Memo | Information Systems

504 Technologies has a new client company which has been storing data  in what might be considered a “jumbled mess.” You realize a great need  for ERP (Enterprise Resource Planning software) and CRM (Customer  Relationship Management software). At this point, the idea is to  purchase one and export data into it, before purchasing the other and  exporting appropriate data therein.
The client asked if he can call you in a few days; he is currently  working overseas and can only spare between 90 seconds and 2 minutes to  discuss this. You have time to prepare for the phone call, so you  practice your persuasive speech by writing a transcript and creating an  audio file. Your plan is to either “sell” an ERP or a CRM in this first  communication.
Light Research:
Choose either ERP software or CRM software.  Locate a product’s website and review the information provided there.  The product you choose must clearly be labeled either ERP or CRM and  prices must be listed on the website. Do not use a comparison site or  other kind of source.
First, read through the rest of these instructions before beginning  work on the assignment. Then prepare, practice, and produce your  telephone speech:
Prepare your transcript in the provided template,  writing in full sentences. This is not a client you know well yet, so  remain formal in your word choice and approach. Keep in mind the timing  parameter of 90 seconds to 2 minutes. Include the following, in order:


Start with a greeting, your name, and that you work for 504 Technologies.
Since this is practice for a phone call, thank the client for meeting you on the phone.

Explain your software recommendation. Include: 

Information about what this kind of software does.
Why it is important to use this kind of software.
A description of the specific product, with brand name, version, main features, cost, and whatever else you find important.


Tell the client that in the next conversation, you wish to speak to  him about the other kind of software (CRM or ERP), and very briefly  state what that kind of software does.
Thank the client for the phone call and opportunity to work with him.

As you write the transcript, make sure you use a persuasive tone, without chastising the client for poor previous practices, and without including emotional content or manipulation.

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