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CRM Process

CRM Project Details

CRM Project Pipeline Sales, Envision & Plan, Design, Develop, Deploy, Stabilize
Iterative Development Requirements, Design, Build, Test, Deploy, Evaluate
Perspectives: Project Team Development Platform
Perspectives: Management Team Reporting Tool
Perspectives: End Users Productivity Tool
Preparation Prepare, Brief, Execute, Debrief
NPS: Definition Net Promoter Scores are a management tool that can be used to gauge the loyalty of a firm's customer relationships. It serves as an alternative to traditional customer satisfaction research.
NPS #1 Build a real relationship with each client, based on open and honest communication
NPS #2 Make sure you understand the business impact of what you are doing, and feed that to them all the time
NPS #3 Know your customer and how they think... know who you should make look like a hero
NPS #4 Understand each client's politics: authority levels, corporate culture, "centers of gravity", etc
NPS #5 Constantly identify, assess and mitigate risks
Taxonomy Taxonomy is the practice and science of classification
Critical Lists Outstanding Issues, Risks w Mitigation strategies, Phase 2 items, Open action items, Stakeholder decisions
Created by: ssoulages