serve your customers better with microsoft dynamics crm client: university of wisconsin-stout date:...
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Serve Your Customers Better with Microsoft Dynamics CRM
Client: University of Wisconsin-StoutDate: May 9th 2013
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Project DefinitionThe Problem
– Large amounts of low quality and inaccurate data being manually entered into the CRM system.
Addressing the Problem– Accuracy of future data that’s submitted. – Accurate and current course descriptions.
– Increase usability of the systems.
Opportunities Provided– Accurate student data– Faster availability of the data
– Accessing the data anywhere
Additional Cost and Risk Associated with Proposal– Additional programming needed – Additional storage– Additional faculty time and usage of the CRM system.
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Analyze the Problem
Solve the Problem– Provide high quality data in a timely manner– Improve the accuracy of the data being entered into the
CRM– Automate the data entry process
What are the Goals– Improve the CRM to give faculty and staff tools to better
communicate with students and potential students.
Current I/S– Current I/S doesn’t meet department goals. – Does not give faculty staff proper means to communicate
with students and potential students.
Proposed I/S– Accurate and detailed data– Data supplied in a timely manner
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Analyze the Problem
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Implementation Review
Team Stark’s Creative Solutions Project
UW Stout ICT5/9/2013
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What was going to be delivered
•Email Account from UW Stout
•Pull emails from [email protected] mailbox
•Create a queue for automated email processing
•Automate job within CRM
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What was Implemented and What was not.
•New Account for incoming email for future use
•Password for account Shared with Evan
•Message Queue •Developed an automated processed all email activities (Addressed to [email protected]) that came to the queue would create an open lead
•This would have worked if ICT CRM had a Mail Router Configuration
•All tests up to this point worked
Email Account Message Queue Mail Router Configuration
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Demo
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Create the Queue
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Run the Work Flow
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Set the Logic for the Convertor
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Incoming Email to ICT CRM Prospective Student Leads Conversion
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Lead Auto Generated as Open Leads
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Always review software licensing to ensure full understanding of
what is owned
Lessons Learned During the SDLC Process
Keep all options open during process to adapt and overcome obstacles
Look at what other groups were doing earlier
We missed a section due to mis-
communications
Communications
Communications
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