Case  Study  |  Your  Expert  Na3on  Project Management CRM  

C lient

Objective

Description

Strategy

Results At  a  glance  

Your   Expert   Na2on   Increases   produc2vity   and   project  management  opportuni2es  with  an  update  to  their  CRM  process  with   new   tools,   customiza2on   and   training   provided   by   AAPA  Concepts.    

“We  were  stuck  in  an  excel  list  a1er  list,  trying  to  coordinate  and  manage  our  teams  of  experts  and  new  opportuni:es.  Jennifer  presented  a  new  solu:on  to  improve  our  process  with  a  new  CRM  solu:on.    We  were  delighted  with  the  fresh  new  ways  to  manage  our  projects  and  business  opportuni:es.  Her  knowledge  of  process  and  ability  to  iden:fy  our  customiza:on  needs  unique  to  our  business  environment  was  valuable.  Now,  it’s  a  point  and  click  for  an  update  making  us  a  true  Expert  Na:on.”   BridgeFe  Marion,  President  ,  Your  Expert  Na2on  

About  AAPA  Concepts  small  business  consul3ng  firm  that  specializes  in  CRM,  marke3ng,  sales  and  social  designs  concepts    

Tel                631-­‐222-­‐2222  Web          www.aapaconcepts.com    

Contact          Jennifer  Cunningham  Email                  jennifer@aapaconcepts.com      

YOUR  EXPERT  NATION  is  a  full-­‐service  marke2ng  firm,  built  in  a  different  and  dynamic  way  to  make  sure  the  right  genre  and  service  experts  are  engaged  in  your  campaign.  Drawing  from  a  community  of  experts   in  every  genre  and  service,  we  will  assemble  a  campaign  team  built   for  you  and  your  target  audience.    

To   improve   the  project  management   system   for   the  company  while  op3mizing   the  employee  communica3on  and  repor3ng  process.    

Analyze  current  system  and  research  solu3ons  for  maintaining  projects  managed  by  company,  structure  a  unique  process  design  and   incorporate  their  business  guidelines  while   focusing  on  the  CRM  features  and  capabili3es  of  a  new  tool.    

AAPA  Concepts  researched    and  improved  the  current  CRM  solu3on  for  Your  Expert  Na3on.  By  iden3fying  the  current  process  and  understanding  the  advantages  of  the  CRM  we  were  able  to  implement  a  new  automated  project  management  process.  The  customiza3on  of  fields,  ac3vity  templates  and  communica3on  templates  designed  for  email  and  marke3ng  materials  enhanced  the   Your   Expert   Na3on   teams   ability   to   contact   and   manage   new   project   expecta3ons.  Repor3ng  to  management  with  an  updated  to  the  minute  solu3on.  The  goal  of  the  process  was  to   improve   workflow   and   enable   the   company   to   con3nue   to   next   step   in   an   efficient,  produc3ve  process.      

  Improved  the  administra3on  of  new  project  management  from  tradeshow  floor  to  new  opportuni3es.    

  Accurately  reported  to  management  the  results  of  project  opportuni3es  and  task  3melines.    

  Increased  the  produc3vity  of  the  end  user  to  manage  communica3ons  and  ac3vi3es  for  new  project  to  assist  in  the  conversion  of  an  new  opportunity.  

  Solution Selected : Solve360