CRM Implementation and Setup – Modules # 2

Full, detailed and easy to use documents and templates starting from the footprint design to the implementation of your CRM application supported by Implementation case studies.

This module provides you with:

1-      Footprint & Project Approach ( MS PowerPoint Presentation)

  1. i.      Covers the following business functions Marketing, Sales, Service, Call Center Management and After Sales Services

2-    Service Catalog Template ( MS Word Documents)

3-    Service Template ( MS Word Documents)

4-    Project Management Plan Template ( MS Word Documents)

5-    Vendor RFP Presentation Agenda ( MS Word Documents)

6-    RFP Questionnaire for Implementing the CRM system ( MS Word Documents)

7-     Interface Functional Specification Template ( MS Word Documents)

8-    Configuration Management Plan Template ( MS Word Documents)

9-     User Acceptance Test  ( MS Word Documents)

10-  Implementation Proposal Presentation-Case 1

11-  Implementation Proposal Presentation-Case 2

12-  Implementation Proposal Presentation-Case 3

13-  CRM Steering Committee Update

Step To CRM Kit Full Contents:


CRM Definition  



CRM Implementation and Setup



Customer Information and Database



CRM Business Plan and Management


Customer Satisfaction

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