Epicor ERP Software

Introducing the Retail CRM Whiteboard - Best Practices for Inspired Retail Marketing blog page!


Welcome! I’m glad you’ve decided to pay us a visit, and I hope you’ll come to use this blog page as a regular resource in your CRM marketing initiatives.

So what’s this all about?
Since we are successful when you are successful, we’d like to share some best practices tips to help you get the most out of your Epicor Retail CRM system. Our posts, at least for the next little while, will follow three different themes: maintenance, campaigns, and loyalty. Our first couple of entries will cover the topics of data capture and data quality. Does that affect you? In my experience, those issues affect almost every retailer – so I have no doubt there will be something for everyone in our blog posts!

Who are we?
The contributors to this blog come from the Epicor Retail CRM Services team. This is a dynamic group of more than ten people who are all passionate about CRM. Many of you have probably already worked with them on some of your projects. What do they actually do on a day-to-day basis? Just about anything CRM related, from data management and hygiene services, campaign and loyalty management, to strategic consulting, training, and user support. When it comes to solving CRM problems and optimizing your potential, they’re experienced and hands-on – and eager to share their knowledge in this series.

How else can we help?
As the Product Manager for our CRM solution, I welcome any CRM product enhancement suggestions… that’s what my other job is all about. When I’m not coordinating the blog contributors and their entries, I get to spend my time planning the content of our Retail CRM releases. It’s a juggling act that I just love! So send me your suggestions and you may just find them in an upcoming release…

Thanks and come back soon!

Sarah Barron
Product Manager, CRM
Epicor Retail

Driving Profits and Growth with Customer Engagement and Behavior

How can you gain a better understanding of your customers to boost customer engagement and behavior? Obtaining critical customer information is one key aspect that will garner better business decisions and enhance customer satisfaction. To help retailers improve their understanding of this business strategy, we recently participated in an RIS News webinar1 with Nikki Baird principal of RSR Research, and Nathalie Belanger, vice president of eCommerce for Reitmans, a 900+ store multi-brand, multi-channel apparel retailer.

Here at Epicor, we believe that a 360 degree view of the customer is the only way to view your customer. Almost all retailers today operate in more than one channel, and chances are their customers are routinely engaging their brand in many different ways: in-store, online, and through various devices. So unless you are using customer relationship management (CRM) tools to track and engage customers in all channels, retailers are really only getting a partial picture – which is to say an inaccurate picture of who they are, how they shop, and what will motivate them to shop more. Omni-channel shoppers require omni-channel CRM engagement.

This graphic portrays different points of engagement with customers and where to gather information (blue), in addition to shopping behaviors and customer traits (green). Utilizing the graphic one can see the potential range of metrics that can be acquired for analysis, as well as the high degree of sophistication that can now be applied to segmentation. This can be used to accurately define what different types of shoppers want, and why they contribute to your bottom line.

This advanced approach to CRM can deliver tremendous benefits and a competitive advantage for your business. What can you achieve with this approach?

  1. Improved customer segmentation – when analyzing data across brands and channels
  2. More relevant communication with your customer – when you know your customers you know how, and what to say to them, and when to approach them
  3. Better engagement with your brand
  4. Loyalty across channels – something customers have come to expect today
  5. Improved campaign ROI – which campaigns do customers respond to and in which channels
  6. Better customer service
  7. Enhanced experience for the customer – leads to the customer coming back

This CRM approach is a game-changing tool that retailers can’t afford to ignore. These are very exciting times for CRM!  As Nikki Baird stated during the webinar “Omni-channel changes everything and requires one view of the customer. If you’re trying to move to one view of the customer, the easiest way to do that is with CRM.”

To the view the full Achieving a 360 Degree View of the Customer webinar, click here.

