Analytical Views
October 2001

Brian Strachman Segmenting CRM

BY BRIAN STRACHMAN


Defining and forecasting the CRM market has always been a nightmare. Unlike other products that are easier to get a handle on, such as networking ports or messaging systems, CRM is very much a holistic approach to customer service. As such, trying to quantify what is essentially more of a philosophy than a discrete product has produced countless headaches. I'm sure most of you reading this article have come across an analyst quote at one time or another.

There is an industry analyst for virtually every market. Recently I was amused, but not surprised, to see a beef industry analyst interviewed on CNBC. Apparently the flank market is on the rise but the prime rib industry is in the decline. It reminded me that if you look hard enough there is an expert on everything. Let me begin by explaining the methodology most analysts take when examining a market.

When we approach a market, generally the first step is to interview most of the major participants. This is generally just a conversation with several well-positioned executives followed by an in-depth survey of their sales over the last several quarters and previous year. Generally, we believe that if we do this to all of the major market players, we can produce an analysis of the market this is both credible and accurate. However, the CRM market is different.

DISTINCT NUANCES
In the CRM market as a whole, there are over 100 players. Each one has a different definition of the market and each vendor has a vastly different product. Trying to produce a market share with these participants would be like comparing milk to a malt liquor. There are extremely different audiences. Anyone claiming a dominant market share in CRM without specifying a particular product segment, is just blowing smoke.

However, a competent analyst's skills transcend the ability to simply interview executives and mail surveys. A good analyst can exercise informed judgement and create a segmentation that in the future, hopefully, others will follow. This has been the case with CRM.

Recently I had a conversation with several well-informed executives at Avaya, which purchased Quintus and became a leader in CRM. The company came up with a view of the CRM market so unusual, it is now trademarked. Avaya looks at the CRM market through something called the "CRM Hierarchy of Needs," in reference to the early 20th Century sociologist Abraham Maslow. To quote Maslow, "Human beings all experience a hierarchy of needs, from basic physical needs to higher needs of emotion and ego. Self-actualization is the highest need and the driving force of human personality." With a bit of imagination, CRM can be looked at the same way. While I enjoy Avaya's perspective, it wasn't perfectly appropriate for a multi-vendor segmentation.

MARKET SEGMENTATION
Using Avaya's approach as a starting point, I've segmented the CRM market into four very specific levels.

Level 1: Basic self service, skills based routing, predictive routing, support for multiple media such as voice, e-mail, and Web. This is bare bones-CRM, simply the ability to queue multiple contact methods together.

Level 2: Seamless access to different customer databases and histories, outbound campaigns. Slightly more complex, Level 2 lets an organization make use of different islands of customer information in a single, clean format.

Level 3: Delivery and fulfillment management, front and back office integration, and business process automation. Level 3 automates the entire sales process so that the right hand knows what the left hand is doing.

Level 4: Customized, personalized, customer experience. Customer segmentation and prioritization. This is the ultimate in CRM. Each customer is treated differently based on their needs, preferences, and importance.

With this segmentation, the CRM market becomes much less confusing. A vendor who has 10,000 systems of e-mail management installed can't claim CRM dominance compared to a company with 500 installations of Level 4.

I still stand by the belief that CRM is an intelligent philosophy by which to run a business. Most vendors will follow the natural migration from Level 1 to Level 4, though it is not always the case. Some may skip steps or leave out certain processes depending upon individual communications needs.

Hopefully, from an analyst standpoint, this sort of segmentation will clear up some confusion about the market. The next time a reporter calls and asks who the leader in CRM is, I'll be able to answer more intelligently.

Brian Strachman is senior analyst, Voice and Data Communications, Cahners In-Stat Group. To correspond with the author, please send your comments to brians@instat.com.

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