Customer Relationship Management - CRM

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The Customer Relationship Management (CRM) is a powerful tool centralising all required information about members, access rights to the extranet, participation to events…

General Structure

• Contact management, including all their details, email addresses, web site, access rights, the companies they work for, the workgroups they belong to...
• The history of all activities related to the contacts: subscription to the newsletter, participation to an event, the requests posted on the web site...
• The activities follow-up processes, defining who is in charge of the different kind of requests and in what delay they must manage them.
• Companies details, addresses, child and parent companies, list of contacts...
• Workgroups details, including child and parent groups, list of related contacts...
• To personalise each list and form with creating additional fields for contacts, activities, companies and workgroup depending of their type. For instance, a member will have information regarding his membership, but this information won’t be displayed for non members.
• A powerful segmentation tool, allowing you to make precise selection in the contacts database, using all their information including history, and export them in Excel or accessing the segments from any external system using web services.
• Managing marketing and recruitment campaigns
• Building advanced breakdowns to make quick statistics and calculation on the database
• A form generator, offering you the ability of creating new registration forms and publish them on your web site or extranet
• ...

In addition, you can easily publish contact list on the public web site and the extranet using “contact tags” in the CMS. They will enable you to display a list of contact details, including picture, based on a segment results. For instance, depending of their status (staff, member, non-member), their participation in a workgroup, their attendance to a meeting or a conference...