Customer Relationship Management

CRM

Phase 6 of 6
CRM implementation 02/01/2024 - 28/06/2024
Process phases
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A consultation is a sequence of participatory activities (e.g. filling in a survey, then making proposals, discussing them face-to-face or online, and finally prioritizing them) with the aim of defining and making a decision on a specific subject.

Examples of participative processes: choosing a platform (gathering needs, identifying the most shared needs, defining selection criteria, ...), choosing actions to be taken (where proposals are made, economically evaluated and voted on according to available capacity), a strategic planning process, the collaborative drafting of a regulation or standard, the design of an urban space or the production of a public policy plan.

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The challenges of a CRM :

  • Simplify and facilitate access to reliable data that is not duplicated in numerous inconsistent copies.
  • Work cross-functionally by sharing data while guaranteeing a high level of confidentiality.
  • Gain a better understanding of the school's relationships with each of its academic and industrial partners.
  • Professionalize relationships and optimize partner satisfaction.

About this process

Acquisition of a CRM to better manage relationships with our partners.

The school wants to equip itself with a customer relationship management tool, capable of building, memorizing and tracking relationships with its various partners (companies, institutions, individuals, alumni...) and responding to its missions.

What is a CRM?

A CRM (Customer RelationShip Management) is a tool for :

  • gain a global view of the school's relationships with its academic and industrial partners;
  • centralize data on relations with partners, saving time and improving the flow and exchange of information between the school's divisions, departments and services;
  • personalize document templates: saving staff time and strengthening partner loyalty;
  • measure to improve relations with partners, and better understand and respond to their needs.

This project is the first in the Schéma Directeur de la Transformation Numérique et des Usages (Digital Transformation and Usage Master Plan). One of its main principles is to involve users throughout the project. The project leader wished to interact with correspondents from each department to share their needs and the difficulties they perceive.

Rencontres - Past meetings See all meetings (10)

See all meetings (10)

Project follow-up See all results (6)

Data fields

Start date Mar 03 End date May 31 Status on hold
97%

Needs and processes

Start date Mar 11 End date Jul 26 Status Started
43%

Importation des données

Start date May 06 End date May 31 Status on hold
0%

Administrative deed of purchase

Status Finished
100%
See all results (6)
What is decided Implement shared management of partnership relations
Who participates CRM correspondents in departments
How is it decided Executive Committee decision
Area Projets- SDTNU
Scope School
Promoter group IMT Atlantique - DEVRE
Start date May 01, 2022
End date October 31, 2024
Reference: imt-PART-2024-03-4

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