HighRise HQ

CRM – the Akvo way

We will be covering…

What is Highrise?

Why use Highrise?

Site Walkthrough

Standard Practices

Nifty Tips

Issues

What is Highrise?

CRM or Customer Relationship Management Tool

Keeps Track of Emails and Conversations

Shared Address Book

Contact History

Tasks and Reminders for Workflow

Cases for Grouping Communications on One Subject

Deals for Highlighting a Bid or Project in the Pipeline

Why use Highrise?

To have visibility on what our colleagues are doing and communicating to partners

Before meeting a partner you can see whether they’ve been experiencing problems recently

It’s a great archive/backup of important communications to partners

Easy way to follow up when our colleagues are on vacation or leave

Site Walkthroughwww.highrisehq.com

Latest Activity

See the latest notes everyone has entered into the system

Ordered by Today’s date

Can filter by User

Contacts

All current contacts

Filter by Name, Title, Email etc

Email filter @iicd works great!

Can drill-down into individual Contacts

Can edit/update contacts with new information

Tasks

All tasks assigned to you

All your own tasks

Cases

All the Cases or Groups we are working with

Deals

All the Deals that have been entered into the system

Search

Ability to search on anything in the system

Standard PracticesAll outgoing emails to Partners should be placed into Highrise

Bcc your Highrise Dropbox when sending a mail

If forgotten, add a note with the contents of the email to the Contact – DO NOT FORWARD

Incoming mails of interest should be entered in as soon as possible

Simply Forward your Received Mails to your Highrise Dropbox – INCLUDING the Email Header

Important Telephone Conversations & Meetings should be added to Highrise – linked to the CASE and/or CONTACT

Add details to Contacts you speak to regularly – or if they join an existing Team

Each Contact should be allocated to a single Company

Large Workflows (Alliances, Events etc) should be placed into Cases

Nifty Tips

Download your Highrise Dropboxes to your Address book

Add a whole company to a CASE

Schedule a Task via Email

Add your Tasks into your iCalendar

Add your LinkedIn Profile

Use the CASE Dropbox Addresses

Issues

Overviews aren’t easy to come by

You can’t search for a Company

It’s only as good as the data we put in

You can’t forward a forgotten email

Notes can only be linked to 1 CONTACT and 1 CASE

Telephone calls are not easy to enter

Still to do…

Integrate with MailChimp

Decide on the use of Deals

Update & embellish existing contacts

Utilise the Highrise API Token (RSS)

Discussions…