Maker Nexus (MN) Customer relationship management (CRM): Difference between revisions
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=Purpose= | ==Purpose== | ||
Create a specification for a Customer Relationship Management system that will be the center of our shop's IT systems. Evaluate that spec against available solutions. Recommend a solution the board. This needs to be done quickly. | Create a specification for a Customer Relationship Management system that will be the center of our shop's IT systems. Evaluate that spec against available solutions. Recommend a solution the board. This needs to be done quickly. | ||
=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 one person working to gather requirements. We are currently managing our membership on spreadsheets and that is not the long term solution. | ||
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I have taken CiviCRM administrator training. [[User:Frankst|Frankst]] ([[User talk:Frankst|talk]]) 15:37, 22 January 2018 (EST) | I have taken CiviCRM administrator training. [[User:Frankst|Frankst]] ([[User talk:Frankst|talk]]) 15:37, 22 January 2018 (EST) | ||
=Membership= | ==Membership== | ||
2 people | 2 people | ||
==Leader== | ===Leader=== | ||
Jim Schrempp | Jim Schrempp | ||
== Skills== | === Skills=== | ||
* Experience with gathering needs from users, evaluating those needs, and synthesizing a specification | * Experience with gathering needs from users, evaluating those needs, and synthesizing a specification | ||
* Evaluation of specs against existing solutions in the market | * Evaluation of specs against existing solutions in the market | ||
* Experience with a CRM system in a similar business to MN | * Experience with a CRM system in a similar business to MN | ||
==Board Liaison== | ===Board Liaison=== | ||
Jim Schrempp | Jim Schrempp | ||
Revision as of 16:43, 22 January 2018
Purpose
Create a specification for a Customer Relationship Management system that will be the center of our shop's IT systems. Evaluate that spec against available solutions. Recommend a solution the board. This needs to be done quickly.
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 know of three solutions on the market: SalesForce, CiviCRM, Club Express
Resources
I have taken CiviCRM administrator training. Frankst (talk) 15:37, 22 January 2018 (EST)
Membership
2 people
Leader
Jim Schrempp
Skills
- Experience with gathering needs from users, evaluating those needs, and synthesizing a specification
- Evaluation of specs against existing solutions in the market
- Experience with a CRM system in a similar business to MN
Board Liaison
Jim Schrempp
