CRM Implementation Plan
General
- Post-graduate; Capstone
- 30 learners; teams of 4
- 40 hours per learner
- Dates set by experience
- Learners self-assign
Preferred companies
- 1/1 project matches
- Ontario, Canada
- Academic experience
- Sole proprietorship, Startup, Family owned, Small to medium enterprise
- Any industries
Categories
Skills
Project timeline
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January 22, 2024Experience start
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April 27, 2024Experience end
Overview
- Details
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The learning outcomes this assignment works towards are:
· Examine the effective use of CRM in sales and marketing functions to recommend a CRM strategy and tool.
· Analyze Customer Relationship Marketing best practices to provide strategic customer focused marketing tactics.
The specific learning objectives that will be achieved by the learner are:
· Craft a positioning matrix and related value proposition.
· Project a clear understanding and analysis of market and customer segmentation.
· Build a qualification model for leads and customers.
· Develop a vendor analysis framework to recommend the optimal tool for the client.
· Recommend the best CRM strategy and tool to improve customer relationships for an organization.
· Create a strategic customer relationship marketing plan for an organization.
- Learner skills
- Marketing, Crm, Market research
- Deliverables
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Students will design a thoughtful and professional CRM implementation plan in a Word doc (25%) and a PowerPoint presentation (10%) that showcases their expertise as strategic marketing consultants.
Project Examples
Businesses looking to incorporate a CRM framework from a strategic perspective as well as a CRM tool. Businesses may already have a tool that they are using, but would be seeking advice on how to fully implement it so that it aligns to their CRM strategy.