CRM Program Prioritization Tool

Resource Overview

Use this tool to evaluate CRM projects based on their strategic fit, economic impact, and feasibility.

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Your Problem

You need to evaluate new strategies and activities for your company´s CRM program. It is important that you consider how these activities should be prioritized.

Our Solution

We created the CRM Program Prioritization Tool to help you evaluate CRM projects based on their strategic fit, economic impact, and feasibility. This tool enables you to list criteria alongside projects and initiatives, and to determine which projects should be given the highest priority. A bubble matrix chart is provided to help you communicate the findings of your analysis with your team.

Key Benefits

  • helps you evaluate CRM projects
  • enables organization related to your CRM activities
  • provides a bubble matrix chart
  • save time on formatting
  • easy-to-use tool

 

Microsoft Excel Document

Estimated Time Required: 1 Hour

Skills Required: Microsoft Excel (Advanced)