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CDM Microsoft Dynamics CRM for Unions

CDM Microsoft Dynamics CRM for Unions . Microsoft CRM Union and optional related modules for Microsoft Dynamics CRM 2011 . CDM Microsoft CRM Software architecture. Recruitment. Event. Churn. Integration Tool. Mobile. SMS. Call center. Loyalty Program. e-survey. Digital magazines.

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CDM Microsoft Dynamics CRM for Unions

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  1. CDM Microsoft Dynamics CRM for Unions Microsoft CRM Union and optional related modules for Microsoft Dynamics CRM 2011
  2. CDM Microsoft CRM Software architecture Recruitment Event Churn Integration Tool Mobile SMS Call center Loyalty Program e-survey Digital magazines Union Basis Module Customizations Dynamics CRM Metadata CDMDevelopment foundation MS CRM
  3. Union Basis Union Basis Standard member data (E.g. Member basis data, essential dates, education, name of employer, skills , certifications etc.) Membership segmentation model (E.g. Age, gender, skills, current status potential member, current member and previous member see fig.). Membership log (E.g. Log of all union related member activities i.e. Calls, e-mails documents, activities who has done what etc.) Team structure (E.g. Team pool activities).
  4. Planning Center CRM for Union – Basis – Planning Center Planning Center (E.g. My day, member pool activities, early warnings, TODO, planned meetings, campaign generated activities etc.). Dashboards (E.g. Number of members lost YTD, Number of members won back YTD, Cost per new member, Loyalty ratio, Loyalty programs Win back percentage etc.)
  5. Utilization of recruitment resources Planning recruitment resources(E.g. meetings, calls , social arrangements, cost per recruited member etc.) Resource optimization(E.g. Optimizing , teams, skills, districts, companies, organized labor vs. not organized etc.) Recruitment KPI indicators(E.g. Dashboards for managers , cost per recruited member, number of activities budgeted compared to actual etc. ) Recruitment
  6. Loyalty programs Loyalty Matrix (E.g. Loyalty and satisfaction parameters, loyalty F/S etc.) Data collection and handling (E.g. Integration to e-survey, telemarketing module, mobile device, workflows enhancing customer loyalty and satisfaction etc.) Graphics and management (E.g. Loyalty maps link to financials, multi dimensional satisfactions analysis) Loyalty programs
  7. Churn Churn segmentation (E.g. Early warnings on risk members, sub segmentation of members preparing to leave the union etc.) Churn programs (E.g. Sub segmentation with automated win back programs workflows, call center calls etc.) KPI churn programs (E.g. Cost per member won back, number of members won back etc.) Churn programs
  8. Digital magazines Multidimensional communication matrix Communication channel selection (E.g. Preferred communication channel i.e. e-mail, Call, SMS, letter. Opt-in, Opt-out management etc.) Context driven segmentation(E.g. Profile driven segmentation i.e. age, skill, status) Context driven communication(E.g. Personalized mass communication, text variations, digital magazines, digital links etc. ) Segment 1 Segment 5 Segment 14 Segment 11
  9. Union Events Event templates(E.g. conference, seminar, breakfast meetings , education etc.) Workflow supported(E.g. Invitation, response etc.) Manage and visualize status(E.g. Event participation, lodging, transportation etc.) Event Management
  10. Call Center Call Center in – and outbound Telemarketing outbound(E.g. Phoners, call script, CTI, coding, batches, meeting calendar, material handling, workflows etc.) Telemarketing inbound(E.g. 1stlevel, 2nd level support, Call in database look-up, A-number/B-number, Coding, Workflows etc.) Reporting(E.g. Calls per meeting, Calls per order, Calls per phoner per hour, Average number of Calls, Peak hours etc.)
  11. SMS interview SMS Questionnaire handling(E.g. Mass Broadcast, questions and possible answers, trigger based functionality, scoring, reminder workflow etc.) Standard Integration(E.g. Loyalty program) Graphics and management (E.g. Multidimensional analysis and graphics) Microsoft Dynamics CRM Web Service
  12. E-survey E-survey Questionnaire Management(E.g. Create questions and possible answers, trigger based functionality, scoring, workflow etc.) Standard Integration(E.g. Loyalty program) Graphics and Management (E.g. Multidimensional analysis and graphics)
  13. Mobile device MobileCRM Client Application Mobile devices Client SQL Server Compact Client Database Standard mobile interface(E.g. Windows, Android, iPad, iPhone - No need of any middleware! ) Offline supported(E.g. SQL Server Compact Edition local database) Easy management of set-up Microsoft Dynamics CRM Web Service Server Microsoft Dynamics CRM
  14. Integration tools Integration tools - Experian - RKI - D&B - N&N Standard integration(E.g. Experian ,D&B , NN etc. ) Configurable(E.g. Interface to ERP, Data warehouse etc.) Management(E.g. Job queues Transfer status, Warnings etc.) - Revenue - Products - LID - Traffic - BI - Privileges External MS CRM Internal Configurable Standard solution
  15. CDM Basis price structure Union (EURO)
  16. General price information All prices in Euro Basis module includes 2 add in modules free Software Assurance 22 % yearly Named users > 50 users 5 % 100- 500 users 10 % 501-1.500 users 15 % > 1.500 users negotiable Discount Model
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