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CRM Toolkit

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Confirm your organization provides learning consultation, management and professional learning and Sales Training services for the you Sales Organization, commercial, product and Marketing Teams.

More Uses of the CRM Toolkit:

  • Head: work in conjunction with the marketing department to develop and renew contents on marketing materials.

  • Be part of a tight knit high performing team of like minded people that push you to be your best.

  • Be accountable for helping develop planning objectives and strategies that coincide with the clients marketing direction.

  • Maintain and manage team drive, calendars, contacts, listings, Social Networks, and website.

  • Evaluate: when it comes to creating a life worth living, each person has unique and individual needs.

  • Lead: team who is open to ideas on how to generate more leads with your powerful Marketing Team.

  • Be accountable for working alongside your production team to tackle Big Data projects and identify new ways to innovate and push forward your tech tools and approaches.

  • Ensure you bolster; lead an integrated approach to create dynamic campaigns across all Social Media customer touch points.

  • Support complex strategic and operational projects with cross functional partners; drive to implementation and delivery of results.

  • Confirm your organization stays up to date with Industry Knowledge and competitive environment and SMs competitive positioning.

  • Evaluate: regularly view reports to align sales opportunities with Strategic Objectives to drive growth in assigned accounts.

  • Help develop key aspects of your revenue and go to Market Strategy by leveraging Business Intelligence, Customer Insights, and Market Research.

  • Be accountable for managing the flow of client media related issues, creating solutions and resolving issues.

  • Ensure you unite; lead the execution of email campaigns, coordinating rounds of proofing and testing to final deployment.

  • Ensure you advise; lead with expertise in the analysis of research/data and leveraging findings to drive qualified thinking, Strategy Development and briefing.

  • Serve as a liaison to clients and effectively Resolve Conflicts and manage Client Expectations.

  • Confirm you coordinate; lead collaboration with Product Launch managers and organization partners to ensure proper Product Messaging and consistency in execution of overall strategy.

  • Populate, maintain and update data for assigned clients in your organizations accounting database.

  • Orchestrate: proactively outreach to clients to accelerate sales, leverage database to grow Client Engagement.

  • Ensure clear, concise and accurate communication with all internal and External Stakeholders.

  • Facilitate the contract process by building rapport and overcoming objections with clients.

  • Warrant that your venture complies; projects could span strategic, long term initiatives to near term operational improvements.

  • Drive: work closely with the entire organization partnerships team on a variety of projects important to your continued growth and success.

  • Confirm you surpass; and partner creative departments to ensure plans are integrated and fulfilling campaign goals.

  • Collaborate with a large Cross Functional Team from Creative, Product, Marketing and Analytics.

  • Maintain timely communication with direct level Management and other members of the sales Leadership Team.

  • Govern: act as a learning expertise, coach, and mentor for all training, development, and Growth Initiatives that drive performance.

  • Manage work with the Product Team to create, implement, and optimize sales campaigns to improve retention, engagement, and Customer Lifetime Value.

  • Provide Thought Leadership on the application and usage of Data Science framework to accomplish Business Objectives.

  • Generate a pre determined minimum number of weekly out of office face to face meetings and calls to create new Business Opportunities.


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. Who is responsible for errors?

  2. How are measurements made?

  3. Can you do CRM without complex (expensive) analysis?

  4. What is the context?

  5. How do you go about comparing CRM approaches/solutions?

  6. Who approved the CRM scope?

  7. How do you quantify and qualify impacts?

  8. An organizationally feasible system request is one that considers the mission, goals and objectives of the organization, key questions are: is the CRM solution request practical and will it solve a problem or take advantage of an opportunity to achieve company goals?

  9. Do you have the right capabilities and capacities?

  10. What CRM requirements should be gathered?

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 994 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. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all CRM project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the CRM Project Team have enough people to execute the CRM Project Plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed CRM Project Plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

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

1.0 Initiating Process Group:

2.0 Planning Process Group:

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



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.