IIF and QuaTeams Creating a Custom CRM

Case Solution

Nicole R.D. Haggerty, Jordan Mitchell, Matt Woerner, Yulian Zhang
Ivey Publishing ()

IIF (Institute of International Finance) spent eight months custom development of a customer relationship management (CRM) system by a small software development company, QuaTeams. IIF, a member organization, wants to replace its current CRM, an Access database, with the integration of information from members of different departments: economic research, membership, events and finance. Additionally, you want to be able to handle the growing number of members and keep track of interactions between your staff and members. Two months before the planned start, both parties must make decisions to overcome the remaining technical hurdles in terms of database and security. The IIF must also consider implementation issues and come up with creative ways to use the CRM system once it is operational.

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