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  <title>The Lead</title>
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  <updated>2009-04-21T11:43:49.9737832+01:00</updated>
  <author>
    <name>CRM Technologies Ltd</name>
  </author>
  <subtitle>The CRM Technologies Newsletter</subtitle>
  <id>http://www.crmtechnologies.com/TheLead/</id>
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  <entry>
    <title>Marketing strategies to deliver outstanding ROI for Public &amp; Not for Profit Organisations</title>
    <link rel="alternate" type="text/html" href="http://www.crmtechnologies.com/TheLead/2009/04/17/MarketingStrategiesToDeliverOutstandingROIForPublicNotForProfitOrganisations.aspx" />
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    <published>2009-04-17T17:27:43.142+01:00</published>
    <updated>2009-04-21T11:43:49.9737832+01:00</updated>
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        <p>
          <b>Neolane,</b> the leading provider of cross-channel campaign management software
and <b>CRM Technologies,</b> the UK’s premier marketing operations agency, invites
you to a free-to-attend Breakfast Seminar on <b>Wednesday 6<sup>th</sup> May 2009
from 8:30am to 10:10am at One Aldwych, London WC2B 4RH.</b></p>
        <p>
For more information and to register <a href="http://www.neolane.com/uk/pressrelease-20090506-marketing-strategies-to-deliver-outstanding-roi-for-public-and-not-for-profit-organisations-crm.htm">Click
here</a></p>
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  </entry>
  <entry>
    <title>Marketing Operations - The Missing Link In Your Marketing Department?</title>
    <link rel="alternate" type="text/html" href="http://www.crmtechnologies.com/TheLead/2009/03/15/MarketingOperationsTheMissingLinkInYourMarketingDepartment.aspx" />
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    <published>2009-03-15T16:14:34.64+00:00</published>
    <updated>2009-03-31T16:14:34.6406552+01:00</updated>
    <content type="xhtml">
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        <p>
          <b>Marketing is no longer just a ‘job’ – it has become an ‘operation’ involving a
range of creative, administrative, scientific, analytic and technological skills with
the potential to stretch the abilities of even the most experienced or highly-qualified
marketing professionals. </b>
        </p>
        <p>
Today, you need to be able to juggle campaign activity with gathering customer data
and delivering high quality, qualified leads to your sales team, while reporting to
an increasingly-savvy board of directors, who all want to be convinced that their
money is being well spent. 
<br /><br />
What you need is an expert capable of bringing all of these technological, analytical
and database skills together in a solution which recognises your need to practically
integrate and synchronise all of your marketing systems and processes – someone like
CRM Technologies. As a pioneer of the ‘marketing operations’ concept – with the hands-on
experience to appreciate your marketing challenges and the in-depth knowledge to provide
a solution - there is none better placed to help you. 
<br /><br />
Marketing Operations can deliver the entire automated customer lifecycle model to
your overstretched marketing team, in a way which enables individuals to gain a clear
oversight of the whole process, from data gathering and relationship acquisition,
through the sales process and on to customer retention and development – in other
words, the so-called ‘single customer view’ from first contact through to repeat buyer.<br /><br />
The notion of a ‘single customer view’ is not new in itself – but achieving it almost
certainly is. The business world is littered with the remains of those marketing departments
that have tried to achieve this ‘single view’ without being in possession of the necessary
understanding and skills to make it work in practice. Anyone who has attempted to
combine disciplines like database management, email marketing, event marketing and
relationship management into a single, fully-synchronised ‘closed loop’ marketing
system will fully appreciate the problems to be overcome! 
<br /><br />
Marketing operations can effectively offer the ‘glue’ which has been lacking until
now. By focusing on providing the technical services, solutions and knowledge required
by today’s marketing departments, operations specialists can allow the marketing department
to focus on strategic and tactical innovation, without becoming bogged down by operational,
technology and data challenges. 
<br /><br />
Marketing Operations can cover a wide range of specialist services for marketers,
from data cleansing, enhancement and analysis, marketing database design, development
and management through to fully-managed web based automated marketing systems. The
skill is in the application of working practices, resources and technology to address
the needs of the marketing department and other departments that rely on it. Without
it, departments that truly wish to achieve the goal of a fully-synchronised, single
view approach will either spend a fortune on ‘not quite achieving it’ or worse, will
put the integrity of the entire department and its systems at risk.<br /><br />
Technology has taken over the marketing process in a way that few could have possibly
imagined even just 10 years ago. CRM Technologies’ Marketing Operations expertise
offers a real opportunity for marketing departments of any size, all over the UK,
to achieve the kind of technology-based, fully integrated marketing process that business
has always wanted. 
<br /><br />
It also means that marketing technology no longer needs to rely on the IT department
for its upkeep, while marketers can go back to marketing again, safe in the knowledge
that you now have the systems and data specialists available to keep both the sales
team and the board happy! 
<br /><br />
About CRM Technologies<br />
Founded in 1999, CRM is the first of a new breed of specialist marketing operations
agencies to deliver a range of services and solutions to provide operational support
for marketing departments. CRM provide access to operational best practices, technical
expertise and administrative resource, enabling marketers to focus on strategic, creative
and tactical innovation. 
<br /><br />
CRM provides a number of on-demand services for the busy marketing department from
data cleaning and analysis through to emarketing and reporting. CRM also host and
manage marketing databases, web applications, campaign landing pages and reporting
portals - allowing sophisticated solutions to be deployed, with no IT overhead from
the client. 
<br /><br />
CRM provides its solutions and services for micro-cap to large-cap size companies,
operating primarily in the Hi-Technology and Services sectors. Clients include; Sun
Microsystems, McAfee and Netstore Benendon Health, Gartner , Manhattan Associates
and Micro Focus. 
