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CRM Project Schedule

Use this tool to create a work breakdown structure for an upcoming CRM system implementation project.

CRM Requirements Roadmap

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.

Use this tool to report sales call results.

A template to help you design a business case for an investment in a CRM solution.

CRM Vendor Evaluation Matrix

We created the CRM Vendor Evaluation Matrix to help you compare potential CRM solutions.

Sales Analysis Tool

The Sales Analysis Tool can be used to review products/service sales, channel sales, sales by representative, market segments, and sales team goals.

CRM Program Prioritization Tool

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

CRM Program Strategy Scorecard

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

CRM Readiness Assessment Tool

We created the CRM Readiness Assessment Tool to help you measure your organization's readiness in implementing an enterprise CRM program.

CRM Program Metrics Dashboard

Use this to define, track, and report on your key CRM program metrics and KPIs.

CRM Maturity Assessment

Use this assessment to evaluate your CRM program maturity.

CRM Consulting Services RFP

Use this tool to help you design a Request for Proposal (RFP) for CRM Consulting Services.

A template to quickly document the role and responsibilities for this position.

Customer Centricity Checklist

A checklist with links to tools and best practices for increased focus on customers.

Customer Satisfaction Survey

A survey template to help you benchmark current levels of satisfaction.

Account Scoring Template

An analysis tool to evaluate corporate accounts based on 6 key criteria.

Sandeep Sharma's picture
Expert
Sandeep Sharma
Expert

communication of 5c advertisement with assortment+crm analytics

Sandeep Sharma's picture
Expert
Sandeep Sharma
Expert

Hi, In dubai we are doing a Digital transformation project for government unified CRM We would require metrics to measure performance of Government health regulator + goverment municipality functions like birth certificate.

Sandeep Sharma's picture
Expert
Sandeep Sharma
Expert

Hi, In dubai we are doing a Digital transformation project for government unified CRM We would require metrics to measure performance of Government health regulator + goverment municipality functions like birth certificate.

Sandeep Sharma's picture
Expert
Sandeep Sharma
Expert

The CRM for goverment like health regulator have very much different requirements does not have much sales and marketing components social media sentiment analysis using textual data of different healthcare issurance products with so many comination of producsts its hard to mine citizen feedback.  

Sandeep Sharma's picture
Expert
Sandeep Sharma
Expert

Digital transformation explained

1. 1. digital Competence →(conversion) Digitization 2. digital usage → digitalization (the process)  Enable new type innovation and creativity 3. digital transformation https: // www . slideshare . net / SandeepSharma65/digital-transformation-explained

 the effect transform in many aspects of --> business models, socio-economic structures, legal and policy measures, organizational patterns, cultural barriers  

Sandeep Sharma's picture
Expert
Sandeep Sharma
Expert

https:// www . slideshare . net/SandeepSharma65/government-digital-transformation-trend-draft-10

Sandeep Sharma's picture
Expert
Sandeep Sharma
Expert

Hi, How should Government CRM structure queues ? How Government CRM should align its social media metrics given its not about product marketing or sales? How should to performace on social media be monitored given crm? If CRM is heavily dominated by human task BPM workflow how it shold set up contectualized parameter to reduce waiting time or improve ticket closure fo citizen walkins. What should be private public model for building large scale CRM for goverment where all citizens are involved?

Phi Schmidt's picture
Expert
Phi Schmidt
Expert

Demand Metric, in partnership with MRP, has completed a study about the current state of the funnel. The “funnel flow” survey measured how well leads flow through the sales and marketing funnel. This report shares the data and analysis from this research effort, providing insights on how to optimize the flow of leads through the funnel.

Jesse Hopps's picture
Rockstar
Jesse Hopps
Rockstar

We are working on building a great new tool for defining CRM requirements for sales, marketing, customer service and partner relations.  The tool is designed to allow users to document how they are currently managing a given function and then create a roadmap for how that function will be managed or integrated into their CRM system in the future.

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