Customer Relationship Management (CRM) Audit and Recommendations
General
- Post-graduate
- 45 learners; teams of 4
- 30 hours per learner
- Dates set by experience
- Learners self-assign
Preferred companies
- 1/1 project matches
- Toronto, Ontario, Canada
- Academic experience
- Any
- Any
Categories
Skills
Project timeline
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November 1, 2021Experience start
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December 3, 2021Client Introduction and Q&A
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December 18, 2021Experience end
Timeline
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November 1, 2021Experience start
-
December 3, 2021Client Introduction and Q&A
Meeting between students and company for students to ask any relevant and pertinent questions about the assignment and the organization itself.
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December 18, 2021Experience end
Overview
- Details
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Is your organization examining its customer relationship management (CRM) strategy and thinking about how to better integrate different points of customer data? Are you wondering how your organization can achieve a 360 view of the customer so that you can better onboard, develop and retain customers?
- Learner skills
- Digital marketing, Sales & marketing, Business consulting, Marketing strategy, Data analysis
- Deliverables
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Based on your goals and requirements, student teams will:
- Explore different CRM tools, models and strategies in order to understand which platform(s) may best work.
- Recommend the best CRM strategy and tool to improve customer relationships for an organization.
- Create a strategic customer relationship marketing plan for an organization.
As such, students will see what kind of customer/prospect data your organization has, and whether you are making use of that data. They will provide your company with recommendations of how to collect and unify that data so that you have a single point of view for the customer.
Once you have achieved your desired customer data collection and CRM state, students would also provide actionable marketing tactics that deliver personalized communications to your customers and/or prospects.
Project Examples
In this project students will explore your organization’s points of data (social media, mobile app, point of sale, etc.), current data collection tools, and how the CRM is used to combine data. They will recommend a new/improved CRM strategy to help drive organizational growth.
Additional company criteria
Companies must answer the following questions to submit a match request to this experience:
Be available for a quick phone call with the instructor to initiate your relationship and confirm your scope is an appropriate fit for the course.
Provide a dedicated contact who is available to answer periodic emails or phone calls over the duration of the project to address students' questions.
Be available for class time and date for Q&A AND for the final report presentations.