Templates to help select the right system for your business and ROI

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Presentation transcript:

Templates to help select the right system for your business and ROI Choosing a CRM system and getting ROI Templates to help select the right system for your business and ROI Customer Relationship Management - CRM Michael Evans Chief Thinker & Do-er at Beyond-Consulting: web: www.beyond-consulting.co.uk email: michael.evans@beyond-consulting.co.uk ; mobile: +44 (0)7816 787293 ; twitter: @michael_cevans

Create A Great Customer Journey Map out your ideal customer journey Identify benefits provided by improvements in the process

Quantify The Benefits Opportunity Identified Benefit to Business

Prioritise Changes 1 2 3 4 5 6 7 Priority Phase Opportunity/Process Expected Return p/a 1 2 3 4 5 6 7

Shortlist CRM Systems Don’t forget ongoing costs: Support Layout changes / new fields and values Upgrades / new features