Electronic Customer Relationship Management Toolkit

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What is customer relationship management and How is it used in your organization?

Has your organization implemented a customer relationship management system?

Does your organization have any strategies towards differentiating among its customer?

How does your organization manage its IT practices in order to enhance customer relationships?




...Find the answers to these, and more, questions with this Electronic Customer Relationship Management Toolkit:

  • Know if your customers are satisfied.
  • Add value to and through your channels to secure and maintain a competitive advantage.
  • Cultivate trust and commitment in your channel relationships.
  • Achieve your business and financial goals.
  • Make it work for your business.
  • Maintain and manage service quality in your organization.
  • Drive this ROI approach in your marketing programs.
  • Collect information about your consumer base.
  • Exchange knowledge with your consumers.



HOW THIS TOOLKIT WORKS:

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Electronic Customer Relationship Management 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 Electronic Customer Relationship Management improvements can be made.

Examples; 10 of the 993 standard requirements:

  1. Do contemporary leadership, governance and management practices excessively favour shareholder relationships and, in comparison, keep customers and other stakeholders at a distance?

  2. Is it a coincidence that other organizations in mature industries are more likely to focus on customer relationship management and Enterprise Resource Planning applications?

  3. How do you enhance current data warehouse and improvements to the reporting system that will improve how information is made accessible to employees?

  4. Is there a relationship between your organizations market share and use of electronic customer relationship management systems in your organization?

  5. Does your organization have the right customer journey objectives and relationship management processes laid out for the marketing and sales agenda?

  6. Do marketing and customer service departments have access to relevant and accurate policy and account details whilst interacting with the customer?

  7. What are the evolved characteristics and behaviours of the holistic management of corporate customer relationships for telecoms carriers?

  8. Did you have any other previous experience with other customer relationship management or inventory control software before your system?

  9. What are the different customer retention practices, which have been adopted by your organization to retain customers and avoid churn?

  10. What effects are the developments of new methods of contact and new consumer expectations having on customer relationship management?


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 Electronic Customer Relationship Management book in PDF containing 993 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Procurement Management Plan: Have all team members been part of identifying risks?

  2. Probability and Impact Assessment: What should be the external organizations responsibility vis--vis total stake in the Electronic Customer Relationship Management project?

  3. Procurement Management Plan: Is the Electronic Customer Relationship Management project schedule available for all Electronic Customer Relationship Management project team members to review?

  4. Quality Metrics: What approved evidence based screening tools can be used?

  5. Scope Management Plan: Has allowance been made for vacations, holidays, training (learning time for each team member), staff promotions & staff turnovers?

  6. Roles and Responsibilities: Are Electronic Customer Relationship Management project team roles and responsibilities identified and documented?

  7. Risk Register: What would the impact to the Electronic Customer Relationship Management project objectives be should the risk arise?

  8. Team Operating Agreement: Did you delegate tasks such as taking meeting minutes, presenting a topic and soliciting input?

  9. Project Management Plan: What happened during the process that you found interesting?

  10. Probability and Impact Matrix: What is the level of commitment and professionalism?

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

1.0 Initiating Process Group:

  • 1.1 Electronic Customer Relationship Management project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Electronic Customer Relationship Management project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Electronic Customer Relationship Management 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 Electronic Customer Relationship Management 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 Electronic Customer Relationship Management 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 Electronic Customer Relationship Management 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 Electronic Customer Relationship Management project with this in-depth Electronic Customer Relationship Management Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Electronic Customer Relationship Management 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 Electronic Customer Relationship Management 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 Electronic Customer Relationship Management investments work better.

This Electronic Customer Relationship Management 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.





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CONTENTS:


Checklists:


Checklists:Electronic Customer Relationship Management Checklist Report on INFORMATION.pdf

Checklists:Electronic Customer Relationship Management Checklist Report on PRODUCT.pdf

Checklists:Electronic Customer Relationship Management Checklist Report on SERVICE.pdf

Checklists:Electronic Customer Relationship Management Checklist Report on CUSTOMER.pdf

Checklists:Electronic Customer Relationship Management Checklist Report on SALES.pdf

Checklists:Electronic Customer Relationship Management Checklist Report on BUSINESS.pdf

Checklists:Electronic Customer Relationship Management Checklist Report on MANAGEMENT.pdf

Checklists:Electronic Customer Relationship Management Checklist Report on RELATIONSHIP.pdf

Checklists:Electronic Customer Relationship Management Checklist Report on DATA.pdf

Checklists:Electronic Customer Relationship Management Checklist Report on SYSTEM.pdf

Checklists:Electronic Customer Relationship Management Checklist Report on ORGANIZATION.pdf



STEP 1 Get your bearings:


STEP 1 Get your bearings:Electronic Customer Relationship Management Self-Assessment Pre-Filled EXAMPLE.xlsx

STEP 1 Get your bearings:Electronic_Customer_Relationship_Management_Quick_Exploratory_Self-Assessment_Guide.pdf





STEP 2 Set concrete goals tasks dates and numbers you can track:


STEP 2 Set concrete goals tasks dates and numbers you can track:Electronic Customer Relationship Management Self-Assessment.xlsx

STEP 2 Set concrete goals tasks dates and numbers you can track:Electronic_Customer_Relationship_Management.pdf

..and the Project Management resources in 'STEP 3: Implement, Track, follow up and revise strategy' as described above.

 

 

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