1. Project Outline I A New CRM database must accomplish the following:  Deliver support resources for internal IT  Integrate all data from existing CRM  Leverage for internal business partners  Offer detailed firm/rep. asset reporting  Provide remote web capabilities

2. Project Stages A Successful integration of a new CRM solution will undergo the following stages:  Assessment  Data Analysis  Integration  Training  Implementation

3. Assessment  Interview Executive Management regarding CRM needs  Review current CRM solution  Analysis of current reporting capabilities  Review RFP’s from new vendors  Present recommendations to Executive Management

4. Data Analysis  Market units review current CRM data  Purge or update current client information  Separate current data into distribution segments  Determine key criteria for reporting needs  Review current data provided by distribution partners

5. Integration  Install new CRM, load test data  Run remote user and report testing  Provide sample data extracts for Executive Management  Present final CRM solution to Executive Management