Social CRM Thrives on Powerful Dashboards and Process Analytics

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James Kobielus

What the business world needs now is a bigger, badder, more powerful social media dashboard for customer relationship management (CRM). It almost goes without saying that TweetDeck just won’t cut it.

Ideally, the social media dashboard would provide a CRM-integrated interface for monitoring what customers are saying about you in Twitter, Facebook, and other communities. It would also allow you to aggregate high-level customer satisfaction metrics; to flag smouldering issues surrounding defective products and poor customer service; to respond inline through these channels; and to escalate issues internally to the appropriate parties. In other words, it would be, per my colleagues Bill Band and Natalie Petouhoff, a true “customer business intelligence (BI)” dashboard.

As you develop your company’s social CRM strategy, you must provide social media dashboards to all roles that participate in the customer lifecycle. Whether you’re a brand manager who simply wants to listen into social networks to track awareness, sentiment, and propensities, or a sales person who is interested in identifying and qualifying leads, or a customer service rep who wants to interact closely with established customers, a social media dashboard will soon become a core productivity tool.

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Predictive Processes Demand Unified BAM and BSM Stack

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James Kobielus

Business processes don’t execute only at the application layer. Just as thought processes aren’t entirely divorced from the synaptic firings of the underlying neurons.

Most business activity monitoring (BAM) tools I’ve come across only operate at the business level. In other words, they are geared to monitoring, tracking, correlating, visualizing, and analyzing those metrics that come from business process management (BPM) platforms, enterprise resource planning (ERP), and other application platforms. That’s essential, but it’s only half the battle of process optimization. To deliver the promised service levels, BAM dashboards should integrate closely with business service management (BSM) dashboards, thereby mapping application services to the underlying server, storage, network, and other infrastructure components. In this way, IT can provide full-stack visibility, provisioning, and control over every component that affects every step of every business process. If you need a deep drilldown on BSM, check out the excellent research by my colleague Peter O’Neill, who specializes in this area.

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