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Successful CRM Implementation Proposal PowerPoint Presentation Slides

The document outlines a proposal for successful CRM implementation, detailing services provided by the company to enhance customer relationship management for the client. It includes objectives, strategies, implementation plans, budget forecasts, and key aspects of CRM execution, along with a timeline and case studies to illustrate past success. The proposal emphasizes tailored solutions to improve customer retention and overall business efficiency.

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Successful CRM Implementation Proposal Company (Company Name) Client (client name) Delivered (submission date) Submitted by (user_submission)
2 Contact_first}{client_contact_last}, {Company Name/client name} is pleased to introduce our self as a leading service provider of Customer Relation Management. We apply as an integrated approach for CRM solution. We ensure company preserves and improves customer retention. Our approach of development helps client implement these initiatives on time and budget with the quality of sales. In this proposal, we'll cover : • Creating a change management plan • Forecasting a CRM implementation budget • Rolling out your new system • Mention the ways to measure the success of CRM Implementation Project We work to provide best CRM services and business to a wide range of clients and work throughout the end to end implementation process. Regards, Name User assigned} {user title} Cover Letter for Successful CRM Implementation
3 Table of Content 2. CRM Problem and Solution 1. CRM Objectives and Goals to Set • Our CRM Strategy • Benefits of CRM Strategy 3. Strategy 4. Key aspects of CRM Implementation 5. Plan of Action 6. Project Timeframe 7. Cost of Feature of CRM Implementation • About Us • Our Team 8. Company Introduction • Client Testimonial • Case Study 9. Past Experience • Implementation Agreement • Next Step 10. Road Ahead
4 Table of Content • Our CRM Strategy • Benefits of CRM Strategy 3. Strategy 4. Key aspects of CRM Implementation 5. Plan of Action 6. Project Timeframe 7. Cost of Feature of CRM Implementation • About Us • Our Team 8. Company Introduction • Client Testimonial • Case Study 9. Past Experience • Implementation Agreement • Next Step 10. Road Ahead 2. CRM Problem and Solution 1. CRM Objectives and Goals to Set
5 Objectives and Goals for Successful CRM Implementation Improved Customer Satisfaction 01 Improve the Efficiency of your Business 02 Expand you Customer Base 03 Enhance your Sales and Support Teams 04 This slide is 100% editable Adapt it to your needs and capture your audience's attention.
6 Successful CRM Implementation Problem and Solution Users don't understand the new system Additional training Low frequency of use of old system Closure of old system, retraining, interviews to understand reluctance Your Text Here Your Text Here Your Text Here Your Text Here Problem Possible Solution This slide is 100% editable Adapt it to your needs and capture your audience's attention.
7 Table of Content 2. CRM Problem and Solution 1. CRM Objectives and Goals to Set 4. Key aspects of CRM Implementation 5. Plan of Action 6. Project Timeframe 7. Cost of Feature of CRM Implementation • About Us • Our Team 8. Company Introduction • Client Testimonial • Case Study 9. Past Experience • Implementation Agreement • Next Step 10. Road Ahead • Our CRM Strategy • Benefits of CRM Strategy 3. Strategy
8 Our Successful CRM Implementation Strategy 1. Check Email Compatibility This slide is 100% editable Adapt it to your needs and capture your audience's attention. This slide is 100% editable Adapt it to your needs and capture your audience's attention. 2. Review the CRM’s Features 3. Determine the Fastest Ways to Deliver Data This slide is 100% editable Adapt it to your needs and capture your audience's attention. 4. Check the Email Compatibility This slide is 100% editable Adapt it to your needs and capture your audience's attention. 5. Find out the Customizing Option This slide is 100% editable Adapt it to your needs and capture your audience's attention. 6. Text Here This slide is 100% editable Adapt it to your needs and capture your audience's attention. This slide is 100% editable Adapt it to your needs and capture your audience's attention.
9 Benefits of Successful CRM Implementation Strategy 1. Develop a standardized approach to meet new company-wide standard. 2. To increase customer interaction, adapt a human driven approach for technology development 3. Find out the new ways to put a personal touch on customer interaction 4. Analyze the customer experience 5. Your text here 6. Your text here 7. Your text here 8. Your text here Our CRM strategies will benefit our client in following ways : This slide is 100% editable Adapt it to your needs and capture your audience's attention.
10 Table of Content 2. CRM Problem and Solution 1. CRM Objectives and Goals to Set • Our CRM Strategy • Benefits of CRM Strategy 3. Strategy • About Us • Our Team 8. Company Introduction • Client Testimonial • Case Study 9. Past Experience • Implementation Agreement • Next Step 10. Road Ahead 4. Key aspects of CRM Implementation 5. Plan of Action 6. Project Timeframe 7. Cost of Feature of CRM Implementation
