Save time, empower your teams and effectively upgrade your processes with access to this practical Pivotal CRM Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Pivotal CRM 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 Pivotal CRM specific requirements:
STEP 1: Get your bearings
- The latest quick edition of the Pivotal CRM 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 Pivotal CRM improvements can be made.
Examples; 10 of the standard requirements:
- How will you measure your Pivotal CRM effectiveness?
- Are there documented procedures?
- How to deal with Pivotal CRM Changes?
- Is there any reason to believe the opposite of my current belief?
- Do we think we know, or do we know we know ?
- If substitutes have been appointed, have they been briefed on the Pivotal CRM goals and received regular communications as to the progress to date?
- What are your current levels and trends in key measures or indicators of Pivotal CRM product and process performance that are important to and directly serve your customers? how do these results compare with the performance of your competitors and other organizations with similar offerings?
- Whose voice (department, ethnic group, women, older workers, etc) might you have missed hearing from in your company, and how might you amplify this voice to create positive momentum for your business?
- What current systems have to be understood and/or changed?
- Who are the Pivotal CRM improvement team members, including Management Leads and Coaches?
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 Pivotal CRM book in PDF containing requirements, which criteria correspond to the criteria in…
Your Pivotal CRM 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 Pivotal CRM Self-Assessment and Scorecard you will develop a clear picture of which Pivotal CRM 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 Pivotal CRM 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 Pivotal CRM projects with the 62 implementation resources:
- 62 step-by-step Pivotal CRM Project Management Form Templates covering over 6000 Pivotal CRM project requirements and success criteria:
Examples; 10 of the check box criteria:
- Probability and Impact Assessment: Monitoring of the overall Pivotal CRM project status – are there any changes in the Pivotal CRM project that can effect and cause new possible risks?
- Procurement Audit: Are the number of checking accounts where cash segregation is not required kept to a reasonable number?
- Responsibility Assignment Matrix: Do managers and team members provide helpful suggestions during review meetings?
- Change Management Plan: Has the relevant business unit been notified of installation and support requirements?
- Planning Process Group: What types of differentiated effects are resulting from the Pivotal CRM project and to what extent?
- Team Performance Assessment: To what degree do team members feel that the purpose of the team is important, if not exciting?
- Project Scope Statement: Is the Pivotal CRM project Sponsor function identified and defined?
- WBS Dictionary: Are Pivotal CRM projected overhead costs in each pool and the associated direct costs used as the basis for establishing interim rates for allocating overhead to contracts?
- Risk Audit: Do you conduct risk assessments on all programs, activities and events?
- Activity Duration Estimates: Is the cost performance monitored to identify variances from the plan?
Step-by-step and complete Pivotal CRM Project Management Forms and Templates including check box criteria and templates.
1.0 Initiating Process Group:
- 1.1 Pivotal CRM project Charter
- 1.2 Stakeholder Register
- 1.3 Stakeholder Analysis Matrix
2.0 Planning Process Group:
- 2.1 Pivotal CRM project Management Plan
- 2.2 Scope Management Plan
- 2.3 Requirements Management Plan
- 2.4 Requirements Documentation
- 2.5 Requirements Traceability Matrix
- 2.6 Pivotal CRM 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 Pivotal CRM 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 Pivotal CRM 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 Pivotal CRM project or Phase Close-Out
- 5.4 Lessons Learned
With this Three Step process you will have all the tools you need for any Pivotal CRM project with this in-depth Pivotal CRM Toolkit.
In using the Toolkit you will be better able to:
- Diagnose Pivotal CRM 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 Pivotal CRM 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 Pivotal CRM investments work better.
This Pivotal CRM 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.