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CRM-project example

 

 

CRM Business objectives:

Attracting new partners:

  1. Attracting new sponsors and retaining existing ones thanks to working according to business processes.
  2. Target marketing based on partner segmentation (by type, importance, status, size).

Improving manager effectiveness:

  1. Routine automation by using business processes.
  2. Information search and analyzing.
  3. Bulk email sending using templates.
  4. Automatic report building.

Organizing team-work:

  1. Access to the single database from everywhere in the world.
Project management (conferences, seminars, special projects):
  1. Tracking project stages.
  2. Project team organizing.

Storing the participant and sponsor information:

  1. Participant and sponsors single data source.
  2. Associations between contacts and companies.
  3. Storing the interactions history with sponsors and participants.


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