ProTech and Chartered Management Institute put Customers First

The Chartered Management Institute (CMI) today announces a partnership with ProTech Computer Systems to enhance membership communications and customer service through the implementation of a new CRM, marketing, membership and education management system.

From left to right : Richard Couchman (ProTech Chairman), Mark Trouth (ProTech Managing Director), Ruth Spellman (CMI Chief Executive), Tricia Williamson (CMI Director, Business Solutions) at the signing of the contracts in Savoy Court London

CMI’s aim was to uncover a CRM system that went beyond the traditional, individual-focused, solution and offered analysis for single member, corporate and supplier contacts. The partnership, which will now lead to the creation of a full CRM programme supporting CMI’s corporate strategy, has been agreed following a rigorous evaluation of membership and CRM systems, through a series of competitive pitches and customer workshop assessments.

With the recent launch of a new member-driven web site, CMI was looking for a solution that enabled ‘real time’ collection and segmentation of data. The new system also had to cater for a variety of relationships, including individual students and employers, and allow for real time data interrogation.

Ruth Spellman, chief executive of CMI, says: “With more than 86,000 members, how CMI develops effective customer relationships is critical, especially if we are to maintain our current trend of membership growth. We wanted to find a solution that, in one go, provides appropriate levels of information and enables CMI to improve customer service levels. In ProTech we have a found a partner that truly puts the needs of the customer first.”

Mark Trouth, managing director of ProTech, comments: "We are delighted to have been chosen to supply our latest generation of the Pro-8 suite of applications to CMI. We have worked closely with CMI’s team to produce a detailed solution that will bring significant business improvements to their organisation. We see this as a clear indication of the real power and sophistication of this latest version of the Pro suite; Pro-8”.

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