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