Gympartner xrm

”Deres forretning – vår lidenskap”

Skills Østfold AS | Tuneveien 87 | Postboks 159, 1713 Grålum | www.skill.no

XRM solution for

Gympartner.no

Based on Microsoft Dynamics CRM 4.0

www.gympartner.no

What is Gympartner

• Gympartner is an online Personal Trainer service

• Gympartner provides the following benefits to the members:

– Customized training program, training schedule and diet counseling– Weekly feedback on supplied training report and conducted training– New exercise program every 3rd month– Close follow-up through unlimited access and support from the PT– Follow-up both by SMS and e-mail– Full access to the site with MyPage and training report– Graphs and overview over your progress– Library of useful articles and news in training, food and trends– Food tables, recipes and shopping lists– Great exercise bank with updated videos– Specific stretching section with videos– Regular tips and links in training and diet

New member registrations from webform

Task and e-mail automatically generated after new registration

Key elements in previous screenshot

• New member registrations on web are directlysent to Microsoft Dynamics CRM

• A system view shows all new registrations• A workflow sends automatically the new

member payment details based on what kind ofmembership the member want

• Different email templates contain different links to PayPal recurrent payment solution

• Workflows inform the Personal Trainer about thenew registration and make follow up tasks

• The Personal Trainer uses only Microsoft Outlook to operate the XRM system

Member entity

Key elements in previous screenshot

• Member entity with all information from webform including an integration withFacebook

• History is important for the Personal Trainerto remember previous dialog and to givepersonal follow up.

• All e-mails are tracked on member

• Elements not used are hidden to make thesystem more userfriendly

Invoice outside PayPal

Key elements in previous screenshot

• Some members do not want to use PayPal as payment solution. These members get an invoice from the CRM system

• SQL report (made by the native report wizard) gives an overview of the amount invoicedthrough CRM

Exercise diary /MyReport

Key elements in previous screenshot

• The members report their training eachweekend in the member area on the website. The exercise report/MyReport is sent directlyto Microsoft Dynamics CRM.

• In the report entity in Microsoft Dynamics CRM, the PT gives feedback directly from a textfield. The textfield is automatically converted to and e-mail and sent to themember.

MyProgression

Key elements in previous screenshot

• Based on the exercise reports from themembers, the PT can analyze theirprogression in SQL reports.

• The reports can be exported to Microsoft Word for making comments etc before thereports are presented for the members.

• Reports can also be exported to Excel for further analysis

Quick Campaign

Key elements i previous screenshot

• Quick Campaigns are used to communicateefficiently with segments based on differentcriterias or to all members at once.