Proposal For CRM Implementation: Company: Company Name)

Proposal for
CRM
Implementation
Client: Client Name
Delivered: Submission Date
Submitted by: User Submission
Company: Company Name)

2
Cover Letter for CRM Implementation
Dear {client_contact_first}{client_contact_last},
{Company Name/client name} is pleased to introduce our self as a leading service provider of Customer Relation
Management. We apply as an integrated approach for CRM solution. We ensure company preserves and improves customer
retention. Our approach of development helps client implement these initiatives on time and budget with the quality of sales.
In this proposal, we'll cover :
o Creating a change management plan

o Forecasting a CRM implementation budget
o Rolling out your new system
o Mention the ways to measure the success of CRM Implementation Project
We work to provide best CRM services and business to a wide range of clients and work throughout the end to end
implementation process.
Regards,
Name
{User_assigned}
{user_title}
3
1 CRM Objectives and Goals to Set 7 Cost of Feature of CRM Implementation
2 CRM Problem and Solution 8 Company Introduction

o About Us
Contents
o Our Team
3 Strategy 9 Past Experience

o Our CRM Strategy o Client Testimonial
o Benefits of CRM Strategy o Case Study
Key aspects of CRM

4 Implementation 10 Road Ahead
o Implementation Agreement
o Next Step
5 Plan of Action
6 Project Timeframe
4
Contents
01 CRM Objectives and Goals to Set
02 CRM Problem and Solution

5
Objectives and Goals for CRM Implementation
01. Improved Customer Satisfaction
02. Improve the Efficiency of your Business
03. Expand you Customer Base
04. Enhance your Sales and Support Teams
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6
CRM Implementation Problem and Solution
01. Problem 02. Possible Solution
Users don't understand the new system Additional Training
Closure of old system, retraining, interviews to

Low frequency of use of old system
understand reluctance
Your Text Here Your Text Here
7
Contents
03 Strategy
o Our CRM Strategy
o Benefits of CRM
8
Our CRM Implementation Strategy
Check Email Review the CRM’s Determine the fastest ways

Compatibility Features to deliver data
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needs and capture your audience's attention. needs and capture your audience's attention. needs and capture your audience's attention.
Find out the Check the email

customizing option compatibility
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needs and capture your audience's attention. needs and capture your audience's attention.
9
Benefits of CRM Implementation Strategy
Our CRM strategies will benefit our client in following ways:
Develop a standardized approach to meet new company-wide standard.
To increase customer interaction, adapt a human driven approach for

technology development
Find out the new ways to put a personal touch on customer interaction
Analyze the customer experience
Your Text Here
Your Text Here
10
Contents
04 Key Aspects of CRM Implementation

05 Plan of Action
06 Project Timeframe
07 Cost of Feature of CRM Implementation
11
Key Aspects of CRM Implementation
01 Executive Support Even After CRM Implementation
02 Proper Planning of Process
03 Proper Implementation
04 Effective Training
05 Measure the Success of CRM System
12
Plan of Action for CRM Implementation
4 key steps of our Process Framework:
Discover Identify the different channel of

01 business for customer interaction
Determine the process or the best

Workflow
02 way to gain the interest of customer
Find out a appropriate CRM System

Selection
03 that managed in most effective way.
Documentation Track the record or measure the

04 success of CRM system
13
Project Timeframe for CRM Implementation (1/3)
Milestone 2
Mar 7 Milestone 6
Milestone 1 Nov 30
Jan 10
Milestone 4 Milestone 5
Milestone 3
June 29 Oct 20
Mar 14
2019 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 2020
Discover Jan5 – Mar1
Workflow Feb2 – Mar14
Selection Mar14 – May2
Documentation Mar25 – Oct20
Task 5 Oct21 – Nov15
Task 6 Nov16 – Dec20
14
Milestone 1 Milestone 2 Milestone 3 Milestone 4 Milestone 5
9/1/19 9/16/19 9/30/19 10/10/19 10/28/19
Weeks 1 2 3 4 5 6 7 8 9
Discover 12 Days
Workflow 10 Days
Selection 10 Days
Documentation 10 Days
Event 5 14 Days
15
Weeks# 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20
Phase 1 This Slide is 100% editable. Adapt it to your needs and capture your audience's attention.
Discover
Workflow
Selection
Documentation
Typical Timeframe
16
Cost of Feature for CRM Implementation (1/2)
CRM System/ Function ETA for Implementation Cost ($)
Contact Management ASAP (Within 3 Months) 250/mo

Common Features
Lead Management Within 6 Months 250/mo
Sales Force Automation Within 1 Year 500/mo
Add Text Here Add Text Here
Social Media Management Within 6 Months 250/mo
Unique Features
Sales Analytics Within 1 Year 250/mo
Mobile CRM 1-2 Years 250/mo
New Features Social Media Analytics 1-3 Years 250/mo
*ETA –Estimated time of Arrival

