CRM Maturity Map

Resource Overview

Use this tool to visually depict your CRM process maturity across Marketing, Sales, Customer & Field Service, Analytics, Infrastructure, and E-Commerce/Web.

Downloads
647

Your Problem

You need to analyze your organization's CRM process maturity and visually present your findings to senior management to determine which functions to improve upon first.

Our Solution

A fishbone diagram tool that allows you to quickly highlight your current level of process maturity for each function.  Using a simple color-coded format you can visually present your organization's strengths and weaknesses as they relate to CRM process and system maturity.  Functions to be analyzed include Marketing, Sales, Customer & Field Service, Analytics, Infrastructure, E-Commerce/Web. The maturity scale is based on the following:

  • LEVEL 1 - No Documentation of Business Processes, No Automation or Integration
  • LEVEL 2 - Immature and Few Documented Processes, No Automation or Integration
  • LEVEL 3 - Maturing and Mostly Documented Processes, Some Automation/Integration
  • LEVEL 4 - Mature, Documented, Integrated & Automated Processes; Agile Changes

 

Key Benefits:

  • Save 4 Hours Formatting Presentation Diagram
  • Easy to Understand, Color-Coded Framework
  • Maps out Key CRM Business Processes & Functions
  • Provides Maturity Scale to Gauge Current State
  • Demonstrates Business Process Management Skills

 

Estimated Time Required: 8 Hours

Skills Required: Business Process Management

Microsoft PowerPoint Document