The wiki is deprecated and due to be decommissioned by the end of September 2022.
The content is being migrated to other supports, new updates will be ignored and lost.
If needed you can get in touch with EGI SDIS team using operations @ egi.eu.
CRM
Business entities use Customer Relations Management (CRM) tools to track their relation with the customers, share information within the company regarding clients and to create new business opportunities. CRM tools ease the process of identifying, contacting, following-up and evaluating customer needs and satisfaction.
Ibergrid is setting up a [[ http://crm.egi.eu CRM ]] tool based on vTiger to support the "Community Outreach" activity of the NGIs and EGI.eu in a number of areas: - Recording identified contacts & leads to user communities; associate information with these leads based on interviews, discussions - Gathering intelligence about scientific communities, institutes and projects and about topics of collaboration with them - Monitoring activities and progress in community outreach topics - Helping NILs and EGI.eu staff locate expertise inside NGIs
The CRM system has been tuned according to the needs identified by the "Intelligence Collection & Analysis Process" and "ESFRI Contact List" Virtual Team projects in the last two months. (https://wiki.egi.eu/wiki/Virtual_Team_Projects) The features and configuration of the CRM system were presented to the NILs in a [ webminar celebrated in February the 12th | https://www.egi.eu/indico/conferenceDisplay.py?confId=818 ]. Based on the feedback collected at this event the CRM is being fine tuned and will be opened for the NGIs and EGI.eu.
This document constitutes a short guide to use the system for different use cases.
-- CRM Basics --
-- EGI CRM --
-- Use Cases --