Open
Milestone
[2024 Roadmap - Meta] CRM: setup tool to follow up contacts from lead to user to contributor
- Lead: moranegg
- Tags: partnerships, contacts
- Priority:
Includes work
The CRM is the system to help view the gap between the SWH strategic plan and reality of the relationships between users and product. In SWH there are four types of engagement
- Visitors
- Users of the archive (B2C model)
- Users of the infrastructures (B2B model)
- Contributors to the mission, which are divided into:
- ambassador
- grantee
- intern
- speaker of SWH
- sponsor
- grant
- baker (non-monetary)
- documentation contributor
- software contributor (dev)
- invited speaker (in SWH events)
- team
In one of the following verticals:
- culture
- academia
- industry
- public administration
KPIs
- Tool and process used by the team