1Retail Imperative: Achieving a 360 Degree View of the Customer [http://risnews.edgl.com/web-event/Retail-Imperative--Achieving-a-360-Degree-View-of-the-Customer-92465?referaltype=Epicor]

Posted by Sarah Barron, CRM Product Manager, Epicor Retail

Getting to Know Your Best Customers Using Our RFMX Tool
In our last blog post, we discussed how important it is to target your customers using a personalized approach. That not only helps align your offers with their interests to generate more sales (which you can measure against control groups), it also makes them feel valued and appreciated –- helping to build loyalty long term. With these goals in mind, the question then becomes, “How do we learn a little more about our customers in order to segment them accurately and effectively?”
One of the best tools to accomplish this in our CRM application is the Composite RFMX Analysis. This tool lets you rank the customers in your database based on how often they buy, what they buy, and how much they buy –- their frequency, monetary spend, and cross-category purchasing. By gaining insight into your customers’ shopping behaviors, you can target them for specific promotions that apply to their unique customer profile.
For example, you could email your top customers who have shopped frequently and have spent the most in the last twelve months to thank them for their patronage and offer them an incentive or reward. You can also find customers who performed very well in the past but who have not transacted with you recently –- which is a great opportunity to “revive” these once-loyal customers with a special offer and invitation to come back. In fact, target groups can be identified based on any of the composite categories, or a combination of categories. Once that’s done, the RFMX tool lets you pull these customers out and give them an attribute, or place them directly into a list, so you can easily build and execute your promotions.
Here are three quick tips when sending a marketing communication to a customer who was ranked by RFMX:
  1. Play Around: Try different combinations of deciles when defining the RFMX based on what you think your customers purchasing behavior might be like. By trying different combinations, you will get a picture of whether or not your estimate is correct.
  2. Isolate New Customers: Be sure to pull out your “New-to-File” customers from your RFMX report. They should be ranked separately from the rest of your database since they have not had ample time to build up their purchase cycle.
  3. Make your list and check it twice: When getting ready to export your newly selected customers for a promo, make sure to bounce them against your “emailable” or “mailable” criteria to ensure they have opted-in to receive the communication, and that their address is valid. You can do this either before or after the customers have been ranked.
The RFMX tool can be very valuable to you, because a “one size fits all” approach to marketing is seldom ideal. This tool will help you gain a better understanding of your customer base in ways that might surprise you. Furthermore, segmenting your database ensures that you are spending your marketing dollars wisely on the customers you want to communicate with – those most likely to spend their shopping dollars with you! You will strengthen your already existing relationships while fostering new ones.

For our clients who want to learn more about using this report in the application, please contact the CRM Services department and we’ll help you get started!
Posted by Celeste Pottie, Epicor Associate CRM Consultant
Optimizing Your Marketing Initiatives with Segmentation and Control Groups

I was shopping for shoes the other day at one of my favorite stores and getting ready to pay, when the Associate asked me for my contact information. That would have been fine of course; these days you would be hard-pressed to find a retailer who is not making an effort to capture your personal information. But this was a place I had shopped at several times and that already had my profile! What’s more, it wasn’t the first time this had happened. A small error perhaps, but it made me feel as though the retailer simply didn’t care enough to “remember” who I was or what I liked, and didn’t respect me enough to worry about wasting my time and marring my experience – which it did. In fact, it compromised my impressions just enough to make me think, right there at the POS, that next time I needed shoes I would first look somewhere else.
As a retailer, your takeaway message from this experience should be clear: If you want customer information to work for you and not against you, capture and confirm it efficiently, then retain it, respect it, learn from it, and apply it consistently in ways that make every customer feel like your chain is their very favorite local store. After all, the whole point of a CRM program is to understand your customers and personalize their experience – in store, online, and through all of your channels and marketing. Only then will you truly reap the rewards of increased loyalty and sales.

Toward this end, understanding your customer base is especially important, and lends itself to various segmentation opportunities.  Clearly identifying your good, better and best customers will let you communicate with each group differently and in turn enhance the effectiveness of your marketing initiatives. But your customer segmentation model needs to be methodically thought out and statistically proven to show predictable, repeated customer behaviors in each category, and predictable results.

After such a model is developed and applied to the whole customer base segmented groups can be used to amend each part of your marketing program – from promotional discounts to all tiers to soft benefits you may offer only to your top-tier customers, such as priority viewing of a new line, free shipping, special events, or perhaps even no charge alterations. Any offering that distinguishes deserving customers, based on their transactional behavior and brand devotion, can go a long way in ensuring they develop a stronger relationship with your brand.

Personalized marketing will help your customers feel you understand them and are speaking directly to them on a one-to-one basis, and it will enable you to realize stronger ROI from your marketing investments. 

