CRM Requirements Roadmap

Resource Overview

A tool to help you define Marketing, Sales, Customer Support and Partner Relations functions, map your current process or systems for those functions, and plan for integration with your CRM system over a 1-3 year period.

Your Problem

You need to map out which functions you are going to integrate with your CRM platform and at what point in the project.

Our Solution

We build our CRM Requirements Roadmap to help you define Marketing, Sales, Customer Support and Partner Relations functions, map your current process or systems for those functions, and plan for integration with your CRM system over a 1-3 year period.  Each section is color coded and easy to edit so you can clearly map out a phase approach to integrating third-party systems into your CRM platform.

Key Benefits

  • Save time formatting this 4 Page PPT Template
  • Determine phases for CRM integrations
  • Organize functions and document existing systems
  • Faciliates communication with project team members
  • Visually depicts integration plans in easy-to-understand format

 

Microsoft PowerPoint Document

Estimated Time Required: 2 Hours

Skills Required: System Planning

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