Posts Tagged ‘CRM Implementation’

CRM Implementation and Setup – Modules # 2

Tuesday, March 23rd, 2010

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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