11 Key Aspects of Successful CRM Implementation This slide is 100% editable Adapt it to your needs and capture your audience's attention. 01 Executive Support Even After CRM Implementation 02 This slide is 100% editable Adapt it to your needs and capture your audience's attention. Proper Planning of Process 03 This slide is 100% editable Adapt it to your needs and capture your audience's attention. Proper Implementation 04 This slide is 100% editable Adapt it to your needs and capture your audience's attention. Effective Training Measure the Success of CRM System05 This slide is 100% editable Adapt it to your needs and capture your audience's attention.
Plan of Action for Successful CRM Implementation 12 4 key Steps of our Process Framework Documentation Track the record or measure the success of CRM system Selection Find out a appropriate CRM System that managed in most effective way. Workflow Determine the process or the best way to gain the interest of customer 04030201 Discover Identify the different channel of business for customer interaction This slide is 100% editable Adapt it to your needs and capture your audience's attention.
13 2020 2020 Project Timeframe for Successful CRM Implementation - 1/3 This slide is 100% editable Adapt it to your needs and capture your audience's attention. 2019 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Milestone3 Mar 14 Milestone1 Jan 10 Milestone2 Mar 7 Milestone6 Nov 30 Milestone4 Jun 29 Milestone5 Oct 20 Mar 25 – Oct 20 Nov 16 – Dec 20 Oct 21 – Nov 15 Mar 14 –May 2 Feb 2 – Mar 14 Jan 5 – Mar 1Discover Workflow Selection Documentation Task 5 Task 6
14 1 2 3 4 5 6 7 8 9 Milestone 1 9/1/19 Milestone 2 9/16/19 Milestone 3 9/30/19 Milestone 4 10/10/19 Milestone 5 10/28/19 10 Days 10 Days 10 Days 14 Days 12 Days Weeks Discover Workflow Selection Documentation Event 5 Project Timeframe for Successful CRM Implementation - 2/3 This slide is 100% editable Adapt it to your needs and capture your audience's attention.
15 Phase 1 Discover Phase 2 Workflow Phase 3 Selection: Phase 4 Documentation: Phase 5 Typical Timeframe: Project Timeframe for Successful CRM Implementation - 3/3 Text Here Text Here Text Here Text Here Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Weeks# 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 This slide is 100% editable Adapt it to your needs and capture your audience's attention.
16 Common Features Contact Management ASAP (Within 3 Months) 250/mo Lead Management Within 6 Months 250/mo Sales Force Automation Within 1 Year 500/mo Your Text Here Your Text Here YourText Here Your Text Here Your Text Here YourText Here Your Text Here Your Text Here Unique Features Social Media Management Within 6 Months 250/mo Sales Analytics Within 1 Year 250/mo YourText Here Your Text Here Your Text Here Your Text Here Your Text Here YourText Here Your Text Here Your Text Here YourText Here Your Text Here New Features Mobile CRM 1-2 Years 250/mo Social Media Analytics 1-3 Years 250/mo YourText Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here CRM System/ Function ETA for Implementation Cost ($) *ETA –Estimated time of Arrival Cost of Feature of Successful CRM Implementation 1/2 This slide is 100% editable Adapt it to your needs and capture your audience's attention.
17 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 500.00 /Hour 11 5,500 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 500.00 /Hour 22 11,000 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 5,500.00 1 5,500Ongoing Support Discovery Implementation Title/ Description Cost ($) Unit Qty Subtotal ($) Ongoing Support : 5,500/ Month Grand Total :16,500 Cost of Feature of Successful CRM Implementation 2/2 This slide is 100% editable Adapt it to your needs and capture your audience's attention.
18 Table of Content 2. CRM Problem and Solution 1. CRM Objectives and Goals to Set • Our CRM Strategy • Benefits of CRM Strategy 3. Strategy 4. Key aspects of CRM Implementation 5. Plan of Action 6. Project Timeframe 7. Cost of Feature of CRM Implementation • About Us • Our Team 8. Company Introduction • Client Testimonial • Case Study 9. Past Experience • Implementation Agreement • Next Step 10. Road Ahead
19 Founded in: 1956 About our Successful CRM Implementation • Add details on company’s history • Previous line of services • How it all started etc. • Other key points Background We believe it's all about YOU. Our focus is on meeting and surpassing your personal short- and long-term financial goals, creating and implementing processes for regularly reviewing and evaluating how your portfolio is doing, and maximizing your return on investment over time Our Focus • Gather and document client functional requirements • Implement and deploy [SPECIFY CRM HERE] CRM • Perform gap analysis between a client's requirements and the functionality • Configure the application to meet a client's requirements using the CRM • Customization and Workflow Tools Our Responsibility will include This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Company’s Vision This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Company’s Mission This slide is 100% editable Adapt it to your needs and capture your audience's attention.
20 Name Here Designation 1 Write in brief (4-5 lines) on team member’s education background, past career experience, similar experience in this company, achievements etc. Name Here Designation 2 Write in brief (4-5 lines) on team member’s education background, past career experience, similar experience in this company, achievements etc. Our Team for Successful CRM Implementation (Template 1 of 2)
