Solvis Consulting, LLC

CRM Certification in Peru & Mexico City

Solvis Consulting in partnership with BPT Partners, CustomersForever & El Centro de Formación de Contact Centers organized the first CRM Certification Seminars for Latin America. The first two seminars were held in Lima and Mexico City during the past 2 weeks. The seminars are designed to create a common CRM language among CRM professionals, but the most important aspect is to provide a channel for collaboration and networking within the CRM community in Latin America.

Jesus Hoyos, Jose Corona & Maria Garcia were the instructors for the Lima & Mexico seminars. The tour continues in Argentina with seminars to be held in Cordoba and Buenos Aires during the first week of September.  For more information about the seminars, participants, organizers and how to become a sponsors go to this link.

Links:
Peru CRM Certification Pictures
México CRM Certification Pictures

CRM Certification - Latin American Tour 2008

CustomersForever, our partner organization that is dedicated to promoting collaboration & networking between CRM and Marketing Professionals in the region announces "CRM Certification - Latin American Tour 2008".

Certification Seminars will be offered in:

• Lima, Peru (June 24-25)
• Mexico City, Mexico (July 1-2)
• Cordoba, Argentina (September 2-3)
• Buenos Aires, Argentina (Sept 4-5)

To register or learn more about these seminars, visit CustomersForever.

SAS Marketing Automation Tour

A SAS ®  Marketing Automation Interactive Tour is now available at www.sas.com. Click here to see the tour. The tour includes:

1. An overview of SAS® Marketing Automation
2. Links to archived webcasts related to SAS® Marketing Automation
3. A SAS® Marketing Automation Sampler providing glimpses of the solution
4. Access to a white paper about maximizing your return on customer communications

Complimentary CMO Guide

Download A CMO’s Guide to Mastering Marketing Measurement: Unleashing Performance Management’s Potential from SAS.

This new guide designed for CMOs will help you overcome marketing challenges and understand how to take advantage of opportunities. Learn how to successfully use performance management to objectively measure the impact of your marketing decisions and spending; identify your best customers and programs; and improve corporate performance through tangible evidence, not subjective opinions.

Marketing Automation Roadmap (Spanish)

This is a presentation prepared by our México Director, Jose Corona, about how to implement Marketing Automation using best practices and in a phased approach. The presentation is in Spanish.

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Loyalty Programs (Spanish)

Presentation about how to implement loyatly programs presented at the Mundo-Contact CRM event in México by our partner and customer loyalty expert, Leopoldo Gomez.

Leopoldo is also parter of the Colloquy Network, the global leader in Loyalty Marketing. He has been a consultant for leading companies in the Caribbean, Central and South America and the US, in such industries as consumer packaged goods, retail, financial services, and telecommunications. Leo is certified in COLLOQUY's Consulting Methodology.

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Mundo-Contact 2.0 Blog

Solvis Consulting provided guidance and configuration services in the creation of Mundo-Contact's new blog. Mundo-Contact is the only CRM portal in Latin America dedicated to the CRM, VoIP, Convergence and Contact Center industries. Solvis assisted Mundo-Contact in the selection of Web 2.0 tools such as RSS, widgets, video, pictures, blogs, and presentations.

The blog, Mundo-Contact 2.0, was launched during the 1st International CRM event in México organized by Mundo-Contact. Jesus Hoyos, Solvis Managing Partner, Valentin Valle, Director of Call Center 2.0, Oracle, and Valdir Ugalde from Mundo-Contact launched the blog during the closing ceremonies of the event. (See picture below).

Jesus Hoyos and Jose Corona, Solvis México Director, will be contributing authors of the blog.

Marketing Automation - 10 Key Points

By Earl LaChance

We here at Solvis have been discussing some Best Practices/Key Points regarding implementing a Marketing Automation solution. Every MA implementation project is different, providing new and diverse challenges depending on the client and the industry. However, there are 10 fundamental points that apply to just about every MA implementation.

In the beginning of an MA implementation one can consider the following:

1. What is the overall CRM strategy? How does the Marketing Automation implementation fit into the overall CRM process? This can greatly affect the time frames and scope of the project, as certain business processes and integration points must be considered.
2. What kinds of campaigns will the initial pilot cover? Up-Sell, Cross-Sell, WinBack, Value Offerings, Retention, New Acquisition, etc.
3. Which Channels are to be used? Call Center, Direct Mail, Sales Personnel, Web, SMS, to name a few.
4. Which products will be integrated into the Campaigns? Products can be non-tangible items, such as services.
5. What are the typical responses that can be associated with each campaign or product? This is critical, so that reports can be prepared and campaigns can be measured appropriately. Also, have pre-determined responses may trigger interfaces to purchasing or product management systems.
6. Which Key Performance Indicators (KPIs) and Reports that are required by the Marketing Executives? This is possibly the most important of the key points, as knowing the KPIs will allow you to "reverse engineer" your campaigns to emphasize the most important desired results (such as wieghing certain customer target selection criteria)
7. What are the data sources? Is the client using internal customer bases and augmenting their current data with purchased contact/lead lists?
8. Are there complex Calculations and/or Predictive Models to develop? This could possibly be considered a key point for a more mature or full-blown MA implementation, especially when considering the time and expense of building predictive models with a Data Mining tool.
9. What are the system integration points? Will the client target list be loaded into a Channel Management System? Is there a Sales Force Automation solution in place in which the results of the campaign must interface? Are there product management/back office systems to integrate with? As you can imagine, there are many possible system integration points..
10. Users and Training. No project is complete without it!

As I mentioned above, every implementation presents it's unique challenges. The above is just a "quick hit list" regarding some key points to consider when beginning a Marketing Automation project.

About Solvis Presentation (Spanish)

About Solvis presentation in Spanish:

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CRM Strategy Presentation (Spanish)

Below is our CRM Strategy presentation in Spanish:

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