IIF and QuaTeams Creating a Custom CRM Harvard Case Solution & Analysis

IIF (Institute of International Finance) was eight months in the development of customized customer relationship management system (CRM) from a small software development, QuaTeams. IIF, an organization which wants to replace your current CRM, database access, integrating information from a member of various departments: economic research, membership, events, and finance. In addition, he wants to be able to cope with the growing number of members and monitor the interaction between its staff and members. With two months before the scheduled launch, both sides have to make decisions in order to overcome the remaining technical problems with the database and security. IIF should also consider implementation issues and to think of creative ways to use the CRM system as soon as it is operational. "Hide
by Nicole RD Haggerty, Jordan Mitchell, Matt Werner, Julian Zhang Source: Richard Ivey School of Business Foundation 22 pages. Publication Date: October 12, 2004. Prod. #: 904E30-PDF-ENG

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