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1. CRM Program Prioritization Tool
Strategic Fit Economic Impact Feasibility
Alignment w/
Market Core Revenue Profitability & Growth Technical Resources - Resources -
Projects & Intiatives Company
Positioning Capabilities Potential Margin Potential Risk Financial People
Goals
Weighting 15% 15% 10% 10% 15% 15% 10% 5% 5%
CRM System Implementation 9 9 5 8 5 2 6 8 8
Customer Satisfaction Surveys 7 5 8 7 9 7 7 10 7
List Building 8 6 6 6 7 7 6 5 7
CRM User Training 9 8 6 5 6 4 2 3 4
Data Cleansing Software 3 4 3 6 5 4 9 7 3
Quality Assurance Consulting 3 4 5 3 2 5 2 3 1
Service Level Agreement 1 2 4 10 6 6 9 9 8
Custom Reports 6 6 4 4 6 2 4 5 3
Data De-duplication Software 4 5 2 7 4 6 9 4 1
Voice of Customer Initiative 7 8 8 2 3 5 3 7 6

2. CRM Program Prioritization Tool
Customize this tool by changing the weighting scale for each selection criterion. Feel free to modify the selection criteria as required.
Weighting Scale
Strategic Fit Economic Impact Feasibility
Alignment w/ Total
Market Core Revenue Profitability & Growth Resources - Resources -
Company Technical Risk
Positioning Capabilities Potential Margin Potential Financial People
Goals
15% 15% 10% 10% 15% 15% 10% 5% 5% 100%
Ranking Criteria & Definitions:
Alignment with Company Goals - how aligned is this project to corporate goals & objectives?
Market Positioning - how well does this initiative position us ahead of our competition?
Core Capabilities - does this initiative leverage our internal core capabilites (technology, operations, sales & distribution?
Revenue Potential - what is the anticipated revenue for this product?
Profitability & Margin - how solid are the anticipated margins for this product?
Growth Potential - what is the anticipated market growth rate?
Technical Risk - what is the probability of overcoming the technical challenges of the project?
Resources - Financial - do we have the financial resources to execute this initiative?
Resources - People - do we have the skills & bandwidth to execute this initiative?

3. CRM Program Prioritization Tool
Note: Sort by selecting all cells then click "Data"in the navigation menu and "Sort". You can sort by Project Score (Largest to Smallest).
Project Project Score Strategic Fit Economic Impact Feasibility
Customer Satisfaction Surveys 7.3 2.6 3.1 1.6
List Building 6.6 2.7 2.7 1.2
CRM System Implementation 6.5 3.2 1.9 1.4
CRM User Training 5.7 3.2 2.0 0.6
Service Level Agreement 5.4 0.9 2.8 1.8
Voice of Customer Initiative 5.4 3.1 1.4 1.0
Data De-duplication Software 4.9 1.6 2.2 1.2
Data Cleansing Software 4.7 1.4 2.0 1.4
Custom Reports 4.6 2.2 1.6 0.8
Quality Assurance Consulting 3.3 1.6 1.4 0.4

4. Future Potentials Top Priorities
High
Service Level Agreement
Customer Satisfaction Surveys
Data Cleansing Software CRM System Implementation
Feasibility
List Building
Data De-duplication Software
Bubble Size = Economic Impact
Voice of Customer Initiative
Custom Reports
CRM User Training
Quality Assurance Consulting
Low
Potential Cuts Back Burners
Low High
Strategic Fit