17
Cost of Feature for CRM Implementation (2/2)
Title/ Description Cost ($) Unit Qty Subtotal ($)
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Discovery 500.00 /Hour 11 5,500
your audience's attention.
Implementation This slide is 100% editable. Adapt it to your needs and capture
500.00 /Hour 22 11,000
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Ongoing Support 5,500.00 1 5,500
Grand Total 16,500
5,500/ Month
Ongoing Support
18
Contents
08 Company Introduction
o About Us
o Our Team
19
About our CRM Implementation
Founded in : 1956
Background:
o Add details on company’s history
o Previous line of services
o How it all started etc.
o Other key points
Our Focus:
We believe it's all about YOU. Our focus is on meeting and surpassing your personal short- and long-term financial
goals, creating and implementing processes for regularly reviewing and evaluating how your portfolio is doing, and
maximizing your return on investment over time
Our Responsibility will include:

o Gather and document client functional requirements
o Implement and deploy [SPECIFY CRM HERE] CRM
o Perform gap analysis between a client's requirements and the functionality
o Configure the application to meet a client's requirements using the CRM
o Customization and Workflow Tools
Company’s Vision Company’s Mission
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audience's attention. audience's attention.
20
Our Team for CRM Implementation (Template 1/2)
▪ Education Background
▪ Past Career Experience
▪ Similar Experience in this Company
▪ Achievements
Dexter Turner
Designation
▪ Achievements
Ben Watts
Designation
21
Our Team for CRM Implementation (Template 2/2)
▪ Achievements
Sam John
Designation ▪ Education Background
▪ Achievements
Isabella Owen
Designation ▪ Education Background
▪ Achievements
John Doe
Designation
22
Contents
09 Past Experience
o Client Testimonial
o Case Study
23
Client Testimonials for CRM Implementation
Andera Zaga
Designation
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Alex Butter
Designation
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audience's attention.
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Ross Perez
Designation
24
Case Study for CRM Implementation
Background
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Challenges & Solution

Return
25
Contents
10 Road Ahead
o Implementation Agreement
o Next Step
26
CRM Implementation Agreement
01. Background [insert outline description of the object of this Agreement

Your Text Here
Your Text Here
02. Description of the Task [Insert precise and detailed description of the task]
Your Text Here
Your Text Here
03. The Consultant’s Rights and Duties

Your Text Here
Your Text Here
04. The Client’s Contribution

Your Text Here
Your Text Here
05. Reporting
Your Text Here
Your Text Here
06. Renumeration
Your Text Here
Your Text Here
27
CRM Implementation Agreement Cont…
01. Intellectual Property Rights

Your Text Here
Your Text Here
02. Time Schedules and Deadlines

Your Text Here
Your Text Here
03. Liability for Trangression of Time Limits/Deadlines, Errors and Omission

Your Text Here
Your Text Here
04. Termination
Your Text Here
Your Text Here
05. Breach of Contract

Your Text Here
Your Text Here
06. Confidentiality
Your Text Here
Your Text Here
28
Next Step for CRM Implementation
By signing this CRM Implementation proposal, [Client.Company] agrees to the terms laid out herein or any
changes previously agreed upon with [Sender.Company]. Work will commence immediately.
Sender. Company Client. Company
Signed By: Signed By:
(Sender. First Name) (Sender. Last Name) (Client. First Name) (Client. Last Name)
Signature Signature
Date: Date:
29
Contact Us for CRM Implementation
Address
#street number , city , state

Contact Number
0123456789
Email Address
emailadress123@gmail.com
Icons Slide for CRM
Implementation
30
31
Additional Slides
32
Our Vision, Mission & Goal for CRM Implementation
Our Vision
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capture your audience's attention.
Our Mission
Our Goal
33
30 60 90 Days Plan for CRM Implementation
30 60 90
DAYS DAYS DAYS
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34
Timeline for CRM Implementation
Start
2016 2018
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2020
End
2017 2019
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Roadmap for CRM Implementation (Template 3/7)
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Proposal for

Delivered: Submission Date

Submitted by: User Submission

Company: Company Name)

o Creating a change management plan

1 CRM Objectives and Goals to Set 7 Cost of Feature of CRM Implementation

2 CRM Problem and Solution 8 Company Introduction

3 Strategy 9 Past Experience

Key aspects of CRM

01 CRM Objectives and Goals to Set

02 CRM Problem and Solution

01. Improved Customer Satisfaction

02. Improve the Efficiency of your Business

03. Expand you Customer Base

04. Enhance your Sales and Support Teams

01. Problem 02. Possible Solution

Users don't understand the new system Additional Training

Closure of old system, retraining, interviews to

Your Text Here Your Text Here

Check Email Review the CRM’s Determine the fastest ways

Find out the Check the email

Our CRM strategies will benefit our client in following ways:

Develop a standardized approach to meet new company-wide standard.

To increase customer interaction, adapt a human driven approach for

Analyze the customer experience

Your Text Here

Your Text Here

04 Key Aspects of CRM Implementation

01 Executive Support Even After CRM Implementation

02 Proper Planning of Process

05 Measure the Success of CRM System

Discover Identify the different channel of

Determine the process or the best

Find out a appropriate CRM System

Documentation Track the record or measure the

Discover Jan5 – Mar1

Workflow Feb2 – Mar14

Selection Mar14 – May2

Documentation Mar25 – Oct20

Task 5 Oct21 – Nov15

Task 6 Nov16 – Dec20

Milestone 1 Milestone 2 Milestone 3 Milestone 4 Milestone 5

9/1/19 9/16/19 9/30/19 10/10/19 10/28/19

Contact Management ASAP (Within 3 Months) 250/mo

*ETA –Estimated time of Arrival

Title/ Description Cost ($) Unit Qty Subtotal ($)

This slide is 100% editable. Adapt it to your needs and capture

This slide is 100% editable. Adapt it to your needs and capture

Grand Total 16,500

Our Responsibility will include:

Company’s Vision Company’s Mission

Challenges & Solution

01. Background [insert outline description of the object of this Agreement

03. The Consultant’s Rights and Duties

04. The Client’s Contribution

01. Intellectual Property Rights

02. Time Schedules and Deadlines

03. Liability for Trangression of Time Limits/Deadlines, Errors and Omission

05. Breach of Contract

Sender. Company Client. Company

Signed By: Signed By:

#street number , city , state