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1. CRM Implementation
Process Proposal
Client (Client Name)
Company (Company Name)
Delivered (Submission Date)
Submitted By (User submission)

2. Cover Letter for CRM
Implementation Process
2
Dear {client_contact_first}{client_contact_last},
{Company Name/client name} is pleased to introduce our self as a leading service provider of Customer
Relation Management. We apply as an integrated approach for CRM solution. We ensure company
preserves and improves customer retention. Our approach of development helps client implement these
initiatives on time and budget with the quality of sales.
In this proposal, we'll cover :
o Creating a change management plan
o Forecasting a CRM implementation budget
o Rolling out your new system
o Mention the ways to measure the success of CRM Implementation Project
We work to provide best CRM services and business to a wide range of clients and work throughout the
end to end implementation process.
Regards,
Name
{User_assigned}
{user_title}

3. Table of Contents
3
CRM Objectives And Goals To Set
o Implementation Agreement
o Next Step
Road Ahead
o Our CRM Strategy
o Benefits of CRM Strategy
Strategy
Plan of Action
Project Timeframe
Cost of Feature of CRM Implementation
o About Us
o Our Team
Company Introduction
o Client Testimonial
o Case Study
Past Experience
CRM Problem and Solution
Key aspects of CRM Implementation

4. Table of Contents
4
CRM Objectives and Goals to Set
CRM Problem and Solution

5. Expand you Customer Base
Improve the Efficiency of your Business
Improved Customer Satisfaction
Enhance your Sales and Support Teams
5
Objectives and Goals for CRM Implementation Process Proposal

6. CRM Implementation Problem and Solution Process
o Additional Training
o Closure of old system, retraining, interviews to
understand reluctance
o Add Text Here
o Add Text Here
o Add Text Here
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Possible Solution
o Users don't understand the new system
o Low frequency of use of old system
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o Add Text Here
Problem
6

7. Table of Contents
7
o Our CRM Strategy
o Benefits of CRM Strategy
Strategy

8. Check
Email Compatibility
01
Review the
CRM’s Features
02
Determine the
fastest ways to
deliver data
03
Check the
email compatibility
04
Find out the
customizing option
05
Our CRM Implementation Process Strategy
8

9. Our CRM strategies will benefit our client in following ways:
Benefits of CRM Implementation Process Strategy
o To increase customer interaction, adapt a human driven approach for
technology development
o Find out the new ways to put a personal touch on customer interaction
o Analyze the customer experience
o Add Text Here
o Develop a standardized approach to meet new company-wide standard.
o Add Text Here
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9

10. Table of Contents
10
Plan of Action
Project Timeframe
Cost of Feature of CRM Implementation
Key aspects of CRM Implementation

11. 11
Key Aspects of CRM Implementation Process
Executive Support even after CRM Implementation01
Proper Planning of Process02
Proper Implementation03
Effective Training04
Measure the success of CRM System05
Add Text Here07
Add Text Here08
Add Text Here09

12. 4 key steps of our Process Framework:
12
Plan of Action for CRM Implementation Process
Selection
Find out a appropriate CRM System that managed in most
effective way.
Discover
Identify the different channel of business for
customer interaction
Documentation
Track the record or measure the success of
CRM system
Workflow
Determine the process or the best way to gain the interest
of customer

13. Milestone 6
Nov 30
Milestone 1
Jan 10
Milestone 4
June 29
Milestone 3
Mar 14
Milestone 2
Mar 7
Milestone 5
Oct 20
2019 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 2020
Discover
Workflow
Selection
Documentation
Task 5
Task 6
13
Project Timeframe for CRM Implementation Process – 1/3
Jan 5 – Mar1
Feb2 – Mar14
Mar14 – May 2
Mar25 – Oct 20
Oct21 –Nov 15
Nov19 – Dec 20

14. 14
Project Timeframe for CRM Implementation Process – 2/3
Week 1 2 3 4 5 6 7 8 9
Discover
Workflow
Selection
Documentation
Event 5
Milestone 1
9/1/19
Milestone 2
9/16/19
Milestone 3
9/30/19
Milestone 4
10/10/19
Milestone 5
10/28/19
10 Days
10 Days
10 Days
14 Days
12 Days

15. Weeks# 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20
Phase 1 This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
Discover
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Workflow
Phase 3 This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
Selection
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Documentation
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Typical
Timeframe
15
Project Timeframe for CRM Implementation Process – 3/3

