Save time, empower your teams and effectively upgrade your processes with access to this practical CRM and ERP Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any CRM and ERP 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 and ERP specific requirements:
STEP 1: Get your bearings
- The latest quick edition of the CRM and ERP 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 682 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 and ERP improvements can be made.
Examples; 10 of the 682 standard requirements:
- How will you measure the results?
- Has everyone on the team, including the team leaders, been properly trained?
- Will new equipment/products be required to facilitate CRM and ERP delivery for example is new software needed?
- Have all basic functions of CRM and ERP been defined?
- Is a response plan in place for when the input, process, or output measures indicate an out-of-control condition?
- Would you rather sell to knowledgeable and informed customers or to uninformed customers?
- Are roles and responsibilities formally defined?
- What key stakeholder process output measure(s) does CRM and ERP leverage and how?
- How large is the gap between current performance and the customer-specified (goal) performance?
- Is CRM and ERP dependent on the successful delivery of a current project?
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 and ERP book in PDF containing 682 requirements, which criteria correspond to the criteria in...
Your CRM and ERP 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 and ERP Self-Assessment and Scorecard you will develop a clear picture of which CRM and ERP 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 and ERP 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 and ERP projects with the 62 implementation resources:
- 62 step-by-step CRM and ERP Project Management Form Templates covering over 6000 CRM and ERP project requirements and success criteria:
Examples; 10 of the check box criteria:
- Responsibility Assignment Matrix: Identify and isolate causes of favorable and unfavorable cost and schedule variances?
- Project Scope Statement: Was planning completed before the CRM and ERP project was initiated?
- Probability and Impact Assessment: Are there alternative opinions/solutions/processes you should explore?
- Stakeholder Management Plan: Where are the verification requirements to be documented (eg purchase order, agreement etc)?
- Risk Management Plan: Does the CRM and ERP project team have experience with the technology to be implemented?
- Change Request: Who is responsible for the implementation and monitoring of all measures?
- Lessons Learned: What should have been accomplished during predeployment that was not accomplished?
- Probability and Impact Assessment: How carefully have the potential competitors been identified?
- Monitoring and Controlling Process Group: What areas does the group agree are the biggest success on the CRM and ERP project?
- Probability and Impact Matrix: Were there any CRM and ERP projects similar to this one in existence?
Step-by-step and complete CRM and ERP Project Management Forms and Templates including check box criteria and templates.
1.0 Initiating Process Group:
- 1.1 CRM and ERP project Charter
- 1.2 Stakeholder Register
- 1.3 Stakeholder Analysis Matrix
2.0 Planning Process Group:
- 2.1 CRM and ERP 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 and ERP 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 and ERP 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 and ERP 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 and ERP project or Phase Close-Out
- 5.4 Lessons Learned
With this Three Step process you will have all the tools you need for any CRM and ERP project with this in-depth CRM and ERP Toolkit.
In using the Toolkit you will be better able to:
- Diagnose CRM and ERP 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 and ERP 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 and ERP investments work better.
This CRM and ERP 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.