This workbook contains a series of exercises for recording key decisions in executing a CRM selection and implementation project.
Below are just some of the exercises included in the CRM workbook:
- Symptom Identification and Root Cause Analysis
- Identify Key Resources
- Identify the Core CRM Selection and Implementation Project Team
- Create RACI Charts for the CRM Project
- Build a Metrics Inventory
- Designate Data Stewards
- Communication Framework
- CRM Suite Annual Assessment