Everyone knows customer relationships are key to growing a business of any size. And customer relationship management (CRM) software provides an easy way to manage those relationships and stay on top of opportunities and leads.
By Clare Price
In the now classic baseball film, Field of Dreams, the mysterious voice kept repeating, “If You Build It, They Will Come.” Eventually Kevin Costner, probably sick to death of that nagging voice, did build the baseball field in his corn field and the legendary baseball teams did show up to play.
CRM Administrator Job Description – Use this template to formalize your CRM Administrator job description.
CRM Consulting Services RFP - The purpose of this tool is to help you design a Request for Proposal (RFP) for CRM Consulting Services. An RFP is a formal invitation to request vendor proposals that meet specific business requirements and purchasing criteria.
CRM Readiness Assessment Tool – Use this tool to measure your organization’s readiness to implement an enterprise CRM program and/or system.
CRM System RFP Template – The purpose of this tool is to help you design a CRM System Request for Proposal (RFP). An RFP is a formal invitation to request vendor proposals that meet specific business requirements and purchasing criteria.
CRM Vendor Evaluation Matrix – Use this vendor evaluation matrix to compare potential CRM solutions. For each parameter, rank vendors based on their ability to deliver on your requirements. As every company has different requirements, feel free to change the decision making criterion to suite your specific needs.
Customer Profile Template – The purpose of this tool is to assist you with the creation of standardized, high-level, Customer Profiles. Profiles are helpful for product development & positioning, sales training, market segmentation, website customization, and improving customer service.
A Customer Relationship Management System, or CRM, is a system that is designed to expand and grow as the relationship with your customers, clients and prospects changes over time. The capabilities of CRM software varies in its scope from simple customer tracking, to live chat capabilities, and to even more complex solutions that integrate data from various sources over a period of time (past and present). This information can be used to predict the future dynamic between your business and your clients.
CRM Program Prioritization Tool - Use this tool to evaluate your CRM program initiatives based on their strategic fit, economic impact, and feasibility. Once you have ranked each project, view the bubble matrix chart and communicate the findings of your analysis.
