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