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Do we know our customers?We Know Our Technology, But Do We Know Our Customers?

by Ian Miller

Sounds like a strange question, but you would be surprised to learn how many companies implement new CRM technology without first considering the question “Do we know our customers? All of them?”.

A clear understanding of a company’s customers by all involved in a new technology initiative is absolutely critical to success or failure when embarking on new implementation projects.

To this end, it is important that cross-functional teams of business, sales, customer supply chain and IT are put together to ensure business strategies and customers' needs are well defined. 

The first step is to properly define the customer. A common mistake in B2B is to only consider the customer as the purchasing manager, when in fact most companies interact with many more people across the customer’s organization.

All customers have specific needs. Before investing in technologies to serve different kinds of customers, it's imperative that you have a clear understanding of their individual requirements. What IT system do they use? What language do they speak? 

Many companies also make the mistake of organizing their business in terms of how they bring their products or services to their customers. The problem with that approach is that you could lose sight of the customer's perspective. You may have the most leading-edge technology available, but if it's easier for customers to do business with one of your competitors, chances are they won't stay with you for long. 

Before planning a new technology initiative, leaders from business strategy, customer supply chain and IT teams need to map out every kind of contact customers can have with your organization. 

Although this exercise may sound simplistic, in practice it is a very complex undertaking. The customer touch point map details how all-individual customers within a company, from purchasing professionals to administrative assistants, interact with you. For example, customers might contact a sales representative, call a customer service centre, accept a delivery from one of our drivers, or order products online or via fax. In essence, you will create an outside-in view of your processes. 

It is important that IT staff participate in this touch point-mapping exercise because it gives them valuable insights into how your customers use your technology, both directly and indirectly. That will help them focus on the specific technologies that would improve service to your customers and reject those that are not right for your goals. 

Once the IT department has a comprehensive understanding of how customers interact with your company, it can play a pivotal role in developing and executing business strategies. Cross-functional teams outline the specific customer needs, then determine the technology strategies that will bring the best possible solutions to the customer.

Next you need to minimize the effect of the transition on your customers. IT and business development teams should outline all of the steps of the change over and how they could potentially affect customers. Don't lose sight of your customers during this critical stage - your initiative will not be a success if you inconvenience them!

Finally, adapting a customer-focused approach to technology in most companies requires a cultural change. IT is often viewed as a department that supports all of the other functions of a company. Unless the entire company is committed to viewing its systems from the customers' perspective, IT will continuously be asked to support projects that meet the short-sighted goals of internal departments!

Customer Service Managers must lead by example and push for a customer focus on every project. If a proposed plan isn't right for your customers, don't do it. Speak up and send your IT team back to the drawing board to come up with a solution that will work. Your customers and your business will reward you in the long run!

About the Author

Ian Miller is Editor of The Customer Service Manager - a leading resource and community for customer service professionals. The website features customer service articles, skills and tips as well as a discussion forum and free customer service newsletter. Visit the CSM website at: www.customerservicemanager.com or join for FREE by clicking here.

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