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CRM-project example

 

 

CRM Business objectives:

Single source for customer information by account type (distributor, dealer, wholesaler, retailer).

Partner relationship management:

  1. Supply channels control.
  2. Tracking partner orders.
  3. Analyzing sales by regions.
  4. Credit control.
  5. Price-list forming for different client types.

Call Centre:

  1. Showing the caller form on the screen.
  2. Registration of the incoming and outgoing calls.
  3. Analyzing manager effectiveness (number of calls, call average duration).
Managing sales representatives network:
  1. Planning and control of the sales-reps and merchandisers visits taking into account routs logistic and partner categories.
  2. Analyzing visits effectiveness.
Target marketing:
  1. Competitors tracking and analyzing.
  2. Managing loyalty programs.
  3. Forming the loyalty club.
  4. Campaigns management (budget, terms, target audience, responses).
  5. Automating routine operations, related to marketing (printing letters, cards, bulk email sending).
  6. Single source for marketing literature.


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