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The Case For Implementing CRM

The Case For Implementing CRM. Template. Strategy. Vision. Objectives. Objectives Goals. Optimize Life Time Value (LTV) of Clients. Processes. Process Overview. Change Management. Deployment of CRM Initiative. Criteria for Success. Success Metrics. Major Milestones.

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The Case For Implementing CRM

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  1. The Case For Implementing CRM Template

  2. Strategy

  3. Vision

  4. Objectives • Objectives • Goals

  5. Optimize Life Time Value (LTV) of Clients

  6. Processes

  7. Process Overview

  8. Change Management

  9. Deployment of CRM Initiative

  10. Criteria for Success

  11. Success Metrics

  12. Major Milestones

  13. Client and Prospect Relationship Intelligence

  14. Client Retention

  15. Preserving the Firm Image

  16. Uncovering Opportunities • Uncovering New Opportunities • Uncovering Cross-Marketing Opportunities

  17. Output

  18. Partner Tools • Partner reporting tools:

  19. Management Tools • Management reporting tools:

  20. Sample Reports • Mock-up of several sample reports

  21. Technology

  22. Criteria

  23. Access

  24. Data

  25. Data to be Captured • Company information • Individual information

  26. Existing Records to be Transferred • Source(s) • Format • Size/volume

  27. Training

  28. Training

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