Customer Relationship Management
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Transcript of Customer Relationship Management
Customer Relationship Management
CRM- Practical Applications
Southern Institute ConferenceMay 23, 2013; 10:15 – 11:45 a.m.
CRM - Definition
Is a model for managing a company’s interactions with current and future customers. It involves using technology to organize, automate, and synchronize sales, marketing, customer service and technical support.
Current State
How is your United Way Using CRM?
(5) Full Integration
(4) Partial Integration
(3) Modest Integration
(2) Purchased
(1) Purchased What?
Case Study #1
Company 503:• 1000 Employees
• Based in Your Community
• Employees 8 Hours/Year Community Service
• Financial Literacy Focus
• Founder of Company was Involved with United
Way… 10 Years Ago
Case Study #2
Company 612:• 25 Employees
• Based in Your Community
• Employees 8 Hours/Month Community Service
• Environmental Focus
• Company CEO on United Way Board
Case Study #3
Company 002:• 500 Employees in Your Footprint
• Corporate Office in Another Community
• Early Grade Learning Focus
• District Manager is Chamber Board Chair
• Participates in the Loaned Executive Program
Case Study #4
Company 983:• 60 Employees in Your Footprint
• Corporate Office in Another Community
• Wellness Focus
• District Manager is Expressed Interests in
Partnership Opportunity
• Employees Have Active Fitness Program
Case Study #5
Company 790:• 5,000 Employees in Your Footprint
• Corporate Office Just Moved to Your Location
• Basic Needs Focus
• Corporate CEO/President New Hire
• Employees Have Active Fitness Program
Case Study Exercise
7 Diverse Roles• Corporate Leadership
• Corporate Employee
• United Way Employee – Campaign
• United Way Employee – Impact
• United Way Employee – Volunteer Center
• United Way Employee – Public Policy – advocates for
community based issues with elected officials
• United Way - IT
CRM Case Study Exercise
Exercise Overview
• Role Play The Scenario - 5 minutes
• Group Plan – 10 minutes
• Assess – 10 minutes Full Integration Success Factors
Key Examples
Amway – One by One Campaign
Century A&E – Reading Corner
Wolverine Worldwide – Get FitUWW – “Read Learn Succeed”
http://www.youtube.com/watch?feature=player_embedded&v=Gy-zaGqSns8
The Amway One by One Campaign for Children is a movement that spans 10 years and has helped
10 million children. Amway and its millions of distributors and employees around the world
identify the most pressing issues, then find meaningful ways to help and mobilize others.
Amway One by One projects and stories are as unique as the company itself.
Grand Rapids, Michigan, USA - In 1989, Amway responded to a challenge to “adopt” an inner-city school near Grand Rapids, Michigan, near its headquarters. The idea was to focus the company’s resources on a small population, and bring generosity and volunteerism to scale. The Amway commitment outlasted the adoption program, and years later, Amway employees are still increasing their commitment to the public
schools. From tutoring … to book drives … to pen pals … to field days … to career days … to anti-bullying training … to Junior Achievement instruction … Amway employees are involved in big and small ways. They even lend their expertise in the area of entrepreneurship through a special partnership with the Ottawa Hills High – School of Business, Leadership & Entrepreneurship, which means Amway has a continuum of support, from kindergarten to graduation.Through Amway, its employees and distributors, the Amway One by One Campaign for Children is making a difference, one child at a time.
Wolverine Worldwide
Co-Branding with Wolverine Worldwide
Merrell Brands
Get Active!
Born Learning Refreshed
Maureen NoePresident/CEO
Heart of West Michigan United [email protected]
Land: (616) 752-8620Cell: (513) 607-2020