Use this CRM framework to define the activities required to successfully create, plan and execute a CRM program.
CRM Framework
Resource Overview
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Use this CRM framework to define the activities required to successfully create, plan and execute a CRM program. Be sure to DOWNLOAD the PDF version of this framework as all the white boxes are linked to Demand Metric tools & resources to help you execute the activities involved in this framework.
The six stages of this CRM framework include:
- Prepare
- Plan
- Select
- Implement
- Roll-Out
- Optimize
Within each stage there are a series of essential activities that need to be performed to ensure alignment between your CRM program, your sales and marketing initiatives and your organizatinal needs.