CRM (Customer-Relationship-Management) Seminar 

Agenda CRM (Customer-Relationship-Management) 

• Account Scoring Template
• Cem Maturity Assessment
• CRM Administrator Job Description
• CRM Business Case Template
• CRM Consulting Services rfp
• CRM Maturity Assessment
• CRM Maturity Map
• CRM Program Metrics Dashboard
• CRM Program Prioritization Tool
• CRM Program Strategy Scorecard
• CRM Project Charter
• CRM Project Schedule
• CRM Readiness Assessment Tool
• CRM Requirements Roadmap
• CRM System rfp Template
• CRM Vendor Evaluation Matrix
• CRM Vendors Matrix
• Customer Journey Map
• Customer Profile Template
• Customer Satisfaction Survey
• Customer-Centricity Checklist
• Lead Qualification Processes Diagram
• Sales Analysis Tool
• Sales Call Notes Tool

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