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CRM Framework

Use this CRM Framework to define the activities required to successfully create, plan and execute a CRM plan.

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CRM Framework

  1. 1. Leverage the framework below to quickly empower your organization’s CRM program. CRM PROGRAM Framework OPTIMIZE6 Click the buttons below to access all related training, tools, templates, and other resources. Strategy ScorecardTraining Course Project ScheduleSolution Study Readiness Assessment Maturity Map Requirements Roadmap Are You Prepared for CRM Guide? CRM Administrator Job Description Business Case MarketingDataQuality BenchmarkReport Creating a Business Blog Guide Sales&MarketingData QualityWorkshop Lead Acquisition Model Vendor RFP Maturity Assessment Metrics Dashboard Sales & Marketing Alignment Tool Aligned Sales & Marketing Funnel Post Project Evaluation Customer Engagement Plan Importance of Social CRM Guide Project Charter Customer Marketing Benchmark Report Lead Qualification Process Diagram Vendor Matrix Social CRM Best Practices Guide Program Prioritization Tool Sales & Marketing Alignment Report Qualified Lead Definition Tool Vendor Evaluation Evaluating Hosted CRM Guide IMPLEMENT4 ROLL-OUT51 PREPARE PLAN2 SELECT3