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(70) - Any (1) - Branding (37) - Campaign management (1) - Change management (3) - Consulting (1) - CRM (45) - Customer service (1) - Data analytics (1) - Data mining (25) - Databases (1) - Direct marketing (1) - HR (1) - Human capital (3) - Human capital management (2) - Internet (37) - Investment (1) - Knowledge management (17) - Management Consulting (2) - Marketing (69) - Outsourcing (1) - Research (1) - ROI (1) - Sales (1) - Sales force productivity (6) - Strategy (6) - Supply chain (2) - Technology (1) - the Internet (2) -

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Interview key customers, including supporters, former customers and prospects who went with a competitor

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LeapThought has found 55 LeapLines

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Interview key customers, including supporters, former customers and prospects who went with a competitor z - no trend, customer research, consulting, interview
Interview key customers, including supporters, former customers and prospects who went with a competitor CRM, customer research, marketing, interview
Interview key external parties (e.g., analysts, investors, customers, competitors) competition, research activities, research, interview
Target prospects and customers campaign management, marketing strategy activities, marketing, target
Evaluate contact schedules, offers and target customers. Interview company stakeholders CRM, marketing assessment activities, marketing analysis, evaluate
Target customers CRM, campaign element, sales, z - no action
Methodology on how to 'manually' score new sets of customers in the future. profiling, deliverable description, data analytics, z - no action
Scored list of customers segmentation, data deliverable, data analytics, z - no action
Identify target customers-clients profiling, customer research, marketing, identify
Acquire high value customers profiling, sales activities, marketing, acquire
Understand products, services and customers CRM, marketing assessment activities, CRM, understand
Profile customers to determine likely product needs profiling, customer research, marketing analytics, profile
Determine positioning among customers and competitors textually competition, brand development activities, marketing, determine
Email is now a broadly accepted form of communication among customers eMarketing, email trend, internet, z - no action
Program dimensions to be analyzed include strategy, target customers, offers and product, creative-package, timing, channel-media usage , consulting, z - no trend, marketing planning activities
Email marketing’s bad reputation as 'spam' will hopefully be corrected with permission marketing, opt-in lists and consistent targeting and value generation among customers. eMarketing, email trend, internet, z - no action
Show unprofitable customers the door profiling, marketing execution activities, marketing, show
Make offers to profitable customers after they leave CRM, marketing strategy activities, marketing, make
Immediate call-to-action for clients and prospects - Clients and prospects, through either further research, e-mail, web contact, or traditional means (i.e., the phone and office visit) can instantly follow through with their requests, transactions, or inquiries. internet, internet benefit, sales, z - no action
Tables and graphs showing counts and percentages of customers for each dimension data analytics, data report elements, data analytics, z - no action
Profile customers profiling, marketing execution activities, marketing, profile
Understand what customers think of company CRM, customer research, research, understand
Identify target customers and target population segmentation, marketing strategy activities, marketing, identify
Migrate premium customers to sales channels channels, marketing execution activities, sales, migrate
Understand customers’ needs CRM, customer research, research, understand
Partner-competitor side-switching z - no trend, threats, partners, z - no action
Brand and product promotion and distribution directly to prospects and clients branding, objectives, sales, z - no action
Let unprofitable customer go to the competitor CRM, marketing execution activities, marketing, let
Interview guide z - no trend, document type or element, HR, z - no action
Interview guides and notes change management, deliverable description, research, z - no action
Identify interview candidates leadership development, assessment activities, HR, identify
Create interview guide leadership development, assessment activities, HR, create
Identify interview candidates competition, assessment activities, HR, identify
Create interview guide z - no trend, assessment activities, HR, create
Create competitor matrix describing competitive offering, span of services, level of penetration into clients (i.e., touch) and level of reach into markets (i.e., geographies, verticals and client size) competition, market assessment activities, research, create
Create competitor matrix describing competitive offering, span of services, level of penetration into clients (i.e., touch) and level of reach into markets (i.e., geographies, verticals and client size) competition, market assessment activities, research, create
Define and understand future prospects types sales force productivity, marketing strategy activities, marketing, define
List of best practices, including their applicability to company z - no trend, deliverable description, consulting, z - no action
Engage and persuade prospects and clients sales force productivity, sales activities, sales, engage
Detailed marcom plan, including: schedules, budgets and resource requirements z - no trend, deliverable description, marketing operations, z - no action
Determine key lead and qualification objectives, including prioritization and treatment of tiered segments segmentation, marketing strategy activities, sales, determine
Perspective is transformed into formal structures, including frameworks, methods, processes, custom lexicons, and products content management, content activities, HR, transform
Facilitates niche- and expertise marketing - the Internet may be the greatest tool to distribute very specific knowledge on very specific subjects. Prospects looking for specific types of service can find the Internet a tremendous research utility. Professionals who have a niche or expertise become valuable destinations and resources for these clients. z - no trend, internet benefit, marketing, z - no action
Draft and refine formal definition of CRM and eCRM, including what company believes eCRM will be in the future CRM, CRM assessment, service, draft
Draft and refine formal definition of CRM and eCRM, including what client believes eCRM will be in the future CRM, CRM assessment, CRM, draft
Extensive strategic plans, including descriptors and action items for nine key components (e.g., development of value proposition) value proposition, deliverable description, marketing management, z - no action
Determine specifics of core offer and messaging on the initial outreach, including the product, incentives, value proposition, and timing value proposition, strategy development activities, IT, determine
List of fields required for analysis, including recommendations focused on data quality and data management processes (e.g., summary problems, extract issues, justification) database marketing, deliverable description, consulting, z - no action
Understand Company existing marketing and brand approach, including tools, creative and established processes branding, marketing assessment activities, marketing, understand
Design aspects of marketing programs, including offer creation, brand, artistry, language, copy, timing, channels, etc., branding, marketing planning activities, marketing, design


