CRM PROGRAM

Framework
For more information about the linked resources
Leverage the framework below to quickly below, visit the CRM Program Playbook.
empower your organization’s CRM program.

1 PREPARE 2 PLAN 3 SELECT 4 IMPLEMENT 5 ROLL-OUT 6 OPTIMIZE

Develop Customer Evaluating Hosted CRM Consulting CRM Administrator

Strategy Scorecard Services RFP Metrics Dashboard
Centricity CRM Guide CRM Guide Job Description

Importance of Social Project Management Lead Qualification Sales Playbook

Vendors Matrix Maturity Assessment
CRM Guide Playbook Process Diagram Template

Readiness Program Prioritization

System RFP
Assessment Tool

Sales & Marketing Requirements

Vendor Evaluation
Alignment Tool Roadmap

Customer Profile
Project Charter
Template

Customer Satisfaction
Project Schedule
Survey

Business Case