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Why MR Should Own the CRM System

 

customer puzzle bridgeI recently saw the results of a survey that showed 100% of organizations had deployed CRM (Customer Relationship Management) systems. While I have no doubt that 100% of the survey’s 97 respondents had, many industry analysts forget how many companies have not yet adopted CRM.

For instance, last week I talked with a multibillion dollar company that still doesn’t have a CRM system. It was one of many such companies that I run into each month. And many of those companies that say they have a CRM system really only have a SFA (Sales Force Automation) system, a way for sales staff to log calls and forecast deal size and likelihood of closing. A true CRM system spans the organization, providing a central repository for all customer and prospect data: information is collected and collated not just from sales staff but from the website, the Customer Service department, the Finance department and so on. Any system that interacts with customers should be tied into the CRM system.

Traditionally, CRM systems are owned by the Sales, Marketing or IT departments. Yet I think a compelling case can be made for Market Research departments to own new CRM systems.

Corporate market researchers, after all, have more experience conducting data analysis than their counterparts. They are used to conducting research to uncover valuable market intelligence. A CRM system can provide a wealth of just-in-time marketing intelligence – what customers are doing today, what they are buying, who hasn’t bought in a while or who hasn’t renewed. Researchers are also adept at understanding when data can be extrapolated from, and when it can’t: how representative it actually is, and what the methodological issues were encountered when collecting in.

Market researchers are also used to cleaning data sets, and new CRM systems suffer from tremendous problems with data quality – duplicate records, missing data and out-of-date information. Initial records will come from many different corporate IT applications.

Managing CRM systems sounds pretty intimidating to most researchers. But think of it this way: you have been charged with conducting a census of your customers, and then keeping that census up to date, much the way Denmark and other countries have moved from periodic censuses to maintaining registries instead. The CRM system does the hard work for you.

For a CRM system is that constantly updated census of customer activity. Sales uses it to track prospects and deals; Service logs calls. Marketing cares about the information in aggregate, but typically for creating marketing campaigns. The Market Research department will recognize it as an irreplaceable source of information about the “State of the Customer”. Who better to leverage that information in aggregate, steering the business in the right direction, then Market Research?

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Comments

Jeffrey, 
 
I like controversy each morning when I get up, gets me fueled up for the day. Been thinking about this one most of the day now. 
 
I find your proposal logically sound, there is no question. MR (or marketing in most organizations) would be thrilled to have access to the treasure trove that is a CRM system. 
 
Alas, I will make the same case I made when Sales wanted to be the owner and user (you do mention, correctly, that most people confuse CRM with SFA): it is not in the best interest. 
 
It is not in the best interest of the customer, first, since marketing (as do all other departments in the organization) has a pretty self-centered view of what the company needs. Unless, and I have never found this in any organization - for any single function, they are the ones driving the entire business forward, marketing does not worry much about the needs of the customer from the perspectives of product, service, sales, support, etc. Wait, the do mind it - as far as having better data and doing better campaigns - but they are not concerned with the customers' needs and cannot fulfill them in any other area. 
 
Its not in the best interest of the company since Marketing will not be concerned with data that may deem not necessary for their purposes - but that would be core to another function. And data is, as you properly state, the core of this discussion. 
 
Correctly, and properly, allocated CRM would be the interest of the entire company, run by either a committee or an executive that has the customers', and organization's, best interests at heart. 
 
But, we are not there yet. 
 
I wrote last year that marketing gets to play with CRM now that Sales is done with it.  
 
Customer Service will be next... and hopefully by then we will figure out it is not a specific function that can "own" it, but rather a collaboration of all of them, together with customers, prospects, partners, suppliers, employees, and all other stakeholders that "own" it within a collaborative enterprise. 
 
Still think the same way.
Posted @ Tuesday, January 18, 2011 4:39 PM by Esteban Kolsky
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