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Mobile CRM Solution

Chicagoland Chamber of Commerceby Gan, Jeremy

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Business Case

• Why now?

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Transition Period

Mr. Gerald J. Roper Ms. Theresa Mintle

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Business Case

• Why now?– “Voice of Business in Chicago”• Lead by example – catch up with technology

– Unconvincing sales over the last 6 years• New members canceling out lack of retention rate

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Design Focus

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Design Focus (cont.)

• Develop closely with existing CRM vendor– Reduce data-sync issue that arise– Familiar software interaction

• Modern Features – Update/Access information on-the-go– Integrated scheduling– Analytical dashboard– Real-time decision making

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Implementation Process

• Diverse Cross-Functional Team– Executive Sponsor – Steering Committee – Mobile CRM Solution Administrator– Mobile CRM Vendor Developer

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Implementation Process (cont.)

• Pilot Program– Early adopters to refine and help with testing

process • Training Process– CRM Vendor will conduct “train-the-trainer”

course • Front line users• Administrators• In-house helpdesk

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Sustainability

• Internal forum for quick troubleshooting• Updated hiring structure• Metric to track effectiveness of change• Springboard to a holistic coverage for other

area

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