How do you gauge that ROI; how do you put a hard dollar value on the benefits of segmentation? The answer is simple: through the use of control groups. By pulling control groups you are able to compare the performance of customers you actively engage with those you have not spoken to. Naturally, the control groups are comprised of customers who share similar customer profiles to those of the CRM group you are evaluating. By withholding a statically significant sample from each segment being mailed, you will effectively be able to report on incremental sales, incremental margin, and ROI. These numbers will provide the evidence you need to communicate the value of your marketing program, and affirm the validity of your initiatives.

By using some of these tips, you can help your bottom line and improve your customer’s experience when engaging with your brand.

Watch for our next blog, “Getting to Know Your Best Customers Using Our RFMX Tool”.

Stephanie Cunningham
CRM Services

Essential CRM Add-Ons
Could certified data lower your costs?
Direct mail is a classic and powerful part of most marketing campaigns. But to use direct mail through CRM efficiently, your database has to be neat enough to ensure every single mailer can be sent out at minimal cost.  Specifically, you need to qualify for discounts on bulk mailings by obtaining CASS (Coding Accuracy Support System) certification every 90 days, supported by NCOA (National Change of Address) processing. Together, CASS and NCOA minimize the number of misaddresses and they ease the job of the postal service.
How else can these services save you money? By ensuring more of your mail gets through! According to the U.S. Census Bureau around 40 million US citizens move each year – an overall percentage of 14.19 % annually. Ignoring 14% of the population means the potential loss of sales opportunities and more severely, wasting money.  NCOA processing makes available current change of address information that can help reduce your undeliverable mail while identifying and correcting addressing errors before mail enters the “mailstream.”

Use targeted data for focused results
Some marketing segmentation projects or campaigns require more specific data about customers. Such data might be unavailable in CRM (because it is not collected at POS) or might need validation. In general, data appends mainly involve, but are not limited to, demographic information that help build a more rounded profile of customer base.

For instance, during a holiday marketing campaign, one of our clients wanted to target a list of married female customers in such a way to send them promotions about gift ideas for their significant other. To make sure that the promotion was cost efficient, the marital status and gender had to be accurate and validated; this was achieved through a gender type append that uses both existing information and certain logic to decide whether a customer is a male or a female.

Epicor can help
At Epicor we highly recommend that our clients perform NCOA processing every 3 months. To facilitate this often complicated procedure, we have developed secured partnership with a variety of providers. In addition, Epicor has both business partnerships as well as internal proprietary processes that can help you build a more complete profile of your customer data.

Watch for our next blog, “Optimizing Marketing Initiatives.”

Hamid Jarikji
CRM Services
Melissa Data, David Bancroft Avrick, How Many People Move Each Year – and Who Are They? http://www.melissadata.com/enews/articles/0705b/1.htm, accessed 2012-02-18
- United States Census Bureau, www.census.gov, accessed, 2012-02-18
- NCOA, http://www.nationalchangeofaddress.com/, accessed 2012-02-18
-Epicor CRM services Brochure
Your CRM’s “Spring Maintenance”
Last week I received a very pleasant phone call from Toni my car mechanic; he is a really good guy who keeps close ties with all his loyal clients. He wanted to remind me that I should bring my car in soon so he could perform its routine, "periodic maintenance.” Toni explained that this ensures that my car is not under-performing or that critical parts are at risk, especially with its relatively high mileage. And because he is someone who has earned my trust, I appreciated that call.

Similar to Toni’s advice, we at Epicor suggest several procedures be done periodically to ensure that the application is always performing at the expected level, particularly as the database gets bigger. Some procedures are done more frequently than others depending on the necessity of the related tasks and time required.

On a weekly basis we highly recommend taking a closer look at the Process Watcher because, as the name suggests, it monitors all the processes that took place or are taking place in the application. Finished but non-permanent processes can be safely deleted from the process watcher, while aborted and suspended processes should be further investigated before attempting to delete them.

Failure to clear or resolve these processes correctly can create performance issues. For example, if you ever notice that your Create List or Database Analysis report is taking forever to initiate or finish, one of the possible reasons might be that a long list of aborted processes is stuck in the process queues. Similarly, finished but undeleted promotions can impair CRM’s ability to post transactions; it can take a long time to check if the transaction matches an active promotion. Terminating a finished promotion does not mean that the promotion is deleted; all lists, statistics, results and reports attached to this promotion are retained in the system.