</p>
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  </entry>
  <entry>
    <title>CRM TECHNOLOGIES DATA EXPERTISE ASSISTS MICRO FOCUS ACQUISITION </title>
    <link rel="alternate" type="text/html" href="http://www.crmtechnologies.com/TheLead/2009/02/23/CRMTECHNOLOGIESDATAEXPERTISEASSISTSMICROFOCUSACQUISITION.aspx" />
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    <published>2009-02-23T16:16:35.201+00:00</published>
    <updated>2009-03-31T16:16:35.201612+01:00</updated>
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        <p>
          <b>Sales and Marketing operations specialist integrates business databases following
acquisition</b>
        </p>
        <p>
Sales and Marketing operations specialist CRM Technologies has played a significant
role in enabling UK-based global software business Micro Focus plc to seamlessly integrate
the business data of its latest acquisition into its own business information system. 
<br /><br />
Micro Focus bought web business applications company Netmanage in June 2008, with
an objective to fully integrate Netmanage’s sales, marketing and customer information
systems by September 2008. Drawing on its extensive data expertise, CRM successfully
matched, cleaned and de-duplicated over 300,000 data records and 600,000 individual
contact files across Netmanage’s core sales and marketing systems, enabling Micro
Focus to integrate the required records from the remaining data into their Pivotal
database. 
<br /><br />
Netmanage had run separate, non-synchronised databases for its sales, licencing and
customer support functions, with no effective integration between the three. Consequently,
Micro Focus faced a significant challenge in achieving its deadline for systems ‘switchover’
following the acquisition.<br /><br />
“We had worked with CRM Technologies before and we were confident of their credentials
in the data quality and analytics field,” commented Micro Focus Worldwide Business
Systems Manager, Danial Clarke. “With that in mind, we felt they were the obvious
choice in helping us to ensure that we could achieve our systems switchover with quality,
robust data which fully integrated with our systems at Micro Focus,” he added.<br /><br />
CRM Technologies mapped all of Netmanage’s business data against a series of agreed
‘core’ criteria – ensuring a minimum of data duplication between the systems - before
delivering a final mapping file which provided integrated and de-duped data from Netmanage’s
three databases as an overlay onto Micro Focus’ Pivotal database.<br /><br />
“Exercises like this underline how critical it can be to incorporate operational data
from an acquired business in a way which lets both businesses operate effectively
and seamlessly from day one,” commented CRM Technologies director Andrew Freeman.
“Data quality is a key consideration for any sales and marketing team, but when you
are combining the data from a number of disparate systems into a single business application,
it becomes absolutely crucial.”<br /><br /><br />
About Micro Focus<br />
Micro Focus, a member of the FTSE 250, provides innovative software that allows companies
to dramatically improve the business value of their enterprise applications. Micro
Focus Enterprise Application Modernization and Management software enables customers’
business applications to respond rapidly to market changes and embrace modern architectures
with reduced cost and risk. For additional information please visit <a class="main" href="http://www.microfocus.com/" target="_blank">www.microfocus.com</a><br /><br />
About CRM Technologies<br />
Founded in 1999, CRM is the first of a new breed of specialist marketing operations
agencies to deliver a range of services and solutions to provide operational support
for marketing departments. CRM provide access to operational best practices, technical
expertise and administrative resource, enabling marketers to focus on strategic, creative
and tactical innovation. 
<br /><br />
CRM provides a number of on-demand services for the busy marketing department from
data cleaning and analysis through to emarketing and reporting. CRM also host and
manage marketing databases, web applications, campaign landing pages and reporting
portals - allowing sophisticated solutions to be deployed, with no IT overhead from
the client. 
<br /><br />
CRM provides its solutions and services for micro-cap to large-cap size companies,
operating primarily in the Hi-Technology and Services sectors. Clients include; Sun
Microsystems, McAfee and Netstore Benendon Health, Gartner , Manhattan Associates
and Micro Focus. 
<br /><a class="main" href="http://www.crmtechnologies.com/" target="_blank">www.crmtechnologies.com</a></p>
        <img width="0" height="0" src="http://www.crmtechnologies.com/TheLead/aggbug.ashx?id=f0904ef0-fbd6-477b-a0dd-982d5156148c" />
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    </content>
  </entry>
  <entry>
    <title>CRM TECHNOLOGIES BRINGS SALESFORCE.COM FUNCTIONALITY TO MICRO FOCUS</title>
    <link rel="alternate" type="text/html" href="http://www.crmtechnologies.com/TheLead/2009/01/30/CRMTECHNOLOGIESBRINGSSALESFORCECOMFUNCTIONALITYTOMICROFOCUS.aspx" />
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    <published>2009-01-30T16:17:34.232+00:00</published>
    <updated>2009-03-31T16:17:34.2321064+01:00</updated>
    <content type="xhtml">
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        <p>
          <b>Sales and Marketing operations specialist integrates salesforce.com with enterprise-wide
business application</b>
        </p>
        <p>
Sales and Marketing operations specialist CRM Technologies has implemented salesforce.com
for UK-based global software business Micro Focus plc, in a way which enables the
company to significantly increase the capability of its sales activities, while retaining
and integrating all of its ‘legacy’ sales, marketing and lead data. 
<br /><br />
CRM Technologies developed a bespoke integration of salesforce.com, which will provide
Micro Focus’ sales teams with company, contact and opportunity management facilities,
while synchronising seamlessly with the company’s established enterprise back-end
business applications.<br /><br />
Micro Focus’ sales &amp; marketing business applications are based around a central
database application and the need for the company’s sales function to develop a more
comprehensive approach to lead management, tracking and development led Micro Focus
to adopt the popular salesforce.com platform, but in a way which retained its legacy
data. 
