I cannot identify the customer easily. I have to use multiple fields to try and find the customer. I then find multiple customers with the same name.
I have to use spreadsheets to capture the different stages of the complaints process and then transfer on the the existing CRM
Glida: 2
I have heard everyone's complaints. What can I do to help make your experiences more successful?
The CEO has approved getting a new Customer Experience programme to help improve customer experience and employee satisfaction within the company all departments will be included. We have a robust budget available to implement this plan.
Glida: 3
Evaluate System
The project team was formed and evaluated current system and out of the box CRM software. Team has decided to use an out of the box software that can be customised to fit our needs. Project plan has been created, budget discussed, and schedule created.
Glida: 4
Project Methodology chosen Hybrid Waterfall AgileWaterfall will be used for the infrastructure portion of the project.Agile will be used for the software portion of the project
Glida: 5
CRM System ImplementedCRM has been released for end users. Feedback has been requested from each department.
Glida: 6
CRM System SupportThe project, development, IT support and BA teams have all collaborated and created multiple help documents, training videos and 24/7 help desk for all employees. The support model will be update as needed to fully support end users.
Glida: 0
I've got it. We will get a new CRM system with self serve capability.