Resolv, Inc.

November 2007 Newsletter

 

 

 

 

·        Customer Intelligence is Meaningless If You Don’t Tie It to Strategic Action

·        Resolv Holiday Schedule

·        SalesLogix Tips & Tricks

·        KnowledgeSync Tips & Tricks

·        Contact Support

·        Resolv Referral Program

 

 

 

 

 

 

 

 

 

About the Author:

 

Alan See is the vice president of marketing at Seapine Software.  He also serves as an associate faculty member for the University of Phoenix’s College of Business & Management.  He holds a bachelor of arts in business and an MBA from Abilene Christian University.

You may reach him at:

seea@seapine.com

 

article reprinted from

customerthink.com

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Resolv, Inc.

821 E. First Ave

Appleton, WI  54911

 

Phone:

(920)730-1300

 

E-mail:

info@resolvcrm.com

 

We’re on the Web!

www.resolvcrm.com

 

 

Customer Intelligence is Meaningless If You Don’t Tie It to Strategic Action

By Alan See, Seapine Software

Used With Permission

 

I have three growing kids in the house, so my refrigerator door gets plenty of action. That explains how the bottom hinge broke, which prevented the door from closing. My milk was getting warm and butter was melting. A refrigerator that doesn't keep cold air inside isn't a good thing, so I immediately called for service.

 

‘But the problem is my

refrigerator, and my food will

soon be spoiling!’

 

Years ago, the future held the promise of our appliances knowing all about us and calling in for service without our involvement. Today's world isn't so far off. Businesses have the means to know about us. And, as you can read below, the ensuing phone conversation between me and XYZ appliance showed that that the company that markets my refrigerator is making use of that information. But you'll also see that the future is not here yet.

(For quality purposes, the following dialogue was transcribed by the customer.)

XYZ Appliance: Good afternoon...is this Mr. See?

Alan: Why, yes. How did you know?

XYZ Appliance: I show that you are calling from your home phone number. How can I help you?

Alan: (Cool! This is going to be quick and easy because XYZ already knows me!). My refrigerator door is broken and is letting all the cold air out. I need to get it serviced as soon as possible.

XYZ Appliance: I'm sorry for your inconvenience. I show that you are one of our platinum level customer's and have purchased several appliances from us. Thank you for your business! Is this the same refrigerator you purchased in the packaged deal with your washer, dryer and dishwasher?

Alan: (Great! XYZ understands my problem, appreciates my business and knows my value. The company already has records on all my appliances, and with my priority status I'll probably get immediate service!). Yes, it's the same. Can someone fix it soon?

XYZ Appliance: Yes, of course. Is Thursday a good day for you?

Alan: Tomorrow would be perfect! What time?

 

XYZ Appliance: Actually, I was referring to Thursday next week.

Alan: But that's eight days away. If this was my washer, I could go to the Laundromat, and it wouldn't be a big deal. Or if it was my dishwasher, I could just wash the dishes in the sink. But the problem is my refrigerator, and my food will soon be spoiling! Are you sure I can't get service sooner? Didn't you just tell me that I was a platinum customer?

XYZ Appliance: Yes, but next Thursday is the first available day. We can have someone there between 9 a.m. and 5 p.m. Is that OK?

Alan: Hold on a minute! Not only do I have to wait until next week, but I also have to take off from work the entire day to wait on service because you can only give me an eight-hour window concerning the expected arrival time?! Gee, if my status was less than platinum, when would I be getting service? Because right now, I'm under the impression that platinum is really not buying much.

At this point I let my fingers do the walking through the Yellow Pages and called the first vendor listing on the page.

Alan: Good afternoon, I have an XYZ brand refrigerator, and the door hinge is broken. My milk is getting warm, and my butter is melting. Can you help me?

AAA Appliance: Well, warm milk and melting butter can't be good. Yes, we can service that brand. If we sent someone early...like between 7:30 a.m. and 8 a.m. tomorrow, we could adjust our schedules and actually work you in before our first appointments. How's that sound? By the way, who am I talking to and where do you live?

 

How's that sound? You've got to be kidding! I gave AAA my name, home address and all the other particulars and booked the appointment. I didn't even ask for the rates. Now get this, not only did the repair worker show up on time, but he also fixed the door in the same trip.

