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Customer Relationship Management (CRM) Audit and Recommendations

MARK 4014
Closed
George Brown College
George Brown College
Toronto, Ontario, Canada
Stephanie Wallace
Stephanie Wallace She / Her
Professor
(10)
6
Timeline
  • October 1, 2022
    Experience start
  • October 9, 2022
    Client Introduction and Q&A
  • December 17, 2022
    Experience end
Experience
1 projects wanted
Dates set by experience
Preferred companies
Anywhere
Any
Any industries

Experience scope

Categories
Customer segmentation Lead generation Marketing analytics Market research Sales strategy
Skills
competitive analysis sales & marketing business consulting marketing strategy research
Student goals and capabilities

Is your organization examining its customer relationship management (CRM) strategy and thinking about how to better integrate different points of customer data? Are you wondering how your organization can achieve a 360 view of the customer so that you can better onboard, develop and retain customers?

Students

Students
Post-graduate
Any level
30 students
Project
30 hours per student
Students self-assign
Teams of 4
Expected outcomes and deliverables

Based on your goals and requirements, student teams will:

  • Explore different CRM tools, models and strategies in order to understand which platform(s) may best work.
  • Recommend the best CRM strategy and tool to improve customer relationships for an organization.
  • Create a strategic customer relationship marketing plan for an organization.

As such, students will see what kind of customer/prospect data your organization has, and whether you are making use of that data. They will provide your company with recommendations of how to collect and unify that data so that you have a single point of view for the customer.

Once you have achieved your desired customer data collection and CRM state, students would also provide actionable marketing tactics that deliver personalized communications to your customers and/or prospects.

Project timeline
  • October 1, 2022
    Experience start
  • October 9, 2022
    Client Introduction and Q&A
  • December 17, 2022
    Experience end

Project Examples

Requirements

In this project students will explore your organization’s points of data (social media, mobile app, point of sale, etc.), current data collection tools, and how the CRM is used to combine data. They will recommend a new/improved CRM strategy to help drive organizational growth.

Additional company criteria

Companies must answer the following questions to submit a match request to this experience:

Provide a dedicated contact who is available to answer periodic emails or phone calls over the duration of the project to address students' questions.

Be available for a quick phone call with the instructor to initiate your relationship and confirm your scope is an appropriate fit for the course.

Be available for class time and date for Q&A AND for the final report presentations.