Introduction to Customer Intelligence - sasCommunity · Logical Data ModelLogical Data Model...
Transcript of Introduction to Customer Intelligence - sasCommunity · Logical Data ModelLogical Data Model...
![Page 1: Introduction to Customer Intelligence - sasCommunity · Logical Data ModelLogical Data Model Detailed Data Store Analytical Data Models BSC KB HOLAP Data Models Enterprise Guide](https://reader035.fdocuments.in/reader035/viewer/2022062317/5bbf704709d3f2af1f8b6264/html5/thumbnails/1.jpg)
Copyright © 2002, SAS Institute Inc. All rights reserved.
Introduction to Customer IntelligenceAlan GormleyCRM Solutions ManagerSAS Europe, Middle East & Africa
![Page 2: Introduction to Customer Intelligence - sasCommunity · Logical Data ModelLogical Data Model Detailed Data Store Analytical Data Models BSC KB HOLAP Data Models Enterprise Guide](https://reader035.fdocuments.in/reader035/viewer/2022062317/5bbf704709d3f2af1f8b6264/html5/thumbnails/2.jpg)
Copyright © 2002, SAS Institute Inc. All rights reserved.
2
Agenda! Why CRM?
! CRM Architecture
! Customer Intelligence Components
! Case Study
![Page 3: Introduction to Customer Intelligence - sasCommunity · Logical Data ModelLogical Data Model Detailed Data Store Analytical Data Models BSC KB HOLAP Data Models Enterprise Guide](https://reader035.fdocuments.in/reader035/viewer/2022062317/5bbf704709d3f2af1f8b6264/html5/thumbnails/3.jpg)
Copyright © 2002, SAS Institute Inc. All rights reserved.
3
What is CRM! An enterprise-wide strategy enabling
organizations to optimize customer satisfaction, revenue and profits while increasing shareholder value by becoming customer centric.
![Page 4: Introduction to Customer Intelligence - sasCommunity · Logical Data ModelLogical Data Model Detailed Data Store Analytical Data Models BSC KB HOLAP Data Models Enterprise Guide](https://reader035.fdocuments.in/reader035/viewer/2022062317/5bbf704709d3f2af1f8b6264/html5/thumbnails/4.jpg)
Copyright © 2002, SAS Institute Inc. All rights reserved.
4
Building a Strategy
Customer Value
CustomerNeed
SupplierNeed
Supplier Value
CustomerNeed
CustomerNeed
Business Need
Business Value
![Page 5: Introduction to Customer Intelligence - sasCommunity · Logical Data ModelLogical Data Model Detailed Data Store Analytical Data Models BSC KB HOLAP Data Models Enterprise Guide](https://reader035.fdocuments.in/reader035/viewer/2022062317/5bbf704709d3f2af1f8b6264/html5/thumbnails/5.jpg)
Copyright © 2002, SAS Institute Inc. All rights reserved.
5
Why CRM
![Page 6: Introduction to Customer Intelligence - sasCommunity · Logical Data ModelLogical Data Model Detailed Data Store Analytical Data Models BSC KB HOLAP Data Models Enterprise Guide](https://reader035.fdocuments.in/reader035/viewer/2022062317/5bbf704709d3f2af1f8b6264/html5/thumbnails/6.jpg)
Copyright © 2002, SAS Institute Inc. All rights reserved.
6
Shaping the Intelligence Layer
![Page 7: Introduction to Customer Intelligence - sasCommunity · Logical Data ModelLogical Data Model Detailed Data Store Analytical Data Models BSC KB HOLAP Data Models Enterprise Guide](https://reader035.fdocuments.in/reader035/viewer/2022062317/5bbf704709d3f2af1f8b6264/html5/thumbnails/7.jpg)
Copyright © 2002, SAS Institute Inc. All rights reserved.
7
Different people, different expectations! Loyal Customers
! Short Temper
! Supplier Agnostic
! Dislike all suppliers
![Page 8: Introduction to Customer Intelligence - sasCommunity · Logical Data ModelLogical Data Model Detailed Data Store Analytical Data Models BSC KB HOLAP Data Models Enterprise Guide](https://reader035.fdocuments.in/reader035/viewer/2022062317/5bbf704709d3f2af1f8b6264/html5/thumbnails/8.jpg)
Copyright © 2002, SAS Institute Inc. All rights reserved.
