CRM Program Strategy Scorecard

Resource Overview

Use this template to document your CRM program objectives, initiatives, measures, and targets.

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Your Problem

You need to document your CRM program objectives, initiatives, measures, and targets for the next 12-18 months. It is important that you provide a summary of your company´s CRM program strategy.

Our Solution

We created the CRM Program Strategy Scorecard to help you document your CRM program objectives, initiatives, measures, and targets for the next 12-18 months. In this tool, each program has a key performance indicator and target timeframe associated with it. This is a great organizational tool to help you communicate what your strategy is when evaluating your company's CRM objectives.

Key Benefits

  • helps you document your CRM program objectives
  • easy-to-use tool
  • save 2 hours
  • provides key performance indicators and target timeframes
  • allows for customization to fit your needs

 

Microsoft Excel Document

Estimated Time Required: 1 Hour

Skills Required: Microsoft Excel (Advanced)