Name Here Designation 1 Write in brief (4-5 lines) on team member’s education background, past career experience, similar experience in this company, achievements etc. Name Here Designation 3 Write in brief (4-5 lines) on team member’s education background, past career experience, similar experience in this company, achievements etc. Name Here Designation 2 Write in brief (4-5 lines) on team member’s education background, past career experience, similar experience in this company, achievements etc. Our Team for Successful CRM Implementation (Template 2 of 2) 21
Client Testimonials for Successful CRM Implementation Client 1 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Client 2 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Client 3 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 22
23 Case Study for Successful CRM Implementation This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Return Background This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Challenges & Solutions This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
24 Implementation Agreement for Successful CRM Implementation 01 Background [insert outline description of the object of this Agreement] • Your Text Here • Your Text Here 02 Description of the Task [Insert precise and detailed description of the task] • Your Text Here • Your Text Here 03 • Your Text Here • Your Text Here The Consultant’s Rights and Duties 04 • Your Text Here • Your Text Here The Client’s Contribution 05 • Your Text Here • Your Text Here Reporting • Your Text Here • Your Text Here Renumeration06 This slide is 100% editable Adapt it to your needs and capture your audience's attention.
25 01 Intellectual Property Rights • Your Text Here • Your Text Here 02 Time Schedules and Deadlines • Your Text Here • Your Text Here 03 • Your Text Here • Your Text Here Liability for Trangression of Time Limits/Deadlines, Errors and Omissions 04 • Your Text Here • Your Text Here Termination 05 • Your Text Here • Your Text Here Breach of Contract • Your Text Here • Your Text Here Confidentiality06 Implementation Agreement for Successful CRM Implementation cont.… This slide is 100% editable Adapt it to your needs and capture your audience's attention.
Next Step for Successful CRM Implementation By signing this CRM Implementation proposal, [Client.Company] agrees to the terms laid out herein or any changes previously agreed upon with [Sender.Company]. Work will commence immediately. Sender. Company Signed By: (Sender. First Name) (Sender. Last Name) Client. Company Signed By: (Client. First Name) (Client. Last Name) Signature Date: Signature Date: 26This slide is 100% editable Adapt it to your needs and capture your audience's attention.
Contact Us for Successful CRM Implementation Address # street number, city, state Email Address emailaddress123@gmail.com Contact Number 0123456789 27
Icons Slide for Successful CRM Implementation 28
29 Additional Slides for Successful CRM Implementation Proposal
30 Our Vision This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Our Mission This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Our Goal This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Our Vision, Mission & Goal for Successful CRM Implementation
This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Days30 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Days60 Days This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 90 30 60 90 Days Plan for Successful CRM Implementation 31
32 Timeline for Successful CRM Implementation Proposal 2016 Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 2017 Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 2018 Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 2019 Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 2020 Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
33 Roadmap Template for Successful CRM Implementation (3/7) Start End Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 01 02 Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 03 Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
34 Roadmap Template for Successful CRM Implementation (4/7) Start End Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 01 02 Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 03 Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 04 Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
35 Roadmap Template for Successful CRM Implementation (5/7) Start End Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 01 03 Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 05 Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 04 02 Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
36 Roadmap Template for Successful CRM Implementation (6/7) Start End Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 01 03 Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 04 Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 06 Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 05 02 Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
37 Start End Roadmap Template for Successful CRM Implementation (7/7) Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 01 03 Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 02 Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 04 Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 05 Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 07 Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 06

