1. 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:
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2. Create A Great Customer Journey
Map out your ideal customer journey
Identify benefits provided by improvements in the process

3. Quantify The Benefits
Opportunity Identified
Benefit to Business

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

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