CRM Monthly Analysis January 2011

Page 1

ANALYSIS

External Relations Report | Monthly edition January, 2011 In this edition: TOP Sellers in CAS New Partnerships

ER Regional Support Team in Central America South.

New HI & KPIs Some useful information

Dulce Acosta [dulce.acosta@aiesec.net] Reynaldo Palacios [reynaldo.palacios@aiesec.net] Gonzalo Calleriza [gonzalo.calleriza@aiesec.net] Mart铆n G贸mez [martin.gomez@aiesec.net]


Welcome ER people! TOP Sellers As part of the regional sales strategy, "everyone can sell" in this report are presented which have been important advances with regard to sales of products based on exchange or local products and also the NON exchange Products. External Relations Team invites everyone to join this strategy in greater depth and develop sales skills.

People who are leading by example. External Relations give to you the opportunity to develop your corporate potential. Join us!

Sunlyn Romero UTP

Bennisse Glory TEC

Cristina Córdoba UTP

Regional COCAS Sponsorship One learning partner 1 TN Ultinus Latinoamerica

Regional COCAS Sponsorship

Regional COCAS Sponsorship

Reynaldo Palacios USMA 2 MT TNs con Glaxo Smith Kline 5 Re raised MT TNs with Cervecería Nacional

Ana Laura Álvarez USMA 5 MT TNs re raised with DELL DELL is now National Account in PTY

Jose Walker USMA Recognition Cocktail Panama

Natalia Bialobrzewska MC 5 DT TNs in Global Brigades

Alejandro Reyna USMA Recognition Cocktail Panama

Silvia Jones MC 4 TNs Intensa Recognition Cocktail Panama 1 Learning partner with EF

Leonardo Solano TEC Regional COCAS Sponsorship

Maylin Y. Gómez USMA Recognition Cocktail Panama

Dulce Acosta MC 3 TNs BAUER Recognition Cocktail Panama Regional COCAS Sponsorship


New Partnerships. NON EXCHANGE PRODUCTS

EXCHANGE PRODUCTS

During December 2010, MC sign a TN with Intensa, the service will running by LC UNA in Costa Rica.

Education has first signed an agreement with AIESEC International, which all AIESECers receive a discount when decide to take any language course. AIESEC in Panama are entering into a Media Partner for the purpose of augmenting the relationship with both organizations.

QUALITY LEADERSHIP UNIVERSITY is now a partner of AIESEC in UTP as Learning Local partner. The trainings that given during the month of March will be about leadership development & soft skills, these trainings are equivalent to 3,000 USD per session.

Now, Global Brigades is TN Taker form LC USMA with 5 DT TNs.

BAUER Fundaciones now is a TN Taker, with 3 TT TNs. The delivery will be running by LC UTP.


EXTERNAL RELATIONS new Health Indicators & Key Performance Indicators. Health Indicators 2011. Indicators are variables that measure quantitatively or qualitatively to provide guidance regarding the sustainability of the entities in AIESEC. We use them to monitor the health of local operations and enabling a good guide for better implementation. Remember HI is not a GOAL, is about how you operations are sustainable. EXP. Means “expected” and is the number that MC expects from a HIGH HEALTHLY OPERATIONS.

Who should fill this information?. This survey is send every Q by the MC, your LCP will provide you the tool, then the LCVPER is responsible for fill it up. You can find the information from Statistics module of CRM.

External Relations Total Selling meetings in the Q Calls and e-mails in the Q Members in ER that are AM per LC All the companies that you are approaching are in CRM system? Porcentage of companies with future communication Porcentaje of asigned companies that are partners Score

Exp. 20 50 100% YES 80% 10%

Score 2 1 2 2 2 1 10

Score is the rate of how important is that Health Indicator for the healthy operations.

Key Performance Inicators 2011. This is a part of the BSC, and is orientated to measure the level of performance of a process, focusing on the "how" and indicating how good the processes, so as to achieve the goal are. These KPIs are setting in the planning tool; all of them should have a challenging GOAL. This are the KPIs related to External Relations:. Who should fill this information?. This survey is send every Q by the MC, your LCP will provide you the tool, then the LCVPER is responsible for fill it up. You just need to compare the planned numbers vs the reality.

KPIs Total number of organizations that have partnership in LC´s New TN takers raised Number of learning partners Number of supporters Number of activities in which the supporters are participating Number of total Annual Partnerships that you sing in the Q


Some useful information. What is about assigned companies?. It to give the responsibility to manage one account to the Account Managers, in this case you can see the global number of accounts.

Number of Assigned Comapanies in CRM LC

Assigned Company

MC UTP UCR USMA TEC ULA

202 173 122 108 80 72

Why keep updated the CRM?. Is a must to do it the area in order to keep your own accounts. There is a tracker specialized on check if this accounts are updated.

STATUS OF EGYPT AND INFORMATION MANAGEMENT Since past few days the situation in Egypt has not been the best specifically in the cities of Cairo, Suez and Alexandria. The picture is not positive and although we have communicated with people who are living in this country sharing his time and gave us positive parts from their point of view, as an organization we must ensure full protection and security. Importantly, we are monitoring this situation in a safe, even with the release of AIESEC in Egypt about the situation published in recent days. However we must be responsible with how we are each a member communicating the crisis in Egypt, as social networks through the issue can be distorted if we do not give treatment to be. MC kindly ask to CAS members avoid comments on social networks that may be suitable for misunderstanding.

Thank you!

Let us improve with this monthly report! If you have any comment, input or doubt, please write to: gonzalo.calleriza@aiesec.net Next report FEB 2011.


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