Customer Relationship Management (CRM) configuration

Fifth Session

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Optimise Your Customer Relationship Management

Join us for an exclusive training on how to configure and make the most of the CRM module within the Agora platform. This session is designed for university alliance members, project coordinators, and service managers who want to improve how they track, manage, and support collaboration across institutions.


 
 


Agora Training Session Summary – May 29, 2025

The fifth weekly Agora training session focused on how to effectively use the Customer Relationship Management (CRM) module to manage stakeholder interactions across university alliances.


🎤 Speakers: Jesus Alcober , Alba Roma Gomez.

Key highlights:

  • CRM for Alliances: Explained how CRM supports structured collaboration with diverse stakeholders (researchers, staff, students, industry partners).

  • Inquiry Tracking: Demonstrated how inquiries via forms (generic or catalog-specific) become opportunities in the CRM pipeline.

  • Sales Teams: Introduced how different teams manage incoming requests based on catalog topics (e.g., research infrastructures).

  • Automated Notifications: Showed how stakeholders and catalog managers are notified and can exchange messages directly through the system.

  • Matchmaking Use Case: Illustrated automated email exchanges between users interested in collaboration opportunities.

  • Customization Options: Covered how forms, metadata, and sales teams can be adapted to fit each alliance's needs, while maintaining traceability.

  • Best Practices: Emphasized the importance of clear process design using BPMN to automate feedback, validations, and catalog updates.
Date & Time
Thursday
29 May 2025
11:00 12:00 Europe/Madrid
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(UPC) aUPaEU

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(UPC) aUPaEU

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