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Introduction to the CRM implementation proposal detailing company and client information.

Introduction of the company as a CRM service provider and outline of the proposal contents.

Outline of the proposal structure covering key topics related to CRM strategy and implementation.

Key objectives for CRM implementation focused on customer satisfaction and business efficiency.

Identification of common problems in CRM implementation and proposed solutions.

Strategies for successful CRM implementation and benefits including enhanced customer interaction.

Key factors critical to successful CRM implementation including executive support and training.

Four key steps: discover, workflow, selection, and documentation needed for CRM implementation.

Timeline for CRM implementation with detailed milestone breakdown across various months.

Costs of features in the CRM implementation along with estimated time for delivery.

Company's history, vision, mission, and responsibilities in successful CRM implementation.

Introduction of team members involved in CRM implementation with a focus on expertise.

Collection of client testimonials to demonstrate success in CRM implementations.

A case study outlining background, challenges faced, and solutions employed.

Terms of the implementation agreement, including duties, rights, confidentiality, and timelines.

Next steps including the signing of the proposal and commencement of work.

Company contact details for further inquiries related to CRM implementation.

Icons slide and supplementary materials for the CRM implementation proposal.

Company's vision, mission, and goals pertaining to successful CRM implementation.

Detailed timeline for CRM implementation over several years highlighting key phases.

Roadmap templates detailing stages and progress tracking for the successful CRM implementation.

