Maker Nexus (MN) Customer relationship management (CRM) - Revision history

Jschrempp: /* Status */

2023-08-30T23:00:29Z

Status

← Older revision		Revision as of 19:00, 30 August 2023
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	==Status==		==Status==
	We ~~have~~ selected EZFacility as our CRM. ~~The implementation is working~~, ~~staff is trained~~, ~~and documentation is in place~~.		We originally selected EZFacility as our CRM. In April 2023 we investigated using Odoo and then settled on another well supported cloud based solution, Amilia. We went live with Amilia on August 30, 2023.

	At this time the team handles issues as they arise. We have a CRM channel in Slack.		At this time the team handles issues as they arise. We have a CRM channel in Slack.
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	===CRM Trained===		===CRM Trained===
	If you need help with ~~EZFacility~~, see one of these		If you need help with Amilia, see one of these
	* Jim Schrempp		* Jim Schrempp
	* ~~Robin Salafia~~		* Barbara Clemmensen
	* Carmen
	* Sarah Kramer		* Sarah Kramer
			* Craig Colvin
			* Nick Garvey

	=== Skills===		=== Skills===

Jschrempp at 04:40, 16 May 2023

2023-05-16T04:40:43Z

← Older revision		Revision as of 00:40, 16 May 2023
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	===Leader===		===Leader===
	~~Jim Schrempp~~

	===Members===		===Members===
	* Sarah Baker
	* Regina Sakols

	===CRM Trained===		===CRM Trained===
	If you need help with EZFacility, see one of these		If you need help with EZFacility, see one of these
	* ~~Sarah Baker~~		* Jim Schrempp
	* ~~Regina Sakols~~		* Robin Salafia
	* Jesse Johnson
	* Carmen		* Carmen
	* Sarah Kramer		* Sarah Kramer

Jschrempp: /* Board Liaison */

2021-07-08T01:00:10Z

Board Liaison

← Older revision		Revision as of 21:00, 7 July 2021
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	===Board Liaison===		===Board Liaison===
	~~Jim Schrempp~~		Craig Colvin

	==Requirements==		==Requirements==

Jschrempp: /* CRM Trained */

2021-07-08T00:59:53Z

CRM Trained

← Older revision		Revision as of 20:59, 7 July 2021
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	* Sarah Baker		* Sarah Baker
	* Regina Sakols		* Regina Sakols
	* Nicole Borgaard
	* Jesse Johnson		* Jesse Johnson
			* Carmen
			* Sarah Kramer

	=== Skills===		=== Skills===

Jschrempp: /* Status */

2020-02-21T15:28:50Z

Status

← Older revision		Revision as of 11:28, 21 February 2020
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	We have selected EZFacility as our CRM. The implementation is working, staff is trained, and documentation is in place.		We have selected EZFacility as our CRM. The implementation is working, staff is trained, and documentation is in place.

	At this time ~~'''this~~ team ~~is not active'''~~. We have a CRM channel in Slack.		At this time the team handles issues as they arise. We have a CRM channel in Slack.

	===Leader===		===Leader===
	Jim Schrempp		Jim Schrempp

			===Members===
			* Sarah Baker
			* Regina Sakols

			===CRM Trained===
			If you need help with EZFacility, see one of these
			* Sarah Baker
			* Regina Sakols
			* Nicole Borgaard
			* Jesse Johnson


	=== Skills===		=== Skills===

Jschrempp at 15:26, 21 February 2020

2020-02-21T15:26:18Z

← Older revision		Revision as of 11:26, 21 February 2020
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	==Status==		==Status==
	We have ~~one person~~ working ~~to gather requirements. We are currently managing our membership on spreadsheets~~ and ~~that~~ is ~~not the long term solution~~.		We have selected EZFacility as our CRM. The implementation is working, staff is trained, and documentation is in place.

	We ~~know of three solutions on the market: SalesForce, CiviCRM, Club Express~~		At this time '''this team is not active'''. We have a CRM channel in Slack.

