The end-user or the customer orients business strategies and vision. Fostering strong business relations with clients equals a successful business venture. Your organization’s Customer Relationship Management framework or software holds ample power. Every profitable company with long-term objectives has a robust client relationship management strategy. CRM professionals have never been in so much demand as they are now. But maintaining a steady flow of business is never easy. Just like any industry, CRM companies have their share of concerns. Therefore, SlideTeam designers decided to create a professional design that can help CRM teams score more leads. Examine our latest offering- Successful CRM Implementation Proposal PowerPoint Presentation Slides. Use this business proposal PPT slideshow for presentations concerning customer relationship management. A well-articulated cover letter is a prerequisite for a responsive project proposal. Hence, Our PowerPoint presentation gives you a well-articulated cover letter along with state-of-the-art design. Land a professional and powerful impact through this industry-leading PowerPoint slideshow. Employ this PPT proposal format to highlight the needs and wants of your customers. Elaborate on the Customer Relationship Management challenges faced by your clients. Explain how your services can solve client problems like obsolete technology or lack of knowledge. Briefly outline your CRM strategy and elucidate the positive effects on customer experience. Our business proposal PowerPoint slides enable you to express all aspects of CRM implementation. Walk your audience through steps involved in the plan of action. Demonstrate the weekly and monthly project timeline in chronological order. Employ linear diagram enlisting milestones to facilitate explanation. Present the pricing framework for Customer Relationship Management implementation based on various features. List regular, unique, and new features of the CRM system along with their prices. SlideTeam designers have incorporated a crisp company introduction for this PPT theme. Modify the details to showcase your company’s corporate identity—present company background, focus, and responsibilities that form a part of the project. Form acquaintance with your clients. Hit the download icon to begin instant customization. https://bit.ly/3kKmB1J

1. Successful CRM
Implementation
Proposal
Company (Company Name)
Client (client name)
Delivered (submission date)
Submitted by (user_submission)

2. 2
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 Successful CRM Implementation

3. 3
Table of Content
2. CRM Problem
and Solution
1. CRM Objectives and
Goals to Set
• Our CRM Strategy
• Benefits of CRM Strategy
3. Strategy
4. Key aspects of
CRM Implementation
5. Plan of Action
6. Project Timeframe
7. Cost of Feature of CRM
Implementation
• About Us
• Our Team
8. Company Introduction
• Client Testimonial
• Case Study
9. Past Experience
• Implementation Agreement
• Next Step
10. Road Ahead

4. 4
Table of Content
• Our CRM Strategy
• Benefits of CRM Strategy
3. Strategy
4. Key aspects of
CRM Implementation
5. Plan of Action
6. Project Timeframe
7. Cost of Feature of CRM
Implementation
• About Us
• Our Team
8. Company Introduction
• Client Testimonial
• Case Study
9. Past Experience
• Implementation Agreement
• Next Step
10. Road Ahead
2. CRM Problem
and Solution
1. CRM Objectives and
Goals to Set

5. 5
Objectives and Goals for
Successful CRM Implementation
Improved Customer Satisfaction 01
Improve the Efficiency of your Business 02
Expand you Customer Base 03
Enhance your Sales and Support Teams 04
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6. 6
Successful CRM Implementation
Problem and Solution
Users don't understand the new system Additional training
Low frequency of use of old system
Closure of old system, retraining, interviews to understand
reluctance
Your Text Here Your Text Here
Your Text Here Your Text Here
Problem Possible Solution
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7. 7
Table of Content
2. CRM Problem
and Solution
1. CRM Objectives and
Goals to Set
4. Key aspects of
CRM Implementation
5. Plan of Action
6. Project Timeframe
7. Cost of Feature of CRM
Implementation
• About Us
• Our Team
8. Company Introduction
• Client Testimonial
• Case Study
9. Past Experience
• Implementation Agreement
• Next Step
10. Road Ahead
• Our CRM Strategy
• Benefits of CRM Strategy
3. Strategy