<br /><br />
“All of our sales and marketing operational data resides on our chosen relationship
management platform and we wanted to incorporate significantly higher levels of flexibility
and functionality for our sales teams, but in a way which did not mean losing our
existing data or systems,” commented Micro Focus’ Worldwide Business Systems Manager,
Danial Clarke. “CRM Technologies has provided us with an ideal solution by integrating
a state-of-art sales management tool with our familiar and established back-end systems
in a way which improves our business processes and enables us to develop, track and
exploit a wider range of sales opportunities,” he added.<br /><br />
As a salesforce.com consultancy and application exchange partner, CRM Technologies
can offer bespoke application development services for existing customers of salesforce.com,
while offering new salesforce.com users the opportunity to deploy completely customised
applications which perfectly match their business needs.<br /><br />
Saleforce.com is one of the pioneers of ‘software as a service’ (SaaS) and its templated,
‘on-demand’ marketing applications delivered over the internet have historically been
highly popular with small to medium sized businesses who do not wish to make long
term, expensive licensing commitments to major marketing software vendors. 
<br /><br />
“We are delighted to have been able to deliver to Micro Focus a solution which has
provided them with exactly what they wanted from both their existing and new applications,”
commented CRM Technologies Director Andrew Freeman. “Historically, applications like
saleforce.com have proved popular with small to medium-sized businesses, but this
underlines the fact that not only is the package well-suited to global businesses,
it is also possible to integrate the solution with existing business systems, without
the need for a wholesale overhaul of legacy business data,” he said.<br /><br />
Salesforce.com is accessed securely over the Internet, enabling businesses to work
from any location — home, office, or the road. According to Salesforce.com, software
as a service offers data security, upgrades and round-the-clock support, with nothing
to install and no costly setup fees - leaving staff with more time to concentrate
on core business activities.<br /><br />
“CRM already has a strong history of delivering hosted and custom-built marketing
applications including hosted databases, campaign landing pages and management portals,”
added Freeman. “We are confident that the further innovations we will be able to offer
through the salesforce model will significantly add to our ability to provide genuine,
real-world value to our customers’ marketing activities.”<br /><br />
About Micro Focus<br />
Micro Focus, a member of the FTSE 250, provides innovative software that allows companies
to dramatically improve the business value of their enterprise applications. Micro
Focus Enterprise Application Modernization and Management software enables customers’
business applications to respond rapidly to market changes and embrace modern architectures
with reduced cost and risk. For additional information please visit <a class="main" href="http://www.microfocus.com/" target="_blank">www.microfocus.com</a><br /><br />
About CRM Technologies<br />
Founded in 1999, CRM is the first of a new breed of specialist marketing operations
agencies to deliver a range of services and solutions to provide operational support
for marketing departments. CRM provide access to operational best practices, technical
expertise and administrative resource, enabling marketers to focus on strategic, creative
and tactical innovation. 
<br /><br />
CRM provides a number of on-demand services for the busy marketing department from
data cleaning and analysis through to emarketing and reporting. CRM also host and
manage marketing databases, web applications, campaign landing pages and reporting
portals - allowing sophisticated solutions to be deployed, with no IT overhead from
the client. 
<br /><br />
CRM provides its solutions and services for micro-cap to large-cap size companies,
operating primarily in the Hi-Technology and Services sectors. Clients include; Sun
Microsystems, McAfee and Netstore, Benenden Health, Gartner , Manhattan Associates,
Micro Focus. <a class="main" href="http://www.crmtechnologies.com/" target="_blank">www.crmtechnologies.com</a><br /></p>
        <img width="0" height="0" src="http://www.crmtechnologies.com/TheLead/aggbug.ashx?id=1edee158-7498-4f10-9798-fdf41cfa1daf" />
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    </content>
  </entry>
  <entry>
    <title>HINT AND TIPS FOR RECESSION MARKETING </title>
    <link rel="alternate" type="text/html" href="http://www.crmtechnologies.com/TheLead/2009/01/12/HINTANDTIPSFORRECESSIONMARKETING.aspx" />
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    <published>2009-01-12T16:18:35.809+00:00</published>
    <updated>2009-03-31T16:18:35.8094432+01:00</updated>
    <content type="xhtml">
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        <p>
          <b>In this economic downturn, marketers will need to focus their efforts on existing
customers for maximum return, explains Andrew Freeman at CRM Technologies</b>
        </p>
        <p>
The gloomy economy now means that businesses will have to achieve more sales, with
less marketing budget. But with so many options within the marketing mix, where should
you start to prioritise those activities? The key objective should be to focus on
marketing activities geared to retaining and maintaining existing customers. This
is because marketing to repeat customers is the most cost-effective route for business
survival and continued success.<br />
So how do you respond to this shift? Well, it’s all about understanding your relationship
with your customers at each stage of the sales lifecycle. To target existing customers,
you should only need to examine those at the later stages of the lifecycle, examples
of this could be: 
<br /><br />
• Profiled prospects - contacts that have had one or more leads associated with them 
<br /><br />
• Customers - contacts that have purchased your product or service 
<br /><br />
• Repeat customers - contacts who have repeatedly purchased your product or service 
<br /><br />
Once you have a customer you obviously want to sell them more and develop them. This
could be achieved by cross-selling or up-selling to them. After they have been developed
to their fullest, you then want to retain them – so they come back! This may seem
easy in practice, but how do you discover who they all are and what they want? 