	~~===Resources===~~

	I have ~~taken CiviCRM administrator training~~. ~~[[User:Frankst\|Frankst]] ([[User talk:Frankst\|talk]]) 15:37, 22 January 2018 (EST)~~

	~~==Membership==~~
	~~2 people~~

	===Leader===		===Leader===

Frankst: /* Contact management */

2018-02-04T02:33:22Z

Contact management

← Older revision		Revision as of 22:33, 3 February 2018
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	===Contact management===		===Contact management===
	Take steps to prevent the same person being entered in the database twice. When slip-ups occur and a duplicate entry ~~occurs~~, have a means of consolidating the duplicate entries, such that:		Take steps to prevent the same person being entered in the database twice. When slip-ups occur and a duplicate entry is created, have a means of consolidating the duplicate entries, such that:
	*One and only one entry is identified as correct.		*One and only one entry is identified as correct one to use.
	*Future updates are made only the the correct entry.		*Future updates are made only the the correct entry.
	*Past transactions reference the correct entry.		*Past transactions reference the correct entry.

	===Maker Coach (like a TechShop DC)===		===Maker Coach (like a TechShop DC)===
	* I need to bring up a member’s profile and quickly know which machines they have been certified to use.		* I need to bring up a member’s profile and quickly know which machines they have been certified to use.

Frankst: what to do with duplicates

2018-02-04T01:21:33Z

what to do with duplicates

← Older revision		Revision as of 21:21, 3 February 2018
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	Consolidated User Stories:		Consolidated User Stories:

			===Contact management===
			Take steps to prevent the same person being entered in the database twice. When slip-ups occur and a duplicate entry occurs, have a means of consolidating the duplicate entries, such that:
			*One and only one entry is identified as correct.
			*Future updates are made only the the correct entry.
			*Past transactions reference the correct entry.
	===Maker Coach (like a TechShop DC)===		===Maker Coach (like a TechShop DC)===
	* I need to bring up a member’s profile and quickly know which machines they have been certified to use.		* I need to bring up a member’s profile and quickly know which machines they have been certified to use.

Jschrempp: /* Shop Reception */

2018-02-01T19:39:28Z

Shop Reception

← Older revision		Revision as of 15:39, 1 February 2018
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	===Shop Reception===		===Shop Reception===
	* A person approaches the desk and asks me for the key to the tablesaw. I need to look in the system and quickly find out if they have permission to use the tablesaw.		* A person approaches the desk and asks me for the key to the tablesaw. I need to look in the system and quickly find out if they have permission to use the tablesaw.
	* A person calls on the phone because they received ~~and~~ email that their credit card was declined. I need to quickly lookup the person in the system, find the credit card transaction, and get information on why it was declined.		* A person calls on the phone because they received an email that their credit card was declined. I need to quickly lookup the person in the system, find the credit card transaction, and get information on why it was declined.

	===Accounting Clerk===		===Accounting Clerk===
	* Every week I need to see if there are any members who have recently expired memberships.		* Every week I need to see if there are any members who have recently expired memberships.

Jschrempp: /* Membership Manager */

2018-02-01T19:38:34Z

Membership Manager

← Older revision		Revision as of 15:38, 1 February 2018
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	* Every week I need to see if there are any members who have recently expired memberships.		* Every week I need to see if there are any members who have recently expired memberships.
	===Membership Manager===		===Membership Manager===
	* Every week I need a list of memberships that will expire 30 days from now so I can contact them to make sure the renewal will happen and ~~try to get~~ them to pay a year in advance.		* Every week I need a list of memberships that will expire 30 days from now so I can contact them to make sure the renewal will happen and offer them to pay a year in advance.
	* Every week I need a list of memberships that have expired in the last 60 days so I can contact them and try to get them back.		* Every week I need a list of memberships that have expired in the last 60 days so I can contact them and try to get them back.
	* A person calls me and I need to quickly find every contact we have had with them so I know the current status and history of their life with us.		* A person calls me and I need to quickly find every contact we have had with them so I know the current status and history of their life with us.
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	* I need to be able to send a newsletter to all our members.		* I need to be able to send a newsletter to all our members.
	* If someone visits the shop I need to enter them into the system and track them through a membership funnel.		* If someone visits the shop I need to enter them into the system and track them through a membership funnel.

	===Controller===		===Controller===
	* Every week I need an updated list of every revenue transaction by category with a unique identifier for each.		* Every week I need an updated list of every revenue transaction by category with a unique identifier for each.