CRM Toolkit

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


STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. Which approaches would your organization adopt to develop a supply chain strategy that balances competing priorities of customer satisfaction, cost, and working capital?

  2. Is an sdlc process defined and implemented for application design, development, deployment, and operation per organizationally designed security requirements?

  3. Are software development models, measuring customer relationships with measurement important takeaway is measured on more with a lost during the improvement?

  4. What is the appropriate multichannel customer engagement model to increase market share in the mass affluent and high net worth customer segments?

  5. Does your organization have clear and actionable insights to fully assess customer lifetime value, generational needs, and servicing preferences?

  6. How is your organization leveraging digital channels to drive higher levels of customer engagement, collaboration, and self service?

  7. How strongly does your organization emphasize customer service and support excellence in its overall business value proposition?

  8. Have to compile the purpose customer survey go the customer satisfaction aims at the surveys can change your clients tend to?

  9. Which techniques have you used to facilitate smoother integrations between legacy systems and newer automation technologies?

  10. How does a customer acquisition program for an existing product rank against a set of launch activities for something new?


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

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

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

Examples; 10 of the check box criteria:

  1. Procurement Management Plan: Are CRM project team roles and responsibilities identified and documented?

  2. Project Scope Statement: If you were to write a list of what should not be included in the scope statement, what are the things that you would recommend be described as out-of-scope?

  3. WBS Dictionary: Are control accounts opened and closed based on the start and completion of work contained therein?

  4. Project Performance Report: How will procurement be coordinated with other CRM project aspects, such as scheduling and performance reporting?

  5. WBS Dictionary: Are all elements of indirect expense identified to overhead cost budgets of CRM projections?

  6. Cost Management Plan: Are vendor invoices audited for accuracy before payment?

  7. Scope Management Plan: Can the CRM project team do several activities in parallel?

  8. Quality Management Plan: Can the requirements be traced to the appropriate components of the solution, as well as test scripts?

  9. Procurement Audit: Does an appropriately qualified official check the quality of performance against the contract terms?

  10. Variance Analysis: Can the relationship with problem customers be restructured so that there is a win-win situation?

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

1.0 Initiating Process Group:

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


2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose CRM 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 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 investments work better.

This CRM 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.