Electronic Customer Relationship Management System Via Purchase Of Field Service Software Attached

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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
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