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Course Details |
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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:
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Design appropriate customer facing processes
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Scope and phase a CRM project
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Define roles and set up appropriate teams
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Develop a CRM project plan
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Undertake effective CRM systems research
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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:
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Sales, Marketing and Service Directors and Senior Managers
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Heads of CRM
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IT/ IS Directors
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CRM Project Managers
Typical Course Outline
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The Art of the Possible
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What companies have achieved through CRM implementation, the challenges
encountered and the benefits that can be realized
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Customer Facing Processes
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Defining existing processes and an overview of the steps required to
redesign them
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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
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Project Planning
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Compilation of CRM project checklist applicable to your organization
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Establish Project Teams and Define Roles
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People: The critical success factor; understand the roles of individuals
within your CRM team
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Design and Requirements Definition
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Identify your critical requirements and production of comprehensive
systems design specifications.
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CRM Systems Research and Selection
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Develop a plan for the vendor selection process; defining the selection
criteria
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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. |
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Training |
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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.
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Consultancy Services |
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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:
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Sales & marketing audits
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Sales & marketing process
assessment & redesign
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Marketing planning
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Marketing strategy assessment
& design
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Marketing competency
assessment
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Training needs analysis
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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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