CRM Integration
by Michael Dillhyon, President, Netelligent

CRM (Customer Relationship Management) applications don’t usually make the infrastructure group’s favorite application list. Along with BI (Business Intelligence), it is the Rodney Dangerfield of software – it never gets any respect. The usual running joke is that CRM really stands for Customers Rarely Matter. That’s a sad indictment for a tool that gets a lot of attention from business leaders.

Know thy customer is the mantra of every business book and stalwart promise of CRM vendors – the ability to acquire, retain and enhance customer relationships. The applications attempt to capture those interactions across multiple communications channels: email, fax/snail-mail, person-to-person, web, and the biggest channel of all, the phone (wired or wireless). A large proportion of CRM fields and reports are dedicated to customer information derived from incoming and outgoing phone calls.

So according to a recent Forrester study, why do less than 5% of US businesses actively track and report on voice communication activity in their CRM applications? Limited and/or inaccurate input from users. Every sales manager would want to know with 100% certainty the details around phone traffic. However, in the typical CRM implementation, users don’t update the phone activity fields either before, during or after a customer call. One pundit boiled down the potential implementation success to three questions:

1.Does it require more than 30 minutes of training for basic usage?

2.Does management believe the user input data is valid?

3.Does the business count customer satisfaction as a top-3 mission?

The promise of UC has been more about converging rather than integrating technologies. Very few manufacturers (either CRM or call control platform) have embraced a packaged integration product for the burgeoning UC market. Of those who do have an offering such as Cisco's Unified CallConnector, the software tends to be free middleware with a nice marketing spin. In other words, good luck on making it work consistently or obtaining support in the real world.

This lack of a prepackaged solution usually meant custom development resources, either in-house or external, for enterprise-size businesses. That puts CRM integration out of the reach of smaller firms that lack the resources to do this.

Fortunately technology markets abhor a vacuum. A couple of firms have seized the CallManager-CRM integration opportunity and begun offering packaged applications.

For more visit netelligent.com.

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