<br /><br />
Fortunately, help is at hand, as a growing number of customers conduct both their
purchasing research and sales on the Web. This means that you can easily gain a strong
understanding of their digital behaviour. Armed with this customer knowledge, you
can begin to see what is taking place in the buying process. This means that tools
such as online tracking and analytics packages can provide low-cost competitive intelligence
to really understand and serve customer buying habits. 
<br /><br />
The key to examining your customer’s digital behaviour is comprised of analysing their
website visits, information downloads, keyword searches and email responses. In many
ways an online buyer’s behaviour provides the most accurate picture of interest and
intent. By analysing the frequency and click stream data of Web site visits, you can
focus on the buyer’s concerns and motivation. 
<br /><br />
There is sales &amp; marketing process that can support this - the idea is to develop
a closed loop between your marketing and sales efforts. This allows you to keep track
of the different stages of a customer and adapt your marketing messages appropriately.
By aligning your marketing and sales teams around information and intelligence, you
will possess the most important tools to drive successful sales.<br /><br />
Unfortunately, simply switching on a business intelligence tool is not enough. A holistic
approach is needed with significant process changes required within both your marketing
and sales teams. This could include:<br /><br />
• Developing marketing channels on a single marketing platform to build comprehensive
customer profiles<br /><br />
• Sharing customer intelligence with sales and other business stakeholders by integrating
the marketing system of record with Customer Relationship Management or Sales Force
Automation systems<br /><br />
• Evaluating customer behaviour using advanced sales lead scoring systems 
<br /><br />
• Speeding up the sales process with real time sales alerts and notifications of prospect
Web activity and marketing responses.<br /><br />
• Driving customers back to the website with personalised nurturing campaigns.<br /><br />
So once these processes are set up, how do you know if things are working? Apart from
revenue going up, here are some other ideas for metrics and measures for the latter
stages of the customer lifecycle, highlighted earlier:<br /><br />
Develop<br /><br />
• How many customers buy a single product/service from you versus multiple products/services<br /><br />
• Increase in actual and forecast revenue from existing customer base<br /><br />
• What is in each stage of sales pipeline for existing customers<br /><br />
• New business wins from existing customers<br /><br />
Retain<br />
• Customer churn rate<br /><br />
• Customer satisfaction levels<br /><br />
• Share of Wallet<br /><br />
There is a big opportunity for forward-thinking companies to strategically use tools
and processes to track the behaviour of their customer’s prospects and making that
information available to their sales teams. By focusing on existing customers and
their buying behaviour means that you can achieve more business for less budget –
which is the perfect solution in a recession. 
<br /></p>
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  </entry>
  <entry>
    <title>CRM PARTNERS WITH ELOQUA DEMAND GENERATION TECHNOLOGY</title>
    <link rel="alternate" type="text/html" href="http://www.crmtechnologies.com/TheLead/2008/10/22/CRMPARTNERSWITHELOQUADEMANDGENERATIONTECHNOLOGY.aspx" />
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    <published>2008-10-22T16:19:33.168+01:00</published>
    <updated>2009-03-31T16:19:33.168084+01:00</updated>
    <content type="xhtml">
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        <p>
          <b>CRM Technologies partners with Eloqua to offer end-to-end marketing automation
tools and best practices to business professionals</b>
        </p>
        <p>
          <br />
Marketing operations specialist CRM Technologies today announced that it has partnered
with Eloqua, the category-defining marketing automation leader, to provide leading
edge demand generation technology to its fast-expanding marketing applications and
professional services portfolio. Founded in 1999, Eloqua is the global market leader
for demand generation applications and best practice expertise for business marketers.<br /><br />
CRM Technologies’ partnership with Eloqua means that the company can now offer marketing
departments and new business teams a highly specialist combination of market-leading
demand-creation technology combined with an innovative portfolio of technology and
integration services designed to offer complete demand generation and sales force
automation systems which can be delivered via the SaaS (software as a service) model. 
<br /><br />
“We are delighted to have been approved as an Eloqua partner,” commented CRM Technologies
Director Andrew Freeman. “Eloqua’s leading position in the demand generation space
sits perfectly with our ability to seamlessly integrate its solutions into a fully-comprehensive,
end-to-end marketing operations solution for businesses of any size and any geographic
or sector focus,” he said.<br />
Eloqua’s Vice President of EMEA Sales, Bijan Bedroud, “Eloqua is in the enviable position
of leading a fast-growing and exciting market where companies can significantly elevate
their marketing effectiveness. We look forward to working with the team at CRM Technologies,
to growing our business together and to making our customers the best marketers in
the world.”<br />
According to the company, Eloqua’s products and services turn customer acquisition
into a measurable and repeatable automated process, by putting the most powerful automated
demand generation solutions into the hands of sophisticated business marketers. 
<br />
Eloqua’s products are aimed at those businesses who are no longer satisfied with putting
up a website, sending out emails and crossing their fingers. Eloqua allows you to
increase response rates, let salespeople know when prospects are ready to buy and
convert more of them into profitable customers. The company’s applications also allow
better integration all of online and offline marketing programs, while using the web
to inform prospects, qualify leads and accelerate the sales process. 
<br /><br />
“CRM already has a strong history of delivering hosted and custom-built marketing
applications including hosted databases, campaign landing pages and management portals,”
added Freeman. “We are confident that the further innovations we will be able to offer
through our partnership with Eloqua will significantly complement our existing partnerships
with other innovative vendors like salesforce.com, adding to our ability to provide
genuine, real-world value to our customers’ marketing activities.”<br /><br />
About CRM<br />
Founded in 1999, CRM is the first of a new breed of specialist marketing operations
agencies to deliver a range of services and solutions to provide operational support
for marketing departments. CRM provide access to operational best practices, technical
expertise and administrative resource, enabling marketers to focus on strategic, creative
and tactical innovation. 
