As the year draws to a close, it's time for forecasts and trends.
Pegasystems Inc. leading provider of strategic software solutions for sales, marketing, service and operations, shows what will be important in CRM and customer management in 2017.
AutomationArtificial intelligence (AI) processes, such as those implemented in Siri or Echo, will be increasingly used in CRM, for example for automated chats. The boundary between personal and automated contacts will become blurred.
Channel-less conceptThe boundaries between sales channels are becoming more and more irrelevant; customers are acting regardless of channels and companies must adapt to this - channel-less is replacing the concept of omni-channel.
Costs and serviceFirst-class customer service and low costs for back-end operations are no longer mutually exclusive. Sophisticated, digital self-service channels can be used to create an optimal customer experience that is efficient from a business perspective.
Pre-emptive servicesUntil now, CRM solutions have been geared towards reacting to customer events and needs. In the future, tools that can anticipate customer needs will become increasingly important. This will enable companies to strengthen relationships with their customers in the long term.
Real-time evaluationUntil now, CRM systems have mainly been based on static data. In the future, real-time data streams that are generated on mobile devices or through apps, for example, will play a central role. They will allow better differentiation and personalization of the respective customer experience.
Legacy integrationThe existing legacy systems also remain a challenge for CRM. A lot of information and processes are still dependent on systems that were not designed for the modern always-online world, but which are still indispensable for core processes - not least for cost reasons. Companies will therefore have to make greater efforts to integrate the various systems seamlessly.