8
Different people, different channels! Shop
! Catalog
! Web
! Call Center
Web
Shop Catalog
![Page 9: Introduction to Customer Intelligence - sasCommunity · Logical Data ModelLogical Data Model Detailed Data Store Analytical Data Models BSC KB HOLAP Data Models Enterprise Guide](https://reader035.fdocuments.in/reader035/viewer/2022062317/5bbf704709d3f2af1f8b6264/html5/thumbnails/9.jpg)
Copyright © 2002, SAS Institute Inc. All rights reserved.
9
Different people, different goalsPr
ofita
bilit
y
Likelihood to leave
![Page 10: Introduction to Customer Intelligence - sasCommunity · Logical Data ModelLogical Data Model Detailed Data Store Analytical Data Models BSC KB HOLAP Data Models Enterprise Guide](https://reader035.fdocuments.in/reader035/viewer/2022062317/5bbf704709d3f2af1f8b6264/html5/thumbnails/10.jpg)
Copyright © 2002, SAS Institute Inc. All rights reserved.
10
Variety is the spice of life! Different needs! Different channels! Different goals
! Different Offers! Different internal goals! Different constraints
![Page 11: Introduction to Customer Intelligence - sasCommunity · Logical Data ModelLogical Data Model Detailed Data Store Analytical Data Models BSC KB HOLAP Data Models Enterprise Guide](https://reader035.fdocuments.in/reader035/viewer/2022062317/5bbf704709d3f2af1f8b6264/html5/thumbnails/11.jpg)
Copyright © 2002, SAS Institute Inc. All rights reserved.
11
Banking Industry Drivers ! Fierce competition including globalization and
deregulation! Perceived commoditization of many banking
products and services! Rapid technology advancements
Customer expectationsChannels of distribution
! Mergers, consolidation and industry shakeout! Rise of consumerism! Government regulations
![Page 12: Introduction to Customer Intelligence - sasCommunity · Logical Data ModelLogical Data Model Detailed Data Store Analytical Data Models BSC KB HOLAP Data Models Enterprise Guide](https://reader035.fdocuments.in/reader035/viewer/2022062317/5bbf704709d3f2af1f8b6264/html5/thumbnails/12.jpg)
Copyright © 2002, SAS Institute Inc. All rights reserved.
12
Strategic Partner to the Banking Industry! Attrition Management ! Marketing Automation! Analytical CRM! Enterprise Performance Management! Credit Scoring ! Fraud Detection! e-intelligence! Call Center Management! Process improvement
![Page 13: Introduction to Customer Intelligence - sasCommunity · Logical Data ModelLogical Data Model Detailed Data Store Analytical Data Models BSC KB HOLAP Data Models Enterprise Guide](https://reader035.fdocuments.in/reader035/viewer/2022062317/5bbf704709d3f2af1f8b6264/html5/thumbnails/13.jpg)
Copyright © 2002, SAS Institute Inc. All rights reserved.
13
Telco Industry Drivers ! Fierce competition! Perceived commoditization of Telco services! Rapid technology advancements
!Customer expectations"Margins and prices
! Heavy debt burdens! Consolidation and industry shakeout! Continued convergence of voice and data! Continued deregulation
![Page 14: Introduction to Customer Intelligence - sasCommunity · Logical Data ModelLogical Data Model Detailed Data Store Analytical Data Models BSC KB HOLAP Data Models Enterprise Guide](https://reader035.fdocuments.in/reader035/viewer/2022062317/5bbf704709d3f2af1f8b6264/html5/thumbnails/14.jpg)
Copyright © 2002, SAS Institute Inc. All rights reserved.
14
Proven Success in the Telco Industry! Churn Management ! Marketing Campaign Management! Analytical CRM! Network Capacity Planning & Service Level Management! Enterprise Performance Management! Pricing & Tariff Simulation! Credit Scoring ! Fraud Detection! e-intelligence! Call Center Management
![Page 15: Introduction to Customer Intelligence - sasCommunity · Logical Data ModelLogical Data Model Detailed Data Store Analytical Data Models BSC KB HOLAP Data Models Enterprise Guide](https://reader035.fdocuments.in/reader035/viewer/2022062317/5bbf704709d3f2af1f8b6264/html5/thumbnails/15.jpg)
Copyright © 2002, SAS Institute Inc. All rights reserved.
