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Selecting  Implementing
     a CRM System

    Marisa Cox, University of Arizona
         Brian Niles, TargetX


 Moderator: James Rainey, Michigan State University
The Problems
Data Dispersed - Different Systems/Vendors
 Incomplete or Unavailable Information
   Missed Opportunities for Recruiting
     Everyone Not on the Same Page
     Duplication of Communication
Who got what?
Direct mail or email campaigns

   Who received or was sent it?
    Who “interacted” with it?
  Who “bounced or returned” it?
  What are they receiving next?
What do we know?
Determining Followup Activities

How  when did they hear about us?
What have they given us about them?
 What is their “opportunity score?”
    Who spoke with them last?
GMAC Annual Conference 2008
GMAC Annual Conference 2008
GMAC Annual Conference 2008
GMAC Annual Conference 2008
GMAC Annual Conference 2008
GMAC Annual Conference 2008
GMAC Annual Conference 2008
GMAC Annual Conference 2008
GMAC Annual Conference 2008
GMAC Annual Conference 2008
GMAC Annual Conference 2008
GMAC Annual Conference 2008
GMAC Annual Conference 2008
GMAC Annual Conference 2008
GMAC Annual Conference 2008
GMAC Annual Conference 2008
GMAC Annual Conference 2008
GMAC Annual Conference 2008

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GMAC Annual Conference 2008

  • 1. Selecting Implementing a CRM System Marisa Cox, University of Arizona Brian Niles, TargetX Moderator: James Rainey, Michigan State University
  • 2. The Problems Data Dispersed - Different Systems/Vendors Incomplete or Unavailable Information Missed Opportunities for Recruiting Everyone Not on the Same Page Duplication of Communication
  • 3. Who got what? Direct mail or email campaigns Who received or was sent it? Who “interacted” with it? Who “bounced or returned” it? What are they receiving next?
  • 4. What do we know? Determining Followup Activities How when did they hear about us? What have they given us about them? What is their “opportunity score?” Who spoke with them last?