Following a structural review in late 2013, a new corporate engagement function and corresponding organisational structure was developed for the University of Edinburgh Business School (UEBS). Within this re-organisation there was a desire by senior management to procure a CRM system, which would allow transparency of corporate relationships across all functions of the School. As such, the Business, Alumni and International Partnerships Team (BAIP) was formed with the strategic vision that Salesforce would be the CRM platform of choice with a view to the rolling this out across the whole school in the future (within the next 5 years – 2020).

As the first project within this CRM programme portfolio, this will serve as the pilot for CRM implementation and it is expected that many lessons will be learnt during this process, which will improve future CRM implementation projects across other teams within UEBS.

Project Info

Project
CRM Implementation - Head of Partnership Development, Business Development, Corporate Relations
Code
P0201
Programme
University of Edinburgh Business School CRM Implementation (CRM)
Project Manager
Lindsay Mucka
Project Sponsor
Lindsay Mucka
Current Stage
Deliver
Status
Withdrawn
Start Date
22-Apr-2015
Planning Date
n/a
Delivery Date
n/a
Close Date
21-Aug-2015

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