8. 8
Our Successful CRM Implementation Strategy
1. Check Email Compatibility
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it to your needs and capture your
audience's attention.
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it to your needs and capture your
audience's attention.
2. Review the CRM’s Features
3. Determine the Fastest Ways to
Deliver Data
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it to your needs and capture your
audience's attention.
4. Check the Email Compatibility
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it to your needs and capture your
audience's attention.
5. Find out the Customizing Option
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it to your needs and capture your
audience's attention.
6. Text Here
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it to your needs and capture your
audience's attention.
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9. 9
Benefits of Successful CRM Implementation Strategy
1. Develop a standardized approach to meet new company-wide standard.
2. To increase customer interaction, adapt a human driven approach for
technology development
3. Find out the new ways to put a personal touch on customer
interaction
4. Analyze the customer experience
5. Your text here
6. Your text here
7. Your text here
8. Your text here
Our CRM strategies will benefit our client in following ways :
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10. 10
Table of Content
2. CRM Problem
and Solution
1. CRM Objectives and
Goals to Set
• Our CRM Strategy
• Benefits of CRM Strategy
3. Strategy • About Us
• Our Team
8. Company Introduction
• Client Testimonial
• Case Study
9. Past Experience
• Implementation Agreement
• Next Step
10. Road Ahead
4. Key aspects of
CRM Implementation
5. Plan of Action
6. Project Timeframe
7. Cost of Feature of CRM
Implementation

11. 11
Key Aspects of Successful CRM Implementation
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01 Executive Support Even After CRM Implementation
02
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Proper Planning of Process
03
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Proper Implementation
04
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Effective Training
Measure the Success of CRM System05
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12. Plan of Action for Successful CRM Implementation
12
4 key Steps of our Process Framework
Documentation
Track the record or measure the
success of CRM system
Selection
Find out a appropriate CRM System
that managed in most effective way.
Workflow
Determine the process or the best way to
gain the interest of customer
04030201
Discover
Identify the different channel of
business for customer interaction
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13. 13
2020 2020
Project Timeframe for Successful CRM Implementation - 1/3
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2019 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Milestone3
Mar 14
Milestone1
Jan 10
Milestone2
Mar 7 Milestone6
Nov 30
Milestone4
Jun 29
Milestone5
Oct 20
Mar 25 – Oct 20
Nov 16 – Dec 20
Oct 21 – Nov 15
Mar 14 –May 2
Feb 2 – Mar 14
Jan 5 – Mar 1Discover
Workflow
Selection
Documentation
Task 5
Task 6

14. 14
1 2 3 4 5 6 7 8 9
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
Weeks
Discover
Workflow
Selection
Documentation
Event 5
Project Timeframe for Successful CRM Implementation - 2/3
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15. 15
Phase 1
Discover
Phase 2
Workflow
Phase 3
Selection:
Phase 4
Documentation:
Phase 5
Typical Timeframe:
Project Timeframe for Successful CRM Implementation - 3/3
Text Here
Text Here
Text Here
Text Here
Text Here
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Weeks# 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20
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16. 16
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
YourText Here Your Text Here
Your Text Here YourText Here
Your Text Here Your Text Here
Unique
Features
Social Media Management Within 6 Months 250/mo
Sales Analytics Within 1 Year 250/mo
YourText Here Your Text Here
Your Text Here Your Text Here
Your Text Here YourText Here
Your Text Here Your Text Here
YourText Here Your Text Here
New
Features
Mobile CRM 1-2 Years 250/mo
Social Media Analytics 1-3 Years 250/mo
YourText 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 Your Text Here
CRM System/ Function ETA for Implementation Cost ($)
*ETA –Estimated time of Arrival
Cost of Feature of Successful CRM Implementation 1/2
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17. 17
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your audience's attention.
500.00 /Hour 11 5,500
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your audience's attention.
500.00 /Hour 22 11,000
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your audience's attention.
5,500.00 1 5,500Ongoing Support
Discovery
Implementation
Title/ Description Cost ($) Unit Qty Subtotal
($)
Ongoing Support : 5,500/ Month
Grand Total :16,500
Cost of Feature of Successful CRM Implementation 2/2
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18. 18
Table of Content
2. CRM Problem
and Solution
1. CRM Objectives and
Goals to Set
• Our CRM Strategy
• Benefits of CRM Strategy
3. Strategy
4. Key aspects of
CRM Implementation
5. Plan of Action
6. Project Timeframe
7. Cost of Feature of CRM
Implementation
• About Us
• Our Team
8. Company Introduction
• Client Testimonial
• Case Study
9. Past Experience
• Implementation Agreement
• Next Step
10. Road Ahead

