In today’s days companies live in a world where markets and economies are in constant state of flux:

Clients loyalty is fading, customers expectations are soaring, market is increasingly complex, increasing pressure on Gross Profit Margin GPM and the cluttered media, high cost & low ROI.

That is why, you will need -as a business man – a clear direction on CRM helping your business and support it with a solid clear business plan

In this module you will have:

1-   Business Plan PPT- PowerPoint Presentation Sample ( MS PowerPoint )

1.   Situation Analysis

2.   SWOT Analysis

3.   Strategy Map for the Customer Management Unit

4.   Balanced Scorecard

5.   Projects

6.   Your Co. In-House Loyalty Program

7.   Your Co. eBranch Project

8.   Organization Structure

2-   Business Plan Measures  ( MS Excel Sheet)  CRM Balanced Score Card

“Balanced Score Methodology” to measure the CRM performance in terms of Business, Customers, Internal Process and Learning & development areas.

3-      Action Plan Template ( MS Excel Sheet)

4-      Customer Life Cycle Action Plan  ( MS PowerPoint )

1. i.      CRM operations – Key daily customer touch points
2. ii.      Customer life cycle
3. iii.     Customer life cycle – Pre Sale & Deal Closing
4. iv.     Customer life cycle – Ownership
5. v.       Customer life cycle – Repurchase or Lost
6. vi.      Information capturing
7. vii.     Objectives of CRM
8. viii.    CRM Loyalty “Loyalty enhancement” challenge

5-      Business Plan Summary Template ( MS Excel Sheet)

6-      CRM Manager Detailed Job Description  ( MS Word Document )

Job Purpose

• Job Accountability & Expectations
• Required Skills
• Job Dimensions
• Core Competencies
• Preferred Qualification & Experience

Step To CRM Kit Full Contents: