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First Things First™

First Things First™ is The JAY Group’s priority-based model for loyalty program/database development. We use this approach to ensure the most appropriate solution is achieved. The goal of this phase of database development is to provide a solid, easily-understood foundation upon which all other phases depend.

First Things First is the initial step in successful CRM development. With it, we can ensure that customer-centric planning is in place. According to CRMGuru.com’s 2002 study The Blueprint for CRM Success, “The presence of customer-centric strategies is the leading predictor of CRM success, and by a substantial margin.”

First Things First comprises three main tasks:

  • Marketing Environment
    • Understanding the overall rationale, purposes, and uses of the marketing database
      • Understanding the priority business objectives and strategies
      • Review of current and planned marketing programs
      • Understanding of current customer segmentation schema
      • Ensure customer-centric marketing is in place or planned
      • Determine the most appropriate suite of marketing tools
      • Research and develop the Marketing Plan
      • Understand roles and responsibilities of all project stakeholders
  • Program Assessment
    • Evaluating the feasibility for developing the envisioned solution
      • I.T. Infrastructure assessment, including hardware, software, communications, personnel
      • Marketing infrastructure assessment, including management and tactical positions
      • Information assessment, including size, scope, and availability of any pertinent data desired for marketing purposes
  • Synthesis
    • Taking into account information from the above tasks, provide a recommended solution
      • Envisioned program structure
      • Prioritized data source list
      • Hardware, software, and communications
      • Personnel and support
      • Estimated logical data model
© The JAY Group Inc.
The JAY Group
20 E Jackson Blvd Ste 1600
Chicago, IL 60604
Phone: 312.447.0414
Fax: 312.447.0416
Email: info@thejaygroup.com
Website: www.thejaygroup.com