CRM implementation and strategy

Closed
SketchList Incorporated
Milton, Massachusetts, United States
David Rozewski
Owner
(5)
3
Project
Academic experience
60 hours per learner
Learner
Anywhere
Intermediate level

Project scope

Categories
Customer segmentation
Skills
competitive analysis business consulting marketing strategy strategy market research
Details

SketchList Incorporated – Class Project Description

We are beginning to implement a CRM system for our sales and customer support efforts. While we have looked at a few systems we have not yet committed to one.

One reason for this move is that we are bringing on salespeople - perhaps in-house and perhaps as as contractors. We need to manage and share the information.

Another outcome of this project is to create and manage content resources which we can send or point prospects to for their education.

Deliverables
No deliverables exist for this project.
Mentorship

Direct access to company president, sales manager and sales personnel.

About the company

Company
Milton, Massachusetts, United States
{:accounting=>"Accounting", :advertising=>"Advertising", :artificial_intelligence=>"Artificial intelligence", :biotechnology=>"Biotechnology", :branding_style_guides=>"Branding & style guides", :business_strategy=>"Business strategy", :change_management=>"Change management", :chemical_engineering=>"Chemical engineering", :civil_engineering=>"Civil engineering", :community_engagement=>"Community engagement", :compensation_analysis=>"Compensation analysis", :competitive_analysis=>"Competitive analysis", :computer_science_it=>"Computer science & IT", :copy_writing=>"Copy writing", :creative_writing=>"Creative writing", :customer_segmentation=>"Customer segmentation", :data=>"Data", :data_analysis=>"Data analysis", :data_modelling=>"Data modelling", :data_visualization=>"Data visualization", :databases=>"Databases", :design_creative=>"Design & creative", :digital_marketing=>"Digital marketing", :education=>"Education", :electrical_engineering=>"Electrical engineering", :employee_benefits=>"Employee benefits", :employee_retention=>"Employee retention", :engineering_manufacturing=>"Engineering & manufacturing", :engineering_project_management=>"Engineering project management", :environmental_sustainability=>"Environmental sustainability", :event_planning=>"Event planning", :fashion_design=>"Fashion design", :finance=>"Finance", :financial_modeling=>"Financial modeling", :financial_services=>"Financial services", :fundraising=>"Fundraising", :graphic_design=>"Graphic design", :grant_writing=>"Grant writing", :hardware=>"Hardware", :hardware_product_design=>"Hardware product design", :healthcare=>"Healthcare", :hospitality_tourism_culinary_arts=>"Hospitality, tourism & culinary arts", :human_resources=>"Human resources", :humanities=>"Humanities", :illustration=>"Illustration", :information_technology=>"Information technology", :interior_design=>"Interior design", :internal_communications=>"Internal communications", :investment=>"Investment", :law_and_policy=>"Law and policy", :lead_generation=>"Lead generation", :leadership=>"Leadership", :machine_learning=>"Machine learning", :market_expansion=>"Market expansion", :market_research=>"Market research", :marketing=>"Marketing", :marketing_analytics=>"Marketing analytics", :mechanical_engineering=>"Mechanical engineering", :media=>"Media", :medicine_health=>"Medicine & health", :mobile_app_development=>"Mobile app development", :networking=>"Networking", :operations=>"Operations", :organizational_structure=>"Organizational structure", :other=>"Other", :product_or_service_launch=>"Product or service launch", :project_management=>"Project management", :public_health=>"Public health", :public_relations=>"Public relations", :risk_audit_and_compliance=>"Risk, audit and compliance", :robotics=>"Robotics", :sales_strategy=>"Sales strategy", :search_engine_optimization=>"Search engine optimization", :security_cybersecurity_and_it_security=>"Security (cybersecurity and IT security)", :social_media_marketing=>"Social media marketing", :social_sciences=>"Social sciences", :social_work=>"Social work", :software_development=>"Software development", :supply_chain_optimization=>"Supply chain optimization", :talent_recruitment=>"Talent recruitment", :training_development=>"Training & development", :translation=>"Translation", :ui_design=>"UI design", :ux_design=>"UX design", :videography=>"Videography", :visual_arts=>"Visual arts", :volunteer_organizing=>"Volunteer organizing", :website_development=>"Website development", :workplace_culture=>"Workplace culture", :workplace_health_wellness=>"Workplace health/wellness", :writing=>"Writing", :first_year=>"1st year", :second_year=>"2nd year", :third_year=>"3rd year", :fourth_year=>"4th year", :freshman=>"Freshman", :sophomore=>"Sophomore", :junior=>"Junior", :senior=>"Senior", :capstone=>"Capstone", :he=>"He", :him=>"Him", :she=>"She", :her=>"Her", :they=>"They", :them=>"Them", :indigenous_owned=>"Indigenous-Owned", :minority_owned=>"Minority-Owned", :women_owned=>"Women-Owned", :bipoc_owned=>"BIPOC-Owned", :"2slgbtqia+_owned"=>"2SLGBTQIA+-Owned", :veteran_owned=>"Veteran-Owned", :disabled_owned=>"Disabled-Owned", :small_business=>"Small Business", :family_owned=>"Family-Owned", :sustainable=>"Sustainable/Green", :certified_b_corporation=>"Certified B Corporation", :social_enterprise=>"Social Enterprise", :cooperatively_owned=>"Cooperatively-Owned", :employee_owned=>"Employee-Owned", :public_benefit_corporation=>"Public Benefit Corporation (PBC)", :neurodivergent_owned=>"Neurodivergent-Owned", :rural_based=>"Rural-Based", :youth_owned=>"Youth-Owned", :immigrant_owned=>"Immigrant-Owned", :community_focused=>"Community-Focused"}, Technology, Construction, engineering & trades

SketchList 3D is used by woodworkers to design custom cabinetry and furniture. Several years ago a leading woodworking magazine published an article on CAD in woodworking. They stated that "Cabinet makers must provide high-quality 3D images to prospects or lose business." SketchList was designed to place high-quality 3D design software in the of woodworkers who must provide high-quality 3D drawings but cannot master CAD software.

SketchList 3D users create designs by sizing and locating virtual 3D boards in 3D space. The learning curve for SketchList 3D is much shorter than that of CAD products.

There are two levels of SketchList 3D. One is used by DIY woodworkers, the other by businesses.

It runs on both Windows and Mac computers.

The company was founded in 2008.