CRM for EBMOs - Advanced training for Master users

Employers’ and Business Member Organizations (EBMOs) have the power to positively influence policy making while providing quality services to members. CRM systems facilitate these goals by supporting member recruitment, retention strategies, and much more. The ACT/EMP ITC-ILO’s CRM database is a professionalizing tool which will render higher efficiencies when it comes to membership management. The database, built with an open-source technology, is customizable and user-friendly. Over the past five years, it has helped more than 60 national and 25 sectorial EBMOs manage membership data and improve communication efforts. OBJECTIVES The objective of this course was to create a space in which experienced users and new users of the EBMOs could take part in a refresher training on the CRM. CONTENT Session 1 on November 2 Introduction on CRM (Irene Panizzolo, Course Assistant, ACTEMP, Turin, Italy) CRM as a strategic/business tool in a EBMO (Jorge Illingworth, Programme Manager of ACTEMP, Turin, Italy) CRM Overview (Giovanni Vendraminetto, CRM & Digital Marketing Senior Consultant OpenSymbol) Session 2 on November 4 User management Teams / Visibility Roles Password rules Q&A Guest: Arnout De Koster from DECP Session 3 on November 9 Record import and updates Reports Guest: Albert Ilunga from FEC Session 4 on November 11 Processes in a EBMO Workflows implementation Customizations with Studio Guest: Ivan Sanya from UMA Session 5 on November 16 Events Email marketing Form creation Update form Session 6 on November 18 Conclusions Guest: Mrs Janne Jensen from Danish Industry