Building Better CRM Solutions through Knowledge Management

To become more innovative, responsive to customers and adaptable to change, leading organizations are learning how to learn from high numbers of knowledgeable people. When customers, suppliers and staff willingly share expertise and experiences with one another, customers are loyal, everyone wins and business advantage is undeniable.

For many organizations, up to date knowledge of what is relevant and important to customers distinguishes their offerings. Our challenge is to assimilate this rapidly-changing knowledge about markets and individual customers quickly and distribute it rapidly to be acted upon immediately in order to leverage it for improved performance. This means finding all of the knowledge which is embedded in and accessed through technologies and processes, stored in documents or embodied as enhanced staff capabilities and sharing it fast. In this light, technology and humans must interact in effective CRM processes that bring the latest knowledge from all stakeholders to the management of customer relationships.

It is clear that efficient workflows and responsive knowledge feedback mechanisms in a web of electronic and personal interactions can help enhance customer loyalty and raise retention rates. However, experience has also shown that CRM is more than a technology issue. It is not just about software for organizing customer data. It is about changing the processes, interactions and culture of all of the partners in order to satisfy the ever-changing needs of the customer relationship and to provide seamless service. As business cycles shrink and customer relationships become more personalized and one-to one, only knowledgeable staff, flexible processes, and maneuverable technologies can support the swift transition required to continuously adapt, survive and thrive.

This seminar will address these challenges and provide comprehensive peer group discussions about the issues. Covering both strategic and tactical aspects, it will help you start the evolution to a more responsive CRM/KM environment.

Seminar Features
  • Group Workshops throughout
  • Structured group discussions
  • Stakeholder Relationship Management
  • Case studies from different industries
  • Critical Success Factors for CRM knowledge flow
  • Handling human change management
  • A framework for aligned relationship, process, knowledge and technology development

What You Will Learn
  • The best practices for acquiring and enhancing human knowledge for customer and corporate benefit
  • Lessons learned in creating and sharing knowledge
  • Relationship-based measures of knowledge value-add
  • How to synchronize customer knowledge with all stakeholder relationships
  • Methods of building formal and informal knowledge networks
  • How to select the appropriate enabling technologies to deliver the knowledge needed
  • Steps towards creating a sharing culture
Who Should Attend
  • Senior Business and IT managers
  • Sales and Marketing Managers
  • Partnership and Relationship Managers
  • Information Management Professionals
  • Process Analysts and Designers
  • Strategic Planners and Business Architects
  • Project Managers and Team Leaders

This seminar will help anyone who is contemplating using KM to enhance customer relationships. It will help those faced with implementing knowledge-enabling technologies or managing human-based business processes to make the right choices and build effective plans.

Seminar Outline
Why Knowledge is Critical for CRM?
  • Customer-based Business Drivers
  • Balanced Scorecard Measurement
  • Disintermediated eCRM
  • Mass Personalization and Flexibility
  • Interruption vs. Permission Marketing
The Foundation of KM for CRM
  • Types and Dimensions of Knowledge
  • Human and Embedded Knowledge
  • Measuring Knowledge Value
  • Contribution to Customer Value Add
  • Knowledge Sharing
  • The Critical Role of Business Processes
Stakeholder Relationship Needs for CRM
  • Corporate Mission and Business Drivers
  • Customer Requirements as a baseline
  • Suppliers and Partners
  • Staff
  • Owners
  • Regulatory and Community

Case Study 1: Internet Technology Provider

Workshop 1: Documenting Relationship Needs and Criteria for Given Scenario

Knowledge-Led Business Processes to Deliver CRM Solutions
  • CRM Process Architecture
  • Marketing Processes
  • Sales Processes
  • Service Delivery Processes
  • R & D and Product Development
  • Strategic Planning
  • Lessons Learned: Closing the Loop

Workshop 2: Building a CRM Process Architecture and Prioritizing CRM Change

Designing Knowledge Sharing Processes
  • The Knowledge Life Cycle
  • Optimizing Individual Knowledge
  • Communities of Practice: Real and Virtual
  • Creating New Corporate Knowledge
  • Distributing Corporate Knowledge
  • Learning from Experience
  • Patterns and Repeatable Trends
Organizing Knowledge
  • Knowledge Organization Taxonomies
  • Models as Knowledge Frameworks
  • Documenting Knowledge Requirements
  • Policy and Business Rules as Leverageable Knowledge

Workshop 3: Finding the Knowledge to Support the Priority CRM Processes

Workshop 4: Defining the Processes to Deliver the Knowledge

Knowledge Management Technologies for eCRM Support
  • Embedded Best Practices, Rules and Workflow Including Expert Systems
  • One to One Marketing and Permission Marketing Support
  • Human Collaborative Environments, Knowledge Portals and Groupware
  • Multimedia Publishing & Intranets
  • Knowledge Search / Access Facilities
  • Business Intelligence
  • Individual Learning Environments and Just-In Time Training
The Knowledge Sharing Culture
  • Buying, Brokering and Selling Knowledge
  • Critical Success Factors for Optimum Knowledge Flow
  • Building a Knowledge Sharing Environment
  • Incentives and Recognition
  • Human Change Management

A Framework for Aligned Relationship, Process, Knowledge and Technology Development

Case Study 2: Regulatory Agency

Summary
  • Starting a CRM/K M Program
  • Organizing Roles


What Makes This seminar Unique

  • Designed to emphasize CRM and eCRM as a total solution not just a technology
  • Deals with the KM business case and ways of measuring benefits
  • Shows how CRM and KM are interdependent with of other programs such as Business Process Management, Human Change Management and IT Management
  • Provides frameworks, techniques, best practices

Benefits

Upon completion of the seminar you will be able to:
  • Understand the key issues around eCRM/KM
  • Present a compelling case for Stakeholder Relationships-based KM in your organization
  • Develop a eCRM strategy and initial plan for KM
  • Select the right technologies for the right opportunities

Benefits to Your Company

Attendees of the seminar will be able to help their companies to:
  • Leverage the best practices of customer-oriented KM into their business, process, HR and technology change programs
  • Start or accelerate their behavioral change towards a customer-focussed knowledge sharing culture
  • Acquire only the appropriate technologies for the real opportunities provide by eCRM/KM enhancement
  • Build a balanced strategy and program which optimizes scarce financial and human resources

Back to Training Page Download Course Description (MS Word 31k)