Sheet 1: CRM Strategy - Blank Worksheet

	
	
	
	
	
	
	

		
CRM Strategy Worksheet
		


		


		


		


	
	

		
Use this worksheet to collect a list of customer or prospect-related challenges at your company, develop your CRM vision and requirements, and build an effective CRM strategy.
NOTE THE TWO TABS BELOW: CRM Strategy - Worksheet to develop your strategy andCRM Strategy - Example to help you get the conversation started
		
	

		


		


		


		


		


		


		


		


		


	
	

		
Step 1: Outline the Problems / Challenges
		
Step 2: Create a Clear Vision and Prioritize
		
Priority
		
Step 3: Check the CRM Software that can solve it
		
	

		
List the current issues at your company related to customer and prospect data and tracking.
Make sure to get input from key players at the company (especially in marketing, sales, and service). 
Ask them what problems they are having in understanding and communicating with prospects and customers. Once you’ve got everyone’s feedback, share the full list and confirm you have everything down.
		
Next to each problem, describe the improvement you and your key players want to see. Prioritize the list below from 1-3:

		
1 = Must have
2 = Should have
3 = Nice to have
		
 Salesforce
		
 MS Dyn 365
		
Option #3
		
Option #4
		
With help from a CRM expert, list out the CRM sofware that can help solve the problem (e.g., Salesforce or Microsoft Dynamics 365 CRM)
	
	

		
Lead / Contact Management
		


		


		


		


		


		


		


		


	
	

		
0
		
Example: No central place for to track customer contact information
		
All prospect and customer data in one central place, including contact information, sales history, etc.
		
1
		
X
		
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Marketing and Sales Collaboration
		


		


		


		


		


		


		


		


	
	

		
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Sales and Opportunity Management
		


		


		


		


		


		


		


		


	
	

		
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Marketing Preparation
		


		


		


		


		


		


		


		


	
	

		
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Reports, Dashboards and Analytics
		


		


		


		


		


		


		


		


	
	

		
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Service
		


		


		


		


		


		


		


		


	
	

		
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Pricing / Total Cost of Ownership of current system
		


		


		


		


		


		


		


		


	
	

		
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Technology, Security and Data Privacy
		


		


		


		


		


		


		


		


	
	

		
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Tech Support
		


		


		


		


		


		


		


		


	
	

		
44
		


		


		


		


		


		


		


		


	
	

		


		


		


		


		


		


		


		


		


	
	

		
How NexTec can help
		


		


		


		


		


		


	
	

		
NexTec Group works with companies to select, implement, and leverage leading CRM solutions from Salesforce and Microsoft to deliver on the benefits and efficiencies this powerful technology promises.

Through hundreds of CRM implementations, we’ve learned how to speed ROI through proper configuration, data migration, user training, and ongoing support. And since business management solutions are at their finest when they work together, we will help to integrate your CRM with your Enterprise Resource Planning (ERP) and Business Intelligence (BI) applications to give you better insight and maximum efficiency.