CRM Program Playbook

Resource Overview

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


Related Resources

Our CRM Program Playbook is a planning methodology that highlights our premium tool-kit of 31 tools & templates to help you develop and launch a CRM Program that meets your marketing objectives.

Demand Metric playbooks 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 playbooks (aka methodologies), read our blog post: Much Ado About Methodologies.

Stages of this playbook include:

  1. Prepare for CRM
  2. CRM Program Planning
  3. Select a CRM System
  4. Implement CRM System
  5. Roll-Out the System
  6. Optimize CRM Program

There are 31 premium tools & templates linked inside of this playbook to facilitate the process.

  1. CRM Program Training Course
  2. Customer Marketing Benchmark Report
  3. Marketing Data Quality Benchmark Report
  4. Sales & Marketing Alignment Report
  5. Are You Prepared for CRM Guide?
  6. Evaluating Hosted CRM Guide
  7. Importance of Social CRM Guide
  8. Social CRM Best Practices Guide
  9. Creating a Business Blog Guide
  10. Sales & Marketing Data Quality Workshop
  11. CRM Readiness Assessment
  12. CRM Maturity Assessment
  13. Sales & Marketing Alignment Tool
  14. CRM Program Maturity Map
  15. Aligned Sales & Marketing Funnel
  16. CRM Program Solution Study
  17. CRM Program Vendor Matrix
  18. CRM Program Vendor RFP
  19. CRM Program Vendor Evaluation
  20. CRM Program Strategy Scorecard
  21. CRM Program Project Charter
  22. CRM Program Business Case
  23. CRM Program Prioritization Tool
  24. CRM Requirements Roadmap
  25. CRM Project Schedule
  26. Lead Qualification Process Diagram
  27. Lead Acquisition Model
  28. Qualified Lead Definition Tool
  29. CRM Administrator Job Description
  30. CRM Program Metrics Dashboard
  31. Post Project Evaluation


BONUS: Project Management Methodology