15
Operational CRM
Sales CallCenterMarketing Customer
Service
Back Office
ERP ...SCM FinanceETL
DataWarehouse
HistoricAnalysis
PredictiveAnalysis
Campaign Management
Customer Interaction
E-Mail ExtranetVoice Web ContentManagement
Customer Intelligence
![Page 16: Introduction to Customer Intelligence - sasCommunity · Logical Data ModelLogical Data Model Detailed Data Store Analytical Data Models BSC KB HOLAP Data Models Enterprise Guide](https://reader035.fdocuments.in/reader035/viewer/2022062317/5bbf704709d3f2af1f8b6264/html5/thumbnails/16.jpg)
Copyright © 2002, SAS Institute Inc. All rights reserved.
16
������������� ���������������������������������������
������������ ����������������������������������
��������������������������������������������������������������
� ���� ��������������������������
����������������� ������� ������������������������������������������������ ������������
��������������������������
�����������������������������������������������������������������������������������������������������������
������������������� ���������������������������������
�����
���������������������������� ������� ����������������
������������������������ �������������������
�������������������������������������������������
��������������� � ������ �������������������������������������������������������������������
![Page 17: Introduction to Customer Intelligence - sasCommunity · Logical Data ModelLogical Data Model Detailed Data Store Analytical Data Models BSC KB HOLAP Data Models Enterprise Guide](https://reader035.fdocuments.in/reader035/viewer/2022062317/5bbf704709d3f2af1f8b6264/html5/thumbnails/17.jpg)
Copyright © 2002, SAS Institute Inc. All rights reserved.
17
Data Management
Key Features# Transparent access to operational
customer data
# Extendable to all sources of customer data
# ETL capability to clean, de-duplicate and enhance raw data.
# Single Customer Marketing Repository for storing, analysing, and running campaigns
# Metadata-driven,automated process to build and refresh customer repository
![Page 18: Introduction to Customer Intelligence - sasCommunity · Logical Data ModelLogical Data Model Detailed Data Store Analytical Data Models BSC KB HOLAP Data Models Enterprise Guide](https://reader035.fdocuments.in/reader035/viewer/2022062317/5bbf704709d3f2af1f8b6264/html5/thumbnails/18.jpg)
Copyright © 2002, SAS Institute Inc. All rights reserved.
18
Customer Analytics
Key Features# Most complete repository of modelling
techniques to predict buying propensity, campaign responses, credit risk and etc.
# Create both static and dynamic campaign models within a deployment process
# Combine business rules and analytic models to do segmentation and profiling based on current customer data
# Provide Online Analytical Processing (OLAP) capability to analyze customer data
![Page 19: Introduction to Customer Intelligence - sasCommunity · Logical Data ModelLogical Data Model Detailed Data Store Analytical Data Models BSC KB HOLAP Data Models Enterprise Guide](https://reader035.fdocuments.in/reader035/viewer/2022062317/5bbf704709d3f2af1f8b6264/html5/thumbnails/19.jpg)
Copyright © 2002, SAS Institute Inc. All rights reserved.
19
Campaign ManagementKey Features
# Manage both single and multi-stage campaigns
# Set up campaign definitions
# Identify target audience
# Provide quick count capability
# Prioritise communication
# Create communication cells
# Create export/interface definition
# Execute communication
# Update contact history
# Supports client, household selections
![Page 20: Introduction to Customer Intelligence - sasCommunity · Logical Data ModelLogical Data Model Detailed Data Store Analytical Data Models BSC KB HOLAP Data Models Enterprise Guide](https://reader035.fdocuments.in/reader035/viewer/2022062317/5bbf704709d3f2af1f8b6264/html5/thumbnails/20.jpg)
Copyright © 2002, SAS Institute Inc. All rights reserved.
