Which KPI?s to Use in CRM

Customer relationship management emerged in the 1980?s in the form of database marketing. In those tranquil pre-social media days, the possibility of ?managing? clients may have been a possibility although Twitter and Facebook took care of that. Modern managers face a more dynamic environment. If you are one, then what are the trends you should be monitoring yourself (as opposed to leaving it to others).

If you want to drip feed plants, you have to keep the flow of liquid regular. The same applies to drip-feed marketing. Customers are fickle dare we say forgetful. Denizon recommends you monitor each department in terms of Relationship Freshness. When were the people on your list last contacted, and what ensued from this?

Next up comes the Quality of Engagements that follow from these efforts. How often do your leads respond at all, and how many interfaces does it take to coax them into a decision? You need to relate this to response blocks and unsubscribes. After a while you will recognise the tipping point where it is pointless to continue.

Response Times relate closely to this. If your marketing people are hot then they should get a fast response to sales calls, email shots and live chats. It is essential to get back to the lead again as soon as possible. You are not the only company your customers are speaking too. Fortune belongs to the fast and fearless.

The purpose of marketing is to achieve Conversions, not generate data for the sake of it. You are paying for these interactions and should be getting more than page views. You need to drill down by department on this one too. If one team is outperforming another consider investing in interactive training.

Finally Funnel Drop-Off Rate. Funnel analysis identifies the points at which fish fall off the hook and seeks to understand why this is happening. If people click your links, make enquiries and then drift away, you have a different set of issues as opposed to if they do not respond at all.

You should be able to pull most of this information off your CRM system if it is half-decent, although you may need to trigger a few options and re orientate reporting by your people in the field. When you have your big data lined up speak to us. We have a range of data analysts brimming over with fresh ideas.

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The Connection between Big Data and MDM

Master Data is information that is critical to your business. This could include contracts, proprietary information, intellectual capital and a whole lot more besides. Because this often reposes in a variety of different places, you need a master data management / MDM policy to control it. That way, you can link it all together in a single, secure, backed up file.

This Sounds Like Big Data

Not necessarily: big data refers to extremely large data sets that are best stored and analysed on a cloud using big technology, in order to uncover trends, patterns and associations often relating to human behaviour. Of course, if you run a niche restaurant your critical master data might be limited to a few recipes and the books you do not care to show your accountant.

The distinction is largely a question of size: think of your master data as the subset of big data that you already have your mind around. According to John Case of IBM this is probably already in a structured format and available to share. He goes on to present a cogent case for using this as a peg point around which to systematise the rest. This is because the average organisation already has master data recording customers? and prospects? behaviour.

Do I Still Need My Master Data?

Yes you do, because real people created it with the benefit of human insight. Retain it as a separate set. Then compare it with the results of big data processing for even richer insights. Two heads are better that one and that goes for data processing too.

Trends in CRM Big Data

Adding data via location-aware devices like smartphones and tablets is adding a new dimension to customer information. We now know where they were when they made the enquiry or punched in the information. Use this geo-location data to hone the way you interact with customers and service their accounts. Do not phone a customer who makes decisions at work when they are at home.

Does My Master Data Belong on a Cloud?

There are a number of ?ifs? to consider. How comfortable are you with your service provider. What would happen if someone hacked their server? There are many advantages to cloud technology. Denizon knows of solutions you can rely on, and makes sure its clients have contingency plans to protect them at all times.

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Why DevOps Matters: Things You Need to Know

DevOps creates an agile relationship between system development and operating departments, so the two collaborate in providing results that are technically effective, and work well for customers and users. This is an improvement over the traditional model where development delivers a complete design ? and then spends weeks and even months afterwards, fixing client side problems that should never have occurred.
Writing for Tech Radar Nigel Wilson explains why it is important to roll out innovation quickly to leverage advantage. This implies the need for a flexible organisation capable of thinking on its feet and forming matrix-based project teams to ensure that development is reliable and cost effective.
Skirmishes in Boardrooms
This cooperative approach runs counter to traditional silo thinking, where Operations does not understand Development, while Development treats the former as problem children. This is a natural outcome of team-centred psychology. It is also the reason why different functions pull up drawbridges at the entrance to their silos. This situation needs managing before it corrodes organization effectiveness. DevOps aims to cut through this spider web of conflict and produce faster results.

The Seeds of Collaboration

Social and personal relationships work best when the strengths of each party compensate the deficiencies of the other. In the case of development and operations, development lacks full understanding of the daily practicalities operating staff face. Conversely, operations lacks ? and should lack knowledge of the nuances of digital automation, for the very reason it is not their business.
DevOps straddles the gap between these silos by building bridges towards a co-operative way of thinking, in which matrix-teams work together to define a problem, translate it into needs and spec the system to resolve these. It is more a culture than a method. Behavioural change naturally leads to contiguous delivery and ongoing deployment. Needless to say only the very best need apply for the roles of client representative, functional tester and developer lead.

Is DevOps Worth the Pain of Change?

