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CRM Planning&Selection

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Course Details

Marketing Planning
Product Management 1
Product Management 2
Strategic Analysis
Strategy Development
Valuing Marketing
Influencing the Business
Marketing Communications 1
Marketing Communications 2
Marketing Communications 3
Managing Marketing Assets
Build a CRM Business Case
CRM Planning & Selection
How to Implement CRM


How to Plan a Successful CRM Implementation

This is a 2-day in-company course designed to provide you with a CRM Planning and Selection Route Map to Success from Project Planning through to Vendor Selection. (N.B. - those organizations following best practice will have already defined their Customer Strategy and Business Case.)

Learn how to:

  • Design appropriate customer facing processes
  • Scope and phase a CRM project
  • Define roles and set up appropriate teams
  • Develop a CRM project plan
  • Undertake effective CRM systems research
  • Make appropriate vendor selections

Who Should Attend:

Senior business managers and IT professionals involved in planning the design, implementation and use of a CRM system such as:

  • Sales, Marketing and Service Directors and Senior Managers
  • Heads of CRM
  • IT/ IS Directors
  • CRM Project Managers

Typical Course Outline

  • The Art of the Possible What companies have achieved through CRM implementation, the challenges encountered and the benefits that can be realized
  • Customer Facing Processes Defining existing processes and an overview of the steps required to redesign them
  • Scope and Phasing Achieve the appropriate project scope and timetable, to enable you to prioritize your customer processes and assess the impact of cross-functional working
  • Project Planning Compilation of CRM project checklist applicable to your organization
  • Establish Project Teams and Define Roles People: The critical success factor; understand the roles of individuals within your CRM team
  • Design and Requirements Definition Identify your critical requirements and production of comprehensive systems design specifications.
  • CRM Systems Research and Selection Develop a plan for the vendor selection process; defining the selection criteria
  • Contract Development Crucial contractual issues for the design and supply of a CRM system

If you would like to adapt this course for delivery in your own organisation or develop a customised training programme with Downes Strategic Marketing, contact us by email or phone  - +44 (0) 118 9813224.


DSM provides a range of in-company training courses as well as competency and training needs assessment services. Tailored training programmes are usually built from a menu of standard options and customised material. In-company courses can be cost effective for groups of 6 or more delegates, depending on the amount of customisation required. The info box on the left of this screen gives a list of sample courses.

Click here to see what our customers say about us.

For more information contact us by email or phone  - +44 (0) 118 9813224.

Consultancy Services

Consultancy projects are tailored to meet the requirements of each situation and client. The list on the left gives an idea of our capabilities. The services we offer include:

  • Sales & marketing audits

  • Sales & marketing process assessment & redesign

  • Marketing planning

  • Marketing strategy assessment & design

  • Marketing competency assessment

  • Training needs analysis

  • Coaching & mentoring

Click here for further examples of consulting projects and here to see what our customers say about us.

For more information contact us by email or phone  - +44 (0) 118 9813224.


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