Lisa Loftis Senior Consultant

Lisa Loftis is a Senior Consultant with Cutter Consortium's Business Intelligence Practice. She is a customer relationship management (CRM) expert with 15 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 business strategies with the organizational structures, executive leadership, and cultural factors required to migrate an organization toward customer orientation. She has assisted companies in developing customer information systems (operational and warehouse), integrating customer repositories with other systems (marketing, sales automation, knowledge management, document management, telephony), developing robust enterprise customer data models for use in all future customer systems development, and developing strategic implementation plans that 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 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. Additional areas of CRM experience include educating executives on CRM principles and developing business cases for customer-focused initiatives.

Ms. Loftis coauthored the book Building the Customer-Centric Enterprise with Claudia Imhoff and Jonathan G. Geiger and has published several articles. In addition to her international consulting activities, she is a frequent presenter at national and international CRM and data warehousing conferences. She can be reached at consulting@cutter.com.