Breaking down silos encroaches on individual managers? turf. We should only automate to improve quality and save money. These savings often distil into organisational change. The matrix team may find itself in the middle of a catfight. Despite the pain associated with change resistance, DevOps more than pays its way in terms of benefits gained. We close by considering what these advantages are.

An Agile Matrix Structure ? Technical innovation is happening at a blistering rate. The IT industry can no longer afford to churn out inferior designs that take longer to fix than to create. We cannot afford to allow office politics to stand in the way of progress. Silos and team builds are custodians of routine and that does not sit well with development.

An Integrated Organization ? DevOps not only delivers operational systems faster through contiguous testing. It also creates an environment whereby cross-border teams work together towards achieving a shared objective. When development understands the challenges that operations faces ? and operations understands the technical limiters – a new perspective emerges of ?we are in this together?.

The Final Word ? With understanding of human dynamics pocketed, a DevOps project may be easier to commission than you first think. The traditional way of doing development – and the waterfall delivery at the end is akin to a two-phase production line, in which liaison is the weakest link and loss of quality inevitable.

DevOps avoids this risk by having parties work side-by-side. We need them both to produce the desired results. This is least until robotics takes over and there is no longer a human element in play.

Importance of Field Service Management Software for Mobile Working

Technology has been evolving at a fast pace. Changes are also happening simultaneously within different industries. Making a great difference in the business world right now is the trend of mobile working.

Thanks to platforms and tools, working while on the go is now easier and more streamlined. The field service industry also benefits from these technological advances.

Mobile technicians can now give excellent performance and do their job efficiently with no hands-on management needed.

Keep in mind that field service management is no joke. So, to achieve a smooth business and mobile worker management, you’ll need to invest in good mobile service management software.

But First, what is Mobile Working?

Mobile working is a method of working that is not tied to a single physical location.

It isn’t just about checking your emails on your phone or ringing your colleagues via Bluetooth while driving your car to the next appointment. It’s so much more intricate than that.

Effective mobile working means you’re mobilising your workers. Field technicians should have everything they need to complete their day to day work. You’re giving them their entire office in the form of a mobile device.

Mobile working, via a handheld device, allows field technicians to do the following:
● Access and input information about a work order
● Collaborate on projects
● Stay in touch with colleagues, clients and management
● Utilize effectively the different software features

Your field workers should have the support of a dynamic management tool that ensures they are sent to the job that utilises their skills effectively and efficiently.

That’s where a good field service management software shows its importance.

The Role of a Field Service Management Software

Your mobile workforce is scattered across various physical locations. You’ll need to connect with them and simultaneously manage your field service business.

Thanks to the increasing connectivity and improvement of technologies for this purpose, mobile workers can easily input and access any work order details via your chosen field service management software.

What Makes a Good Field Service Management Software?

There are 3 main points to consider when investing in a good mobile workforce management software:

1. It’s simple and familiar to use. Like we mentioned before, be sure to mobilise your field technicians – not the back-office system. Make sure your chosen app or software has a simple user interface so your workers can be on-the-go easily.

2. It works offline. Rural areas and highways can have poor connectivity. Sometimes agents will need to work in areas that have little to no network coverage or are deep down working in tunnels or around heavy machines and turbines. You don’t want your field technicians unable to complete work due to connectivity issues. Make sure to choose software that can function on their device while offline.

3. It’s flexible (and maintainable). Your field service management of choice should have real-time visibility. Flexible and improved visibility for a field worker means that they can do their best in any task. They can share or get critical information about orders and customers. This drastically improves job completion rates and customer satisfaction.

Importance of Field Service Management Software to Mobile Working

Utilize the technology that is available to you. Your mobile workforce should have the right tools so they can make sure to do their fieldwork efficiently without worrying about tedious administrative work. Any back-office task can be done quickly through a field service management software.

And that’s the most important role of a great mobile service management app — effective mobile worker efficiency.

Benefits of a Field Service Management Software to Mobile Working

● Additional revenue: By simplifying the administrative work, your field technician can even double the work order in their daily shift, meaning more profit for the business.

● Cost-cutting: The cloud-based nature of a field service management software means that your business can reduce the cost of on-site IT.
Your mobile workforce can operate from wherever they have an online connection, meaning less reliance on offices and building costs.

● Boosts overall efficiency: A mobile workforce management software allows you as a manager to monitor in real-time where they are and what they are doing. It means that problems can be identified and dealt with immediately.
Your field technician, in turn, becomes more efficient because the technology allows them a quicker response, instead of taking too long finishing administrative tasks.

Invest in a great field service management software. Check out FieldElite and see how they can help you with the following mobile working features:
• Accepts jobs in the field
• Automate appointment scheduling
• Manage scheduled jobs
• Get real-time visibility into all operations
• Have a clear and easy viewing of job locations
• Resolve field service calls faster
• Enable mobile workers to get the job done right
• Keep customers updated at every step
• Create quotations and accept payments
• Analyse efficient reports from field technicians

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