The document summarizes a case study of a company called Your Expert Nation that improved its project management system. It analyzed Your Expert Nation's current system using spreadsheets and researched new CRM solutions. It implemented a customized CRM tool called Solve360 that automated project management and reporting. This improved productivity, communication between employees, and management of new opportunities.

1. CRM
Case
Study
|
Your
Expert
Na3on
Project Management
Client
YOUR
EXPERT
NATION
is
a
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.
Objective
To
improve
the
project
management
system
for
the
company
while
op3mizing
the
employee
communica3on
and
repor3ng
process.
Strategy
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.
Description
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
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.
About
firm,
built
in
a
different
and
dynamic
way
to
Tel
 Improved
administra3on
of
new
project
management
from
tradeshow
floor
to
new
opportuni3es.
 Accurately
reported
to
management
the
results
of
project
opportuni3es
and
task
3melines.
 Increased
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
631-­‐222-­‐2222
Web
the
the
www.aapaconcepts.com
full-­‐service
marke2ng
Contact
Jennifer
Cunningham
Email
jennifer@aapaconcepts.com
AAPA
Concepts
small
business
consul3ng
firm
that
specializes
in
CRM,
marke3ng,
sales
and
social
designs
concepts