CRM System Implementation
Led the implementation of a new CRM system to streamline communications, optimize member engagement, and support mission-aligned marketing efforts.
Keela CRM system interface showing custom email marketing templates, organized template library, and campaign management dashboard
Project Overview
As Operations Manager at Washington Maritime Blue, I spearheaded the complete implementation of Keela CRM system to transform how the organization managed stakeholder relationships and executed marketing campaigns.
The project involved comprehensive analysis of existing workflows, staff training, and the creation of custom email marketing templates that would serve the organization's diverse communication needs. Working closely with cross-functional teams, I designed and launched dynamic messaging templates across email and social platforms.
The implementation required careful change management, ensuring all team members were comfortable with the new system while maintaining continuity of ongoing campaigns. I developed comprehensive training materials and conducted hands-on workshops to ensure successful adoption.
Key Results & Impact
- Centralized data management for 400+ stakeholders across maritime industry
- Increased email open rates by 35% and overall engagement metrics
- Reduced manual administrative time by 30% through automation
- Cut campaign creation time by 50% with standardized templates
- Improved data accuracy and reporting capabilities
- Enhanced personalization and segmentation for targeted outreach
Challenges Addressed
- Migrating legacy data from multiple systems without loss
- Training staff on new workflows while maintaining productivity
- Ensuring compliance with data privacy regulations
- Customizing templates for diverse stakeholder groups
Long-term Impact
The CRM implementation transformed Washington Maritime Blue's ability to engage with stakeholders effectively, resulting in stronger relationships with industry partners and more successful campaign outcomes. The system continues to serve as the backbone of their communications strategy.
Tools & Technologies
Project Highlights
Interested in Similar Work?
Let's discuss how I can bring this same strategic approach to your organization's projects.