Less frequently (e.g. quarterly), lists that are no longer needed should also be deleted, as these take up precious space in the database and make fetching data slower. As an added value, you won’t be confronted with an overwhelming number of lists every time you open List Maintenance. It’s just like cleaning your personal email inbox every now and then to make it more visually appealing and easy to use.

Some annual procedures can also be performed to keep your system in top shape. These include purging inactive customer records and transactions older than “x” number of years. In addition to taking up space in the database, these inactive customers count against the license level. Not all clients are comfortable purging data so before permanently deleting them, it might be a good idea to export these data and archive them. Many details and rules go into deleting customers, so a detailed analysis of customer rate of retention and shopping frequencies usually takes place before deciding on the “who, when and how” for handling inactive customers and old transactions.

All the above procedures are examples of simple yet very effective things that can significantly improve processing times and make your system run faster and more efficiently. A final word of caution though: it's very important to be careful during all these cleaning steps to make sure permanent and valuable processes and data is retained.
I trust Toni, he is a good guy who really cares about his clients and their cars. We at Epicor care a lot about our clients and are inspired by your businesses...

Watch for our next blog, “Essential CRM Add-Ons”

Hamid Jarikji
CRM Services
Duplicates – Where Do They Come From and Why Should We Care?
Most of us shoppers love the shopping part – picking, choosing and trying out various things. But too often we hate the buying part, especially when we’re forced to wait in line, then wait even longer while an associate wrestles with the transaction and tries to locate us for CRM. This frustration is sometimes made worse by crowds during holidays and sales such Black Friday and Boxing Day, but it is always made worse by inaccurate customer records!

From a consumer’s perspective, you know how often this happens. But from a business perspective, have you stopped to really think about what it costs?

Why duplicate records can duplicate costs

A rise in duplicates will increase your direct costs in many ways. For example, duplicates lead to the disintegration of customer records and may “hide” your best customers behind a false record, making them impossible to identify and reach. Based on the wrong or second record, valuable frequent shoppers might appear to have little purchase history; they may look like average customers less worthy of special attention. Duplicate records will also duplicate your printing and mailing costs for no additional return. Additional costs are imposed by the time and effort required to find and correct the errors.

More importantly, duplicates may also increase your costs through lost business. The whole point of your CRM program is to build business through better marketing, engagement and customer satisfaction. Bad records undermine all of that. Instead of encouraging your customer’s loyalty, they may end up encouraging a trip or click to your competitors—at your direct expense.

How an alias appears

To understand how to deal with the problem of duplicates, you must first identify what causes them. We mentioned the impact of holidays and sales on your customers, but they also cause your associates to rush, and in the process to make mistakes. They may type in the customer’s name and email address incorrectly, which means customer records don’t merge automatically. Similarly, they may be given or confuse a work number for a home number, or simply search for the customer record improperly, then end up entering the customer record multiple times with different information. These duplicates may not auto consolidate through the import process, especially if the consolidation scoring is not appropriately set.

Exposing a hidden identity

Since it is close to impossible to avoid all duplications, you must have reliable methods to find and correct them. The two most common ways are to identify duplicates from a customer import and from a manual search. During a customer record import, your CRM system compares new information against existing customers in your database based on four criteria and a 200 point scoring system, as illustrated in the following table.
Alphabetic Match Key
Typically: LLLLLLLLFFFF (L = Letter in Last Name, F = Letter in First Name)
Address Match Key or Phone Number
Typically: PPPPP11111AAAAA2222-PPPPP11111AAAAA22222
[P = Post Code, 1 = Digit in Address 1
(House Number), A = Letter in Address 1
(Street Name), 2 = Digit in Address 2 (Apartment)]
Alternate Key
The score is then added up. If the sum is less than 200 the customers are not considered duplicates, but if it is greater than 200 then they are flagged as duplicates.  If the import consolidation parameter is set to auto consolidate, then the records consolidate when there is a single match. (You will not have to get involved when there are multiple matches to decide which records get merged.)

While working on various work sets, potential duplicates can be activated if they are not a match (<200) or can be consolidated if they are a match (>200). While consolidating duplicates manually you must be mindful of both the last update date and the create date on the customer record, as the most recent information should be retained.
You can also search for duplicates outside the import process using various search criteria – such as nickname and address, nickname and telephone, nickname and email and nickname and zip code – applied to the entire database or a specific subset of customers.  These searches are often run daily. Other searches, such as email and address, can be run weekly or bi-weekly.

