Customer Information and Database – Modules # 3

Understanding your customers helps you to sell them more of your products and services as well as support them better.

And it starts by understanding who are they? And what are their needs?, profiling them also makes it easier to find new ones. You can look for similar prospects, and sell to them in a similar way and retain your existing ones.

Step To CRM helps you with a full clear easy to understand and use set of documents and reports, in this module you will get:

1-      Detailed Data Cleansing Methodology – Total Data Quality Plan ( MS PowerPoint Presentation)

  1. i.      The Project Objective
  2. ii.      Data Cleansing for existing records
    1. The current scenario
    2. Process and workflow
  3. iii.      Data Housekeeping for new records
  4. iv.      Capturing Customers Information
    1. A detailed methodology
  5. v.      Data Quality Auditing

2-      Data Cleansing MIS – Report ( MS Excel Sheet)

  • Data Cleansing Progress
  • Distribution
  • Actioned Customer Information Records
  • Percentage of Active Customers
  • Customers Demographical Distribution
  • Customers by Age Group
  • Customers by Region

3-      Data Migration Strategy Template ( MS Word Document)

  1. INTRODUCTION
  2. MIGRATION METHODS
  3. 1.0 AUTO CONVERSION

1. 1 Data Source

1.2  Volume of Data

1.3 Nature of source

  1. 2.0 MANUAL CONVERSION

2.1  Data Integrity

2.2 Volume of data

  1. 3.0 TOOLS AVAILABLE

3.1  Oracle API’s / Open Interfaces

3.2  Front end loading tools

3.3 Migration tools

  1. 3. Manual
  2. DATA MIGRATION TASKS
  3. 1.0 DATA IDENTIFICATION
  4. 2.0 PRODUCTION CUTOVER
  5. 3.0 DATA COLLECTION AND LOADING
  6. MODULE WISE DATA MIGRATION LIST
  7. ORDER MANAGEMENT
  8. OPEN AND CLOSED ISSUES

4-      Customer Journey Map Sample “Automotive Case Study” ( MS Excel Sheet)

5-      Process Flow Case Studies ( Automotive and Real Estate CRM Processes Flow ) (HTML Format)

  1. Appointment generated through web or fax – Automotive
  2. Complaint generated through web fax – Automotive
  3. Leads generated through web fax – Automotive
  4. Appointment generated through Phone – Automotive
  5. Complaint generated through Phone – Automotive
  6. Leads generated through Phone – Automotive
  7. Complaint generated through web fax – Real-estate
  8. Leads generated through web fax – Real-estate
  9. Complaint generated through Phone – Real-estate
  10. Leads generated through Phone – Real-estate

6-      Process Flow Case Studies ( Automotive and Real Estate CRM Processes Flow ) (MS VISIO)

  1. Appointment generated through web or fax – Automotive
  2. Complaint generated through web fax – Automotive
  3. Leads generated through web fax – Automotive
  4. Appointment generated through Phone – Automotive
  5. Complaint generated through Phone – Automotive
  6. Leads generated through Phone – Automotive
  7. Complaint generated through web fax – Real-estate
  8. Leads generated through web fax – Real-estate
  9. Complaint generated through Phone – Real-estate
  10. Leads generated through Phone – Real-estate

Step To CRM Kit Full Contents:


CRM Definition  



CRM Implementation and Setup



Customer Information and Database



CRM Business Plan and Management


Customer Satisfaction

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