Here at the College of Business, we value our corporate partners by offering many benefits including a tuition discount for our online graduate programs and certificates. It is important that we understand if and how our corporate partners are utilizing the benefits by tracking activity in the College's Customer Relationship Management (CRM) system. As an introduction, I wanted to provide you with a quick overview of our Corporate Partnerships program.
As you can see, recording information about our Corporate Partners is valuable and useful when data is recorded in CRM. Therefore, I wanted to provide you with a video training tutorial for how to record corporate partnership information into the CRM. Take a look.
I have also developed a step by step guide to walk you through how to record information in CRM, which is located in Google Docs.
https://docs.google.com/document/d/1h5K6JzYGsiPgcgrBNrN1_Fsdc47xAoDrm0nO1bkJ-3I/pub
What did you think? Was this helpful? This is only one component of the process. I have also attached a video training tutorial on how to look up an organization in CRM.
Again, here are the step by step instructions via the training guide in Google Docs.
https://docs.google.com/document/d/1ZfoUYRaHDUwgOIuEuXhJwVYorGR_s2gtj2vCPpVFVSg/pub
My intention is to provide you with several tools in your toolkit to successfully enter data into CRM pertaining to Corporate Partnerships, which is what I believe this course taught me. The course provided me with the tools and various resources about how I can use technology to teach and train others that are useful, relevant, and thoughtful. Together, we can learn, grow, and advanced our knowledge, skills, and tools. Thank you!