<br /><br />
CRM provides a number of on demand services for the busy marketing department from
data cleaning and analysis through to emarketing and reporting. CRM also host and
manage marketing databases, web applications, campaign landing pages and reporting
portals - allowing sophisticated solutions to be deployed, with no IT investment from
the client. 
<br /><br />
CRM provides its solutions and services for micro-cap to large-cap size companies,
operating primarily in the Hi-Technology and Services sectors. Clients include; Sun
Microsystems, McAfee, Netstore, Gartner, Beneden Health and Manhattan Associates. <a class="main" href="http://www.crmtechnologies.com/" target="_blank">www.crmtechnologies.com</a><br /><br />
About Eloqua<br />
Eloqua is the category-defining marketing automation leader and provider of best practices
expertise for marketers around the world. The company’s mission is to make its customers
the best marketers on earth. Thousands of customers from leading companies such as
American Express, AON, Apple, Cognos, Dow Jones, Fidelity, Seagate and Sybase rely
on the power of Eloqua to execute, automate and measure programs that generate revenue.
Eloqua helps companies read and decode their buyers’ Digital Body Language™, thereby
improving the quality and quantity of sales leads, increasing marketing effectiveness,
and accelerating the selling process. Eloqua is headquartered in Vienna, Virginia,
with offices in Toronto, London, Singapore and throughout North America. For more
information, please call 866-327-8764 or email <a class="main" href="mailto:demand@eloqua.com" target="_blank">demand@eloqua.com</a>.<br /></p>
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  </entry>
  <entry>
    <title>DATA MIGRATION. IT’S NOT WHAT YOU DO – IT’S THE WAY THAT YOU DO IT… </title>
    <link rel="alternate" type="text/html" href="http://www.crmtechnologies.com/TheLead/2008/10/20/DATAMIGRATIONITSNOTWHATYOUDOITSTHEWAYTHATYOUDOIT.aspx" />
    <id>http://www.crmtechnologies.com/TheLead/PermaLink,guid,79e9d762-9140-4564-9080-c88dfa1ed69f.aspx</id>
    <published>2008-10-20T16:21:04.76+01:00</published>
    <updated>2009-03-31T16:21:04.7606616+01:00</updated>
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        <p>
          <b>Andrew Freeman, Director of marketing operations specialists CRM Technologies argues
that the challenge of migrating business data is too easily overlooked in the business
acquisition process.</b>
        </p>
        <p>
So, you’ve been on the acquisition trail, you’ve pinpointed a business which offers
an ideal strategic fit with your own, their board has accepted your offer, the deal
is done and you can now look forward to a seamless integration process which fully
synchronises that business and its operational systems with your own – thereby creating
a business superpower capable of conquering all in its path, right? Well no, not exactly... 
<br /><br />
No matter how apparently ‘perfect’ the fit is between seller and buyer, unless that
‘fit’ can be translated into practical and successful integration, then both businesses
might just as well remain single. Data migration, in particular, is the often overlooked
and usually underestimated hurdle which many acquisitive businesses ignore at their
peril. But, if approached and handled correctly, a properly-handled migration can
provide the catalyst for many years of mutually-beneficial and successful partnership.<br /><br />
Businesses are bought for many reasons, but most are bought because they offer the
buyer something they don’t already have – whether it be market share, new technologies
or access to new markets and new customers. Either way, the buyer is going to want
access to the seller’s business information pretty quickly – not least so it can be
migrated and integrated to give both businesses access to the economies of scale on
offer.<br /><br />
Usually, the first target of any data migration or integration requirement is the
bringing together of sales, marketing and customer information systems as quickly
as possible. On the rare occasions that both businesses are using the same business
applications, on the same platforms and with the same synchronisation techniques,
then such migration is rarely a major issue. In the real world, however, not only
may the businesses use different applications, they may actually use separate systems
for sales, marketing and customer data – with no means of synchronisation between
any of them! This is clearly where expertise and experience in data migration can
mean the difference between success and failure.<br /><br />
As a case in point, in June 2008, global application modernisation business Micro
Focus acquired web application business Netmanage, aiming to fully integrate the systems
of the two companies within three months. Further analysis of Netmanage’s business
data showed that it comprised in the order of 300,000 data records and 600,000 individual
contact files across the company’s core sales and marketing systems – all of which
had to be reconciled with Micro Focus’ own data before transfer, to avoid duplication
and subsequent confusion. 
<br /><br />
In situations like these, where you have two businesses operating in a fundamentally
similar marketplace, it is almost inevitable that the sales teams of both businesses
are going to be targeting the same types of companies – and possibly the same individuals
within those companies! In that sense, the need for thorough reconciliation between
the business data of both buyer and seller should require no further explanation. 
<br /><br />
It is essential that sample data from all relevant data platforms is analysed in the
first instance – and as early as possible within the acquisition process - in order
to give some idea of the level of ‘overlap’ present in the two data sets. From this
it will be possible to properly assess the level of task required to fully integrate
the data from both businesses – as well as an estimate of the likely time required. 
