Case Study

Leverage Business Rules To Optimize Customer Scenarios

Case Studies In CRM Next Best Action

James G. Kobielus
 and  four contributors
Jun 22, 2011

Summary

Many business process professionals have implemented next-best-action technologies to improve customer retention, boost upsell and cross-sell, and enhance customer experiences. Best practices for customer relationship management (CRM) next best action are to align it with key business imperatives, deliver it through priority customer-interaction channels, inform targeted offers with trustworthy customer data, drive it from advanced analytics and rules, and use it to shape multichannel conversations with customers. Next-best-action deployments are mature but evolving; practitioners leverage rich, complex, deterministic business rules to realize greater return on investment (ROI) in CRM next-best-action scenarios.

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