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What do I get?
A CRM Business Capability Model with 100 capabilities
Crisp definitions
What are Business Capabilities?
Business capabilities have been the
foundational building blocks or
Rosetta Stone for business and
technology alignment. Business
Capabilities describe “What” a
business does. Check here for a
primer.
How should I use CRM (Customer
Relationship Management) –
Functional Business Capability
Model ?
CRM (Customer Relationship Management) – Business Capability Model
Product Description
CRM (Customer Relationship Management) – Functional Business Capability Model : CRM (Customer Relationship
Management) – Functional Business Capability Model is a comprehensive, industry-agnostic, multi-purpose Customer
Relationship Management functional area business capability model. Our CRM business capability model spans all key
areas of CRM and is a hierarchical decomposition of “What” CRM function does.
Understanding the essence of an
enterprise and what it does.

Alignment between business and
technology with a common
language

Mapping to Applications/Services
 Spreadsheet  Presentation slides
 Word Processing document
Formats :
Capability Management in a Box
DETAILS
Looking for more? Try our Capability Management in a Box…or
rather in a Spreadsheet. Learn more
Why do we need a CRM (Customer Relationship
Management) – Functional Business Capability Model ?
The value of business capabilities are invaluable as they help bridge the gap
between business and IT, help understand the essence of what a business
does, and align development efforts to strategic priorities, which helps evolve
and enhance capabilities.
Ideally, your firm should have a structured and well-defined enterprise business
capability model, with CRM capability as an integral part. And furthermore, for
the capability model to the actionable, it should be decomposed to a slightly
granular level of capabilities (Level 3 or 4) for it to be actionable and to leverage
in IT enablement projects.
One of the core functions of an enterprise is how it manages it sales and
customers – Customer Relationship Management. In today’s highly
competitive market, the Sales function and CRM capabilities have become ever
more important. CIOPages CRM Business Capability model intends to capture
But, our Company is unique – will it
fit us?
Of course, each company is slightly
different in terms of some capabilities
as well as how they are executed.
However, while there may be
divergence at the edges, there is a lot
of convergence at the core between
most firms. The differences may be
in the relative emphasis of the key
value streams and absence or
to understand the footprint and
coverage
Creating a gap analysis between
current state and future state
based on Capability maturity

Understanding business needs for
IT enablement based on stable
entities

Conducting vendor analysis using
capabilities to compare apples and
apples

Leveraging in M&A to compare
capabilities and their maturity
between two firms

the detailed view and a nuanced perspective of what CRM does. It includes the
nuts and bolts function as well as emerging and value-add
functions/capabilities.
The CRM (Customer Relationship Management) Business Capability Model will
help provide a jumpstart to envision a future state, conduct gap analysis,
identify capabilities which are needed/improved, and help focus efforts on
capabilities that matter!
What’s inside the CRM Business Capability Model?
The CRM Business capability model is decomposed to a minimum of two levels
across the spectrum of CRM Capabilities and many a time to levels 2 and 3 as
well, depending on the granularity and modularity required.
The capability model is structurally sound, internally coherent and maintains
principles of MECE (mutually exclusive and collectively exhaustive), to the most
part.
CRM Business Capability Model – Level 1
CRM Strategy and Planning Sales Forecasting Lead Management
Opportunity Management Sales Management CRM Analytics and Reports.
Caveats:
presence of specific capabilities and
competencies based on your unique
needs.
Last but not the least, we don’t expect
our CRM Capability Model (or any
other model in fact) to fit you 100%.
We expect you to take this as a straw
model or a base and a springboard to
achieve the level customization and
specificity you desire.
Not to toot our own horn, but if you
need professional services help to
tailor the model to your needs and
capture your firm’s unique essence,
we can help.
CONTACT US for Advisory Service
details.
When should we buy a Capability
Model?
Anytime is a good time! However,
there are always triggers which may
necessitate a Capability Model.
As the CRM (Customer Relationship Management) – Functional Business Capability
Model is a digital product, there are absolutely NO Returns.

Depending on your industry, the type of CRM functions and practices you have, and the
When there is a strategic review
and revamp of CRM Strategy and
Operations.

Need Customization Help?
CONTACT US
But, we have a Business Capability
Model already?
Well, in that case, either you can go
with it or if you require validation and
cross-reference, you will still find our
model valuable. After all, the price is
less than the one-hour of time spent
by the combined brain power
assembled in the room.
What is my ROI?
The Value of Time Spent:
Typically, it takes a team of 5-7 to
draft a Business Capability Model:
Product Manager
scope of your transformation, some or all of the Capabilities may not be relevant to you.
If you are a consultant or a consulting company, there is a different pricing, license, and
terms.

Sold on an as-is basis and with no warranties
This sale does not include implementation help or support. If you need professional
services assistance, please contact us.

Please review our standard terms of service.
When CRM Systems replacement
or re-architecture is being
considered.

When CRM processes are being
considered for reengineering.

When there is an endeavor to
create an enterprise business
architecture and a part of that the
CRM team is tasked with coming
up with a CRM capability model.

Business Architect
Enterprise Architect
CRM Functional Experts – 2 or 3
to represent the broad spectrum
of CRM functional areas.
Now you can multiply the average
hourly cost of the team and the hours
spent and you’ll get the story.
Opportunity Cost:
In addition to the time spent and the
associated costs of drafting routine
Capabilities, you also have an
opportunity cost.
By quickly adding/deleting/modifying
the base set of Business Capabilities,
your team will have the luxury of
spending the balance of your quality
time in conceptualizing and crafting
the unique and specific Capabilities,
which capture the essence of your
company and its CRM practices,
principles and perspectives.
Of course, let’s not forget the “Day
Job” each of the SMEs (subject
matter experts) could be doing.
Acceleration:
Instead of spending countless hours
stretched across weeks or months,
you can have a baseline of
Capabilities in a couple of sittings.
That helps you expedite and
accelerate the transformation.

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CRM Business Capability Model

  • 1. What do I get? A CRM Business Capability Model with 100 capabilities Crisp definitions What are Business Capabilities? Business capabilities have been the foundational building blocks or Rosetta Stone for business and technology alignment. Business Capabilities describe “What” a business does. Check here for a primer. How should I use CRM (Customer Relationship Management) – Functional Business Capability Model ? CRM (Customer Relationship Management) – Business Capability Model Product Description CRM (Customer Relationship Management) – Functional Business Capability Model : CRM (Customer Relationship Management) – Functional Business Capability Model is a comprehensive, industry-agnostic, multi-purpose Customer Relationship Management functional area business capability model. Our CRM business capability model spans all key areas of CRM and is a hierarchical decomposition of “What” CRM function does. Understanding the essence of an enterprise and what it does.  Alignment between business and technology with a common language  Mapping to Applications/Services
  • 2.  Spreadsheet  Presentation slides  Word Processing document Formats : Capability Management in a Box DETAILS Looking for more? Try our Capability Management in a Box…or rather in a Spreadsheet. Learn more Why do we need a CRM (Customer Relationship Management) – Functional Business Capability Model ? The value of business capabilities are invaluable as they help bridge the gap between business and IT, help understand the essence of what a business does, and align development efforts to strategic priorities, which helps evolve and enhance capabilities. Ideally, your firm should have a structured and well-defined enterprise business capability model, with CRM capability as an integral part. And furthermore, for the capability model to the actionable, it should be decomposed to a slightly granular level of capabilities (Level 3 or 4) for it to be actionable and to leverage in IT enablement projects. One of the core functions of an enterprise is how it manages it sales and customers – Customer Relationship Management. In today’s highly competitive market, the Sales function and CRM capabilities have become ever more important. CIOPages CRM Business Capability model intends to capture But, our Company is unique – will it fit us? Of course, each company is slightly different in terms of some capabilities as well as how they are executed. However, while there may be divergence at the edges, there is a lot of convergence at the core between most firms. The differences may be in the relative emphasis of the key value streams and absence or to understand the footprint and coverage Creating a gap analysis between current state and future state based on Capability maturity  Understanding business needs for IT enablement based on stable entities  Conducting vendor analysis using capabilities to compare apples and apples  Leveraging in M&A to compare capabilities and their maturity between two firms 
  • 3. the detailed view and a nuanced perspective of what CRM does. It includes the nuts and bolts function as well as emerging and value-add functions/capabilities. The CRM (Customer Relationship Management) Business Capability Model will help provide a jumpstart to envision a future state, conduct gap analysis, identify capabilities which are needed/improved, and help focus efforts on capabilities that matter! What’s inside the CRM Business Capability Model? The CRM Business capability model is decomposed to a minimum of two levels across the spectrum of CRM Capabilities and many a time to levels 2 and 3 as well, depending on the granularity and modularity required. The capability model is structurally sound, internally coherent and maintains principles of MECE (mutually exclusive and collectively exhaustive), to the most part. CRM Business Capability Model – Level 1 CRM Strategy and Planning Sales Forecasting Lead Management Opportunity Management Sales Management CRM Analytics and Reports. Caveats: presence of specific capabilities and competencies based on your unique needs. Last but not the least, we don’t expect our CRM Capability Model (or any other model in fact) to fit you 100%. We expect you to take this as a straw model or a base and a springboard to achieve the level customization and specificity you desire. Not to toot our own horn, but if you need professional services help to tailor the model to your needs and capture your firm’s unique essence, we can help. CONTACT US for Advisory Service details. When should we buy a Capability Model? Anytime is a good time! However, there are always triggers which may necessitate a Capability Model. As the CRM (Customer Relationship Management) – Functional Business Capability Model is a digital product, there are absolutely NO Returns.  Depending on your industry, the type of CRM functions and practices you have, and the When there is a strategic review and revamp of CRM Strategy and Operations. 
  • 4. Need Customization Help? CONTACT US But, we have a Business Capability Model already? Well, in that case, either you can go with it or if you require validation and cross-reference, you will still find our model valuable. After all, the price is less than the one-hour of time spent by the combined brain power assembled in the room. What is my ROI? The Value of Time Spent: Typically, it takes a team of 5-7 to draft a Business Capability Model: Product Manager scope of your transformation, some or all of the Capabilities may not be relevant to you. If you are a consultant or a consulting company, there is a different pricing, license, and terms.  Sold on an as-is basis and with no warranties This sale does not include implementation help or support. If you need professional services assistance, please contact us.  Please review our standard terms of service. When CRM Systems replacement or re-architecture is being considered.  When CRM processes are being considered for reengineering.  When there is an endeavor to create an enterprise business architecture and a part of that the CRM team is tasked with coming up with a CRM capability model. 
  • 5. Business Architect Enterprise Architect CRM Functional Experts – 2 or 3 to represent the broad spectrum of CRM functional areas. Now you can multiply the average hourly cost of the team and the hours spent and you’ll get the story. Opportunity Cost: In addition to the time spent and the associated costs of drafting routine Capabilities, you also have an opportunity cost. By quickly adding/deleting/modifying the base set of Business Capabilities, your team will have the luxury of spending the balance of your quality time in conceptualizing and crafting the unique and specific Capabilities, which capture the essence of your company and its CRM practices, principles and perspectives. Of course, let’s not forget the “Day Job” each of the SMEs (subject matter experts) could be doing. Acceleration: Instead of spending countless hours
  • 6. stretched across weeks or months, you can have a baseline of Capabilities in a couple of sittings. That helps you expedite and accelerate the transformation.