In a context where accurately measuring the value of CBM and CVM activities becomes a strategic issue, it is essential to harmonize calculation methods and integrate these indicators into global reporting. This project aims to strengthen understanding, standardization, and consolidation of valuation practices in the MEA region, while ensuring alignment with the DVM (Data Value Measurement) methodology. Sofrecom’s approach aims to improve data reliability, facilitate decision-making, and ensure consistency across the group.
The Need to Unify CBM/CVM Value Measurement
Companies operate in an environment where valuing CBM (Customer Business Management) and CVM (Customer Value Management) activities has become a key lever to optimize performance. However, diverse calculation methods, fragmented practices, and inconsistent reporting complicate consolidation at the group level. To address these challenges, the mission focused on:
- Understanding the current implementation of DVM in the MEA region
- Identifying gaps and methodological differences
- Harmonizing calculation methods and aligning practices with DVM
- Facilitating data consolidation
- Strengthening collaboration between local and central teams
- Standardizing reporting and establishing a common framework
- Supporting strategic decision-making
This project is part of a continuous improvement approach to make CBM/CVM valuation more accurate, consistent, and actionable across the organization.
Definition of CBM and CVM Activities
CBM (Customer Business Management): Optimizing commercial relationship management, customer retention, and maximizing client value.
CVM (Customer Value Management): Measuring and optimizing the financial value each client brings to the company, guiding marketing investments and profitability.
CBM and CVM activities are complementary and essential for improving business performance, enhancing loyalty, and maximizing long-term profitability.
Sofrecom’s Proposed Methodology
Sofrecom has developed a structured methodology focused on:
- In-depth diagnostics
- Comparative analysis
- International benchmarking
- Methodological alignment with DVM
- Reference framework creation
- Training and support
- Continuous monitoring and improvement
Benefits Delivered by Sofrecom
- Consolidated and reliable view of CBM/CVM value
- Harmonization of calculation practices
- Standardization of reporting
- Enhanced team collaboration
- Optimized data management
- Support for growth and innovation
- Compliance with group standards
- Accelerated digital transformation
This project represents a key step in strengthening overall performance through a proven methodology and expert support.
