PGA Microsoft Dynamics CRM

Description

Microsoft Dynamics CRM is a customer relationship management (CRM) system for managing a company’s interactions with current and future customers.

Sales Module - The Sales module of CRM is designed to drive the entire sales lifecycle for a new customer.

  • Leads
  • Opportunities
  • Accounts
  • Contacts
  • Competitors
  • Products
  • Quotes
  • Orders

Marketing Module - The Marketing module of CRM is designed to drive the entire marketing process of an organization for its existing and potential customers.

  • Marketing Lists
  • Campaigns
  • Quick Campaigns

The Service Management module of CRM is designed to focus, manage and track the customer service operations of an organization such as supporting the incident-based services, supporting the customers using service scheduling, etc.

  • Cases (Incidents)
  • Knowledge Base
  • Contracts
  • Resources/Resource Groups
  • Services
  • Service Calendar

General Design

Designed by Ryan Foley

System Diagram

PGA CRM Areas

  • Members
  • National Consumers (Future)
  • Section Consumers
  • Hospitality
  • Media
  • PGA REACH

CRM Main Interface

Members Area

Membership Overview Dashboard

Media Area

Media Overview Dashboard

Section Consumers Area

Section Consumers Dashboard

Hospitality Area

Hospitality Dashboard

PGA Reach Area

PGA REACH Dashboard

Sample Custom Entities

Facilities
Sections

Mobile Access

IOS App on iPad
Android App on Samsung Galaxy

Data Sources and Data Transfer Technology

Act-On
CCMS by ACGI
Championships Management System
Microsoft Dynamics CRM Record Upload App

Teams and Security

  • Each record has one owner
  • A record can be shared with one or more user or team
  • Active Teams: Hospitality, Media, Section Admin, Sections (41)
Membership Overview Viewed by Southern Ohio Section

Credits:

Created with images by TeroVesalainen - "tablet stylus secretary reading pencil pen electronic" • tookapic - "drawing plan design sketch project construction blueprint" • PublicDomainPictures - "sea boat clouds cumulous marine ocean travel" • freephotocc - "cup of coffee laptop office macbook conceptual" • tpsdave - "grand national golf course opelika alabama" • freephotocc - "cup of coffee laptop office" • tpsdave - "university of alabama tuscaloosa clark hall" • Pezibear - "easter egg colored color colored egg hen's" • niekverlaan - "telephone mobile to call" • FredCintra - "Control is an Option to Command"

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