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Customer Relationship Management

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The referral assignment components
Write a 3000 word report, which applies relationship marketing theory to address a problem, opportunity or other issue in an organisation of your choice. This may be a reworking of your original submission, or a completely new piece of work. You must also submit a reflective statement of no more than 500 words, explaining how you have responded to the marker’s feedback on your original submission.
There are two assessed items for submission:
1. A 500 word reflective statement that accounts for 10% of the marks in this module
2. A 3000 word report that accounts for 90% of the marks in this module
Submission Deadlines
• Your report and reflective statement should be submitted by 2pm Tuesday, 14th July 2015. This assessment should be submitted electronically via Blackboard in MS Word format.

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Anytime you’re using a system like GoldMine, it’s a good idea to evaluate how often a field is populated and the different values that are being put in. For example, here we have our Industry field. Are people using it? If so how many records do we have for the different industries? Fortunately this is an easy question to answer with a pretty simple SQL Query. First, however, you’ll need to do a Right-Click | Properties on the field to get the field name. This is how it’s referenced in the database. So our SQL Query to analyze this will be:

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Assessment criteria for the report
1. Clearly identify one or more issues of importance to the organisation in its customer relationship management and justify its importance.
2. Demonstrate use of relevant module concepts in the analysis and diagnosis of the situation and in deriving plans for the organisation.
The measure of this will be your clear and widespread reference to published sources. Sources that are most relevant and credible will lend greatest weight to argument. Credibility is most readily demonstrated by the use of peer-reviewed sources such as academic journal articles.
3. Analyse the issue(s) using relationship marketing theory, so that the organisation’s understanding of it/them is enhanced. This will provide a clear indication of your intellectual abilities, notably your ability to analyse a situation, critically evaluate sources of information, and come to justifiable conclusions.
4. Produce clear recommendations for the organisation in how to deal with the relationship management issue based upon the treatment. Recommendations should be clearly derived from the treatment you’ve made. Where there are resource implications of the recommendations or specific activities that need to be undertaken as part of them, you should consider these as well.
5. Present an integrated, structured, well-written and grammatically correct report. This is about being more than just cosmetically pleasing. Your report should clearly show the progression of the thought throughout and ensure that arguments are internally consistent. The integration of tasks will be evident in the extent to which the research activity is appropriate for the strategic issues, and the conclusions and recommendations derive from the treatment — essentially how well it all hangs together.

More specifically, it is intended to assess a range of learning outcomes. These are set out in more detail in the module guide.
Areas to be covered in the reflective statement
The reflective statement should identify the key points of feedback given by the marker of the original assignment, and identify how the assignment has been changed to address this feedback. Where a completely new company or relationship issue has been chosen, the statement should explain the rationale for this decision.
Assessment criteria for the reflective statement
The reflective statements will be assessed on the extent to which they show the ability to:
1. Analyse the feedback given by the marker of the original submission
2. Critically evaluate the original submission in the light of this feedback
3. Identify the changes that have been made to the original assignment
4. Explain how these changes relate to the feedback given by the marker of the original submission
Areas to be covered in the assessed report
Each individual report is likely be very different, reflecting the potential variety of topics considered and the parts of the literature which are most relevant to understanding and improving your organisation. This makes it difficult to specify particular headings for the reports in advance. However, each assignment is likely to adopt a process of problem identification, analysis and diagnosis, culminating in a set of recommendations for improving the situation.
Consequently, it is suggested that most students cover the following elements in their reports:
• Description of the organisation and important contextual information
• Identification of the customer relationship management issue and a justification of its importance
• A literature review outlining the theoretical approach to defining and addressing the management issue
• Recommendations

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In our last post we talked about automatically creating Relationship Trees to link all of the contacts at a single company together. There will come a time, though, when you want to update all of the contacts within that Relationship Tree. For example, if one of those organizations becomes a customer. First, go to the top level of the organizational chart, and then change the value of the field you’ll want to replicate. Then Right-Click on the top entry and choose Replicate data… Then choose the field or fields to replicate.

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