For obvious reasons, a business cannot survive without a loyal fanbase. Therefore, fostering strong business relationships with clients is critical to a successful business venture. The development of customer relationship management software and framework makes this reasonably easy. Every firm with long-term goals needs a CRM strategy. This creates ample scope for CRM professionals to create value. But due to business dynamics, many CRM organizations continue to face problems in maintaining a steady flow of customers. However, SlideTeam’s latest offering- Implementing A CRM Proposal PowerPoint Presentation Slides can turn the situation on its head. Employ our PowerPoint business proposal slideshow to close more deals, and manage customer relations effectively. This proposal kicks off with a gripping cover letter. The state-of-the-art design positions your brand in the minds of the target audience. Briefly explain the CRM problems of your customers, such as outdated technology or lack of talent. Showcase a gist of your Customer Relationship Management strategy and elucidate the positive effects on the customer experience. Our business proposal PowerPoint layout assists you in virtually presenting the core aspects of CRM implementation. Walk your audience through various key steps involved in the plan of action. Elaborate on weekly and monthly project timeframe chronologically with the help of a linear diagram enlisting milestones. Portray the cost structure of CRM implementation as per various features. Represent a pricing list for common, unique, and new CRM system features. Our PowerPoint layout innovators have included a highly professional company intro. Easily personalize the details to reproduce the corporate identity of your firm, virtually. You may showcase details like firm background, vision, and the responsibilities you will undertake as a part of the deal. Introduce your clients to the key staff and members involved in the project. End the proposal with max impact by including what your past customers think about your company. Give a glimpse of your proficiency via a case study. Further, get access to an implementation agreement contact by hitting the download icon. Begin instant customization now. https://bit.ly/37NdN7A

1. Implementing
A CRM Proposal
Company (Company_Name)
Client (Client Name)
Delivered (Submission Date)
Submitted By (User submission)

2. Cover Letter for Implementing a CRM Proposal
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
o Implementation Agreement
o Next Step
Road Ahead
o About Us
o Our Team
Company Introduction
o Client Testimonial
o Case Study
Past Experience
Project Timeframe
Cost of Feature of CRM Implementation
CRM Objectives and Goals to Set
o Our CRM Strategy
o Benefits of CRM Strategy
Strategy
Plan of Action
Key aspects of CRM Implementation
CRM Problem and Solution

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

5. Objectives and Goals to Implement CRM
5
CRM Objectives and Goals
Improved Customer
Satisfaction
Expand you
Customer Base
Improve the Efficiency
of your Business
Enhance your Sales and
Support Teams
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6. Problem and Solution While Implementing CRM
6
Problem
o Users don't understand the new system
o Low frequency of use of old system
o Add Text Here
o Add Text Here
o Add Text Here
o Add Text Here
Possible Solution
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
o Add Text Here
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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
02
Determine the
fastest ways to
deliver data
03
Check the
email compatibility
04
Find out the
customizing option
05
Implementing
our
CRM Strategy
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9. Benefits of Implementing a CRM Strategy
9
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
Analyze the customer experience04
Add Text Here05
Add Text Here06
Add Text Here07
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10. Table of Contents
10
Key aspects of
CRM Implementation
Project Timeframe
Cost of Feature of
CRM Implementation
Plan of Action

11. Key Aspects of Implementing a CRM
11
Executive Support
even after CRM
Implementation
01
Add Text Here
08
Proper Planning
of Process
02
Add Text Here
07
Proper
Implementation
03
Add Text Here
06
Effective
Training
04
05
Measure the success
of CRM System
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12. Plan of Action for Implementing a CRM
12
4 key steps of our Process Framework:
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
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13. Milestone 6
Nov 30Milestone 1
Jan 10
Milestone 3
Mar 14
Milestone 4
June 29
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
Document-
ation
Task 5
Task 6
Project Timeframe for Implementing a CRM – 1/3
13
Jan 5 – Mar 1
Feb 2 – Mar 14
Mar 14 - May 2
Mar 25 – Oct 20
Oct 21 –Nov 15
Nov 16 – Dec 20
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14. Week 1 2 3 4 5 6 7 8 9
Discover
Workflow
Selection
Documentation
Event 5
Project Timeframe for Implementing a CRM – 2/3
14
12 Days
10 Days
10 Days
10 Days
14 Days
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
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15. Project Timeframe for Implementing a CRM – 3/3
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
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16. CRM System/ Function ETA for Implementation Cost ($)
Cost of Feature for Implementing a CRM - 1/2
16
Contact Management ASAP (Within 3 Months) 250/mo
Lead Management Within 6 Months 250/mo
Sales Force Automation Within 1 Year 500/mo
Add Text Here Add Text Here
Add Text Here Add Text Here
Social media management Within 6 Months 250/mo
Sales analysis Within 1 Year 500/mo
Add Text Here Add Text Here
Add Text Here Add Text Here
Add Text Here Add Text Here
CRM System/ Function ETA for Implementation Cost ($)
Mobile CRM 1-2 years 250/mo
Lead Management 1-3 years 250/mo
Add Text Here Add Text Here
Add Text Here Add Text Here
Add Text Here Add Text Here
CRM System/ Function ETA for Implementation Cost ($)
Common Features
Unique Features
New Features
*ETA –Estimated time of Arrival

