Question: Simulation 3 Case scenario The student is playing the part of Tina Hughes, Sales & Marketing Manager at Complete Business Solutions Australia (CBSA). Gavin Stead,
Simulation 3 Case scenario The student is playing the part of Tina Hughes, Sales & Marketing Manager at Complete Business Solutions Australia (CBSA). Gavin Stead, Managing Director at CBSA, has alerted the sales and marketing team of issues associated with the new Customer Relationship Management (CRM) System implementation. The new system is designed to allow management of client appointment scheduling, payments, requests, complaints, and records, including any interaction with CBSA and general client management work. Though the IT Department did most of the project work installing and configuring the new system, Tina is responsible for managing the implementation of the system as it is a tool primarily used by the Sales & Marketing Team. Since the system was released three days ago, there have been many complaints from staff and clients. It appears the daily performance reports have not been completed and the client records cannot be accessed. Invoices that should have been sent automatically to clients have not been sent. Clients have turned up for appointments to find they have been double booked. The two main issues to be resolved are: Sales and marketing staff have not been adequately trained to use the new CRM Some configuration
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