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Results from the LeapThought © Document Database: Interview key customers, including supporters, former customers and prospects who went with a competitor

LeapThought has found 65 files.

The four key CRM Objectives- 1 Powerpoint slide

This graphic shows the four main Customer Relationship Management objectives in a color orb graph that circles “customers and prospects”. Detail is given on sub-strategies.


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Market research and positioning micro-method- 1 Powerpoint slide

This very dense slide shows an 11 step micro-method for conducting market research. It is part of a larger three-step process.


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CRM - customer experience assessment internal interview guide- 1 Powerpoint slide

This list presents about 30 good questions one should ask when reviewing customer experience and CRM issues at a company. This would be a good basis to begin a customer, marketing...


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Understanding customers: Marketing data questions- 1 Powerpoint page

This slide is a tidy catalog of what questions marketing should be asking about their customers.


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Optimize customers through data analysis and cross-selling- 1 Powerpoint presentation

This slide illustrates how data analysis can find patterns among customers who may have similar buying patterns. By finding customers who meet the buying pattern criteria, but haven’t yet bought all of the items, we can build a targeted list...
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Optimize customers through data analysis and cross-selling- 1 Powerpoint slide

This slide illustrates how data analysis can find patterns among customers who may have similar buying patterns.


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Profile customers through data analysis- 1 Powerpoint page

This slide shows how data clustering (essentially complex, multi-field data similarities) bubble up and can be used to create customer profiles. This is an over-simplification to be sure, but handy for teaching non-analytics professionals about c
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Multi-tier marketing plan- 1 Powerpoint slide

This slide shows a four-tiered marketing plan for a product or service that has multiple sales channel (consumer, distributors, partners, etc.,)


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New marketing model- 1 Powerpoint slide

This (perhaps ambitious and self-serving) image shows a new marketplace model for understanding marketing, products, and sales. It shows a swirl of innovation entering from an evolving marketplace.


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Quantitative benefits of loyal, satisfied customers- 1 Powerpoint slide

This illustration shows the return on investment (ROI) of customer retention, or the ROI of having loyal satisfied customers.


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Branding project plan for assessment and analysis: Project tasks- 1 Powerpoint slide

This 10-step project plan shows the steps required to complete an assessment and analysis phase of a branding project.


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Determining your business' Web 2.0 needs- 1 Powerpoint slide
This slide presents three important steps to take when determining your business’ unique Web 2.0 situation.
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Branding the company: Company Leadership Interview Guide- 11 Powerpoint slides (all text)

This 11 page interview guide presents a thorough list of questions that a branding consultant would use to gain brand information from company management.


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Business imperative for the new marketing model- One Powerpoint slide

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Channel and constituent complexity drives marketing imperatives- 1 Powerpoint slide

This slide shows how different channel and constituent mixes (or distribution schemes) change how a marketing organization interacts with its customers.


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