17. Grand Total 16,500
Ongoing Support 5,500/Month
Title/ Description Cost($) Unit Qty
Subtotal
($)
Cost of Feature for Implementing a CRM -2/2
17
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
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18. Table of Contents
18
Company Introduction
o About Us
o Our Team
Past Experience
o Client Testimonial
o Case Study
Road Ahead
o Implementation Agreement
o Next Step

19. About our CRM Implementation
19
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
Company’s Vision
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audience's attention.
Company’s Mission
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audience's attention.
Background
o Add details on company’s history
o Previous line of services
o How it all started etc.
o Other key points
Founded in: 1956

20. Our Team for Implementing a CRM (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
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21. Our Team for Implementing a CRM (Template 2 of 2)
21
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
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22. Client 01
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needs and capture your audience's attention.
Client 02
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needs and capture your audience's attention.
Client 03
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needs and capture your audience's attention.
Client Testimonials for Implementing a CRM
22This slide is 100% editable. Adapt it to your needs and capture your audience's attention.

23. Case Study for
Implementing a
CRM Proposal
23
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. Implementing a CRM Agreement Proposal
24
Background [insert outline description of the object of this Agreement]
o Add Text Here
01
Description of the Task [Insert precise and detailed description of the task]
o Add Text Here
02
The Consultant’s Rights and Duties
o Add Text Here
o Add Text Here
o Add Text Here
03
The Client’s Contribution
o Add Text Here
o Add Text Here
o Add Text Here
04
Reporting
o Add Text Here
o Add Text Here
o Add Text Here
05
Renumeration
o Add Text Here
o Add Text Here
o Add Text Here
06
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25. Implementing a CRM Agreement Proposal cont…
25
Intellectual Property Rights
o Add Text Here
o Add Text Here
o Add Text Here
01
Time Schedules and Deadlines
o Add Text Here
o Add Text Here
o Add Text Here
02
Liability for Trangression of Time Limits/Deadlines, Errors and Omissions
o Add Text Here
o Add Text Here
o Add Text Here
03
Termination
o Add Text Here
o Add Text Here
o Add Text Here
04
Breach of Contract
o Add Text Here
o Add Text Here
o Add Text Here
05
Confidentiality
o Add Text Here
06
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26. Next Step for Implementing a CRM Proposal
26
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 Implementing a CRM Proposal
27
Company Address
# street number, city, state
Phone Number
0123456789
Email address
emailaddress123@gmail.com

28. Icons Slide for Implementing a CRM Proposal
28

29. Additional Slides
29

30. Our Mission, Vision &
Goal for Implementing a
CRM Proposal
30
Goal
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Mission
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your audience's attention.
Vision
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your audience's attention.

31. 30 60 90 Days Plan for Implementing a CRM Proposal
31
30
Days Plan
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60
Days Plan
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90
Days Plan
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32. Timeline for Implementing a CRM Proposal
32
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2016
2017
2018
2019 2020

33. Roadmap for Implementing a CRM Proposal (3/7)
33
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34. Roadmap for Implementing a CRM Proposal (4/7)
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35. Roadmap for Implementing a CRM Proposal (5/7)
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36. Roadmap for Implementing a CRM Proposal (6/7)
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37. Roadmap for Implementing a CRM Proposal (7/7)
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