So which company delivered the customer experience I'll remember? A couple of months later, my washer needed attention. You don't have to guess which company I called. This time AAA didn't work me into its schedule the very next day. But a washer is not mission critical, and I didn't have that expectation.

The AAA worker did show up on time and did an excellent job. The fact that I had to provide my address again for the second service call seems like a minor point.

Customer Intelligence solutions provide the ability to identify your most valuable customers and empower your sales and service organizations to make smart decisions that result in wonderful customer experiences. Consider XYZ brand, though. It was collecting the data and using it. The service person knew who I was in terms of the other purchases I'd made and, so, my value. Why did the company collect that information? To be able to sell to me? Perhaps market new appliances at the end of the average lifetime of the ones I'd bought? To get me to buy an extended service contract? From my vantage point as the customer, all the information XYZ was collecting came to nothing. It was for XYZ's benefit, not for mine.

This breakdown in strategic action is too often the rule and not the exception when it comes to customer intelligence. Intelligence without strategic action may very well be worse than not having the intelligence at all—if it means that you don't retain your customers and, worse, engender poor word of mouth. When it comes time to replace my appliances, I'll be looking closely at AAA.

 


Resolv, Inc. Holiday Schedule

 

Thursday, Nov. 22 – Closed

Friday, Nov. 23 – Closed

 

Monday, Dec. 24 – Closed

Tuesday, Dec. 25 – Closed

 

Monday, Dec. 31 – Closed

Tuesday, Jan. 1 – Closed


SalesLogix Tips & Tricks

Adding Links to Library

 

The Library can contain more than just documents. It can also include links to other materials, like your company’s intranet site or our newsletter archive.

 

Begin by logging on to SalesLogix Administrator. Navigate to Library. Once there you will see a screen like

 

 

A)      Select the Library folder to contain the link.

 

B)      In the details for that folder, right click and select “Add Web Address”


 

C)    In the pop up enter a Name for the Library entry and then the Web Address. Click OK and you’ve added a link to the Library.

  

If you know the URL you can add a link to your library.


KnowledgeSync Tips & Tricks

 

With KnowledgeSync is it possible to automate certain email marketing campaigns, but have each campaign target different geographies - such as one week doing southern California, another week northern California, and so on. How can we specify groups of subscribers like those?

Answer:

Yes, you would use a function in KnowledgeSync called "Subscriber Linking" - and it allows KnowledgeSync to dynamically retrieve subscriber data from any table in any ODBC-compliant application. Let's go over this scenario:

1. Create separate queries that retrieve prospects in each of your targeted geographies. Make sure to retrieve each prospect's name and email address.

2. Create a subscriber group for each geography - e.g., "Southern CA Prospects".

3. Highlight (single-click on) this new subscriber group, go to the top of the Event Manager window, and click on the "Properties" button. From there, click on the "Subscriber Linking" button.

4. Click on the "Select Query" button, choose the application that contains the corresponding query you created in step #1, and then choose that query.

5. Map the fields from your query (the prospect's name, email address, etc.) into the corresponding subscriber data fields.

6. When done, click on "OK" from this window and on "OK" from the properties window.

(And if you need to do a one-time import of subscriber records, that's possible too.)

 

http://www.vineyardsoft.com


Contact Support

 Here is how to contact our tech support department:

 

Normal tech support hours are Monday through Friday 8:30 am – 4:30 pm Central Standard Time. Help may be available during non-business hours for an incidence fee.  If it is an emergency or after hours, please call, since we cannot guarantee that email will be responded to prior to the next business day.  During business hours, phone calls have priority over email.

 

Phone: (920) 268-4877

 

E-mail: support@resolvcrm.com

 

Remote live support: http://www.resolvcrm.com/assist

 

Web ticket: http://www.resolvcrm.com/supportquestions.html


Our Referral Program

Resolv, Inc. is always looking for referrals, but what bonuses do you receive if you give us a referral?

 

  • 1 Year Referral commission of 3% of every payment we collect from the customer
  • Infinite Referral commission of 1.5% of every payment we collect from the customer

 

To Read More on our Referral Program, Click Here