While running manual searches you can use the system-defined keys or user-defined keys (for name and address). The system has two default name and address keys, but the user-defined keys help catch spelling mistakes sales associates often make, nicknames they often use, and the use of non-standardized addresses. You can catch more duplicates by creating your own keys and varying the components.

Don’t put it off!

Duplicates should be identified and consolidated daily to keep your database clean and duplicate free. Get your sales associates on board – make sure they understand the value of entering good data and focus carefully when entering records. Determine user-defined keys to fine tune your searches to suit your database, and invest in address standardization software (such as QAS) to minimize errors.

Lastly, and perhaps most importantly, mass consolidate with caution, to avoid making mistakes such as consolidating your VIP customer with a non-VIP customer or an employee record with a customer. While manually consolidating, drag and drop the information you need from the duplicate record to the destination record. Be careful, because the duplicate record gets wiped out, and the only information available to you will be the customer number on that duplicate record.

Watch for our next blog, “Your CRM’s Spring Maintenance.”

Heena Punjabi
CRM Services
Daily Hygiene for a Strong and Healthy Database

You’ve probably seen video clips of buildings being brought down with explosives, after they were found to be too old or in too poor of condition to continue serving a useful purpose. I saw one of these the other night. It’s certainly dramatic, especially when you consider the scale and value of the resources involved.

This prompts me to ask: Which building are you currently operating in?

It may seem like an odd question, but as a marketer, your customer database has a lot in common with the buildings pictured above. Both are vital structures that enable multi-million dollar business operations. Both are designed to house and protect core business assets. And both are subject to decay and collapse if they are not routinely maintained.

In our last blog we talked about some of the problems that can occur when that maintenance doesn’t happen – when your best marketing ideas are compromised by outdated customer data. It’s an inconvenience for consumers, who end up receiving misdirected and often irrelevant marketing, but it can be a disaster for the retailers who send it, who can end up wasting huge dollars on promotions that just get clicked or dropped in the trash.

In this edition of our CRM blog series, I’d like to offer some practical tips for making sure your database stays clean and in top condition day-by-day, so you can continue to rely on it as a profit-generating business development tool year-after-year.

Assign one person to manage daily incoming files. The person in charge of maintaining your database must be responsible for all the daily files that come in. He or she must note who the contact is, the full contents of the files, when the information was uploaded and in which directory it was placed.

Make sure the files are correctly processed. Check in the appropriate folder for the time stamp; these can sometimes be overwritten, and if you check a day too late you could lose valuable data. Check the Process Watcher for any errors and correct them without delay (errors left unresolved can accumulate as fast a dirty dishes!). And if you use Epicor Retail POS, make sure to check the Trickle process. Trickle is the replication process that synchronizes all changes made to a customer’s record with the store’s database. Begin by checking the Outbox and Backup folders to make sure the files were sent to the store’s database and backed up by our application. Next, check the Implog.log file and the Trickle Process in the Process Watcher to see if it was successfully completed. If you find any errors, immediately open a call with Client Care – otherwise the changes made to customer records will not show up at the stores.

Respect and manage opt-outs. We all use email to maintain regular communications with our customers – and we hope they are receptive to our offers and information. But it’s always the customer’s choice to receive those emails or not, and we need to respect our customers either way.  Make sure that any opt-out requests are implemented immediately, either by appending an attribute of “do not email” or setting them to do not email and rerunning your daily master lists to exempt them.

Investigate and correct undeliverables. You never want to incur the expenses that result from maintaining incorrect email addresses. As soon as they are identified, set them to undeliverable in the database and rerun your master list. A good practice after flagging any contact as undeliverable is to clear the email address from the record and set the email indicator to Mail. With a blank email field, it is more likely that the sales associate will ask the customer for their email address the next time they visit the store.

De-dup every day! Duplicate contacts are costly in at least two ways: they increase your mailing costs, and they increase the chances that your customer will become annoyed with your excessive mailings and eventually opt out. Duplicates throw your reporting off as well. Search for duplicates daily to minimize your costs and present offers to your customers as intended – professionally and correctly.

