Save time, empower your teams and effectively upgrade your processes with access to this practical CRM domain Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any CRM domain related project.
Download the Toolkit and in Three Steps you will be guided from idea to implementation results.
The Toolkit contains the following practical and powerful enablers with new and updated CRM domain specific requirements:
STEP 1: Get your bearings
- The latest quick edition of the CRM domain Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.
Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…
- Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation
Then find your goals…
STEP 2: Set concrete goals, tasks, dates and numbers you can track
Featuring new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which CRM domain improvements can be made.
Examples; 10 of the standard requirements:
- Think of your CRM domain project. what are the main functions?
- What happens at this company when people fail?
- What is the recommended frequency of auditing?
- What does the data say about the performance of the stakeholder process?
- What key stakeholder process output measure(s) does CRM domain leverage and how?
- Does the response plan contain a definite closed loop continual improvement scheme (e.g., plan-do-check-act)?
- Is there any reason to believe the opposite of my current belief?
- In the past few months, what is the smallest change we have made that has had the biggest positive result? What was it about that small change that produced the large return?
- What are the record-keeping requirements of CRM domain activities?
- Has the direction changed at all during the course of CRM domain? If so, when did it change and why?
Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:
- The workbook is the latest in-depth complete edition of the CRM domain book in PDF containing requirements, which criteria correspond to the criteria in…
Your CRM domain self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:
- The Self-Assessment Excel Dashboard; with the CRM domain Self-Assessment and Scorecard you will develop a clear picture of which CRM domain areas need attention, which requirements you should focus on and who will be responsible for them:
- Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
- Gives you a professional Dashboard to guide and perform a thorough CRM domain Self-Assessment
- Is secure: Ensures offline data protection of your Self-Assessment results
- Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:
STEP 3: Implement, Track, follow up and revise strategy
The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage CRM domain projects with the 62 implementation resources:
- 62 step-by-step CRM domain Project Management Form Templates covering over 6000 CRM domain project requirements and success criteria:
Examples; 10 of the check box criteria:
- Procurement Audit: Were exclusion causes duly considered before the actual evaluation of tenders?
- Cost Management Plan: Have adequate resources been provided by management to ensure CRM domain project success?
- Stakeholder Management Plan: Are there unnecessary steps that are creating bottlenecks and/or causing people to wait?
- Cost Estimating Worksheet: Does the CRM domain project provide innovative ways for stakeholders to overcome obstacles or deliver better outcomes?
- Quality Metrics: Do the operators focus on determining; is there anything I need to worry about?
- Project Performance Report: To what degree does the formal organization make use of individual resources and meet individual needs?
- Change Management Plan: Why is the initiative is being undertaken – What are the business drivers?
- Schedule Management Plan: Does the detailed CRM domain project plan identify individual responsibilities for the next 4–6 weeks?
- Stakeholder Management Plan: What preventative action can be taken to reduce the likelihood a risk will be realised?
- Scope Management Plan: Has a provision been made to reassess CRM domain project risks at various CRM domain project stages?
Step-by-step and complete CRM domain Project Management Forms and Templates including check box criteria and templates.
1.0 Initiating Process Group:
- 1.1 CRM domain project Charter
- 1.2 Stakeholder Register
- 1.3 Stakeholder Analysis Matrix
2.0 Planning Process Group:
- 2.1 CRM domain project Management Plan
- 2.2 Scope Management Plan
- 2.3 Requirements Management Plan
- 2.4 Requirements Documentation
- 2.5 Requirements Traceability Matrix
- 2.6 CRM domain project Scope Statement
- 2.7 Assumption and Constraint Log
- 2.8 Work Breakdown Structure
- 2.9 WBS Dictionary
- 2.10 Schedule Management Plan
- 2.11 Activity List
- 2.12 Activity Attributes
- 2.13 Milestone List
- 2.14 Network Diagram
- 2.15 Activity Resource Requirements
- 2.16 Resource Breakdown Structure
- 2.17 Activity Duration Estimates
- 2.18 Duration Estimating Worksheet
- 2.19 CRM domain project Schedule
- 2.20 Cost Management Plan
- 2.21 Activity Cost Estimates
- 2.22 Cost Estimating Worksheet
- 2.23 Cost Baseline
- 2.24 Quality Management Plan
- 2.25 Quality Metrics
- 2.26 Process Improvement Plan
- 2.27 Responsibility Assignment Matrix
- 2.28 Roles and Responsibilities
- 2.29 Human Resource Management Plan
- 2.30 Communications Management Plan
- 2.31 Risk Management Plan
- 2.32 Risk Register
- 2.33 Probability and Impact Assessment
- 2.34 Probability and Impact Matrix
- 2.35 Risk Data Sheet
- 2.36 Procurement Management Plan
- 2.37 Source Selection Criteria
- 2.38 Stakeholder Management Plan
- 2.39 Change Management Plan
3.0 Executing Process Group:
- 3.1 Team Member Status Report
- 3.2 Change Request
- 3.3 Change Log
- 3.4 Decision Log
- 3.5 Quality Audit
- 3.6 Team Directory
- 3.7 Team Operating Agreement
- 3.8 Team Performance Assessment
- 3.9 Team Member Performance Assessment
- 3.10 Issue Log
4.0 Monitoring and Controlling Process Group:
- 4.1 CRM domain project Performance Report
- 4.2 Variance Analysis
- 4.3 Earned Value Status
- 4.4 Risk Audit
- 4.5 Contractor Status Report
- 4.6 Formal Acceptance
5.0 Closing Process Group:
- 5.1 Procurement Audit
- 5.2 Contract Close-Out
- 5.3 CRM domain project or Phase Close-Out
- 5.4 Lessons Learned
With this Three Step process you will have all the tools you need for any CRM domain project with this in-depth CRM domain Toolkit.
In using the Toolkit you will be better able to:
- Diagnose CRM domain projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
- Implement evidence-based best practice strategies aligned with overall goals
- Integrate recent advances in CRM domain and put process design strategies into practice according to best practice guidelines
Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.
Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, ‘What are we really trying to accomplish here? And is there a different way to look at it?’
This Toolkit empowers people to do just that – whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc… – they are the people who rule the future. They are the person who asks the right questions to make CRM domain investments work better.
This CRM domain All-Inclusive Toolkit enables You to be that person:
Includes lifetime updates
Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.