<br /><br />
It is also essential at this stage to agree on what is regarded as ‘core’ or strategic
data. In other words, it is probably not essential at this stage to begin mapping
what percentage of contacts have a liking for rugby, hang gliding or real ale – just
the name, position and contact information should be enough to enable business to
continue. Once you have your data is fully migrated and integrated it will be significantly
easier to overlay additional layers of detail at that time.<br /><br />
Eventually, all of Netmanage’s business data was compared and mapped against a series
of previously agreed ‘core’ criteria – reducing what was initially a 90% data overlap
with Micro Focus’ systems down to just 5% - before arriving at a final mapping file
which provided integrated and de-duped data from Netmanage’s three databases as an
overlay onto Micro Focus’ relationship management database.<br /><br />
Exercises like these underline how critical it can be to incorporate operational data
from an acquired business in a way which lets both businesses operate effectively
and seamlessly from day one. The number of badly targeted mailings, the number of
inappropriate sales calls and the volume of irrelevant email serves to underline the
fact that data quality is a key consideration for any sales and marketing team. But
when you are combining the data from a number of disparate systems into a single business
application, it is not just ‘important’ - it becomes absolutely crucial and getting
it wrong can have a huge impact.<br /><br />
So, before you embark on that major data integration exercise with your new acquisition,
it might just be worth taking some time out to assess the quality of the data you
will be working with – and how much of it already resembles your own business information.
The earlier you can do this within the acquisition process, the better – and the earlier
you recognise that you may need some expert help in matching, cleaning and de-duplicating
what may be a significant volume of data, the more likely you are to achieve a successful
integration within the time you have been given.<br /><br />
The current business climate has seen many of the UK’s (and indeed many of the world’s)
financial institutions merging – either through choice or necessity. The need for
effective and reliable data migration should be high on the list of any business systems
professional currently faced with such a task. That task may be critical for a number
of reasons, but if you get it wrong now, you may not have another chance to put it
right.<br /><br />
About CRM Technologies<br />
Founded in 1999, CRM is the first of a new breed of specialist marketing operations
agencies to deliver a range of services and solutions to provide operational support
for marketing departments. CRM provide access to operational best practices, technical
expertise and administrative resource, enabling marketers to focus on strategic, creative
and tactical innovation. 
<br /><br />
CRM provides a number of on-demand services for the busy marketing department from
data cleaning and analysis through to emarketing and reporting. CRM also host and
manage marketing databases, web applications, campaign landing pages and reporting
portals - allowing sophisticated solutions to be deployed, with no IT overhead from
the client. 
<br /><br />
CRM provides its solutions and services for micro-cap to large-cap size companies,
operating primarily in the Hi-Technology and Services sectors. Clients include; Sun
Microsystems, McAfee and Netstore Benendon Health, Gartner , Manhattan Associates
and Micro Focus. 
<br /><a class="main" href="http://www.crmtechnologies.com/" target="_blank">www.crmtechnologies.com</a><br /></p>
        <img width="0" height="0" src="http://www.crmtechnologies.com/TheLead/aggbug.ashx?id=79e9d762-9140-4564-9080-c88dfa1ed69f" />
      </div>
    </content>
  </entry>
  <entry>
    <title>Garbage In – Garbage Out</title>
    <link rel="alternate" type="text/html" href="http://www.crmtechnologies.com/TheLead/2008/03/10/GarbageInGarbageOut.aspx" />
    <id>http://www.crmtechnologies.com/TheLead/PermaLink,guid,2a5ac78e-7a79-4afa-88e7-b25aa186dc53.aspx</id>
    <published>2008-03-10T17:28:18.793+00:00</published>
    <updated>2008-03-20T13:56:49.6929428+00:00</updated>
    <category term="March 2008" label="March 2008" scheme="http://www.crmtechnologies.com/TheLead/CategoryView,category,March%2B2008.aspx" />
    <content type="xhtml">
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        <p class="MsoNormal" style="MARGIN: 0cm 0cm 10pt">
          <span lang="EN-GB">
            <font face="Calibri" color="#000000" size="3">One of the most common
jobs performed by our data team is address standardisation.<span style="mso-spacerun: yes">  </span>We
see many different lists of company and contact data from a plethora of sources and
almost always address data needs reviewing and correcting.<span style="mso-spacerun: yes">  </span>It
can be simple stuff like postcodes in the wrong columns or multiple address lines
in one column or missing or misspelt data – we have seen it all!</font>
          </span>
        </p>
        <p class="MsoNormal" style="MARGIN: 0cm 0cm 10pt">
          <span lang="EN-GB">
            <font face="Calibri" color="#000000" size="3">Not only can incorrect
addresses lead to mail returns but they can also make de-duping data more difficult.<span style="mso-spacerun: yes">  </span>Incorrect
or malformed addresses are also obvious to users of the data and can lead to a mistrust
within the business, of its accuracy.<span style="mso-spacerun: yes">  </span>One
of the key sources for incorrect data are self-service web forms including campaign
landing pads, contact us pages, registration pages etc.</font>
          </span>
        </p>
        <p class="MsoNormal" style="MARGIN: 0cm 0cm 10pt">
          <span lang="EN-GB">
            <font face="Calibri" color="#000000" size="3">We have always been
able to bulk verify addresses against the appropriate countries postal files (PAF
in the UK) but many customers have asked us about technology that can verify and standardise
address when they are captured on the web.</font>
          </span>
        </p>
        <p class="MsoNormal" style="MARGIN: 0cm 0cm 10pt">
          <span lang="EN-GB">
            <font face="Calibri" color="#000000" size="3">We are pleased to
announce that we have partnered with <a href="/postcodeanywhere">PostCodeAnywhere</a>.<span style="mso-spacerun: yes">  </span>This
is a web service that allows automatic address entry and verification to be performed
on your own capture forms, landing pads and registration pages on your web site.<span style="mso-spacerun: yes">  </span>Building
the functionality into your forms is simplicity itself and the service is charged
on a pay-per-click basis. See the link on our website for further information, to
see demos or to sign up for the service. We can also help you to integrate the functionality
on your own web pages. </font>
          </span>
        </p>
        <p class="MsoNormal" style="MARGIN: 0cm 0cm 10pt">
          <span lang="EN-GB">
            <font face="Calibri" color="#000000" size="3">As well as automatic
UK or international address entry and verification we can provide geographic coding,
bank detail verification, route planning and consumer profiling, all in real-time
at point of entry. Please call us to discuss any requirements you may have.</font>
          </span>
        </p>
        <p>
        </p>
        <img width="0" height="0" src="http://www.crmtechnologies.com/TheLead/aggbug.ashx?id=2a5ac78e-7a79-4afa-88e7-b25aa186dc53" />
      </div>
    </content>
  </entry>
  <entry>
    <title>Salesforce.Com Partnership</title>
    <link rel="alternate" type="text/html" href="http://www.crmtechnologies.com/TheLead/2008/03/06/SalesforceComPartnership.aspx" />
    <id>http://www.crmtechnologies.com/TheLead/PermaLink,guid,798d656a-a40c-4296-8df9-59c984271d2f.aspx</id>
    <published>2008-03-06T17:44:20.311+00:00</published>
    <updated>2008-03-10T13:31:11.2122364+00:00</updated>
    <category term="March 2008" label="March 2008" scheme="http://www.crmtechnologies.com/TheLead/CategoryView,category,March%2B2008.aspx" />
    <content type="xhtml">
      <div xmlns="http://www.w3.org/1999/xhtml">
        <p>
We have been following the success of Salesforce.com over the last few years and have
championed their efforts to provide a flexible development platform to allow highly
customised solutions that can rival the biggest and most complex CRM systems. 
