CRM INSTALLATION AND TRAINING FOR UMA

22 February - 5 March 2021 Employers’ and business member organizations (EBMOs) have the power to positively influence policy making while providing quality services to members. Customer relationship management (CRM) systems facilitate these goals by supporting member recruitment, retention strategies, and much more. The ITC-ILO’s new 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 CRM aims to: 1. Supporting EBMO membership strategies 2. Facilitate recruitment of new members, retention and engagement of existing members 3. Organize tasks and work within the EBMO and optimize time management 4. Improve internal and external communication 5. Facilitate the sharing of up-to-date knowledge about members 6. Facilitate data-driven management within the EBMO and vis-à-vis its governance bodies CONTENT The CRM allows EBMOs to register, share, and search members’ information; monitor and assess interactions with members, such as provision of services; create mailing lists and send communication materials to members; utilize invoicing and other financial services; control different access levels and data storage options