客户 IAM 和您的 CRM报告分析.pdf

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CUSTOMERIAMANDYOURCRM

MAXIMISINGCONTROLOFEXTERNALUSERS-

LEADS,PROSPECTS,CUSTOMERS,CONTRACTORS,

VENDORS,PARTNERS

WHITEPAPER

ConnectingIdentity.

TransformingDigitalBusiness.

UBISECUREWHITEPAPER

INTRODUCTION

ACustomerRelationshipManagement(CRM)systemisthebeatingheartofanenterprisesalesteam.

CRMisthecentralrepositoryofyourcustomerinformation.Leadgenerationeffortscreatenew

contactswithintheCRMsystem.Theseleadsarethencarefullycultivatedintopayingcustomers.The

businessesthatdealwithahandfulofcustomerscanmakedowithExcelsheetsorothermanualtools,

butanybusinessthathasexperiencedthegrowthtoaSMElevelhaslikelyfelttheneedtoinvestina

realCRMsolutionthatallowseffectivemanagementofleads,prospects,andcustomers.

CRMsystemsareusedbymanydifferentusergroups.Sales,customerservices,andmarketing

departmentscreate,modify,update,andremoverecordsintheCRMdatabase.Theaccuracyofthe

dataintheCRMsystemhasextremelyhighimportancetobothsalesandmarketingeffortsofthe

company.

InaccurateoroutdatedinformationwithintheCRMcandirectlytranslateintoinefficiencyofyoursales

effortsandmarketingcampaigns.Thecorrectnessandaccuracyofdataisakeydriverforintegratinga

CustomerIdentityandAccessManagement(CIAM)solutionintotheCRMsystem.Awellplannedand

executedCIAMtoCRMintegrationprovidesdoublebenefitsbyimprovingtheCRMdataaccuracyand

quality,whilereducingtheadministrationoverheadofcontactinformation.ACIAMsolutionisby

design,optimisedforidentityandaccessmanagementfunctionsforexternalusers,andcanenablea

tiereddelegatedadministrationmodel,wherethecustomersthemselveshaveaccesstoself-service

workflowsfo

数学毕业，从事大数据工作十几年，涉及二三十个行业

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