Business Intelligence: Databases and Information Management Problem: HP s numerous systems unable to deliver the information needed for a complete picture of business operations, lack of
More informationChapter 5: Customer Relationship Management. Introduction
Chapter 5: Customer Relationship Management Introduction Customer Relationship Management involves managing all aspects of a customer s relationship with an organization to increase customer loyalty and
More informationBizzmaxx Intelligent Sales & Marketing Errol van Engelen Managing Director Errol.vanengelen@bizzmaxx.nl
Bizzmaxx Intelligent Sales & Marketing Errol van Engelen Managing Director Errol.vanengelen@bizzmaxx.nl Bizzmaxx 2012 - Internal use only Agenda About Bizzmaxx Intelligent Sales & Marketing Expertise,
More information