19. 19
Founded in:
1956
About our Successful CRM Implementation
• Add details on company’s history
• Previous line of services
• How it all started etc.
• Other key points
Background
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 Focus
• 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
Our Responsibility will include
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needs and capture your audience's attention.
Company’s Vision
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needs and capture your audience's attention.
Company’s Mission
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20. 20
Name Here
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.
Our Team for Successful CRM Implementation (Template 1 of 2)

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

22. Client Testimonials for Successful
CRM Implementation
Client 1
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audience's attention.
Client 2
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Client 3
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22

23. 23
Case Study for Successful CRM
Implementation
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needs and capture your audience's attention.
Return
Background
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and capture your audience's attention.
Challenges & Solutions
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capture your audience's attention.

24. 24
Implementation Agreement for Successful CRM Implementation
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
• Your Text Here
• Your Text Here
The Consultant’s Rights and Duties
04
• Your Text Here
• Your Text Here
The Client’s Contribution
05
• Your Text Here
• Your Text Here
Reporting
• Your Text Here
• Your Text Here
Renumeration06
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25. 25
01 Intellectual Property Rights
• Your Text Here
• Your Text Here
02 Time Schedules and Deadlines
• Your Text Here
• Your Text Here
03
• Your Text Here
• Your Text Here
Liability for Trangression of Time Limits/Deadlines, Errors and Omissions
04
• Your Text Here
• Your Text Here
Termination
05
• Your Text Here
• Your Text Here
Breach of Contract
• Your Text Here
• Your Text Here
Confidentiality06
Implementation Agreement for Successful CRM
Implementation cont.…
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26. Next Step for Successful CRM Implementation
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)
Client. Company
Signed By:
(Client. First Name)
(Client. Last Name)
Signature
Date:
Signature
Date:
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27. Contact Us for Successful
CRM Implementation
Address
# street number, city, state
Email Address
emailaddress123@gmail.com
Contact Number
0123456789
27

28. Icons Slide for Successful
CRM Implementation
28

29. 29
Additional Slides for Successful
CRM Implementation Proposal

30. 30
Our Vision
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needs and capture your audience's attention.
Our Mission
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needs and capture your audience's attention.
Our Goal
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needs and capture your audience's attention.
Our Vision, Mission & Goal for Successful
CRM Implementation

31. This slide is 100% editable. Adapt it to
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audience's attention.
Days30
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Days60
Days
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90
30 60 90 Days Plan for Successful CRM Implementation
31

32. 32
Timeline for Successful CRM Implementation Proposal
2016
Text Here
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audience's attention.
2017
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audience's attention.
2018
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2019
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audience's attention.
2020
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33. 33
Roadmap Template for Successful CRM Implementation (3/7)
Start
End
Text Here
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01 02
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03
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34. 34
Roadmap Template for Successful CRM Implementation (4/7)
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End
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01 02
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03
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04
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35. 35
Roadmap Template for Successful CRM Implementation (5/7)
Start
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01
03
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36. 36
Roadmap Template for Successful CRM Implementation (6/7)
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01
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Start
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Roadmap Template for Successful CRM Implementation (7/7)
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