Customer Relationship Management (CRM)

  1. CRM Data Management and Governance
    1. Customer Data Strategy
      1. Data Strategy Development
        1. Business Objectives Alignment
          1. Data Requirements Definition
            1. Data Architecture Planning
              1. Governance Framework
                1. Quality Standards
                  1. Privacy Considerations
                2. Data Collection and Integration
                  1. Data Source Identification
                    1. Internal Data Sources
                      1. External Data Sources
                        1. Third-Party Data Providers
                          1. Real-Time Data Feeds
                            1. Batch Data Imports
                              1. API-Based Integration
                              2. Data Integration Processes
                                1. Extract, Transform, Load (ETL)
                                  1. Data Mapping
                                    1. Data Transformation Rules
                                      1. Validation Procedures
                                        1. Error Handling
                                          1. Monitoring and Logging
                                          2. Real-Time Data Synchronization
                                            1. Change Data Capture
                                              1. Event-Driven Updates
                                                1. Conflict Resolution
                                                  1. Data Consistency
                                                    1. Performance Optimization
                                                      1. Failover Procedures
                                                    2. Data Quality Management
                                                      1. Data Quality Framework
                                                        1. Quality Dimensions
                                                          1. Quality Metrics
                                                            1. Quality Rules
                                                              1. Monitoring Processes
                                                                1. Improvement Procedures
                                                                  1. Accountability Structure
                                                                  2. Data Cleansing and Standardization
                                                                    1. Duplicate Detection and Removal
                                                                      1. Data Standardization Rules
                                                                        1. Format Consistency
                                                                          1. Value Validation
                                                                            1. Correction Procedures
                                                                              1. Quality Reporting
                                                                              2. Data Enrichment
                                                                                1. External Data Appending
                                                                                  1. Missing Data Completion
                                                                                    1. Data Enhancement Services
                                                                                      1. Validation Processes
                                                                                        1. Quality Assessment
                                                                                          1. Continuous Monitoring
                                                                                          2. Master Data Management
                                                                                            1. Golden Record Creation
                                                                                              1. Data Hierarchy Management
                                                                                                1. Reference Data Management
                                                                                                  1. Data Lineage Tracking
                                                                                                    1. Change Management
                                                                                                      1. Governance Processes
                                                                                                    2. Customer Data Privacy and Security
                                                                                                      1. Privacy Regulation Compliance
                                                                                                        1. General Data Protection Regulation (GDPR)
                                                                                                          1. California Consumer Privacy Act (CCPA)
                                                                                                            1. Other Regional Regulations
                                                                                                              1. Compliance Monitoring
                                                                                                                1. Audit Procedures
                                                                                                                  1. Violation Response
                                                                                                                  2. Data Security Framework
                                                                                                                    1. Access Control Management
                                                                                                                      1. Authentication and Authorization
                                                                                                                        1. Data Encryption
                                                                                                                          1. Network Security
                                                                                                                            1. Application Security
                                                                                                                              1. Physical Security
                                                                                                                              2. Data Retention and Disposal
                                                                                                                                1. Retention Policy Development
                                                                                                                                  1. Automated Retention Rules
                                                                                                                                    1. Secure Data Disposal
                                                                                                                                      1. Audit Trail Maintenance
                                                                                                                                        1. Compliance Reporting

                                                                                                                                    Previous

                                                                                                                                    5. CRM Functional Areas and Applications

                                                                                                                                    Go to top

                                                                                                                                    Next

                                                                                                                                    7. CRM Analytics and Performance Measurement