This document outlines the steps involved in implementing a new CRM and marketing system for a client, including: 1) evaluating current technologies and marketing assets; 2) demonstrating the new hardware and software; 3) building and testing the new system; 4) providing training to users; and 5) obtaining sign-off from the client upon completion and evaluating return on investment.

1. Introduction Evaluation Documentation Presentation Implementation Completion
CRM Database
integration with
office systems
Review existing
Marketing Systems
Provide Informative
documentation
Explanation of
"One System"
Overall timescales
tentatively
established
Overview of current
technologies
Staff Discussion
Work Appraisal
Establish existing
problems
Evaluate Technology
and existing
structure
Explanation
of terminology
Confirm
Marketing needs
Compile all existing
marketing assets
Clarify schematic
diagrams (if required)
Obtain extension
list and existing
method of
operation
Confirmation of
Telecoms, IT &
Marketing Tech’
Confirm
installation time
scales
Arrange site surveys
Discussion of new
working practices
Provide
‘Presentation
Itineraries’
mapped against
the Method of
Operation
Demonstrations of
new hardware &
software
Discussion of costs
Clarification of
relationship with
Suppliers
Establish finance
options if required
Confirm required
start & completion
dates
Sign Off detailed
Method of Operation
Complete internal
checklist
Arrange meetings
with installation
engineers and,
and trainer(s)
Confirm instructions
for Designers, SEO
WebTech, Database
& Copywriters
Book software
and equipment
delivery dates
Build & program
system(s) then
"soak test"
for No.14 days
Agree Training
schedules
Training for users,
operators and
supervisors
Training completion
sheets signed by all
members of staff
Site Document
completed and left
on-site including
the following:
* User Guides
* Method of
Operation
* Support Contacts
* Support Record
* Useful Information
Customer to sign off
Satisfaction Report
Final payment
agreed
Evaluation of new
structure to
review ROI
Accurate
assessment of
customer operation
Method of
Operation to match
business goals
Clear instruction
to all suppliers
in advance
Detailed Training
Schedule & Review
salesXchange to demonstrate ability to perform to YOUR expectations
AimsTasksOperationsGoal
Marketing Consultancy