MEMORANDUM TO: FROM: DATE: SUBJECT: Mike Wester, Owner Kimberly Lovern, Designer May 5, 2015 Proposal to Implement Electronic Customer Relationship Management System via Purchase of Field Service Software Attached is my plan to implement an electronic customer relation management system through the purchase of Field Service Software. The dry erase board is as of now the primary data center point. Customer contacts, installations, and job completion dates are recorded on the dry erase board, yet regularly deleted by accident. The dry erase board has created productivity issues and hindered company growth, thus making a general impact on the organization and employees. Clients are the fundamental wellspring of income for the association. …show more content…
May 5, 2015 CONTENTS EXECUTIVE SUMMARY ......................................................................................................... iv INTRODUCTION..........................................................................................................................1 POSTAGE COSTSSTATEMENT OF PROBLEM ...................................................................1 CUSTOMER SAMPLINGELECTRONIC DOCUMENT MANAGEMENT POLICY ........2 CUSTOMER DATA LOSSUSB DRIVES AND SCANNERS...................................................2 LIMITED PRODUCTIONFOLDER AND FILE NAMING SYSTEM ...................................2 PROJECT MANAGEMENT SYSTEMSTHE SOLUTION .....................................................3 ACCESSIBILITYPOTENTIAL PROBLEMS AND SOLUTIONS .........................................3 PROS AND CONS .........................................................................................................................3 CONCLUSIONS AND RECOMMENDATIONS.......................................................................4 REFERENCES...............................................................................................................................5 FIGURES AND TABLES Table 1: Customer Job Revenues……………………………………………………………….2
Intro The business environment is very competitive. Consequently, companies need to offer customers efficient and reliable service. If they do not, customers will switch to more consumer efficient companies. Furthermore, as companies grow in size, it becomes harder to keep track of the growing amount of customer information. If a company does a poor job of organizing and maintaining customer records and data, it can result in problems for both the company and the consumer. This paper will focus on the Minnesota Mining and Manufacturing Company, more commonly known as 3M, and how it improved its customer service and reduced cost by improving its management information system. Sources consulted
CMS Systems, Inc. is a company that provides information systems consulting services to companies in the telecom industry in the United States and the United Kingdom. Due to its success, CMS is hoping to expand its operations into other parts of Europe. Despite its large size, CMS currently uses a manual/spreadsheet-based process for maintaining employee and client data. Management has now decided
We are heavily invested, both financially and from a human capital perspective, in creating a customer experience that matches our industry-leading products. In recent years, we have implemented new systems to empower our customer account executives to satisfy customer needs. New options allow customers to contact us via web, smart phone, and through their set-top cable boxes to get answers to questions, troubleshoot problems, and pay their
Recent survey found that only 34 percent of customer service companies use latest technology for customer service management. On the other hand 66 percent of companies using notebooks, papers, and useless notes. In order to succeed, we must have proper tool to execute it. So, matt has to collect information about Datatronics CRM and he has to find out whether the staffs are using CRM properly.
This is important because the same system is used in all working plants, monthly assessments and calculations will be done by employees to regulate and determine many factors. These factors include their reactions to the new system and the productivity and efficiency of the system. It is job of managers to provide the collective data to the consultants, who are responsible to evaluate and make changes that are required and necessary. Changes recorded will be reported back to the managers from them. Changes will be announced to their employees and a detailed feedback report about re-evaluation will be emailed after a week to the staff. The new customer information system will be successful as employees from every level are working together on a same
Staffing this position has been an issue. It can be a stressful environment requiring the employee to juggle a large amount of information and make decisions quickly. Having a resource tool available with the amount of information readily available and the ability to obtain and navigate customer data and scheduling information makes this a much more efficient task for both the employee and customers. The CRM system would also improve the ability of transitioning and training new employees for the coordinator position by maintaining all customer data in one program the coordinators will not simply be using memory alone as the familiarity with each customer’s preferences.
The business problem to be solved is how to improve operational efficiency, reduce customer wait time, and minimize the risk of losing or misplacing a customer’s items, which will preserve profit by reducing preventable losses. The current system and process is outdated and flawed, which is causing customer dissatisfaction and loss of profit.
It can therefore be seen retaining customers should be the main agenda for CVS. This can be done through improvement in CVS’s services and operations. In order to achieve this outcome our group feels that an upgraded computerized service system, complete with a more comprehensive database would provide the strong foundations for a smooth business operation. The system should be able to monitor and record logistics, inventory movements, insurance checks, customer profiles etc. Secondly, training should also
As the IT department begins to plan for and implement a new customer relationship management (CRM) solution in the corporate office, there are several variables that must first be thoroughly examined. The IT department must address the needs of the office, as well as the legacy hardware and software currently in use. It is apparent that current IT infrastructure will not support the introduction of a new CRM application. The legacy hardware currently in use is outdated require replacement. When implementing a hardware replacement project the IT department will use five major variables of project management that relate to the hardware replacement
To implement and maintain a CRM system to ensure 100% of business data capturing and communication process.
Chip Reeves knows all about the life of a sales guy. That’s because during his nearly 20 years at Dow Corning, a global manufacturer of silicon-based products, he was one. He knows all too well that salespeople ignore any new administrative process or technology unless it allows them to make more sales or use their time more efficiently. Now, as Dow Corning’s director of marketing and sales processes, Reeves is leading the company’s convergence of its CRM and e-business efforts, as well as streamlining its compliance and reporting functions. The goal, naturally, is to provide excellent customer service—and to make it easy for Dow Corning sales and marketing staff to use the expansive CRM system. Real easy . Reeves also served as the
The Panther Flying Club will utilize the Oracle Service Management family of products as our customer relationship management (CRM) system of choice for customer interaction and managing service-related information. This technology will aid the improvement all of our customer interaction and customer’s needs as well as collect information from our customers. This information will be utilized in providing information for management to direction operations to aid future marketing, sales, customer service, and customer retention requirements. In order to provide a voice for our customers and club members various customer interaction tools will be utilized: phone, email, and website. CRM software will store customer data for utilization by employees in sales, marketing, and the customer service department to aid the decision making process.
Getting to know your customers, as well as any prospects, is a key component in the success of any business. This requires a lot of work and time, but even more important is the establishment of a relationship, in which the customer feels appreciated and valued. The customer is not only a person or a business purchasing a service or a product, but someone who matters and is important to the success of any business. As such, clean and organized customer record keeping and all information is essential to the success of any business, in order, to retain existing customers and bring new customers on board. This requires a very sophisticated and intelligent method for keeping customer records as the more we know about the customer, the more success that will be naturally brought to the business. This seemed to be an impossible task until recent years.
In 2008 Telstra transformed from its old DOS based computer systems to its current Customer Relationship Management system (Siebel), this transition was not well executed by its decision makers due to system bugs affecting Siebel’s billing, signup provision and activation process.
steadily for the last few years and is now seen as the way forward for any