An omnichannel customer engagement

tapeya6238 · Post by **tapeya6238** » Mon Dec 23, 2024 6:23 am

The technical implementation of an omnichannel customer engagement platform system is a transformative project for any business looking to improve its CRM strategy and streamline its services.

platform like Batch provides the tools and capabilities needed to not only manage customer interactions, but also deliver a personalized, cross-channel customer experience.

However, the success of such a system depends on careful planning and execution of its implementation.

We invite you to discover the key stages of technical implementation of the Batch platform and to understand what is at stake behind each stage.

NB: This technical implementation is accurate mobile phone number list carried out as part of a broader implementation project management. To learn more about this broader context and information on the governance of implementation projects, we invite you to consult this dedicated article .

Step 1: Data onboarding
Data onboarding is the cornerstone of CRM integration. Workshops, data flow proposals, and validation processes help establish a blueprint for data migration, ensuring that every piece of user information is accurately identified and transferred to the new system.

This careful planning is essential because it sets the stage for all the personalized interactions that will follow.

Stakeholders involved: backend, mobile, web and CRM teams.

What is organized: data mapping workshops, proposals, validations, concerning data collection on both the server and client sides.

Data mapping: workshops, proposals, and validation. This step is crucial to understand what existing data is needed to meet CRM needs and how it will fit into the new system. It involves identifying data sources, types, and formats, and planning how to transform and import them into Batch’s customer engagement platform. A workshop brings together all stakeholders to agree on definitions and structures, the proposal describes the agreed data map, and validation ensures the technical feasibility of the proposed plan.