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CRM EvaluationAn Approach forSelectingSuitable Software Packages CRM Evaluation – MKWI2010 – 2010-02-24
Agenda Introduction Methodology of Assessing the Approach Results’ Overview  CRM Evaluation Approach ,[object Object]
CRM Aspect
AHPDiscussion and Conclusion Outlook CRM Evaluation – MKWI2010 – 2010-02-24
1. Introduction CRM: “..a cross-functional, customer-driven, technology-integrated business process management strategy that aims at maximizing relationships and encompasses the entire organization.” (Goldenberg, 2000) Why CRM evaluation Why literature review Objective of this paper CRM Evaluation – MKWI2010 – 2010-02-24
2. Methodology of Assessing the Approach Document Research Finding published papers in journals and conference proceedings:ACM Portal, Elsevier Science Direct, Springer Verlag References found in papers Paper Analysis Reading each paper Classifying each paper Evaluation Creating method Defining evaluation technique Defining taxonomy (criteria)  Providing system tool CRM evaluation Specific methodology for CRM evaluation CRM Evaluation – MKWI2010 – 2010-02-24
3. Results’ Overview  Note: 137 papers evaluated in total, 77 of them excluded (in brackets) CRM Evaluation – MKWI2010 – 2010-02-24
4. CRM Evaluation Approach – Overview CRM Strategy Vendor              Presentations Detailed Requirement Specification Decision Demand Analysis CRM Implementation ,[object Object]
 Functional 	criteria 	definition
 Vendor 	identification
 Creation & 	Transmission of 	Material

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CRM Evaluation (MKWI 2010)

  • 1. CRM EvaluationAn Approach forSelectingSuitable Software Packages CRM Evaluation – MKWI2010 – 2010-02-24
  • 2.
  • 4. AHPDiscussion and Conclusion Outlook CRM Evaluation – MKWI2010 – 2010-02-24
  • 5. 1. Introduction CRM: “..a cross-functional, customer-driven, technology-integrated business process management strategy that aims at maximizing relationships and encompasses the entire organization.” (Goldenberg, 2000) Why CRM evaluation Why literature review Objective of this paper CRM Evaluation – MKWI2010 – 2010-02-24
  • 6. 2. Methodology of Assessing the Approach Document Research Finding published papers in journals and conference proceedings:ACM Portal, Elsevier Science Direct, Springer Verlag References found in papers Paper Analysis Reading each paper Classifying each paper Evaluation Creating method Defining evaluation technique Defining taxonomy (criteria) Providing system tool CRM evaluation Specific methodology for CRM evaluation CRM Evaluation – MKWI2010 – 2010-02-24
  • 7. 3. Results’ Overview Note: 137 papers evaluated in total, 77 of them excluded (in brackets) CRM Evaluation – MKWI2010 – 2010-02-24
  • 8.
  • 11. Creation & Transmission of Material
  • 13. Completion & Evaluation of Collected Material
  • 14. Presentation of Results to all Interest Groups
  • 15. Selection of Final Vendor
  • 17. Functional / Process / System Requirements & Restrictions
  • 18.
  • 19. 4. CRM Evaluation Approach – CRM Aspect Sales Force Automation Marketing Automation Customer Service Automation Contact Management Customer Service Campaign Management Lead Management Relationship Management Internet Opportunity Management Call Centre Account Management Field Service Cross Information System Integration (reporting) Pricing Forecasting CRM Evaluation – MKWI2010 – 2010-02-24
  • 20. 4. CRM Evaluation Approach – AHP A1 A1 A1 A1 A1 A1 A2 A2 A2 A2 A2 A2 CRM Evaluation – MKWI2010 – 2010-02-24
  • 21.
  • 22. Only English and German papers
  • 24. Approach based on specific CRM concept and definition
  • 26. Results not yet verifiedCRM Evaluation – MKWI2010 – 2010-02-24
  • 27. 6. Outlook Research in progress. Following activities: Analyzing critical aspects of the AHP Searching for a more detailed criteria catalogue to create sub-criteria for the CRM functional area Further structuring of questionnaire (based on sub-criteria) Executing empirical evaluation to validate approach Validating approach comparing finished CRM projects CRM Evaluation – MKWI2010 – 2010-02-24
  • 28. Thank you for your attention Contact: Ina Friedrich Accenture Campus Kronberg 1 61476 Kronberg ina.friedrich@accenture.com Jon Sprenger Institut für Wirtschaftsinformatik Leibniz Universität Hannover Königsworther Platz 1 30167 Hannover sprenger@iwi.uni-hannover.de CRM Evaluation – MKWI2010 – 2010-02-24

