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CRM Report Nov.
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AIESEC CAS
EXTERNAL
RELATIONS
Noviembre 2011
CRM REPORT
Hi guys! I hope this report will find you very well. Monthly, MC will publish the CRM
statistics to evaluate your work in CRM. Objective: You can analyze your monthly work and implement strategies to improve
and get the results for the quarter (Q4) Therefore it is very important that you update the CRM.
1. STATISTICS
Dates: 11/10/17 to 11/28/11
19
8 8 6
3 3 1
0
5
10
15
20
First Contact
1 1 1
0 0 0 0 0 0
0,2 0,4 0,6 0,8
1 1,2
First Selling Meeting
ULACIT 19
USMA 8
TEC 8
MC 6
UTP 3
ULATYNA PTY 3
UCR 1
UNA 0
UCR 1
MC 1
ULACIT 1
USMA 0
UNA 0
TEC 0
UTP 0
ULATYNA PTY 0
33
16
5 3
1 0 0 0 0
5
10
15
20
25
30
35
Phone Call
14
6 5
2 1
0
0 0 0
2
4
6
8
10
12
14
16
Meeting
106
19 15 15 12 11 6 0
0
20
40
60
80
100
120
MC 14
USMA 6
UCR 5
TEC 2
ULATYNA PTY 1
ULACIT 0
UTP 0
UNA 0
MC 106
TEC 19
ULACIT 15
ULATYNA PTY 15
UTP 12
USMA 11
UCR 6
UNA 0
TEC 33
ULACIT 16
MC 5
UCR 3
USMA 1
UTP 0
UNA 0
ULATYNA PTY 0
2. MEMBERS ACTIVITY
UCR
39 Account Managers
3 active members this month
*EB member
The CRM Activity has grown in your office. The next month maybe an AM could appear in
the TOP Sellers..!
TEC 24 Account Managers
3 active members this month
AM First Contact Phone Call Meeting Mail
David Cespedes 2 1
Joaquin Guerrero 8 26 2 18
Jose Leonardo Solano 5
Total 8 33 2 19
*EB member
Excellent work Joaquin, thank you to your work the average activity in CRM of your office
has grown. Now, you must convey your passion to the rest of the team.
Also Congratulations to Joaquin Guerrero for signing a contract this month!
UTP 26 Account Managers
3 active members this month
First Contact Phone Call Meeting Mail
Christian Kwiers 1 4
Emily Gonzales 2 7
Monika Angelkos 1
Total 3 12
*EB member
The CRM Activity has been poor this month. You know that you can work more!
AM First Contact First Selling Meeting
Phone Call Meeting Mail
Alina Esquivel 1 1 1 1
Luis Guerrero 4
Alexander Juarez
2 6
Total 1 1 3 5 6
USMA 52 Account Managers
6 active members this month
First Contact First Selling Meeting
Phone Call Meeting Mail
Celso Arenas 3 3
Jose Briceno 2 1
Gonzalo Calleriza 1 2
Angelica Diaz 3
Michelle Silva 1
Gabriel Solano 7 1 2
Total 8 1 6 11
*EB member
This month the CRM Activity has decreased although you have news active AM. You are on
the way!
UNA 5 Account Managers
1 active member this month
Oooohh! This month you have 2 new AM, but you don’t have activity in CRM. I know you
can!
ULACIT 16 Account Managers
8 active members this month
First Contact First Selling Meeting
Phone Call Meeting Mails
Vivian Alban 3
Roberto Murillo 6 1 3
Andres Ramirez 1 2 1
Astrid Rojas 1 1
Veronica Segura 3 1 2
Daniela Segura 5 3 6
Marianela Sorano 3 1 3
David Valenciano 5
Total 19 1 16 15
*EB member
Congratulations ULACIT, this month you are the champion again!!! I am very proud of the
good work that you are doing in CRM.
ULATINA PTY 1 Account Manager
2 active members this month
First Contact Meeting Mail
Alexandre Benavides 1 3
Walter Hurtado 3 12
Total 3 1 15
*EB member
This month your work has been better than the last month. I want to congratulate you and
encourage you to continue working on this way!
3. TOP SELLERS Every month, we will update the list of best sellers. Where 5 of you will be chosen for
this recognition.
The conditions are beyond the average monthly, this month has more than 10 points
(updates), and more than 3 different categories (phone call, mail, etc.)
This month:
Congratulations guys!!!
Remember UPDATE the CRM!
Bye!
JOAQUIN GUERREO 54
DANIELA SEGURO 14
ROBERTO MURILLO 10
GABRIEL SOLANO 10
Editor: