| Start month | Action | Accountability | Notes |
|---|---|---|---|
| 0 (Sep) | Agree report format with Michael | Ed @ DBI | COMPLETED. Cut down report has been produced |
| Product performance report to be delivered via email on Monday to Josh | Linda @ DBI | COMPLETED | |
| 1 (Oct) | Weekly report in Excel format to be delivered via email on Monday to Michael, Josh, James at UKFD by Lluis at ElisaDBI | Lluis @ DBI | COMPLETED. Report will need targets added manually. Who will be responsible at UKFD for adding targets? |
| 2 (Nov) | ElisaDBI report generation script to be replaced by DataShaka export | DataShaka | Format will remain Excel file |
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/ UKFD - 3MP - Oct-Dev.md
Last active
December 23, 2015 19:19
UKFD 3 month plan for October 2013 - December 2013.
UK Flooring Direct would like their CRM to contain information that helps them determine who a prospect/customer and where in the purchase cycle they are. This data will be used by the Marketing team (but possibly also by the Contact Centre team) to discover interesting customer semgents which can be targeted.
The CRM system should store high level attributes about a person, not log level information. For example, if a person visits 20 pages of the website, the following attributes against a person's CRM record.
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