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The Art of Service Standard Requirements Self Assessments

CRM Marketing Applications Toolkit: best-practice templates, step-by-step work plans and maturity diagnostics

$249.00

CRM Marketing Applications Toolkit: best-practice templates, step-by-step work plans and maturity diagnostics

$249.00

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Product Description

Save time, empower your teams and effectively upgrade your processes with access to this practical CRM Marketing Applications Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any CRM Marketing Applications related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated CRM Marketing Applications specific requirements:


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the CRM Marketing Applications Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...


STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 620 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which CRM Marketing Applications improvements can be made.

Examples; 10 of the 620 standard requirements:

  1. Has a high-level as is process map been completed, verified and validated?

  2. How do we foster innovation?

  3. What evaluation strategy is needed and what needs to be done to assure its implementation and use?

  4. Does our organization need more CRM Marketing Applications education?

  5. Is data and process analysis, root cause analysis and quantifying the gap/opportunity in place?

  6. Think about the kind of project structure that would be appropriate for your CRM Marketing Applications project. should it be formal and complex, or can it be less formal and relatively simple?

  7. Are high impact defects defined and identified in the stakeholder process?

  8. How does the CRM Marketing Applications manager ensure against scope creep?

  9. How can we improve CRM Marketing Applications?

  10. Were Pareto charts (or similar) used to portray the heavy hitters (or key sources of variation)?


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the CRM Marketing Applications book in PDF containing 620 requirements, which criteria correspond to the criteria in...

Your CRM Marketing Applications self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the CRM Marketing Applications Self-Assessment and Scorecard you will develop a clear picture of which CRM Marketing Applications areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough CRM Marketing Applications Self-Assessment
    • Is secure: Ensures offline data protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:

 

STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage CRM Marketing Applications projects with the 62 implementation resources:

  • 62 step-by-step CRM Marketing Applications Project Management Form Templates covering over 6000 CRM Marketing Applications project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Human Resource Management Plan: Is the assigned CRM Marketing Applications project manager a PMP (Certified CRM Marketing Applications project manager) and experienced?

  2. Planning Process Group: Did the programme design/ implementation strategy adequately address the planning stage necessary to set up structures, hire staff etc.?

  3. Probability and Impact Assessment: Who will be in command to monitor and control the performance of the consortium members (consortium leader/client)?

  4. Requirements Management Plan: After the requirements are gathered and set forth on the requirements register, theyÕre little more than a laundry list of items. Some may be duplicates, some might conflict with others and some will be too broad or too vague to understand. Describe how the requirements will be analyzed. Who will perform the analysis?

  5. Procurement Audit: Are the supporting documents for payments voided or cancelled following payment?

  6. Human Resource Management Plan: What did you have to assume to be true to complete the charter?

  7. Project Schedule: What documents, if any, will the subcontractor provide (eg CRM Marketing Applications project schedule, quality plan etc)?

  8. Requirements Documentation: Validity. Does the system provide the functions which best support the customer s needs?

  9. Stakeholder Analysis Matrix: Which conditions out of the control of the management are crucial for the achievement of the immediate objective?

  10. Initiating Process Group: How well did the chosen processes fit the needs of the CRM Marketing Applications project?

 
Step-by-step and complete CRM Marketing Applications Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 CRM Marketing Applications project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 CRM Marketing Applications project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 CRM Marketing Applications project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 CRM Marketing Applications project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan


3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:

  • 4.1 CRM Marketing Applications project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance


5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 CRM Marketing Applications project or Phase Close-Out
  • 5.4 Lessons Learned

 

Results

With this Three Step process you will have all the tools you need for any CRM Marketing Applications project with this in-depth CRM Marketing Applications Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose CRM Marketing Applications projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in CRM Marketing Applications and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make CRM Marketing Applications investments work better.

This CRM Marketing Applications All-Inclusive Toolkit enables You to be that person.

 

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.

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