CRM Business Plan


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Many organizations falsely believe that CRM business planning is a long process, valuable only when CRM software suites are being considered for the entire enterprise. This tool will help enterprises create a successful CRM business plan in an iterative manner, adding value on a project by project basis. This template includes sections covering:

  • Strategic assessment
  • Opportunity assessment
  • Risk mitigation
  • Project recommendations
  • Financial obligations
  • Roles and responsibilities
  • Business plan approval

Leveraging this template will help you build a living CRM business plan for the enterprise, as well as document business justifications for specific near-term CRM-related projects.

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