Patricia sherwood relationship engineer
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Transcript of Patricia sherwood relationship engineer
Patricia Sherwood
Founder, People Who Give It’s not how much we give but how much love we put into giving.Mother Teresa
Relationship Engineer
Relationship Engineer
• Identify the customer
Donor, Volunteer, Client
• Defining the right relationship
Needs, Expectations, Results
• Map the journey
When, Where, How
What is Customer Relationship Management?
Customer relationship management (CRM) refers to the
practices, strategies and technologies that companies use
to manage, record and evaluate customer interactions in
order to drive sales growth by deepening and enriching
relationships with their customer bases. Posted by Margaret Rouse, whatis.com
Linking H2H relationships using technology
ImplementationApplication of effective change management theory.
• Gather data
• Recruit stakeholders
• Define desired result
• Create realistic plan and timeline
= Culture evolution – a shift in how your organization does business
Thank You!. . . for watching my
presentation.
I’d welcome the opportunity to build a professional relationship with you. Please connect with me on LinkedIn