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
From an organizational and profitability standpoint, an efficient, easy to use, and unified CRM system, captures all key and critical data from sales and marketing to commercial operations, all the while focusing on sales process, sales efficiencies, and increasing sales, all contributing to the bottom-line profitability of the organization. Data has proven that CRM platforms increase the productivity and profitability of individual departments and subsidiaries, these same platforms and characteristics will have the same ramifications on a larger scale organization, especially an organization that spans the global footprint, such as
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
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.
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.
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
As a home-based business, Knee Scooters of Houston has followed a fairly simple CRM System in the past. We’ve used a spreadsheet with pivot tables to determine how many “calls” we’ve received and if it resulted in a sell or rental, and any notes with customer information and comments. “Calls” include actual phone calls, website, and email inquiries. We also differentiate between “customer” and “client”. Our “clients” are primarily medical and physical therapy offices that refer, display, and distribute our marketing materials. While this has served us well in our early business development, we’ve recently started using Salesforce. Salesforce will allow us to keep customer contacts separate from client contacts, track our social media contacts, upload our customer forms to the cloud, offers another real-time conversation options with Chatter, and track marketing, sales, and rental information more thoroughly (Salesforce.com). Salesforce has many different options available for marketing and sales and we are eager to have the mobile connectivity with our clients and customers that Salesforce can provide.
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.
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
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
An effective Customer Relationship Management (CRM) program can be used to identify, retain, satisfy and obtain customers by using technology to optimize strategies for understanding customers’ needs to manage business interactions with current, former, and prospective customers. Additionally, CRM also enables companies to maximize internal, external, marketing and customer service operations to better address the needs of the customer building a better relationship with customers that a more profitable. (Ahmad & Buttle, 2001)
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.
To implement and maintain a CRM system to ensure 100% of business data capturing and communication process.
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.
The merging of the customer data from sales and the call center interactions has created the more informed interactions with the customer (Petersen, 2004). The concept rang with the user organizations and mergers and acquisitions created a host of software that the vendors claimed to have an integrated set of capabilities that became known as customer relationship management (Petersen, 2004). Companies wanted to learn more about each and every individual customer and use the information to effectively take care of and manage their relationships, and yet increased customer satisfaction and profit.