CRM Program Methodology

Resource Overview

Follow this simple, step-by-step, methodology to implement a CRM program that engages your customers, generates sales and provides accurate reporting for your executives.

Our CRM Program Methodology is a 40-page PDF planning methodology that highlights our premium tool-kit of 21 premium tools & templates (available for download to Research, Executive & Enterprise level members) to help you develop and launch a CRM Program that meets your marketing objectives.

Demand Metric methodologies are step-by-step guides that help you build strategic processes using "Best Practices" and other Demand Metric tools & templates. For background info on Demand Metric methodologies, read our blog post: Much Ado About Methodologies.

Stages of this methodology include:

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


There are 21 premium tools & templates linked inside of this methodology to facilitate the process.

  1. Develop Customer-Centricity with CRM
  2. The Importance of Social CRM
  3. CRM Readiness Assessment
  4. Sales & Marketing Alignment Tool
  5. Customer Profile Tool
  6. Customer Satisfaction Survey
  7. CRM Program Strategy Scorecard
  8. CRM Program Prioritization Tool
  9. CRM Requirements Roadmap
  10. CRM Project Charter
  11. CRM Project Schedule
  12. CRM Business Case
  13. Evaluating Hosted CRM
  14. CRM System RFP Template
  15. CRM Vendor Evaluation Matrix
  16. CRM Consulting Services RFP Template
  17. Lead Qualification Process Diagram
  18. CRM Administrator Job Description
  19. Sales Playbook
  20. CRM Program Metrics Dashboard
  21. CRM Maturity Assessment


BONUS: Project Management Methodology