Programme


09.00 AN INTRODUCTION TO EDM

  • What is EDM and what realistic benefits can it achieve
  • Why it is special
  • Types of Events
  • How to implement an EDM solution
  • Data needed to successfully run EDM campaigns
  • How to capture client interactions
  • A review of EDM solutions currently available in the marketplace
  • Linking EDM Campaigns with Distribution channels
  • What are the advantages and limitations of EDM over other direct marketing channels?
  • What does an EDM implementation cost

Mark Holtom, Director, eventricity Ltd


10.30 coffee


11.00 WHAT ARE THE REQUIREMENTS FOR EDM IMPLEMENTATION?

  • An accessible client-interaction database
  • Automation of event capturing and initiation of commercial activities
  • Contact Management
  • An organisation that is ready for EDM
  • How to implement EDM into an existing CRM solution

Mark Holtom, Director, eventricity Ltd


11.45 BENCHMARKING RESULTS ACHIEVED FROM EDM AND CRM SOLUTIONS

A detailed analysis of results obtained from 60 banks in 28 countries using CRM solutions
Actual figures on results obtained
Benchmarking with your company

Mark Holtom, Director, eventricity Ltd


13.00 lunch


14.00 CASE STUDY: AN EDM IMPLEMENTATION PROJECT AT A LEADING HUNGARIAN INTERNATION BANK

  • Preparations & prerequisites
  • EDM offers: you think you know everything about marketing offers? Think again!
  • Difficulties of sales measurement of EDM offers/activity
  • The cycle of introducing new events
  • Critical success factors

 

Attila Kezdődy, Director of Strategic Analysis and CRM Support Unit,  K&H Bank Hungary


15.30 End


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