CRM Playbook

Resource Overview

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

Use this CRM playbook 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 beige boxes are linked to Demand Metric tools & resources to help you execute the activities involved in this framework.

The six stages of this CRM playbook include:

  1. Understand
  2. Evaluate
  3. Research
  4. Plan
  5. Implement
  6. Measure

 

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.