FOOD SECURITY- Community Stores BAU

ZZ. CRM Standard Operating Procedure (SOP);

1. Recording Community Store Records in CRM
2. Managing Community Sotre Records in CRM 
3. Managing Community Store Engagement in CRM

Overview:

Priority: HIGH

Exemptions: NIL

Communiyt Store Records will be managed in CRM-FUSION to provide a single source of truth for Community Store informaiton.

Quick Summary:

1. TAGS = STORE 

Business Owner:

Tom Dyer, Branch manager NT Strategy & Policy

7-Novemeber-2024

Systems Owner:

Grant Astes, Director CRM 

7-Novemeber-2024

Galambany Stream:

Data and Information [LEAD]

Engagement

Detailed:

Expected time for User to complete:

Engagement <3minutes to create (min fields)

Appointment <2minutes to create (min fields)

Task <2minutes to create (min fields)

Recording Minister and/or NIAA Senior Executive (CEO, DCEO and COO) Regional Visits and Tracking of follow up and/or action(s) with Stakeholders.
What What is the work to be actioned?	Creating Community Store Records Managing Community Store Records Managing Engagement with Community Stores
Who Who is responsible to action work?	Creating Community Store Records - NT Strategy & Policy Managing Community Store Records - NIAA Engagement Staff & NT Strategy & Policy Managing Engagement with Community Stores  - NIAA Engagement Staff & NT Strategy & Policy
When What SYSTEM is the work to be actioned in?	Creating Community Store Records Managing Community Store Records - Within TWO working days of any interaction Managing Engagement with Community Stores - Within TWO working days of any interaction
Where What SYSTEM is the work to be actioned in?	Creating Community Store Records - ORGANISATION RECORD "TAG=STORE" Do not use ABN due to Business impacts of the ABR data not reflecting complicated Community Store business. Create Communication Protocol. Managing Community Store Records - ORGANISATION RECORD Managing Engagement with Community Stores
How What is the work to be actioned?	Creating a CRM Engagement SEE CRM TASKCARD - Creating a CRM Engagement Note: Engagement Subject MUST begin with "1OCE-" Creating a CRM Appointment SEE CRM TASKCARD - Creating a CRM Appointment - From Engagement ADD Appointment to Timeline  Creating a CRM Task SEE CRM TASKCARD - Creating a CRM Task - From Engagement ADD Task to Timeline
Why What is the work to be actioned?	Using CRM will enable a Single Source of Truth to record, manage and report on the Visit, Meetings and Actions. The Stakeholder Management information can be used to track the status of the Actions and be connected to CRM/FUSION and Qlik Agency wide and support: - Opportunities - Grant Activities - Project Central - Location(s) - Contacts - Organisations
Support
Standard Operating Procedure Detailed Business Process for consistency.	Creating a CRM Engagement Creating a CRM Appointment Creating a CRM Task
TaskCard Detailed System Process for consistent recording, managing and reporting  of Stakeholder Management.	Creating a CRM Engagement Creating a CRM Appointment Creating a CRM Task
Video Walk through	Creating a CRM Engagement https://share.ssp.pmc.gov.au/recordid/UDOC24-117122
	Creating a CRM Appointment https://share.ssp.pmc.gov.au/recordid/UDOC24-112922
	Creating a CRM Task https://share.ssp.pmc.gov.au/recordid/UDOC24-112920
	Connecting a CRM Engagement to an Opportunity https://share.ssp.pmc.gov.au/recordid/UDOC24-112924
	Adding a CRM Outcome & Close Engagement https://share.ssp.pmc.gov.au/recordid/UDOC24-112918