CRM Business Case Template
A template to help you design a business case for an investment in a CRM solution.
You need to justify the investment in a CRM software system.
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
- comprehensive 9-page template
- professional business case format
- cost/benefit worksheet included
- save 8 hours on formatting
- increases chances for project approval