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Raab Associates, Inc. Guide to Customer Management Systems

Purpose

The Guide to Customer Management Systems helps companies to understand and select software used to plan, execute and evaluate customer relationship policies. It includes products to manage real-time interactions as well as conventional outbound campaigns. These systems are purchased by financial services providers, retailers, direct marketers, telecommunications vendors, utilities, insurance companies, and others who manage many thousands or millions of customers. The Guide provides detailed information on each vendor’s technology, functionality, pricing and background. Buyers can purchase information on a single vendor or on several products. Each entry follows the same structure, making it easy for buyers to compare the different systems. Information in the Guide is based on vendor presentations, demonstrations and customer interviews.

To ensure that every buyer receives the most current information available, Raab Associates, Inc. continuously updates Guide entries and prints each copy the day it is ordered.

Contents

The Guide has two main sections:

• introductory materials describe the customer management software industry, differences among functions provided by these systems, and key underlying technologies. This information helps readers to understand their options and judge which products are worth closer examination. It totals 28 pages. Section contents are:
  • About This Guide
  • Industry Overview
  • System Functions
  • Technology
  • Table Explanations
• product information on individual systems. Each entry provides two to three page narrative discussion of the system, followed by seven to twelve pages of tables. Section contents are:
  • Narrative Discussion
    • overview
    • functions
    • technology
    • pricing
    • vendor
  • Tables
    • Technology
      • data structure
      • data administration
      • edit customer data
      • database engine
      • largest installation
      • globalization
      • integration
      • programming language
      • architecture and operating systems
    • Analysis
      • query interface
      • view query results
      • user defined calculations
      • standard reports
      • end-user reports
      • scoring and modeling
      • optimization
    • Interaction Management
      • form letters
      • telemarketing and sales force automation
      • email and Web
      • integration
      • cross-campaign response management
      • real-time recommendations
    • Outbound Campaign Management
      • campaign definition
      • nested segments
      • multi-step campaigns
      • event-based campaigns
      • campaign outputs
      • promotion history
      • channel capacity constraints
      • batch processing and scheduling
      • test/control support
      • customer-level conflict management
      • response measures
    • Marketing Administration
      • budgets and forecasts
      • project management and workflow
      • content management
      • workgroup security
    • Pricing
      • price basis
      • minimum system
      • 1 million customer system
      • 10 million customer system
      • optional modules
      • ASP Model
    • Background
      • address
      • telephone
      • Internet
      • number of employees
      • year company established
      • ownership
      • year product released
      • number installations
      • industries of clients
      • major reference accounts
      • major alliances
      • special/other services
      • planned enhancements

The Guide is the only resource that brings together such detailed information on this class of software. It has been purchased by service providers, hardware and software manufacturers, and many marketing organizations throughout the world.

Vendors Included

Current entries include:

• AIMS Software AIMS
• Aprimo, Inc. Aprimo Marketing
• Chordiant Chordiant 5 Marketing
• Data Distilleries DD Series
• Decision Software, Inc. TopDog
• DoubleClick Ensemble
• Elity InSight
• E.piphany E.6
• Harte-Hanks M/CIS
• Kana Kana Marketing
• Matrix Technology Group DataLodgic and N.Que
• Million Handshakes Handshake Engine
• NCR Teradata CRM 4.0
• NuEdge Systems NuEdge Suite
• SAS Institute Marketing Automation
• Siebel Systems Siebel Marketing
• Unica Corporation Affinium 5.0

If you don’t see a vendor you are interested in, please ask! Raab Associates, Inc. frequently add new entries, which may not be reflected on the published list. We also have extensive information on many other vendors that are not included in the published Guide.

To Order

The complete Guide costs $1,000 for a printed copy. This includes introductory materials and all vendor entries. Customers interested in one vendor only can purchase that vendor’s entry for $250. Buyers are authorized to distribute photocopies within their organization without additional payment. Electronic copies are available at double the cost of printed copies.

Second-day shipping within the U.S. is included in the price; orders from outside the U.S. are charged the cost of priority international delivery. Payment may be by Mastercard, Visa and American Express.

To place an order or for additional information, contact Raab Associates, Inc. by e-mail to info@raabassociates.com. _____________________________________

The Raab Associates, Inc. Guide to Customer Matching Systems

Purpose

The Guide to Customer Matching Systems helps companies to understand and select software used to identify and link records from different systems that refer to the same individual, household or business. These products are used to build large data warehouses and marketing databases, and to perform real-time matching in customer contact centers and other operational systems. The Guide provides detailed information on each vendor’s technology, functionality, pricing and background. Each entry follows the same structure, making it easy for buyers to compare the different systems. Information in the Guide is based on vendor presentations, demonstrations and customer interviews.

To ensure that every buyer receives the most current information available, Raab Associates, Inc. continuously updates Guide entries and prints each copy the day it is ordered.

Contents

The Guide has two main sections:

• introductory materials describe the customer matching software industry, differences among functions provided by these systems, key technologies, and how to run a selection project. This information helps readers to understand their options and make an efficient, effective software choice. It totals 28 pages. Section contents are:
  • About This Guide
  • Industry Overview
  • System Functions
  • Technology
  • Table Explanations
• product information on individual systems. Each entry provides a one page narrative description of the system, followed by six pages of tables. Section contents are:
  • Narrative Discussion
    • overview
    • technology
    • data preparation
    • matching
    • pricing
    • vendor background
  • Tables
    • Technology
      • platforms
      • in-house installation
      • outsource operation
      • batch processing
      • real-time processing
      • integration
      • implementation
      • interface
      • performance
    • Data Preparation
      • input formats
      • character sets
      • identify changed-only records
      • input analysis
      • transformations
      • parsing and standardization
      • postal coding and standardization
      • international support
    • Matching
      • individual matching methods
      • householding methods
      • business matching methods
      • persistent ID management
      • manual review and override
      • record coding
      • reports
      • data consolidation
      • data enhancement options
    • Pricing
      • basis
      • 1 million records
      • 10 million records
      • 100 million records
    • Background
      • year introduced
      • nbr installs
      • address
      • phone
      • internet
      • year founded
      • ownership
      • nbr employees
      • other businesses
      • planned enhancements

Vendors Included

Current entries include:

• Acxiom AbiliTec
• Ascential Software QualityStage
• ChoiceMaker Technologies, Inc. ChoiceMaker
• DataFlux Corporation dfPower Studio
• DataLever Corporation DataLever
• DataMentors DataFuse
• Experian Truvue
• Fair, Isaac SmartLink
• Firstlogic Information Quality Suite
• Group 1 Software DataSight
• Innovative Systems, Inc. i/Lytics Solution
• Intelligent Search Technology NameSearch
• Search Software America Identity Systems
• Trillium Software Trillium Software System

If you don’t see a vendor you are interested in, please ask! Raab Associates, Inc. frequently add new entries, which may not be reflected on the published list. We also have extensive information on many other vendors that are not included in the published Guide.

To Order

The Guide costs $495 for a printed copy and $595 for an electronic copy. Buyers are authorized to distribute photocopies within their organization without additional payment.

Second-day shipping within the U.S. is included in the price; orders from outside the U.S. are charged the cost of priority international delivery. Payment may be by Mastercard, Visa and American Express.

To place an order or for additional information, contact Raab Associates, Inc. by e-mail to info@raabassociates.com