Featured Speaker(s)

Ms. Loftis is a Customer Relationship Management (CRM) and Business Intelligence (BI) expert with 16 years experience in assisting organizations to adopt a customer focus. Ms. Loftis has worked with numerous large organizations in North America, South America, Europe, and the United Kingdom on all aspects of successful Relationship Management. She specializes in combining the technology necessary to support true CRM and BI business strategies with the organizational structures, executive leadership, and cultural factors required to migrate an organization toward customer orientation.
Ms. Loftis has helped clients to understand and develop all components of the integrated customer information environment. Her activities in this area have included assistance in the development of customer information systems (operational and warehouse), the integration/interaction of customer repositories with other systems (marketing, sales automation, knowledge management, document management, telephony, etc.), the development of robust enterprise customer data models for use in all future customer systems development, and the development of strategic implementation plans which prioritize customer systems initiatives and provide a roadmap for the construction of the integrated customer information environment.
Ms. Loftis has also helped organizations to understand best practice CRM and BI business strategies across Sales, Marketing, Service, and Risk Management. She has provided education on the organizational structures required to facilitate customer-focused business objectives, and has helped companies to secure executive level sponsors for the move to CRM and BI. Additional areas of experience include educating executives on CRM and BI principles and developing business cases for customer-focused initiatives.
Ms. Loftis has co-authored the book Building the Customer-Centric Enterprise with Claudia Imhoff and Jonathan G. Geiger (John Wiley & Sons, 2001), and has published numerous articles. In addition to her international consulting activities, she is a frequent presenter at national and international CRM and data warehousing conferences. Ms. Loftis received her B.A. in Business Administration from Vanderbilt University. Ms. Loftis can be reached at [email protected]