CRM 4 UNI Final Report - EE pilot - Birkbeck College

The primary product that the CRM4UNI project has created is the Pareto Analytics CRM Tool. In summary, this tool analyses data within a CRM system outputting a barchart visualisation for business managers that provides an overview of the businesses and organisations that are spending the most money within the HE institution (otherwise known as the "Pareto Principle" or "80/20 rule"). This tool is not in itself an automatic way to discover financial data about business interactions within institutions, rather this tool is an opportunity for HE institutions to set up their CRM system in such a way that financial data about businesses and organisations can be entered into a CRM and then abstracted to inform overall University strategies with their business community. This tool is only strategically effective if the institution actively seeks business partners and then enters data about the relationship with these business partners into the CRM system in a specific way