CRM Application Toolkit

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the CRM Application 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 993 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 Application improvements can be made.

Examples; 10 of the 993 standard requirements:

  1. Is the rto from the incident until applications are up; or from the declaration until systems are turned over to users; or is it from incident until customer information is current?

  2. What are the costs to your business, to your customers, and to your reputation from an improperly compiled change, an incomplete deployment, or an untested, unapproved change?

  3. Which parts of the network Ð which applications, services, virtual machines, physical machines, data centers, routers, switches and fiber Ð do particular customers depend on?

  4. Is it a coincidence that other organizations in mature industries are more likely to focus on customer relationship management and enterprise resource planning applications?

  5. How do you achieve the promise of XML for business functions as enhanced content intelligence, content reuse, content integration, and application-neutral archiving?

  6. Does your organization have an accurate portfolio of its existing systems and applications, including an identification of related costs and organizational benefits?

  7. Do you have a formal service-level agreement (SLA) with the end customer that includes an explicit commitment to a certain level of application or service quality?

  8. Which offering allows WebSphere Application Server customers to get the latest innovations without having to wait for a major WebSphere software version release?

  9. Which service component includes preparing for the Cisco Unified Communications customer demonstrations and presenting an overview of the applicable solutions?

  10. When a customer logs in, does the application provide a summary page with features as current status, upcoming registered events, upcoming due dates, etc?


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 Application book in PDF containing 993 requirements, which criteria correspond to the criteria in...

Your CRM Application 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 Application Self-Assessment and Scorecard you will develop a clear picture of which CRM Application 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 Application 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 Application projects with the 62 implementation resources:

  • 62 step-by-step CRM Application Project Management Form Templates covering over 1500 CRM Application project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Assumption and Constraint Log: Are best practices and metrics employed to identify issues, progress, performance, etc.?

  2. Team Member Performance Assessment: What types of learning are targeted (e.g., cognitive, affective, psychomotor, procedural)?

  3. WBS Dictionary: Are overhead cost budgets (or CRM Application projections) established on a facility-wide basis at least annually for the life of the contract?

  4. Scope Management Plan: Are procurement deliverables arriving on time and to specification?

  5. Procurement Audit: Is the weighting set coherent, convincing and leaving little scope for arbitrary and random evaluation and ranking?

  6. Probability and Impact Assessment: Who are the international/overseas CRM Application project partners (equipment supplier/supplier/consultant/contractor) for this CRM Application project?

  7. Quality Management Plan: How are your organizations compensation and recognition approaches and the performance management system used to reinforce high performance?

  8. Activity Duration Estimates: Are performance reviews conducted regularly to assess the status of CRM Application projects?

  9. Quality Management Plan: How does the material compare to a regulatory threshold?

  10. Cost Baseline: Has the documentation relating to operation and maintenance of the product(s) or service(s) been delivered to, and accepted by, operations management?

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

1.0 Initiating Process Group:

  • 1.1 CRM Application project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 CRM Application 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 Application 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 Application 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 Application 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 Application 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 Application project with this in-depth CRM Application Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose CRM Application 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 Application 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 Application investments work better.

This CRM Application 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.