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1. Customer Relation
Management Proposal
Client (client name)
Delivered (submission date)
Submitted by (user_submission)
Company (Company_Name)

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 :
• Creating a change management plan
• Forecasting a CRM implementation budget
• Rolling out your new system
• 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}
Cover Letter for Consumer Relation Management
2

3. Project
Timeframe
06
Company Introduction
About Us
Our Team
08
Road Ahead
Implementation Agreement
Next Step
10
Cost of Feature of
CRM Implementation
07
Past Experience
Client Testimonial
Case Study
09
CRM Problem
and Solution
02
Key aspects of CRM
Implementation
04
Plan of Action
05
CRM Objectives
and Goals to Set
01
Strategy
Our CRM Strategy
Benefits of CRM Strategy
03
Table of Content
3

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

5. Objectives and Goals
for Consumer
Relation Management
Improve the Efficiency of
your Business
• Text Here
• Text Here
02
Improved Customer Satisfaction
• Text Here
• Text Here
01
Expand you Customer Base
• Text Here
• Text Here
03
Enhance your Sales and
Support Teams
• Text Here
• Text Here
04
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6. Problem and Solution
for Consumer
Relation Management
Users don't understand the new system
Low frequency of use of old system
Your Text Here
Your Text Here
Additional Training
Closure of old system, retraining, interviews to
understand reluctance
Your Text Here
Your Text Here
Problem Possible Solution
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7. Table of Content
Strategy
• Our CRM Strategy
• Benefits of CRM Strategy
7

8. Our Consumer Relation Management Strategy
Find Out the Customizing Option
• Text Here
• Text Here
05
Text Here
• Text Here
• Text Here
06
Determine the Fastest ways to Deliver Data
• Text Here
• Text Here
03
Check Email Compatibility
• Text Here
• Text Here
01
Review the CRM’s Features
• Text Here
• Text Here
02
Check the Email Compatibility
• Text Here
• Text Here
04
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9. Benefits of Consumer
Relation
Management Strategy
Our CRM strategies will benefit our client in following ways:
Develop a standardized approach to
meet new company-wide standard
01
To increase customer interaction, adapt a human
driven approach for technology development
02
Find out the new ways to put a personal
touch on customer interaction
03
04
Analyze the customer experience
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10. Plan of Action
Project Timeframe
Key aspects of CRM Implementation
Cost of Feature of CRM Implementation
Table of Content
10

11. Key Aspects of Consumer Relation Management
Executive Support Even After CRM Implementation
01
Proper Planning of Process
02
Proper Implementation
03
Effective Training
04
Measure the Success of CRM System
05
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12. Plan of Action for Consumer
Relation Management
Discover
Identify the different channel of business for customer interaction
01
Workflow
Determine the process or the best way to gain the interest of customer
02
Documentation
Track the record or measure the success of CRM system
04
Selection
Find out a appropriate CRM System that managed in most effective way.
03
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13. 2019 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 2020
Discover
Workflow
Selection
Documentation
Task 5
Task 6
Project Timeframe for Consumer Relation
Management – 1/3
Milestone 1
Jan 10
Milestone 6
Nov 30
Milestone 3
Mar 14
Milestone 2
Mar 7
Milestone 4
June 29
Milestone 5
Oct 20
Jan5 – Mar1
feb2 – Mar14
Mar14 – May2
Mar14 – Oct20
Oct21 – Nov15
Nov19 –Dec20
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14. Project Timeframe for Consumer
Relation Management – 2/3
Weeks 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
12 Days
10 Days
10 Days
10 Days
14 Days
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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
Phase 2 This Slide is 100% editable. Adapt it to your needs and capture your audience's attention.
Workflow
Phase 3 This Slide is 100% editable. Adapt it to your needs and capture your audience's attention.
Selection
Phase 4 This Slide is 100% editable. Adapt it to your needs and capture your audience's attention.
Documentation
Phase 5 This Slide is 100% editable. Adapt it to your needs and capture your audience's attention.
Typical
Timeframe
Project Timeframe for Consumer Relation
Management – 3/3
Text Here
Text Here
Text Here
Text Here
Text Here
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16. CRM System/ Function ETA for Implementation Cost ($)
Common
Features
Contact Management ASAP (Within 3 Months) 250/mo
Lead Management Within 6 Months 250/mo
Sales Force Automation Within 1 Year 500/mo
Your Text Here Your Text Here
Your Text Here Your Text Here
Your Text Here Your Text Here
Unique
Features
Social Media Management Within 6 Months 250/mo
Sales Analytics Within 1 Year 250/mo
Your Text Here Your Text Here
Your Text Here Your Text Here
Your Text Here Your Text Here
Your Text Here Your Text Here
New
Features
Mobile CRM 1-2 Years 250/mo
Social Media Analytics 1-3 Years 250/mo
Your Text Here Add Text Here
Your Text Here Your Text Here
Your Text Here Your Text Here
Your Text Here Your Text Here
Your Text Here Your Text Here
Cost of Feature for Consumer Relation
Management l/2
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17. Title/ Description Cost ($) Unit Qty
Subtotal
($)
Discovery
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your audience's attention.
500.00 /Hour 11 5,500
Implementation
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your audience's attention.
500.00 /Hour 22 11,000
Ongoing
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your audience's attention.
5,500.00 1 5,500
Grand Total 16,500
Ongoing Support
5,500/
Month
Cost of Feature for Consumer Relation
Management 2/2
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18. Table of Content
Company Introduction
• About Us
• Our Team
Past Experience
• Client Testimonial
• Case Study
Road Ahead
• Implementation Agreement
• Next Step
18

