A Marriage Invitation, CRM Style

May 7, 2013

Recently we got this marriage invitation from a CRMITian. He has made a unique design, using all CRM nomenclature. This is what happens when you live, eat, drink and breath CRM 24 * 7 🙂

Our (Partner relationship management) story,

Just when you think it can’t get any worse, it can (i.e our Lead was rejected before even going through the qualification process 🙁). And just when you think it can’t get any better, it can (before the lead was archived, we managed to convert it into an Opportunity & Account of type prospect 🙂).

It became better for us and here we are (both our “Parents” automated rules & workflows kicked in)

_____ & _____

Getting married (moving the sales stage to Closed/Won and the account type to “Partner”)

on _____ (Expected Closed Date)


Coimbatore(assigned to the Coimbatore book)

And reception on



Chennai (assigned to the Chennai book)

We cherish the roles you play (Contact role = Well Wisher) in our lives and would be honored if you  & your Family would join us (be part of our Account & Opportunity Team) as we enter into the journey of marriage

We are sure this email has put a smile on your face, your presence on our special occasion would put a bigger smile on ours. You will also be getting an invitation shortly, looking forward to seeing you there 🙂

Note: During this go live celebration, we would like to extend our thanks to few key implementation team members playing various roles including Advisor, Moral Supporter & Good Samaritan throughout the different iterations of this project and also a special thanks to the key consultant for influencing the steering committee 

Leave a Reply

Your email address will not be published. Required fields are marked *