Successful CRM Implementation Proposal PowerPoint Presentation Slides

  • 1.
    Successful CRM Implementation Proposal Company (CompanyName) Client (client name) Delivered (submission date) Submitted by (user_submission)
  • 2.
    2 Contact_first}{client_contact_last}, {Company Name/client name}is pleased to introduce our self as a leading service provider of Customer Relation Management. We apply as an integrated approach for CRM solution. We ensure company preserves and improves customer retention. Our approach of development helps client implement these initiatives on time and budget with the quality of sales. In this proposal, we'll cover : • Creating a change management plan • Forecasting a CRM implementation budget • Rolling out your new system • Mention the ways to measure the success of CRM Implementation Project We work to provide best CRM services and business to a wide range of clients and work throughout the end to end implementation process. Regards, Name User assigned} {user title} Cover Letter for Successful CRM Implementation
  • 3.
    3 Table of Content 2.CRM Problem and Solution 1. CRM Objectives and Goals to Set • Our CRM Strategy • Benefits of CRM Strategy 3. Strategy 4. Key aspects of CRM Implementation 5. Plan of Action 6. Project Timeframe 7. Cost of Feature of CRM Implementation • About Us • Our Team 8. Company Introduction • Client Testimonial • Case Study 9. Past Experience • Implementation Agreement • Next Step 10. Road Ahead
  • 4.
    4 Table of Content •Our CRM Strategy • Benefits of CRM Strategy 3. Strategy 4. Key aspects of CRM Implementation 5. Plan of Action 6. Project Timeframe 7. Cost of Feature of CRM Implementation • About Us • Our Team 8. Company Introduction • Client Testimonial • Case Study 9. Past Experience • Implementation Agreement • Next Step 10. Road Ahead 2. CRM Problem and Solution 1. CRM Objectives and Goals to Set
  • 5.
    5 Objectives and Goalsfor Successful CRM Implementation Improved Customer Satisfaction 01 Improve the Efficiency of your Business 02 Expand you Customer Base 03 Enhance your Sales and Support Teams 04 This slide is 100% editable Adapt it to your needs and capture your audience's attention.
  • 6.
    6 Successful CRM Implementation Problemand Solution Users don't understand the new system Additional training Low frequency of use of old system Closure of old system, retraining, interviews to understand reluctance Your Text Here Your Text Here Your Text Here Your Text Here Problem Possible Solution This slide is 100% editable Adapt it to your needs and capture your audience's attention.
  • 7.
    7 Table of Content 2.CRM Problem and Solution 1. CRM Objectives and Goals to Set 4. Key aspects of CRM Implementation 5. Plan of Action 6. Project Timeframe 7. Cost of Feature of CRM Implementation • About Us • Our Team 8. Company Introduction • Client Testimonial • Case Study 9. Past Experience • Implementation Agreement • Next Step 10. Road Ahead • Our CRM Strategy • Benefits of CRM Strategy 3. Strategy
  • 8.
    8 Our Successful CRMImplementation Strategy 1. Check Email Compatibility This slide is 100% editable Adapt it to your needs and capture your audience's attention. This slide is 100% editable Adapt it to your needs and capture your audience's attention. 2. Review the CRM’s Features 3. Determine the Fastest Ways to Deliver Data This slide is 100% editable Adapt it to your needs and capture your audience's attention. 4. Check the Email Compatibility This slide is 100% editable Adapt it to your needs and capture your audience's attention. 5. Find out the Customizing Option This slide is 100% editable Adapt it to your needs and capture your audience's attention. 6. Text Here This slide is 100% editable Adapt it to your needs and capture your audience's attention. This slide is 100% editable Adapt it to your needs and capture your audience's attention.
  • 9.
    9 Benefits of SuccessfulCRM Implementation Strategy 1. Develop a standardized approach to meet new company-wide standard. 2. To increase customer interaction, adapt a human driven approach for technology development 3. Find out the new ways to put a personal touch on customer interaction 4. Analyze the customer experience 5. Your text here 6. Your text here 7. Your text here 8. Your text here Our CRM strategies will benefit our client in following ways : This slide is 100% editable Adapt it to your needs and capture your audience's attention.
  • 10.
    10 Table of Content 2.CRM Problem and Solution 1. CRM Objectives and Goals to Set • Our CRM Strategy • Benefits of CRM Strategy 3. Strategy • About Us • Our Team 8. Company Introduction • Client Testimonial • Case Study 9. Past Experience • Implementation Agreement • Next Step 10. Road Ahead 4. Key aspects of CRM Implementation 5. Plan of Action 6. Project Timeframe 7. Cost of Feature of CRM Implementation
  • 11.
    11 Key Aspects ofSuccessful CRM Implementation This slide is 100% editable Adapt it to your needs and capture your audience's attention. 01 Executive Support Even After CRM Implementation 02 This slide is 100% editable Adapt it to your needs and capture your audience's attention. Proper Planning of Process 03 This slide is 100% editable Adapt it to your needs and capture your audience's attention. Proper Implementation 04 This slide is 100% editable Adapt it to your needs and capture your audience's attention. Effective Training Measure the Success of CRM System05 This slide is 100% editable Adapt it to your needs and capture your audience's attention.
