CRM Strategic Summary Template

Author(s): Ben Dickie, Evan Destunis

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Decide what needs to be presented and to whom. The purpose and format for communicating initiatives varies based on the audience. Identify the audience first to ensure initiatives are communicated properly.

IT and the business speak different languages. The business may not have the patience to try to understand IT, so it is up to IT to learn and use the language of the business. Failing to put messages into language that resonates with the business will create disengagement and resistance.

Effective communication takes preparation to get the right content and tone to convey your real message. Use this presentation template to help your preparations.

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