Resource Overview

Use this CRM framework to define the activities required to successfully create, plan and execute a CRM program.

CRM Framework

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Use this CRM framework to define the activities required to successfully create, plan and execute a CRM program.  Be sure to DOWNLOAD the PDF version of this framework as all the white boxes are linked to Demand Metric tools & resources to help you execute the activities involved in this framework.

The six stages of this CRM framework include:

  1. Prepare
  2. Plan
  3. Select
  4. Implement
  5. Roll-Out
  6. Optimize

 

Within each stage there are a series of essential activities that need to be performed to ensure alignment between your CRM program, your sales and marketing initiatives and your organizatinal needs.