20
Reporting and Response Management
Key Features# Tracks campaign financials including details
such as fixed vs. variable costs, and budgeted vs. allocated and actual costs.
# Reports on campaigns across multiple customer segments.
# Provides profiling, ROI, customer profitability, demand analysis, and forecasting reports.
# Allows users to create custom records and run customized reports in real time.
# Provides a complete application development environment for extending the solution
![Page 21: Introduction to Customer Intelligence - sasCommunity · Logical Data ModelLogical Data Model Detailed Data Store Analytical Data Models BSC KB HOLAP Data Models Enterprise Guide](https://reader035.fdocuments.in/reader035/viewer/2022062317/5bbf704709d3f2af1f8b6264/html5/thumbnails/21.jpg)
Logical Data ModelLogical Data Model
Detailed Data Store
AnalyticalData
Models
BSCKB
HOLAPData Models
Enterprise Guide / Enterprise Reporter
& WEB
Strategic PerformanceManagement
Enterprise Miner
CampaignManagement
ETL Process and Metadata ETL Process and Metadata
Exploitation
DimensionalPhysicalmodels
Online HTML WAdocumentation
Technical Architecture
Campaign ManagementData Model
Data Warehouse (relevant history)
Currentdata
![Page 22: Introduction to Customer Intelligence - sasCommunity · Logical Data ModelLogical Data Model Detailed Data Store Analytical Data Models BSC KB HOLAP Data Models Enterprise Guide](https://reader035.fdocuments.in/reader035/viewer/2022062317/5bbf704709d3f2af1f8b6264/html5/thumbnails/22.jpg)
Copyright © 2002, SAS Institute Inc. All rights reserved.
22
Sprint! Founded in 1899! 23 million customers (business & residential)
in more than 70 countries! Revenues topped $24 billion in 2000! 10th annual Enterprise Computing Award
recipient at SUGI 26
![Page 23: Introduction to Customer Intelligence - sasCommunity · Logical Data ModelLogical Data Model Detailed Data Store Analytical Data Models BSC KB HOLAP Data Models Enterprise Guide](https://reader035.fdocuments.in/reader035/viewer/2022062317/5bbf704709d3f2af1f8b6264/html5/thumbnails/23.jpg)
Copyright © 2002, SAS Institute Inc. All rights reserved.
23
Critical Business IssueProfitability declining from voice services and more in-depth customer knowledge was needed to expand internet and data service offerings
![Page 24: Introduction to Customer Intelligence - sasCommunity · Logical Data ModelLogical Data Model Detailed Data Store Analytical Data Models BSC KB HOLAP Data Models Enterprise Guide](https://reader035.fdocuments.in/reader035/viewer/2022062317/5bbf704709d3f2af1f8b6264/html5/thumbnails/24.jpg)
Copyright © 2002, SAS Institute Inc. All rights reserved.
24
Reasons! Customers were only buying one or two
products / services! Information on 23 million customers
was not centrally available to sales & marketing! A complete view of their customers
was not readily accessible! Predicting customer needs to cross-sell
and up-sell was difficult
![Page 25: Introduction to Customer Intelligence - sasCommunity · Logical Data ModelLogical Data Model Detailed Data Store Analytical Data Models BSC KB HOLAP Data Models Enterprise Guide](https://reader035.fdocuments.in/reader035/viewer/2022062317/5bbf704709d3f2af1f8b6264/html5/thumbnails/25.jpg)
Copyright © 2002, SAS Institute Inc. All rights reserved.
25
Results using SAS! Information requests from the field (sales)
are now completed in hours or minutes rather than weeks or days
! More timely information regarding! who their business customers are! what they need
! Increased opportunities to cross-sell & up-sell! The SAS powered CRM solution is a major
contributor to their reduction in churn rate from 6% to 2%
![Page 26: Introduction to Customer Intelligence - sasCommunity · Logical Data ModelLogical Data Model Detailed Data Store Analytical Data Models BSC KB HOLAP Data Models Enterprise Guide](https://reader035.fdocuments.in/reader035/viewer/2022062317/5bbf704709d3f2af1f8b6264/html5/thumbnails/26.jpg)
Copyright © 2002, SAS Institute Inc. All rights reserved.
26