1. CRM and Website IntegrationLEAF Case Study Brian Cugelman, PhD Online strategy and research consultant Managing Your Relationships Net Tuesdays Toronto, Canada 10 May 2011 www.AlterSpark.com
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3. Share our process, tools and researchNOTE: We have excluded and modified confidential information 2
4. Agenda Initial thinking Meeting the key people Project planning CRM project Website project Implementation 3
101. Implement during a non-critical timeStaff training and support Ignore this step and your project will fail Support all staff and build their confidence 30
102. Thank You Brian Cugelman, PhD Online strategy and research consultant If you have any questions, get in touch. www.AlterSpark.com brian@alterspark.com +1 (416) 921-2055 Toronto, Canada @AlterSpark alterspark alterspark alterspark 31