2. ❑ CRM is Customer Experience
Management
❑ It’s a tool/system to manage
and track the experience of
EPs ( especially to manage
sign-ups and applications)
What’s
CRM?
3. +
Benefits of CRM
It allows us to have the information from around the country
grouped in one place in order to generate more analysis to help
us in developing more effective strategies:
Analysis on what is most effective communication channel to
launch our sales strategies and promotion.
Analysis of conversion rates that we have between registered and
RA.
It allows us to have an understanding of our registered and thus
evaluate our market relevance.
4. +
Benefitsc of CRM
It gives us the ability to have a more focused monitoring that
allows us to more easily identify bottlenecks.
We can measure our reach Nationwide.
It gives us the possibility to evaluate the processes that we are
running to optimize them.
5. Different Types of CRM
tools/systems existing in the
network
TYPE 1:
Simple google
form (online
spreadsheets)
TYPE 2:
PODIO/
Salesforce/
entities’ own
websites
TYPE 3:
Global Online
Registration
system backend
(ORS)
IMPORTANT NOTE:
After Nov 2014, when new Global Information System (a new
myaiesec.net ) is fully implemented, we are able to manage CRM
easily through the system. NO OTHER SYSTEMS NEEDED ANY
MORE!
6. Under the context of new GIS is coming…
If you have NO online CRM system in place, we
recommend you to just use simple Google
spreadsheets at the moment. (Since it takes time to
establish and educate LCs to use systems like PODIO. )
7. If you are using PODIO already, then
you can check the following content to
see whether any improvements could be
made
8. +
How would it work?
There is a PODIO space as a CRM model available in the
following link :
https://aiesecglobal.podio.com/crm-ogcdp space.
The general idea is that there are 4 different applications: web
form, TMP / TLP going to exchange, University and CRM.
Each of these applications is the next link is to track throughout
the process.
9. +
Web Form
The first application (Web Form) is where all the information to
complete our enrollment is enrolled.
Each LC filter should (by segmentation universities) who are
enrolled and generate contact.
In this application the contact manager with the enrollee must
update the status of that person (contacted and not contacted,
etc.)
10. +
TMP/TLP going on exchange
This application is to have basic information about all those EP's
that are not registered in the national formulary because they
are members of our entities.
The idea is to have basic information about that person as we
have the information of new registrants.
11. +
University
This application is simply to have segmented bodies. Must be
updated each university with the corresponding entity.
The important thing about this application is that the way in
which is written the university is in the way it will appear on the
form for External, so you must include a name college that is
known for our students.
12. +
CRM
This application is to be completed once registered go to our
consulting team.
The first fact, the name of the person, the information linkee
names that are loaded in the application of Web Form and TMP /
TLP going on exchange.
From the moment of selection until RE will be monitored by this
tool.
Each EP Manager should be updating the information as your
PD progresses in the process.
In this application there is room for them to go up the files for the
audit (contract / agreement, SAN, CAN, Medical Insurance,
Visa).
13. +
Questions?
Here you have a video explaining how to use the CRM:
http://www.youtube.com/watch?v=8U1NzSu96CE&feature=youtub
e_gdata
(Spanish)
