Customer Management

Overview

Customer Management is a decision management process that consists of identifying existing customers that need to target specific actions such as product upgrades, cross-sell or in some case product restrictions.

Customer Management solution allows Users to build Customer Management policies that can be used to make multiple decisions such as:

• Who to target for a specific action

• What to offer or communicate

• What channel to use etc.

Creating a Customer Management policy

• All policy types follow the same procedures. Only the entity on which the decision is made and hence data available for use vary depending on the policy type.

• Customer Management policies apply to customer entities and can only use customer-related data.

• Refer to the section on Generic Policy Management Procedures for details on how to create and manage a Customer Management policy using customer data.