Solvis Consulting, LLC

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.

Foro Mundial de Negocios - Monterrey - May 13th

Our friends at El Tecnológico de Monterrey are organizing the Foro Mundial de Negocios (May 13th).The event will have speakers like Jack Welch, Fons Trompenaars & David Sable. We are offering to our Solvis' customers and prospects a special price for the event. Click here for more information and to register.

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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Ad-Tech Miami Podcast - Blogs, Podcast & Vidcasts

Here is the Ad-Tech Miami Podcast about Blogs, Podcast & Vidcasts where Jesus Hoyos participated as a panelist with Jay Berkowitz, Julio Vaca and Diego Naranjo. Here you can find the original blog (Spanish) about the Ad-Tech Miami event and the podcast.

The podcast has a few sections regarding how to use Web 2.0 tools. Jesus' part was about how to use Blogs, Podcasts and Vidcasts as interaction channels with your customers.

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DMA Member

Solvis Consulting is a member of the Direct Marketing Association and part of the association's CRM Council.

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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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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Dreamforce 07 Presentations

Salesforce.com has uploaded the Dreamforce presentations (145 of them) in Slideshare.net - great content and a lot of useful information. Here you can find the presentations for Dreamforce 06 (129 presentations).

Two of our favorites:

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