  • 12.
    Plan of Actionfor Successful CRM Implementation 12 4 key Steps of our Process Framework Documentation Track the record or measure the success of CRM system Selection Find out a appropriate CRM System that managed in most effective way. Workflow Determine the process or the best way to gain the interest of customer 04030201 Discover Identify the different channel of business for customer interaction This slide is 100% editable Adapt it to your needs and capture your audience's attention.
  • 13.
    13 2020 2020 Project Timeframefor Successful CRM Implementation - 1/3 This slide is 100% editable Adapt it to your needs and capture your audience's attention. 2019 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Milestone3 Mar 14 Milestone1 Jan 10 Milestone2 Mar 7 Milestone6 Nov 30 Milestone4 Jun 29 Milestone5 Oct 20 Mar 25 – Oct 20 Nov 16 – Dec 20 Oct 21 – Nov 15 Mar 14 –May 2 Feb 2 – Mar 14 Jan 5 – Mar 1Discover Workflow Selection Documentation Task 5 Task 6
  • 14.
    14 1 2 34 5 6 7 8 9 Milestone 1 9/1/19 Milestone 2 9/16/19 Milestone 3 9/30/19 Milestone 4 10/10/19 Milestone 5 10/28/19 10 Days 10 Days 10 Days 14 Days 12 Days Weeks Discover Workflow Selection Documentation Event 5 Project Timeframe for Successful CRM Implementation - 2/3 This slide is 100% editable Adapt it to your needs and capture your audience's attention.
  • 15.
    15 Phase 1 Discover Phase 2 Workflow Phase3 Selection: Phase 4 Documentation: Phase 5 Typical Timeframe: Project Timeframe for Successful CRM Implementation - 3/3 Text Here Text Here Text Here Text Here Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Weeks# 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 This slide is 100% editable Adapt it to your needs and capture your audience's attention.
  • 16.
    16 Common Features Contact Management ASAP(Within 3 Months) 250/mo Lead Management Within 6 Months 250/mo Sales Force Automation Within 1 Year 500/mo Your Text Here Your Text Here YourText Here Your Text Here Your Text Here YourText Here Your Text Here Your Text Here Unique Features Social Media Management Within 6 Months 250/mo Sales Analytics Within 1 Year 250/mo YourText Here Your Text Here Your Text Here Your Text Here Your Text Here YourText Here Your Text Here Your Text Here YourText Here Your Text Here New Features Mobile CRM 1-2 Years 250/mo Social Media Analytics 1-3 Years 250/mo YourText Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here CRM System/ Function ETA for Implementation Cost ($) *ETA –Estimated time of Arrival Cost of Feature of Successful CRM Implementation 1/2 This slide is 100% editable Adapt it to your needs and capture your audience's attention.
  • 17.
    17 This slide is100% editable. Adapt it to your needs and capture your audience's attention. 500.00 /Hour 11 5,500 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 500.00 /Hour 22 11,000 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 5,500.00 1 5,500Ongoing Support Discovery Implementation Title/ Description Cost ($) Unit Qty Subtotal ($) Ongoing Support : 5,500/ Month Grand Total :16,500 Cost of Feature of Successful CRM Implementation 2/2 This slide is 100% editable Adapt it to your needs and capture your audience's attention.
  • 18.
    18 Table of Content 2.CRM Problem and Solution 1. CRM Objectives and Goals to Set • Our CRM Strategy • Benefits of CRM Strategy 3. Strategy 4. Key aspects of CRM Implementation 5. Plan of Action 6. Project Timeframe 7. Cost of Feature of CRM Implementation • About Us • Our Team 8. Company Introduction • Client Testimonial • Case Study 9. Past Experience • Implementation Agreement • Next Step 10. Road Ahead
  • 19.
    19 Founded in: 1956 About ourSuccessful CRM Implementation • Add details on company’s history • Previous line of services • How it all started etc. • Other key points Background We believe it's all about YOU. Our focus is on meeting and surpassing your personal short- and long-term financial goals, creating and implementing processes for regularly reviewing and evaluating how your portfolio is doing, and maximizing your return on investment over time Our Focus • Gather and document client functional requirements • Implement and deploy [SPECIFY CRM HERE] CRM • Perform gap analysis between a client's requirements and the functionality • Configure the application to meet a client's requirements using the CRM • Customization and Workflow Tools Our Responsibility will include This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Company’s Vision This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Company’s Mission This slide is 100% editable Adapt it to your needs and capture your audience's attention.
  • 20.
    20 Name Here Designation 1 Writein brief (4-5 lines) on team member’s education background, past career experience, similar experience in this company, achievements etc. Name Here Designation 2 Write in brief (4-5 lines) on team member’s education background, past career experience, similar experience in this company, achievements etc. Our Team for Successful CRM Implementation (Template 1 of 2)
  • 21.
    Name Here Designation 1 Writein brief (4-5 lines) on team member’s education background, past career experience, similar experience in this company, achievements etc. Name Here Designation 3 Write in brief (4-5 lines) on team member’s education background, past career experience, similar experience in this company, achievements etc. Name Here Designation 2 Write in brief (4-5 lines) on team member’s education background, past career experience, similar experience in this company, achievements etc. Our Team for Successful CRM Implementation (Template 2 of 2) 21