We have worked on Salesforce.com projects with a number of clients and have now cemented
the relationship by becoming a consulting and AppXChange partner.
</p>
        <p>
This will allow us to build customer solutions on a flexible, reliable and on-demand
platform giving our customers a low-risk and low cost alternative to bespoke systems.
See the full press release here.  In the meantime, if you are an existing or
prospective Saleforce.com user we would love to hear from you.<br /></p>
        <img width="0" height="0" src="http://www.crmtechnologies.com/TheLead/aggbug.ashx?id=798d656a-a40c-4296-8df9-59c984271d2f" />
      </div>
    </content>
  </entry>
  <entry>
    <title>Single Customer View – A Pragmatists Approach</title>
    <link rel="alternate" type="text/html" href="http://www.crmtechnologies.com/TheLead/2008/03/06/SingleCustomerViewAPragmatistsApproach.aspx" />
    <id>http://www.crmtechnologies.com/TheLead/PermaLink,guid,d44599fe-8f2f-4dac-a3fc-1a637dae30ab.aspx</id>
    <published>2008-03-06T17:41:24.2655925+00:00</published>
    <updated>2008-03-06T17:41:24.2655925+00:00</updated>
    <category term="March 2008" label="March 2008" scheme="http://www.crmtechnologies.com/TheLead/CategoryView,category,March%2B2008.aspx" />
    <content type="xhtml">
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        <p>
A common challenge seems to be emerging for marketing and sales operations personnel
in 2008.  That is the ongoing requirement for a “Single Customer View”. 
Most business recognise the potential for cross-selling and up-selling their offerings
to their customer base but do not have the data at their fingertips to execute such
initiatives.
</p>
        <p>
The CRM promise of a 360 degree view of your customer never really materialised and
businesses continue to have at least two or three sources of customer data. 
Their CRM system provides customer contact, interest and sales lead information, their
ERP system contains the line items of every customer purchase and their support system
contains information of warranty, support contracts and installed base. All useful
elements of customer data if you want to target your customer for up-sell and cross-sell
campaigns.<br />
Just like the hype that surrounded Customer Relationship Management at the beginning
of the decade we are starting to see similar claims for emerging enterprise scale
software that promises to link all these systems together transparently, to provide
a single customer view.  Of course this all comes at a price!
</p>
        <p>
Our answer to this is to apply a pragmatic data-centric approach.  Rather than
trying to tie these systems together using technology our approach is to take feeds
from each source and combine into a single Master Reference database.  Whilst
this approach is not real-time it can be performed monthly or even weekly which is
usually sufficient for the marketer who is executing campaigns to a timetable anyway.
With the clever use of mapping algorithms the refresh process can be made quick, efficient
and cost effective and can even encompass third party data sources to clean and enhance
the data further. 
</p>
        <p>
This Master database can then be used by the marketing department to segment and target
their customer base in ways that were just not possible whilst the data remained separated
in the source systems. 
</p>
        <p>
We have recent cases whereby the insight gained by the business by combining and analysing
their customer data completely changed their tactical approach to customer communication. 
Just think what it could do to your business?<br />
 <br /></p>
        <img width="0" height="0" src="http://www.crmtechnologies.com/TheLead/aggbug.ashx?id=d44599fe-8f2f-4dac-a3fc-1a637dae30ab" />
      </div>
    </content>
  </entry>
  <entry>
    <title>The Lost Art of Lead Management</title>
    <link rel="alternate" type="text/html" href="http://www.crmtechnologies.com/TheLead/2008/03/06/TheLostArtOfLeadManagement.aspx" />
    <id>http://www.crmtechnologies.com/TheLead/PermaLink,guid,c32fe7ab-d45a-440f-a020-17b5f41a5c52.aspx</id>
    <published>2008-03-06T17:37:53.4388168+00:00</published>
    <updated>2008-03-06T17:37:53.4388168+00:00</updated>
    <category term="March 2008" label="March 2008" scheme="http://www.crmtechnologies.com/TheLead/CategoryView,category,March%2B2008.aspx" />
    <content type="xhtml">
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        <p>
Many of the popular CRM software vendors make great claims of a single system for
sales, marketing and support.  Indeed many companies have invested huge amounts
to enable them to achieve this dream.   However, when it comes to satisfying
the needs of the marketing department most, if not all CRM systems fail to deliver.<br />
Over the years we have worked with many CRM systems, that, out of the box, share the
same design principles for sales and marketing processes. Common to all is the notion
that a “Lead” is a prospective piece of business that requires qualification before
it is passed to Sales and becomes an “Opportunity”.  