16. CRM System/ Function ETA for Implementation Cost ($)
Common
Features
Contact Management ASAP (Within 3 Months) 250/mo
Lead Management Within 6 Months 250/mo
Sales Force Automation Within 1 Year 500/mo
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16
Cost of Feature for CRM Implementation Process - 1/2
CRM System/ Function ETA for Implementation Cost ($)
Unique
Features
Social Media Management Within 6 Months 250/mo
Sales Analytics Within 1 Year 250/mo
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CRM System/ Function ETA for Implementation Cost ($)
New
Features
Mobile CRM 1-2 Years 250/mo
Social Media Analytics 1-3 Years 250/mo
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*ETA –Estimated time of Arrival

17. Grand Total 16,500
Ongoing Support 5,500/Month
Cost of Feature of CRM Implementation Process -2/2
17
Title/ Description Cost ($) Unit Qty
Subtotal
($)
Discovery
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capture your audience's attention.
500.00 /Hour 11 5,500
Implementation
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capture your audience's attention.
500.00 /Hour 22 11,000
Ongoing Supporting
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capture your audience's attention.
5,500.00 1 5,500

18. Table of Contents
18
o Implementation Agreement
o Next Step
Road Ahead
o About Us
o Our Team
Company Introduction
Past Experience
o Client Testimonial
o Case Study

19. Founded in: 1956
About Us for CRM Implementation Process
Company’s Vision
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Company’s Mission
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Background
o Add details on company’s history
o Previous line of services
o How it all started etc.
o Other key points
Our Focus
We believe it's all about YOU. Our focus is on meeting and surpassing your personal short- and long-term
financial goals, creating and implementing processes for regularly reviewing and evaluating how your portfolio
is doing, and maximizing your return on investment over time
Our Responsibility will include
o Gather and document client functional requirements
o Implement and deploy [SPECIFY CRM HERE] CRM
o Perform gap analysis between a client's requirements and the functionality
o Configure the application to meet a client's requirements using the CRM
o Customization and Workflow Tools
19

20. Our Team for CRM Implementation Process (Template 1 of 2)
20
Designation 1
Write in brief (4-5 lines) on team member’s education background, past career
experience, similar experience in this company, achievements etc.
Name Here
Designation 2
Write in brief (4-5 lines) on team member’s education background, past career
experience, similar experience in this company, achievements etc.
Name Here

21. 21
Our Team for CRM Implementation Process (Template 2 of 2)
Designation 01
"Write in brief (4-5 lines) on team member’s education background, past
career experience, similar experience in this company, achievements etc.
Name Here
Designation 02
Write in brief (4-5 lines) on team member’s education background, past
career experience, similar experience in this company, achievements etc.
Name Here
Designation 03
Write in brief (4-5 lines) on team member’s education background, past
career experience, similar experience in this company, achievements etc.
Name Here

22. 22
Client Testimonials for CRM Implementation Process
Client 01
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Designation
Client 02
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Designation
Client 03
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Designation

23. 23
Case Study for CRM Implementation Process
Background
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audience's attention.
Challenges & Solutions
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audience's attention.
Return
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audience's attention.

24. CRM Implementation Agreement Process
Background [insert outline description of the object of this
Agreement]
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Description of the Task [Insert precise and detailed description of
the task]
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The Consultant’s Rights and Duties
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Renumeration
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Reporting
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The Client’s Contribution
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01
02
03
06
05
04
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25. CRM Implementation Agreement Process cont…
Intellectual Property Rights
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Time Schedules and Deadlines
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Liability for Trangression of Time Limits/Deadlines, Errors
and Omissions
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Termination
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Confidentiality
o Add Text Here
Breach of Contract
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01
02
03
06
05
04
25

26. 26
Next Step for CRM Implementation
Process Proposal
By signing this CRM Implementation proposal, [Client.Company] agrees to the
terms laid out herein or any changes previously agreed upon with
[Sender.Company]. Work will commence immediately.
Sender. Company
Signed By:
(Sender. First Name) (Sender. Last Name)
Signature
Date:
Client. Company
Signed By:
(Client. First Name) (Client. Last Name)
Signature
Date:

27. Contact Us for CRM Implementation Process Proposal
Phone Number
0123456789
Company Address
# street number, city, state
Email address
27

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Icons Slide for CRM Implementation Process Proposal

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Additional Slides

30. 30
Our Mission, Vision & Goal for CRM
Implementation Process
Goal
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Mission
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Vision
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31. 30 60 90 Days Plan for CRM Implementation Process
90
Days Plan
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90
60
Days Plan
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60
30
Days Plan
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30
31

32. 32
Timeline for CRM Implementation Process
2016 2017 2018 2019 2020
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Roadmap for CRM Implementation Process (3/7)

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Roadmap for CRM Implementation Process (4/7)

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Roadmap for CRM Implementation Process (5/7)

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Roadmap for CRM Implementation Process (6/7)
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Roadmap for CRM Implementation Process (7/7)
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