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Managing customers the CRM way

Punita Jasrotia/New Delhi

The Indian CRM market is broadly categorised into CRM products (hardware and software) and services (consulting, systems integration, training, outsourcing). However, due to the small size of the market, the majority of CRM solution providers do not have products but act as consultants and integrators for software like Siebel, Oracle, SAP, PeopleSoft, SalesLogix, etc; providing consultancy, software deployment and integration, and training. In fact, if we look at the overall CRM space, it is the services segment which dominates. Outsourced CRM services have immense potential, which is being reflected by the growing numbers of telemarketing, direct marketing, data collection and market research firms. The demand for CRM professionals has also increased, though the lack of right training seriously handicaps the growth prospects of the industry.

Varied portfolios

In India, the major industry verticals expected to focus on CRM are the financial services, IT services, hospitality, consumer durables, direct marketing, retail and the telecom sector. Depending on the verticals, the role of a CRM professional can vary from providing functional and strategic consulting (defining CRM roadmap), to implementing (product centric) growth, to even handling customer calls. Says Ravi Chakravarthy, director of sales, Asia Pacific, Talisma, “The roles may vary—managing inbound and outbound call centre applications and operations, generating customer profiles, devising and managing e-mail response systems to developing and integrating electronic business applications. Besides this, he could also be involved in creating data warehouses and data mining applications or even co-ordinating customer marketing campaigns.”

What should be the skill sets of a CRM professional? According to Shishir Kumar, manager, customer service-India of Nortel Networks, a CRM professional must have fundamental understanding of what technology can do, how it works and how it can be leveraged to improve relationship with the customer. The skills are generally a collection of technical, creative and marketing skills. Integration and customisation of software is critical because CRM involves tying together an array of systems, including a number of pre-packaged applications. On the technology side, experience in databases, messaging systems and the Web helps. For a product implementation professional the skills might be more product-specific. The experience requirement may vary from knowledge in C++ and Java (as integration development tools) to database architecture, management and development, data warehousing and data mining, project management, Web-related development or even ERP implementation. Gourish Hosangady, the managing director of SAS India says, “The key technical skillset is data mining which can be effectively implemented only if the CRM professional has deep domain expertise.”

For understanding a customer’s behaviour patterns, marketing and statistical analysis experience is useful, while for “strategic and functional consulting” soft skills (like command on language and communication skills) are necessary. Kumar points out that this is not just limited to the call centre industry, but holds true in any activity which involves direct interaction with customers.

While most CRM professionals come from telephony/software backgrounds and are engineers/MCA/ diploma holders, the industry is slowly witnessing a change in their backgrounds with professionals coming from varied fields like marketing, customer service and operations. Another very significant observation in the past few months has been the emergence of the post of chief customer officer, which is becoming as significant as that of the CEO, CFO, and CIO. More and more people are joining the IT industry focusing on making careers in the CRM segment.

While a good business degree should equip one with working knowledge of CRM, a lot depends on the individual—the ability to tackle the problems of customers and come up with innovative solutions. Though knowledge of IT is an added advantage, many experts feel that it is not a necessity.

Experts point out that besides lucrative options like business strategy, CRM IT implementation, data mining, data warehousing, sales force automation and contact centres, there are other unexplored fields which can be tapped once an effective training methodology is followed in the industry. Due to the varied portfolios, providing a singular career path also becomes difficult. This apart, with the industry just emerging from its infancy there is a lot of confusion among prospective CRM professionals.

Training needs

While popular brands like SalesLogix, Siebel and Oracle, have certified programmes, these are very product-specific and consequently not sufficient. Hosangady believes that most companies are presently focusing on ROI for solutions they have already invested in, which is slowing the training focus. While a firm should spend on an average 5 percent of its total CRM investment on training, this is hardly being followed.

Some companies have however started adopting a more focused approach. The recent example is of Tata Telecom, the solution partner for Avaya, which would be soon launching its CRM solution for the Indian market. The company provides extensive technical training to its business development managers and sales consultants on the technology.

Cap Gemini Ernst & Young (CGE&Y) believes in making an individual comfortable with various facets of CRM and also taking the individual through the lifecycle of a project. SAS has an internal training institute called SAS Global Knowledge and Training Division that imparts training across SAS offices globally. Arnab Dasgupta, director, Cap Gemini Ernst & Young Consulting India, says that what is needed is a broad range of coursework addressing the different requirements of the market.

A majority of the companies take people in without any significant training and the skills are developed on-the-job or through in-house programmes.

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