GMAC Annual Conference 2008

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Presentation by Brian Niles and Marisa Cox at the annual GMAC conference on Implementing a CRM system.

Presentation by Brian Niles and Marisa Cox at the annual GMAC conference on Implementing a CRM system.

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Transcript

  • 1. Selecting & Implementing a CRM System Marisa Cox, University of Arizona Brian Niles, TargetX Moderator: James Rainey, Michigan State University
  • 2. The Problems Data Dispersed - Different Systems/Vendors Incomplete or Unavailable Information Missed Opportunities for Recruiting Everyone Not on the Same Page Duplication of Communication
  • 3. Who got what? Direct mail or email campaigns Who received or was sent it? Who “interacted” with it? Who “bounced or returned” it? What are they receiving next?
  • 4. What do we know? Determining Followup Activities How & when did they hear about us? What have they given us about them? What is their “opportunity score?” Who spoke with them last?