  • 22.
    Client Testimonials forSuccessful CRM Implementation Client 1 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Client 2 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Client 3 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 22
  • 23.
    23 Case Study forSuccessful CRM Implementation This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Return Background This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Challenges & Solutions This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 24.
    24 Implementation Agreement forSuccessful CRM Implementation 01 Background [insert outline description of the object of this Agreement] • Your Text Here • Your Text Here 02 Description of the Task [Insert precise and detailed description of the task] • Your Text Here • Your Text Here 03 • Your Text Here • Your Text Here The Consultant’s Rights and Duties 04 • Your Text Here • Your Text Here The Client’s Contribution 05 • Your Text Here • Your Text Here Reporting • Your Text Here • Your Text Here Renumeration06 This slide is 100% editable Adapt it to your needs and capture your audience's attention.
  • 25.
    25 01 Intellectual PropertyRights • Your Text Here • Your Text Here 02 Time Schedules and Deadlines • Your Text Here • Your Text Here 03 • Your Text Here • Your Text Here Liability for Trangression of Time Limits/Deadlines, Errors and Omissions 04 • Your Text Here • Your Text Here Termination 05 • Your Text Here • Your Text Here Breach of Contract • Your Text Here • Your Text Here Confidentiality06 Implementation Agreement for Successful CRM Implementation cont.… This slide is 100% editable Adapt it to your needs and capture your audience's attention.
  • 26.
    Next Step forSuccessful CRM Implementation By signing this CRM Implementation proposal, [Client.Company] agrees to the terms laid out herein or any changes previously agreed upon with [Sender.Company]. Work will commence immediately. Sender. Company Signed By: (Sender. First Name) (Sender. Last Name) Client. Company Signed By: (Client. First Name) (Client. Last Name) Signature Date: Signature Date: 26This slide is 100% editable Adapt it to your needs and capture your audience's attention.
  • 27.
    Contact Us forSuccessful CRM Implementation Address # street number, city, state Email Address emailaddress123@gmail.com Contact Number 0123456789 27
  • 28.
    Icons Slide forSuccessful CRM Implementation 28
  • 29.
    29 Additional Slides forSuccessful CRM Implementation Proposal
  • 30.
    30 Our Vision This slideis 100% editable. Adapt it to your needs and capture your audience's attention. Our Mission This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Our Goal This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Our Vision, Mission & Goal for Successful CRM Implementation
  • 31.
    This slide is100% editable. Adapt it to your needs and capture your audience's attention. Days30 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Days60 Days This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 90 30 60 90 Days Plan for Successful CRM Implementation 31
  • 32.
    32 Timeline for SuccessfulCRM Implementation Proposal 2016 Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 2017 Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 2018 Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 2019 Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 2020 Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 33.
    33 Roadmap Template forSuccessful CRM Implementation (3/7) Start End Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 01 02 Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 03 Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 34.
    34 Roadmap Template forSuccessful CRM Implementation (4/7) Start End Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 01 02 Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 03 Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 04 Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
  • 35.
    35 Roadmap Template forSuccessful CRM Implementation (5/7) Start End Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 01 03 Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 05 Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 04 02 Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
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    36 Roadmap Template forSuccessful CRM Implementation (6/7) Start End Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 01 03 Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 04 Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 06 Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 05 02 Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
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    37 Start End Roadmap Template forSuccessful CRM Implementation (7/7) Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 01 03 Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 02 Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 04 Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 05 Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 07 Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 06