19. Founded in:
1956
About our Consumer
Relation Management
Background
▪ Add details on company’s history
▪ Previous line of services
▪ How it all started etc.
▪ 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
Company’s Vision
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needs and capture your audience's attention.
Company’s Mission
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needs and capture your audience's attention.
Our Responsibility will include
▪ Gather and document client functional requirements
▪ Implement and deploy [SPECIFY CRM HERE] CRM
▪ Perform gap analysis between a client's requirements and the functionality
▪ Configure the application to meet a client's requirements using the CRM
▪ Customization and Workflow Tools
19

20. Our Team for Consumer Relation Management
(Template 1 of 2)
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
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21. Our Team for Consumer Relation Management
(Template 2 of 2)
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
Designation2
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 3
Write in brief (4-5 lines) on team member’s education background, past career experience, similar
experience in this company, achievements etc.
Name Here
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22. Client Testimonials for Consumer
Relation Management
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it to your needs and capture your
audience's attention.
Client 1
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it to your needs and capture your
audience's attention.
Client 3
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it to your needs and capture your
audience's attention.
Client 2
22

23. Case Study for Consumer
Relation Management
Background
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and capture your audience's attention.
01
Challenges & Solutions
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and capture your audience's attention.
02
Return
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and capture your audience's attention.
03
23

24. 01
Background [insert outline description
of the object of this Agreement]
Your Text Here
Your Text Here
02
Description of the Task [Insert precise
and detailed description of the task]
Your Text Here
Your Text Here
03
The Consultant’s Rights
and Duties
Your Text Here
Your Text Here
04
The Client’s Contribution
Your Text Here
Your Text Here
05
Reporting
Your Text Here
Your Text Here
06
Renumeration
Your Text Here
Your Text Here
Implementation Agreement for Consumer
Relation Management
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25. Implementation
Agreement for
Consumer Relation
Management cont…
01
Intellectual Property Rights
Your Text Here
Your Text Here
02
Time Schedules and Deadlines
Your Text Here
Your Text Here
03 Liability for Trangression of Time
Limits/Deadlines, Errors and Omissions
Your Text Here
Your Text Here
04
Termination
Your Text Here
Your Text Here
05
Breach of Contract
Your Text Here
Your Text Here
06
Confidentiality
Your Text Here
Your Text Here
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26. Next Step for Consumer
Relation Management
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.
Client. Company
Signed By:
(Client. First Name) (Client. Last Name)
Date:
Signature
Sender. Company
Signed By:
(Sender. First Name) (Sender. Last Name)
Date:
Signature
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27. Contact Us for Consumer
Relation Management
01
Address
# street number, city, state
02
Contact Number
0123456789
03
Email Address
emailaddress123@gmail.com
27

28. Icons Slide for Consumer
Relation Management
28

29. Additional
Slides
29

30. Our Mission, Vision
& Goal for Consumer
Relation Management
03 Our Goal
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audience's attention.
01
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audience's attention.
Our Vision
Our Mission
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audience's attention.
02
30

31. 30 60 90 Days Plan for Consumer
Relation Management
30
Days Plan
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60
Days Plan
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90
Days Plan
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31

32. Text Here
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needs & capture your audience's attention.
Text Here
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needs & capture your audience's attention.
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Timeline for Consumer Relation Management
2016
2017
2018
2019
2020
32

33. Roadmap for Consumer Relation
Management (3/7)
02 Text Here
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03
Text Here
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01
Text Here
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33

34. Roadmap for Consumer Relation
Management (4/7)
34
04
Text Here
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02
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03
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01
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35. Roadmap for Consumer Relation
Management (5/7)
35
05
Text Here
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02
Text Here
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03 Text Here
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04
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01
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36. Roadmap for Consumer Relation
Management (6/7)
36
06
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02
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03 Text Here
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05
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04
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01
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37. Roadmap for Consumer Relation
Management (7/7)
37
05
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07
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02
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03 Text Here
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06
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04
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01
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