All of these tips are fairly simple, but because they are (or should be!) routine, they can be sometimes taken for granted and ignored. Consistent, daily practice of these essentials can help keep the foundation of your marketing efforts strong—and supporting your business forever.

Watch for our next blog on “Duplicates – Why do they exist and why do we care?”

Rupa Menda

Epicor CRM Services

Effective Data Quality Control

“Data quality matters!” You probably hear this all of the time, and you know it’s true.  But can you really maintain the kind of high quality data that retailing now demands? The answer is emphatically “yes” – when you follow the right steps for...

Effective Data Quality Control  

Every time I think about the benefits of quality data -- and the consequences of bad data -- I think of the mail I receive at home. I moved into my current home almost 10 years ago, and I am still receiving retail coupons and promotional mailings for two of the former owners, and those two people didn’t even live there at same time! Obviously, those retailers are using very old data. What’s worse is that they are wasting precious dollars and missing out on the opportunity to please those customers, and of course on the chance to engage new ones like me!

Quality CRM data is essential for customer satisfaction – and for everything that it ultimately provides to your business. After all, if you can’t trust your customer data, you can’t trust what you think you know about who your customers are and what they want, need and expect. And you can’t make sound decisions to satisfy those needs.

In our last blog, we discussed some best practices for collecting customer data – and the cost of not doing that right! But while collecting data is one thing, maintaining it is another! Once it’s in your system, how can you ensure it remains accurate, trustworthy and able to deliver top marketing results? Left to itself – or worse, mishandled – good customer data can go bad faster than a piece of chicken. And like that chicken, everything it touches will get contaminated, too. Here are some ways to make sure that doesn’t happen.

Walk the Walk

Everyone can agree that it’s important to maintain high quality data, but that truth needs to be backed up by effective action. It demands:

Dedication – a defined quality management program, backed by

Investment – in the adequate, appropriate resources

Discipline – consistent adherence to well defined standards and practices

Reinforcement – so data quality becomes part of your company’s culture and everyone’s responsibility

Take the First Steps

These are the steps you need to take to implement an effective data quality management program:


1.   Follow recognized procedures. Implement robust techniques, standards and tools to sort the good from the bad. Make improvements to your procedures as you learn what’s best for your business.

2.   Define and maintain valid quality indicators. Your data does not need to be perfect right from the start, but you do need to set adequate initial goals and change them as your data gets better. There’s no rush -- take it one step at a time.

3.   Establish a custodian of your data. This should be someone with the right technical skills who understands your data model concepts and your business. This position requires a team player with diplomacy and negotiation skills who is well-respected by his colleagues.

4.   Educate your employees and recognize their results. Data quality should become part of your company’s culture. Employees will support quality-control initiatives when they recognize the impact of poor quality data, including the loss of money and opportunities. Make them proud of their achievements!

Never drop your guard. High quality data requires constant vigilance; I find this to be the most exciting and also critical step in the data quality management process, so it deserves a few extra words…


Proper tracking of processes and data will help you build your initial data profile and figure out what “bad” data is currently being captured. (Is that really your customer’s phone number on their record – or is it your store’s number?) Once you have a baseline of what is being captured you can set goals and begin measuring.

Measuring Through Periodic Reporting

Reports are a powerful solution when it comes to measuring data quality. They are a great resource to identify how your stores and sales associates are performing, good or bad. Use reports to provide immediate feedback on their data capture efforts, and to recognize and reward top performing staff members.

Here are some examples of reports we wrote for clients who wanted to periodically monitor and measure store performance. By the way, you could write these reports yourself if you wanted!

CRM Data Quality Report

This report validates the capture of email, name, address and phone. It provides counts and rates per total transactions; ranking the number of captures against your established quality standards.

CRM Capture and Quality Report

This report displays the invalid data captured in the email, name, address and phone fields. How does it know what is considered invalid? It’s checking the data against your established quality standards.

It’s Time

Data quality was once considered a nice-to-have initiative; today it’s critical for any retailer’s success. So what are you waiting for? Get started on your data quality management program today!

Watch for our next blog on “Daily hygiene for a healthy database”.

Maria Elena Duran

CRM Services

The Retail CRM Whiteboard
Best Practices for Inspired Retail Marketing

Capturing Better Data

Every time I shop, whether it’s in-store or online, I expect to be actively encouraged to shop again – to be asked for my contact info, whether I have or want a loyalty card, and whether or not my experience met my expectations. I’m sure you’re in the same position. After all, as CRM professionals, we know that customer data capture and engagement is the lifeblood of CRM, and that CRM is now, for so many retailers, an essential competitive tool.