</p>
        <p>
The Lead itself is kept in isolation from existing account and contact information,
supposedly so it does not clutter up your customer data.  Furthermore, there
is no concept of nurturing leads – they are either qualified out or passed to sales,
their historic significance being lost in the process.  This is compounded by
the fact that the core functionality of the CRM system focuses on the processes revolving
around managing the Opportunity not the Lead. Great if you are in the sales department
but not so great for the marketer.
</p>
        <p>
So what do we mean by Lead Management? Well let’s first forget the notion of Leads
– it is not a Lead that buys from you but a person.  In a B2B environment that
person works for a business that hopefully has a requirement for your products or
services. So in CRM parlance we are still talking about tracking Contacts and Accounts.
A “Lead” should purely be a way of recording the fact that at a particular point in
time this person/business showed a certain level of interest in a particular product/service
offering by responding in a certain way to a particular marketing or sales effort.
Simple eh? Well not quite.
</p>
        <p>
In the real-world companies have all sorts of types of Leads ranging in temperature
from “Cold Suspects” that may have been purchased from a third party list provider
to Hot Leads from existing customers. Also these days most businesses can not afford
to pass all these different types of Leads to Sales to qualify and therefore qualification
remains the remit of marketing. We would also argue that Marketing has a pipeline,
just like Sales.  The Marketing pipeline should be designed to nurture leads
(through “joined-up” campaigns) to a point where they are sales ready and therefore
truly become Opportunities. Automating this pipeline (for campaign execution and lead
tracking/scoring) coupled with a liberal sprinkling of list management (to cope with
the various sources and quality of data) and preference management (to handle opt-ins/outs
and communication preferences) is the art of Lead Management.
</p>
        <p>
The good news is that driven largely by the “On-demand” market we are starting to
see Lead Management add-ons to the popular CRM systems.  These are tightly integrated
to the CRM system so that for all intents and purposes they are seamless - something
that the CRM vendors themselves must be keeping an eye on.
</p>
        <p>
We are still waiting for an industry standard CRM system that caters for the need
for Lead Management but given the recent momentum, maybe it is not too far away?<br /></p>
        <img width="0" height="0" src="http://www.crmtechnologies.com/TheLead/aggbug.ashx?id=c32fe7ab-d45a-440f-a020-17b5f41a5c52" />
      </div>
    </content>
  </entry>
  <entry>
    <title>Welcome to the Lead</title>
    <link rel="alternate" type="text/html" href="http://www.crmtechnologies.com/TheLead/2008/02/19/WelcomeToTheLead.aspx" />
    <id>http://www.crmtechnologies.com/TheLead/PermaLink,guid,a94516ef-3385-4481-99ab-2b8d87a53a35.aspx</id>
    <published>2008-02-19T11:39:00.227+00:00</published>
    <updated>2008-03-06T17:43:19.7336035+00:00</updated>
    <category term="March 2008" label="March 2008" scheme="http://www.crmtechnologies.com/TheLead/CategoryView,category,March%2B2008.aspx" />
    <category term="Welcome" label="Welcome" scheme="http://www.crmtechnologies.com/TheLead/CategoryView,category,Welcome.aspx" />
    <content type="xhtml">
      <div xmlns="http://www.w3.org/1999/xhtml">
        <p class="MsoNormal" style="MARGIN: 0cm 0cm 10pt">
          <span lang="EN-GB">
            <font face="Calibri" color="#000000" size="3">Welcome to the first
edition of “The Lead”, a newsletter designed for our customers and anyone involved
with Marketing and Sales Operations within their businesses.<span style="mso-spacerun: yes">  </span>We
hope to regularly bring you the latest news, views and comment on the operational
challenges and successes within Marketing and Sales .</font>
          </span>
        </p>
        <p>
          <span lang="EN-GB" style="FONT-SIZE: 11pt; LINE-HEIGHT: 115%; FONT-FAMILY: 'Calibri','sans-serif'; mso-fareast-font-family: Calibri; mso-bidi-font-family: 'Times New Roman'; mso-ansi-language: EN-GB; mso-fareast-language: EN-US; mso-bidi-language: AR-SA">
            <font color="#000000">At
the same time we are launching a companion BLOG to allow everyone to have their say
and we hope to generate constructive discussions that will be a valuable resource
for anyone in marketing or sales.<span style="mso-spacerun: yes">  </span>Why
our own BLOG?<span style="mso-spacerun: yes">  </span>Quite simply we could not
find an existing forum or BLOG that was focused on the ever increasing number of technical
challenges that marketers face to achieve their goals<span style="mso-spacerun: yes">  </span>-
so we created our own.<span style="mso-spacerun: yes">  </span>We have placed
a number of entries on it already that we hope you will find interesting.<span style="mso-spacerun: yes">  </span>We
would welcome your comment or views and please do post your own experiences.<span style="mso-spacerun: yes">  
</span></font>
          </span>
        </p>
        <img width="0" height="0" src="http://www.crmtechnologies.com/TheLead/aggbug.ashx?id=a94516ef-3385-4481-99ab-2b8d87a53a35" />
      </div>
    </content>
  </entry>
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