Introduction to MS Dynamics
Customer Relationship Management  - Pareto analysis – theory
(For a very simple demonstration used in the tutorial, see file BC - 8-3 )
Ing.J.Skorkovský,CSc.
MASARYK UNIVERSITY BRNO, Czech Republic
Faculty of economics and business administration
Department of business management

Pareto Analysis setup



Pareto Analysis setup – Question Details



Pareto Analysis
a)We have already manually entered the amount limits for each category (A-C)
b)You must check Automatic evaluation
c)Run Update (update classification)
d)You will get the number of contacts (customers) falling into that category

Pareto Analysis



Pareto Analysis
 By expanding the number of contacts (calculated field)  and
 we have used B for our model) we got :

Pareto  Analysis



Campaign Setup – use of setup Sales Price Lists



Campaign Setup



Campaign Setup Sale Price List



Contact Segmentation



Contact Segmentation – Add contact Pareto B
B


Contact segmentation – Conctacts type Pareto B



Contact segmentation ->Campaign added  for Pareto B contacts



Contact Segmentation – Add contact Pareto A



Contact segmentation – Pareto A contacts
A


Contact segmentation – Pareto A contacts



Contact segmentation ->Campaign added  for Pareto A contacts



Activation of Sales Price lists for chosen
Customer Segments Parte A nad B  and related campaign CP1001
Before activating discounts for a selected campaign, it is first necessary
 to select a segment of customers according to the selected criteria (Pareto)
 and assign this segment to the campaign being set up

Sales Invoice for contact (Customer) Pareto A



Blokové schéma postupu příkladu
Prodej služby
Pareto analýza
Nové zboží X
Nový zákazník
Kampaň K1
Prodejní ceník na zboží X (prod.cena a řád. sleva %)
Přiřadit kampaň K1 vytvořenému segmentu
V segmentu A zaškrtnout cíl kampaně
Aktivovat slevy v kampani
PO (PF) pro klienta z vybraného segmentu
na zboží X
Selling a service to a new customer so that the contact
is classified as type A after updating the Pareto questionnaire
Nový Segment (A)

End of the section
(Customer Relationship Management)