CRM Business Case Template

Resource Overview

A template to help you design a business case for an investment in a CRM solution.

Your Problem

You need to justify the investment in a CRM software system.

Our Solution

We created the CRM Business Case Template to help you design a business case for an investment in a CRM (customer relationship management) software solution.  This 9-page Microsoft Word document will help you justify your CRM software system investment by allowing you to analyze the following sections: Executive Summary, Opportunity Overview & Key Success Factors, Assumptions & Decision-Making Criterion, Business Impact Analysis, Risks & Contingency Plans and Recommendation.

For background info, read our Executive Summary: Develop Customer Centricity with CRM

Key Benefits

  • comprehensive 9-page template
  • professional business case format
  • cost/benefit worksheet included
  • save 8 hours on formatting
  • increases chances for project approval

 

Microsoft Word Document

Estimated Time Required: 6 Hours

Skills Required: Business Writing (Advanced)

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