This document describes how Gympartner, an online personal training service, uses Microsoft Dynamics CRM to manage their business processes. Key features of their CRM implementation include automated workflows that create tasks and send emails to personal trainers and members after new member registrations, tracking member exercise reports, invoices, and progress over time. The CRM system integrates with the Gympartner website to streamline registration and data collection.

1. ”Deres forretning – vår lidenskap”

2. XRM solution for Gympartner.no Basedon Microsoft Dynamics CRM 4.0

3. www.gympartner.no

4. What is Gympartner Gympartner is an online Personal Trainer service Gympartnerprovidesthefollowingbenefits to themembers: Customized training program, training schedule and diet counseling Weekly feedback on supplied training report and conducted training New exercise program every 3rd month Close follow-up through unlimited access and support from the PT Follow-up both by SMS and e-mail Full access to the site with MyPage and training report Graphs and overview over your progress Library of useful articles and news in training, food and trends Food tables, recipes and shopping lists Great exercise bank with updated videos Specific stretching section with videos Regular tips and links in training and diet

5. New memberregistrations from webform

6. Task and e-mail automatically generated afternewregistration

7. Key elements in previous screenshot New memberregistrationson web aredirectly sent to Microsoft Dynamics CRM A system view shows all newregistrations A workflowsendsautomaticallythenewmemberpaymentdetailsbasedonwhatkindofmembershipthememberwant Differentemailtemplatescontaindifferent links to PayPalrecurrentpayment solution Workflowsinformthe Personal Traineraboutthenewregistration and make follow up tasks The Personal Trainerusesonly Microsoft Outlook to operatethe XRM system

8. Memberentity

9. Key elements in previous screenshot Memberentitywith all information from webform includingan integrationwithFacebook History is important for the Personal Trainer to remember previous dialog and to give personal follow up. All e-mailsaretrackedonmember Elements not used arehidden to make thesystem more userfriendly

10. InvoiceoutsidePayPal

11. Key elements in previousscreenshot Somemembers do not want to usePayPal as payment solution. Thesemembersget an invoice from the CRM system SQL report (made by the native reportwizard) gives an overviewoftheamountinvoicedthrough CRM

12. Exercisediary /MyReport

13. Key elements in previous screenshot The membersreporttheirtrainingeach weekend in themember area onthewebsite. The exercisereport/MyReport is sent directly to Microsoft Dynamics CRM. In thereportentity in Microsoft Dynamics CRM, the PT gives feedback directly from a textfield. The textfield is automatically converted to and e-mail and sent to themember.

14. MyProgression

15. Key elements in previous screenshot Basedontheexercisereports from themembers, the PT cananalyzetheirprogression in SQL reports. The reportscan be exported to Microsoft Word for making commentsetcbeforethereportsarepresented for themembers. Reportscanalso be exported to Excel for furtheranalysis

16. QuickCampaign

17. Key elements i previous screenshot QuickCampaignsare used to communicateefficientlywith segments basedondifferentcriterias or to all members at once.