Aptean 的 Pivotal CRM 帮助 Babson Executive Education 简化运营
公司规模
Large Corporate
地区
- America
国家
- United States
产品
- Pivotal CRM
技术栈
- Microsoft Excel
- .NET
实施规模
- Enterprise-wide Deployment
影响指标
- Productivity Improvements
- Cost Savings
技术
- 功能应用 - 企业资源规划系统 (ERP)
适用行业
- 教育
适用功能
- 销售与市场营销
- 商业运营
服务
- 系统集成
关于客户
巴布森学院是一所独立的非营利性机构，获得了国际商学院协会 (AACSB)、新英格兰学校和学院协会和欧洲质量改进体系 (EQUIS) 的认证。巴布森学院由成功的投资银行家和企业家罗杰·巴布森于 1919 年创立，现已成为世界领先的商学院之一，一直与哈佛和沃顿商学院并驾齐驱。巴布森学院位于马萨诸塞州巴布森公园，拥有三个主要教育部门，每个部门内都有多个系。巴布森高管教育的大部分收入来自企业客户，这些客户为高级管理层寻求定制的教育解决方案，旨在解决公司面临的具体问题；这些客户包括美国海军和几家财富 100 强公司。其余收入来自标准高管教育课程的公开招生、研究会员资格和联盟，该联盟是由非竞争性的全球公司组成的合作组织，它们与巴布森高管教育合作，设计和提供高管发展计划，以满足其组织独特的管理发展需求。
挑战
巴布森高管教育是巴布森学院的一个部门，面临着数据碎片化和冗余的挑战。该组织拥有多个客户信息数据库，这些数据库都是手动更新的，导致时间延迟、错误和不一致。注册系统与销售和营销人员用于机会管理的数据库是分开的，导致数据缺口。由于系统之间的差异，报告也很困难。巴布森高管教育意识到它需要一个中央系统和数据库，可以提供一个统一的客户和潜在客户视图，以便更有效地服务这些客户并减少冗余。
解决方案
Babson Executive Education 实施了 Pivotal CRM，该系统提供了集中式客户和潜在客户数据库以及更简化的管理流程。实施后，Babson Executive Education 的所有客户和潜在客户信息都集中到一个单一的集中式系统中，从而创建了一个通用且一致的视图。现在，许多需要这些信息的用户都可以访问这些信息：销售和营销团队、运营和管理人员、IT 人员和管理层。即使经过定制，Babson Executive Education 也在很短的时间内部署了该系统，迅速实现了运营效率的显著提高，并更清晰地查看潜在客户和销售数据，从而改善了他们的教育日程安排。过去需要几天才能汇总的报告现在只需几个小时。
运营影响
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