№ lp_1_2_65509
File format: docx
Character count: 5338
File size: 429 KB
This process guide outlines the stages and procedures for handling counselling cases in the CRM system, including initial contact, booking, allocation, and resolution, designed for university staff managing student welfare.
Year:
2018
Region / City:
Liverpool
Topic:
Counselling Case Management
Document Type:
Process Guide
Organization:
Liverpool John Moores University
Author:
Business Support Team
Target Audience:
University staff involved in Counselling
Effective Date:
November 2018
Date of Changes:
Version 0.5
Price: 8 / 10 USD
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The product description is provided for reference. Actual content and formatting may differ slightly.
Date:
19-22 March 2024
Location:
Bibliothèque François Mitterand, Quai François Mauriac, 75706 Paris Cedex 13
Participants:
Alessia Vaccariello, Alice Faure, Anais Guillem, Athanasios Velios, Athina Kritsotaki, Augustin Braud, Betsabé Miramontes, Christian-Emil Ore, Chryssoula Bekiari, Cristiana Betella, Daria Hookk, Denitsa Nenova, Dimitris Angelakis, Dominic Oldman, Edurne Uriarte, Eleni Tsoulouha, Elias Tzortzakakis, Elisabeth Reuhl, Erin Canning, Florian Hivert, Francesco Beretta, George Bruseker, Gerald Hiebel, Guenther Goerz, Hou Miaole, Inês Koch, Karl-Johannes Vsedni, Kia Tsakiridis, Maliheh Dorkhosh, Mark Fichtner, Markos Katsianis, Marta Acierno, Martin Doerr, Massoomeh Niknia, Matthew Fielding, Milena Peralta Friedburg, Nils Geißler, Øyvind Eide, Pat Riva, Pavlos Fafalios, Philippe Michon, Raphaelle Krummeich, Robert Nasarek, Romy Köhler, Sanaz Emami, Serena Buglisi, Stephen Stead, Trilce Navarrete, Vincent Alamercery, Yuehan Pan
Agenda:
Discussion on CIDOC CRM ontology, data modeling, and cultural heritage preservation
Note:
Contextual description
Year:
2018
Region / city:
Liverpool
Topic:
CRM, Student Services
Document type:
Process Document
Institution:
Liverpool John Moores University
Author:
DS Business Support Team
Target audience:
University staff involved in student advice and wellbeing
Period of validity:
Not specified
Approval date:
October 2018
Last modified date:
Not specified
Note:
Contextual description
Year:
2025
Region / City:
England
Topic:
CRM, Programmes, Grant Management
Document Type:
Requirements Document
Organisation / Institution:
Access – the Foundation for Social Investment
Author:
Access
Target Audience:
Internal stakeholders, potential solution providers, project implementation team
Period of Validity:
Ongoing, based on project timeline
Approval Date:
August 2025
Date of Changes:
Not specified
Year:
2025
Region / city:
United Kingdom
Topic:
Procurement
Document Type:
Conditions of Participation
Organ / institution:
HM Revenue & Customs
Author:
HM Revenue & Customs
Target Audience:
Potential suppliers for CRM software procurement
Period of validity:
10 years, with two extensions of up to 36 months and 24 months
Approval Date:
18th July 2025
Date of amendments:
N/A
Year:
2025
Region / City:
Not specified
Theme:
CRM Implementation, Business Process Automation, Sales and Client Relationship Management
Document Type:
Business Proposal, Project Plan
Organization / Institution:
Cordlife
Author:
Umesh Chandra Gaddala
Target Audience:
Internal stakeholders, CRM implementation team, management
Period of Activity:
2025-2026
Approval Date:
Not specified
Date of Changes:
Not specified
Year:
2021
Region / City:
Not specified
Topic:
Software installation
Document Type:
Installation guide
Author:
Not specified
Target Audience:
IT professionals and system administrators
Action Period:
Not specified
Approval Date:
Not specified
Modification Date:
Not specified
Context:
Detailed guide for installing Maximizer CRM 2021 R2, including server setup, SQL configuration, and Word Integration service.
