CRM Strategy Toolkit

$495.00
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Downloadable Resources, Instant Access

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the CRM Strategy 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 999 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 Strategy improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. How do you capture and represent person information in your organizational context, knowing that people can perform different roles regarding one or more organizations or even regarding the society?

  2. Is organizations it strategy successful because it is well managed and introduces it innovation when it serves corporate goals for enhancing productivity or customer relations within its industry?

  3. What human resource development program is required to develop the capacities of utility staff and other stakeholders to successfully implement the marketing strategy?

  4. Should more local decentralized offices be provided in different parts of your organization to make it easy for customers to make requests, enquiries and complaints?

  5. How do you capture and represent internal structures in your organizational context, knowing that different organizations can have different internal arrangements?

  6. How can a utility develop a better understanding with customers about what services the utility should provide and what are the customers obligations?

  7. Why would a viable customer permit itself to be put on a journey towards administration, receivership and insolvency if it had an alternative option?

  8. When considering getting started with marketing automation, its important to ask yourself, Do you have a digital marketing strategy already in place?

  9. What are the significant factors that encourage and discourage supplier customer relationships toward developing sustainable new products?

  10. How will staff in the different utility departments be involved in implementing the marketing strategy and improving customer relations?


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 Strategy book in PDF containing 999 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. WBS Dictionary: Are CRM Strategy projected overhead costs in each pool and the associated direct costs used as the basis for establishing interim rates for allocating overhead to contracts?

  2. Requirements Documentation: Where do system and software requirements come from, what are sources?

  3. Schedule Management Plan: Is it standard practice to formally commit stakeholders to the CRM Strategy project via agreements?

  4. Team Directory: Process decisions: are contractors adequately prosecuting the work?

  5. Procurement Management Plan: Have adequate resources been provided by management to ensure CRM Strategy project success?

  6. Procurement Management Plan: Are milestone deliverables effectively tracked and compared to CRM Strategy project plan?

  7. Procurement Audit: Are checks disbursed by someone other than the individual who authorized payment?

  8. Procurement Audit: Are the official minutes written in a clear and concise manner?

  9. Project Scope Statement: Will the risk status be reported to management on a regular and frequent basis?

  10. Risk Audit: Tradeoff: how much risk can be tolerated and still deliver the products where they need to be?

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

1.0 Initiating Process Group:

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


2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose CRM Strategy 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 Strategy 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 Strategy investments work better.

This CRM Strategy 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.