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What you buy with the CRM Master Key
 



The CRM Master Key contains many state-of-the-art CRM models and techniques not seen in the standard CRM reports, books, workshops or consultancies. These represent a depth of insight and effectiveness way beyond the usual buzzwords, so that organizations investing in the Master Key can use them to realize greater profitability with CRM. An holistic sense of CRM enables management of all the CRM critical success factors including CRM values management and customer contact process
re-design.
 

 

 

 

 

 

This is broken down into 8 stages, or more accurately, workstreams:-

Stage 1: Understanding CRM

Stage 5: Changing to CRM

Introduces the basics of CRM thinking, describes its different aspects, talks about the major success factors and provides a glossary of terms and concepts.

Describes the human side to CRM with the assessment of customer centric values and the techniques available to develop a sense of enthusiasm for the project.


Stage 2: Analyzing CRM

Stage 6: Costing & Justifying CRM Solutions

Investigates the suitability of CRM on a strategic level before discussing the depths of customer segmentation and requirements as well as CRM operational efficiencies before finishing with CRM strategy formulation.

Provides a methodology for establishing the business case and for quantifying the potential returns buying various CRM options might deliver.

Stage 3: Project Managing CRM

Stage 7: Purchasing CRM Products

Details the best practices and protocols in this discipline as applied to CRM’s critical success factors and risk management. This section also shows a typical CRM Project Schedule (as a Gantt Chart of a Microsoft® Project® 2000 file).

Provides a sequence of events for the selection and buying process as well as the key criteria applicable together with a scoring method.

Stage 4: Designing the CRM Business Operation
Stage 8:Implementing and Reviewing CRM

Looks at the design of operational, reporting and strategy development processes across the entire CRM capability, whilst

Details the pilot and roll-out of CRM technology before closing off with a review methodology that can be fed into the next CRM effort.
Designing the CRM Technical Solution
  

Focuses on the architecture of CRM solutions, the data management and modeling requirements.

  

Here are just a few example files that your investment in the CRM Master Key buys:-

 

Microsoft® Word® documents including CRM overview, project planning, analysis, strategy, design, change management, costing / justifying, purchasing, implementation and review
 

Microsoft® PowerPoint® presentation introducing CRM to the company and what it involves.
 

Microsoft® Excel® spreadsheets for calculating project costs and benefits.
 

CRM project management Gantt Chart in Microsoft® Project®.
 

Several files in Microsoft® Visio® on CRM process maps and methodology templates.

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