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- Joe Andrieu
- Iain Henderson
- Judi Clark
- Mary Ruddy (non-voting)
- (one mysterious person)
Apologies
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5. Information Sharing Agreements
From our pre-IIW meeting, patterns of specific person-level info-sharing uses (these are purpose-bound):
- Pattern 1: Personal RFP: pRFP, value added, read & use for lifetime of pRFP, statistical aggregation, communications via service broker
- Pattern 2: Transit Authority: geolocation data, read & use indefinitely, no value added, no communications channel, statistical aggregation
- Pattern 3: Road Warrior Program: geolocation data, read & use indefinitely, value added, communications channel: device specific (GPS interface)
- Pattern 4: Usage optimization:use data, read & use indefinitely, value added (advice), communications channel: notification (SMS, email), power of attorney
Not yet purpose-bound:
- Pattern 5: Relationship maintenance, maintaining contact info in purpose binding way
Need to tie collection/updates to purpose binding. Roles: Marketing & Sales, Operations (business as usual, purpose binding is specific to that business), Customer Service (purpose binding to fix a problem), Finance (payment). Last three are categories, but marketing & sales needs more granularity. For Sales & Marketing: "I will give you this data, connection to current contact info, so that you can reach me." - dealing with what do I want to hear about, how, and when (frequency and duration); purpose binding to allow marketing to an individual.
- also Pattern 6: Sharing reviews/endorsements
Needs more work: What (recommendations, special offers, etc.), How (direct mail & email, phone, etc.) and When (frequency and duration) for viable marketing patterns for communications*.* Also Why, based on What they know (one level of intention: keywords, behavioral & purchase history; demographics, address, other bits of current practice). Need to focus on relevant info for current needs (context).
From CRM perspective, they see themselves selling us as one of 0) selling new (contact info before sale), 1) more of same, 2) accessories, and 3) related products.
6. Action Items Review
- Iain
- Joe - update on PII conf next week
- Joe - follow up with Doc re: CRM + VRM conferenceJudi
Next Regular Meeting
TUESDAY 17 May 2011 - 90 minutes
9am Hawaii, noon Pacific Daylight, 3pm EDT, 8pm UK Daylight
Skype: +9900827042954214
US Dial-In: +1-201-793-9022
UK Dial-In: +44 (0) 8454018081
Room Code: 2954214
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