Editor's Notes

  1. Why CRM evaluation: Success rate of CRM implementation up today not satisfactory (Becker et al. 2009, Finnegan and Currie 2009); Aktualität: Ina Kolloquiumvortrag (war mal Hype – jetzt wieder)Beginnend: CRM verstehen wir als funktionsübergreifende, kundengetriebene, technologieintegrierte Geschäftsprozess Management Strategie mit dem Ziel der Beziehungsmaximierung. Natürlich sprechen wir im Weiteren von CRM-Systemen, die als ganzheitliche Standardlösungen den gesamten CRM-Bereich unterstützen und die strategische CRM-Strategie bei Ihrer operativen Umsetzung untertützen.IT Evaluation wird in der Literatur seit den 80er Jahren diskutiert. In den späten 80er Jahren wurde vertiefend geforscht, neue Lösungen gefunden und publiziert. Heute existiert eine Vielzahl von Vorgehensmodellen für die Evaluation und Auswahl von Systemen (die mehrheitlich mehrfache Zielsetzung berücksichtigen). Customer Relationship Management behandelt die Theorie seit den 90er Jahren. Die Definition umfasst die drei genannten Dimensionen, in denen wir hier vielfältige Ursachen für das Scheitern von Erwartungen der Beteiligten zusammengefasst haben.Allgemein bekannt und in anderen Beiträgen bereits herausgearbeitet, ist die Erfolgsquote von CRM-Einführungs-Projekten nach wie vor sehr gering ist. Aus diesem Grund haben wir uns daran gemacht zu untersuchen, ob es bereits theoretische Ansätze für die Auswahl von CRM-Systemen gibt.  Untersuchung der Literatur!Why literature review: Identify state of the art approaches, close gaps in science (Webster / Watson 2002)Weil eine Analyse der bestehenden Publikationen ein essentieller Bestandteil eines solchen Forschungsvorhabens ist. Eine gut ausgeführte Recherche ermöglicht die vertiefende Auseinandersetzung mit einer Thematik, ermöglicht es, Theorien zu entwickeln und zeigt auf, ob Forschungsgebiete bereits abgeschlossen sind oder gar weitere Forschung erforderlich ist. Eine Literaturüberischt stellt also eine Grundlage wissenschaftlicher Arbeit dar.In unserem Fall, also der Themenstellung der CRM Evaluation, scheint weiterer Forschung erforderlich, da die bestehenden Publikationen das Gebiet nicht abschließen und die Herausforderungen nicht überwinden. Objective of this paper: Propose a new approach to evaluating CRM software avoiding the identified failures (from literature review)Ziel des Beitrags bzw. des zugrundliegenden laufenden Forschungsvorhabens ist es, die bestehende Literatur zu sichten, den State-of-the-Art von CRM-Evaluation aufzuführen und die am besten passende Methode, Kriterien und Evaluationstecnik zu identifizieren. Anders als im Vollbeitrag fokussieren wir hier im Vortrag den Ansatz, der basierend auf der Literaturrecherche entwicklet wurde. Auf der Recherche basierend wird ein neuer Ansatz zur Ermittlung einer passenden CRM-Lösung entwickelt, der dabei unterstützt, die identifizierten Hürden zu überwinden. Unser Ansatz bringt dabei zwei Forschungsströme zusammen und verbindet diese unter Berücksichtigung der jeweiligen Spezifika. Dabei soll der Ansatz den Bereich der Systemauswahl umfassen, sich also zwischen die CRM-Strategie und das spätere Einführungsprojekt eingliedern.  Wie wir dabei im Detail vorgegangen sind wird Ihnen Frau Friedrich nun erläutern..