CRM Business Plan


Download

Get Instant Access
To unlock the full content, please fill out our simple form and receive instant access.

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.

Related Content

GET HELP Contact Us
×
VL Methodology