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TRBOT Internal 1
Updated: 8/13/2020
TRBOT Internal 1
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Storyboard Text

  • MAP Programs
  • CMS CMS CMS CMS
  • WTC Website Analytics
  • CRM
  • New CRM Profile
  • Name: YaraOrganization:Sector:
  • WTC LMS
  • New CRM Profile
  • Name: YaraOrganization:Sector:
  • CRM
  • Prospect Opportunity
  • CMS captures and tracks web behavior analytics, showing an increased volume of interest in MAP programs within the WTC portfolio.
  • Yara
  • LMS Interaction Log
  • 'Membership Pitch' preparation
  • CRM captures that a prospective member has completed the MAP application and been accepted.Yara’s profile is automatically generated in the CRM as a prospect/lead with details about her business’ needs and focus areas.
  • External Payment Processor
  • LMS captures interaction analytics about Yara’s behavior (i.e. content experience, participation in forums etc.).The CRM is continually updated to reflect Yara’s activity and tags her as a warm lead to be pursed as a prospective member.
  • Finance
  • Payment confirmed
  • Access to Member Portal
  • CRM
  • Jacob reviews Yara’s prior activity in detail and prepares his membership pitch drawing on key pieces of data derived from the LMS interaction logs. He flags other webinars and articles that may be of interest to her.
  • Website integrates with external payment processor which automatically tracks in the Finance system.
  • Finance
  • Finance system interfaces with CRM updating Yara’s profile as active Profile member. CRM interfaces with CMS to provide access to paid member resources/content.
  • Member Portal Welcome to the Toronto Region Board of Trade!
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