Version:
0.1
Date:
October 2015
Institution:
Liverpool John Moores University
Department:
Student Advice & Wellbeing
Document type:
Process document
System:
CRM
Author:
DS Business Support Team
Intended audience:
Student Services staff
Topics:
Contact creation, student records, disability information, counselling status, alerts
Note:
Year
Region / city:
United Kingdom
Industry:
Healthcare
Document type:
Case Study
Organization / institution:
Healthcare at Home
Author:
Microsoft
Target audience:
Healthcare professionals, IT departments, business decision-makers
Year:
2026
Region / City:
United States
Industry:
Healthcare
Document Type:
Case Study
Organization:
Centene Corporation
Author:
Microsoft Services
Target Audience:
Healthcare industry professionals, IT decision-makers
Period of Validity:
Ongoing
Approval Date:
Not specified
Modification Date:
Not specified
Country or Region:
United States
Industry:
Professional services—Real estate
Customer:
Summit Realty Group (member of the Cushman & Wakefield Alliance)
Location:
Indianapolis, Indiana metropolitan area
Company size:
39 employees (including 24 real-estate brokers)
Solution:
Real Estate Advantage by Ascendix Technologies (based on Microsoft Dynamics CRM)
Partner:
Ascendix Technologies (Microsoft Gold Certified Partner)
Previous system:
REApplications CRM
Key features:
Outlook integration, workflows, dashboards, data migration, automation, task reminders
Primary goals:
Improve broker adoption, centralize account information, enhance client service consistency
Document type:
Customer solution case study
Language:
English
Year:
2022 - present
Region / City:
Scottsdale, AZ
Topic:
Microservices, CRM Development, Healthcare Solutions
Document Type:
Resume
Organization:
Matrix Medical Network
Author:
Nishithraj Narayanan
Target Audience:
Hiring Managers, Technical Recruiters
Period of Validity:
Not specified
Approval Date:
Not specified
Modification Date:
Not specified
Year:
2010
Region / City:
North Richland Hills, Texas, United States
Industry:
Insurance
Document Type:
Customer Case Study
Organization:
Insphere Insurance Solutions
Author:
Jeff Walker, Vice President
Target Audience:
Insurance industry professionals, sales managers
Scope:
Implementation of CRM and insurance software for sales force optimization
Business Model:
Independent career-agent distribution
Number of Agents:
Approximately 2,600
Technology Partner:
VUE Software, Microsoft Gold Certified Partner
Software Used:
Microsoft Dynamics CRM, VUE IncentivePoint, VUE Compensation Management
Objectives:
Streamline agent processes, improve productivity, support growth goals
Product:
Sphere CRM
Document Type:
User Guide
Topic:
Contact Management and Business Workflow Setup
Audience:
Real Estate Professionals
Key Features:
Contact Import, Calendar Sync, Goal Setting, Dashboard Tracking
Platforms:
Apple App Store; Google Play Store
Integrations:
Gmail; Microsoft; Outlook
Core Sections:
Dashboard; Today; People; Goals; Calendar
Ranking System:
A–D and X Contact Classification
Geographic Reference:
Vancouver
Primary Functions:
Importing Contacts; Duplicate Management; Referral Tracking; Mass Actions; Advanced Filtering; Interaction Logging
Note:
Year
Year:
2026
Organization:
CU Recruitment and Admissions Limited (CURA)
Location:
Coventry, United Kingdom
Position Type:
Full Time, Permanent
Grade:
Level 6 Specialist/Advisory
Salary Range:
£22,400 - £35,200 per annum
Department:
Student Recruitment and Admissions
Reports To:
Recruitment and Events Manager
Key Responsibilities:
Organize and deliver on-campus events, manage event budgets, coordinate with faculties and external providers, oversee student ambassador activities, implement CRM systems for event management
Qualifications:
First degree in any discipline; event management or marketing qualifications advantageous
Skills Required:
Event planning, project management, stakeholder engagement, communication, team leadership, attention to detail, customer service
Target Audience:
Prospective undergraduate and postgraduate students and their parents
Period of Activity:
Ongoing, with annual recruitment cycles
Travel Requirements:
Travel as needed for events
Year:
2025
Region / City:
EKC Group
Theme:
Legal Services
Document Type:
Tender Clarification
Organization / Institution:
EKC Group
Author:
EKC Group
Target Audience:
Bidders
Period of Validity:
2026-2029
Approval Date:
2025-09-11
Modification Date:
N/A
Year:
2024-2028
Region / city:
Australia
Topic:
ICT policies in schools
Document type:
Procedure/Guideline
Organ / institution:
Department of Education (DoE)
Author:
Department of Education
Target audience:
School employees, students, parents/guardians
Period of validity:
2024-2028
Approval date:
Not specified
Amendment date:
Not specified
Year:
[INSERT DATE]
Region / City:
Sunderland
Theme:
Financial Authorization
Document Type:
Letter
Organization / Institution:
National Savings and Investments (NS&I)
Author:
[INSERT CUSTOMER NAME]
Target Audience:
Financial Advisors
Effective Period:
From the date of this Letter of Authority until termination
Approval Date:
[INSERT DATE]
Amendment Date:
[INSERT DATE]
Year:
2026
Region / city:
New South Wales
Topic:
HSC monitoring procedures and assessment requirements
Document type:
Guidelines
Organization / institution:
New South Wales Education Standards Authority (NESA)
Author:
NESA
Target audience:
Senior school staff, teachers, and administrators in New South Wales
Period of validity:
2026
Approval date:
Not specified
Date of changes:
2025