What really surprises me, therefore, is when I’m not asked for my information at the point of service. This happened just last weekend at my local mall, where I loaded up on sale-priced shirts at a major national retailer I don’t normally shop with. I chose, I paid, and I left – nothing more. And as soon as I did, I remember thinking, “Wow, they really missed the boat.” I was actually fairly impressed with their merchandise and bargains, but they completely ignored the chance to reinforce and leverage that impression as future business – or to even contact me with a promotion that might bring me back.

These days, a retailer who fails to capture any customer data is by far the exception, not the rule. But just as much damage can be done when a retailer captures incorrect or incomplete information, or when they mishandle otherwise good information after the fact. And that happens far more often that most of us would like to admit – in spite of the fact that we now have so many different tools to connect with our customers, and that we’re continually exposed to improved techniques, infrastructure, and media.
Retail CRM
Your data may seem great, but take a closer look!
Five Steps Forward, No Steps Back

What can you do to stay focused on collection – not correction and all the problems that result? Here are five key steps that will help you capture better data and achieve stronger marketing results.
1. Review Your Processes

It’s never enough to just collect data; that information has to be validated before it gets into (or otherwise infects!) your CRM system, and all the other systems it interacts with it. Establish your base metrics with the data’s end-use in mind, and be sure to distinguish between poor data and good data. Qualifying data-quality is an analytical process involving objective reviews through quantitative measures. Then review your current practices and specify improvements, along with ways to ensure they are adopted consistently.

2. Audit Existing Data

Take a close look at what’s already in your system. In particular, evaluate whether your customer database is large enough, whether the contact data is sufficiently complete and, most importantly, whether that data is sufficiently accurate. If you fall short in any of these areas, investigate until you understand the root of the problem(s) and can specify solutions. And again, ensure that those solutions are adopted rigorously and monitored for compliance.  I have seen firsthand the importance of having a compliance monitoring program. Amazingly, in less than a year, the quality of the data captured at one of my clients improved from less than 50% to almost 90%. You could be that retailer too!

3. Examine Your Data Collection Points

How your data is being captured can of course have a huge impact on what you are able to capture and what value it can provide. Check your forms – make sure they are easy to use and provide only the data you really need. A form that requires work is a form that won’t work! It’s also important to standardize your forms so the same information will be collected from your website and stores.

4. Train and Motivate Your Staff

Everyone on your staff needs to understand the importance of capturing accurate and complete customer information. They need to know its value to your company and their responsibilities to help deliver that value. Document and teach proper collection methods as well as the costs and consequences of not following them. Get directives from the top down if necessary, to let your staff know this is important to and expected by the executive team. Motivate your staff with incentives for doing it right, including recognition, contests and rewards, and support those efforts with regular monitoring and reporting.

5. Develop a Go-forward Strategy

Develop strategies to resolve existing problems and to prevent future ones. It is much more cost effective to prevent problems from happening in the first place than to correct them after the fact. Toward this end: Create a plan to reduce the need for data cleansing; define and implement an ongoing data quality process; set targets and tollgates; validate data periodically by comparing your results with established metrics; and compare and rank performance among stores and associates using CRM Data Quality Reports.

Value – For You and Your Business

If you follow these steps consistently, you’ll rest assured that the customers who visit your store or website won’t ever share my recent experience at the mall. They won’t miss an opportunity to gain savings, promotions and rewards and, more importantly, you won’t miss the chance to turn a first-time or sometime shopper into a higher-value customer for life!

Watch for our next blog on “Effective Data Quality Control Procedures."

Maria Elena Duran
CRM Services



Retail CRM RSS Feed

Network with Epicor customers, employees, industry experts, and more.
Facebook Facebook
Connect with your peers and discuss best practices.
Twitter Twitter
Tweet, re-tweet, and stay up-to-date on the latest happenings with Epicor.
LinkedIn LinkedIn
Connect with your peers and discuss best practices.

© Epicor Software Corporation Home |  Investors |  Partners |  Privacy
Terms of Use |  Privacy Policy Industries |  Solutions |  Products |  Company |  Customers |  Services |  Careers