What is CRM?

Requirements:

Gloverse Labs

Grow with innovation

What is CRM?

CRM is defined as Customer Relationship Management, is a system that helps businesses keep track of their customers, interactions, and important information. It makes it easier to communicate with customers, offer good service, and build strong relationships.

Why is CRM Important?

Customer Understanding: CRM enhances customer knowledge, enabling personalized interactions.

Efficient Communication: Centralized data facilitates effective and timely communication.

Sales Optimization: CRM improves sales tracking, management, and identification of opportunities.

Targeted Marketing: Data-driven campaigns reach interested audiences, boosting marketing effectiveness.

Data Management: CRM organizes and simplifies customer data, reducing manual efforts.

Insightful Decisions: Customer insights inform informed decision-making and tailored offerings.

Task Automation: CRM automates routine tasks, boosting team productivity.

Scalability: CRM adapts and grows with business needs, accommodating increased data.

Task A

Task: Identification of Agricultural University, Polyhouse & Non-Agricultural Universities for Potential Gloverse Product Installation (To understand Gloverse’s products, please visit the website.) You have to research the data for universities. An Excel sheet is provided with the mentioned columns, and candidates are requested to follow it accordingly.

Note: Students are requested to search on the area allotted to them in the excel sheet.

Ex: Student – Agriculture University – U.P (She will search for Agriculture university in U.P region).

Guideline

(Students are requested to follow the CRM process as per Gloverse’s guidelines, as mentioned below)

Step 1. A specific CRM excel template will be assigned for every candidate to work with

Candidates are expected to utilize and follow the assigned CRM template as part of their responsibilities. This template will guide their work and task.

Step 2: Submission: After completing the task Folder Naming should be done as:

YYYYMMDD Student’s Name University Type Region

(Ex: 20230816 Akanksha NonAgricultural Universities Delhi)

Step 3: Within a single excel workbook, two sheets have been created

Sheet 1 – Universities sheet: Serves as a central repository of contact information facilitating effective communication, collaboration and partnership between the two entities.

Columns: University Name, Category, Website, Phone, Email Id, Address, City, State, Pin-code.

Sheet 2 – Opportunity sheet: Provides a structured way to achieve key objectives such as effective resource allocation, fostering collaborative efforts, and establishing strategic partnerships.

Columns: University Name, Department, Faculty Name, Position, Email Id, Scholarly Contributor, Publication Count, Project, Status, Funding Agency, Amount, Year Sanction, Phone, LinkedIn, Address, City, State, Pin-code.

Note:

Scholarly Contributor: Professor, a scholarly contributor who engages in the consistent creation of top-notch and thoroughly researched content. This includes items like articles, research papers, essays, reviews, and other written pieces.

Publish Count: The number of times a person, typically a researcher, academic, or author, has had their work published in reputable outlets such as academic journals, conferences, books, or other platforms that contribute to the dissemination of knowledge and research findings.

Faculty Name: Mention the professor who is leading the project.

Project & Funding Amount: Mentioned the project assigned to the botany department and how much funding is granted. This will help to identify that university is capable of purchasing Gloverse products.

To search for a project column visit the universities “research project or current project” section. You will be able to find the active research project of that university, who is leading it, how much fund is granted and for how much duration.

Typeface to be used:

Font Type: Calibri

Font Size: 11

Number of entries required for database research: 5-6

Note: Platforms which can be used for database research for the above assigned task – Website, LinkedIn, News Articles (Research paper), google scholars. If you have additional methods for gathering details, please share them as well.

File Submission: Google Form link is provided for submission

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