2. We all rely on sales of
Goods
Services
Sales need to be
Enticed (pitched)
Carried out
Supported afterwards
3. Marketing activities
Campaigns
Marketing
Advertising
Cold calls
Sales Support
Who sold what and when
Support Sales
Is customer happy enough
to order more?
4. CRM has a list of existing and
potential customers
Salespeople call customers
Inform of services
Arrange meetings
Some customers sign
Customers provide ad
materials
Ads go into the catalogue
Some customers return
5. Wrt. mining, CRM=Database
Mining services populate the DB
What can you mine?
Potential clients (most common)
Business opportunities
Inventory data or product marketing materials
Competitor data
Anything else that you want in a CRM
6. Web Web
(HTML) (Semantic)
API (REST,
Databases
SOAP)
CRM
7. Extract
Get data from its original
source (GET)
Transform
What you do once you
get the data Extract Transform Load
Take only what you need
Arrange in the most
convenient way
Load
Store the data (or send it
elsewhere)
8.
9. HTTP GET
-to-1
correspondance between URL and
content
Web UI manipulation
Button presses, list picks, etc.
Web testing tools (e.g., WatiN)
Captchas
Neural nets & special algorithms
10. Analyze HTML Mapping tools
Correct using e.g., Altova MapForce
MindTouch SgmlReader Microsoft BizTalk
Get the relevant data Materials
Put it into the right shape Slides
Data mapping http://slidesha.re/ccqHKB
Screencast (Russian)
http://vimeo.com/12457936
11. CRM web service Paths to web services in
provides a definition of Settings|Customizations|
all entities Developer Resources
Even ones you define Some backwards
We initialize those compatibility
Proxies available via SDK
Upsert them via the web
service
12. RAC WWW
Odesk
SVC Elance
Polling
Dyn CRM
service
