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  • CRM Project Flow: Business Review Format Shortlist Business Case Review Install & Train

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    Dewey Forbes
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    The document outlines the key steps in a typical CRM project flow including discovery, scope development, testing and validation, user adoption, and implementation. It involves reviewing business requirements, evaluating and shortlisting CRM solutions, sandbox evaluation, building a business case, configuring the selected solution, training all users, and implementing the new CRM system. Stakeholders are identified upfront to approve the scope and validate decisions throughout the process.

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    CRM Flow

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    The document outlines the key steps in a typical CRM project flow including discovery, scope development, testing and validation, user adoption, and implementation. It involves reviewing business requirements, evaluating and shortlisting CRM solutions, sandbox evaluation, building a business case, configuring the selected solution, training all users, and implementing the new CRM system. Stakeholders are identified upfront to approve the scope and validate decisions throughout the process.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    6 views1 page

    CRM Project Flow: Business Review Format Shortlist Business Case Review Install & Train

    Uploaded by

    Dewey Forbes
    The document outlines the key steps in a typical CRM project flow including discovery, scope development, testing and validation, user adoption, and implementation. It involves reviewing business requirements, evaluating and shortlisting CRM solutions, sandbox evaluation, building a business case, configuring the selected solution, training all users, and implementing the new CRM system. Stakeholders are identified upfront to approve the scope and validate decisions throughout the process.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PDF, TXT or read online from Scribd
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    of 1

    CRM PROJECT FLOW

    DISCOVERY SCOPE DEVELOPMENT TEST & VALIDATE USER ADOPTION IMPLEMENTATION

    Business Review
    Mission Value Proposition Marketing Strategy Business standards Ops, IT & compliance

    Format
    Evaluate vertical & mainstream solutions

    Shortlist
    Identify top 2 or 3 solutions (Lead Team validated)

    Sandbox Evaluation
    DesignTeam

    Business Case Review


    Business Leaders & key employees

    Install & Train All Users

    Business Requirements
    SWOT review Business Metrics Current CRM Users Enterprise IT systems

    Scale & Suitability


    Build for growth to accommodate the business plan

    Configuration
    DesignTeam IT, functional users, Management

    Final Selection
    Lead Team

    Timeline
    Lead Team Design Team

    Stakeholders
    Identify Lead Team to approve scope & validate key decisions

    Private or Hosted
    Establish IT parameters & Total Cost of Ownership

    Feature Set
    Identify capabilities & characteristics requirements (essential & non-essential)

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