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.