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Contacts and Events Management
Date: 2002-
Type: Customer Relationship Management (CRM)
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Summary
An intranet for a national charity that unifies their contacts information and automates their working processes.
Description
The system helps in the following areas:
- managing contacts information
- organising events - maintaining delegates list, workshops, exporting information for badges, producing invoices
- storing and managing lists of contacts for communication
- utilising mass email to send their contact base targeted information
- managing events - bookings, invoices and communication with delegates
Benefits
- information now held in one central repository
- easier and cheaper to keep in touch with their base of contacts
- events management simplified
- information can flow between the intranet and their website
Screenshots
The contacts search form allows users to search by many criteria.
The contacts list displays the name, department and address.
The event management form can hold all the information about the event - location, pricing, discounts, organiser details, map and agenda documents.
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