Integrated CRM The Ultimate Step-By-Step Guide
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About this ebook
What other jobs or tasks affect the performance of the steps in the Integrated CRM process? How do you proactively clarify deliverables and Integrated CRM quality expectations? Does Integrated CRM analysis isolate the fundamental causes of problems? Are there any easy-to-implement alternatives to Integrated CRM? Sometimes other solutions are available that do not require the cost implications of a full-blown project? What situation(s) led to this Integrated CRM Self Assessment?
Defining, designing, creating, and implementing a process to solve a challenge or meet an objective is the most valuable role… In EVERY group, company, organization and department.
Unless you are talking a one-time, single-use project, 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 Self-Assessment 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 Integrated CRM investments work better.
This Integrated CRM All-Inclusive Self-Assessment enables You to be that person.
All the tools you need to an in-depth Integrated CRM Self-Assessment. Featuring 676 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Integrated CRM improvements can be made.
In using the questions you will be better able to:
- diagnose Integrated 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 Integrated CRM and process design strategies into practice according to best practice guidelines
Using a Self-Assessment tool known as the Integrated CRM Scorecard, you will develop a clear picture of which Integrated CRM areas need attention.
Your purchase includes access details to the Integrated CRM self-assessment dashboard download which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next. You will receive the following contents with New and Updated specific criteria:
- The latest quick edition of the book in PDF
- The latest complete edition of the book in PDF, which criteria correspond to the criteria in...
- The Self-Assessment Excel Dashboard, and...
- Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation
…plus an extra, special, resource that helps you with project managing.
INCLUDES LIFETIME SELF ASSESSMENT 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.
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Book preview
Integrated CRM The Ultimate Step-By-Step Guide - Gerardus Blokdyk
About The Art of Service
The Art of Service, Business Process Architects since 2000, is dedicated to helping stakeholders achieve excellence.
Defining, designing, creating, and implementing a process to solve a stakeholders challenge or meet an objective is the most valuable role… In EVERY group, company, organization and department.
Unless you’re talking a one-time, single-use project, 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?’
With The Art of Service’s Standard Requirements Self-Assessments, we empower people who can do just that — whether their title is marketer, entrepreneur, manager, salesperson, consultant, Business Process Manager, executive assistant, IT Manager, CIO etc... —they are the people who rule the future. They are people who watch the process as it happens, and ask the right questions to make the process work better.
Contact us when you need any support with this Self-Assessment and any help with templates, blue-prints and examples of standard documents you might need:
http://theartofservice.com
service@theartofservice.com
Acknowledgments
This checklist was developed under the auspices of The Art of Service, chaired by Gerardus Blokdyk.
Representatives from several client companies participated in the preparation of this Self-Assessment.
Our deepest gratitude goes out to Matt Champagne, Ph.D. Surveys Expert, for his invaluable help and advise in structuring the Self Assessment.
In addition, we are thankful for the design and printing services provided.
Included Resources - how to access
Included with your purchase of the book is the Integrated CRM Self-Assessment Spreadsheet Dashboard which contains all questions and Self-Assessment areas and auto-generates insights, graphs, and project RACI planning - all with examples to get you started right away.
How? Simply send an email to
access@theartofservice.com
with this books’ title in the subject to get the Integrated CRM Self Assessment Tool right away.
You will receive the following contents with New and Updated specific criteria:
•The latest quick edition of the book in PDF
•The latest complete edition of the book in PDF, which criteria correspond to the criteria in...
•The Self-Assessment Excel Dashboard, and...
•Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation
•…plus an extra, special, resource that helps you with project managing.
INCLUDES LIFETIME SELF ASSESSMENT 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.
Get it now- you will be glad you did - do it now, before you forget.
Send an email to access@theartofservice.com with this books’ title in the subject to get the Integrated CRM Self Assessment Tool right away.
Your feedback is invaluable to us
If you recently bought this book, we would love to hear from you!
You can do this by writing a review on amazon (or the online store where you purchased this book) about your last purchase! As part of our continual service improvement process, we love to hear real client experiences and feedback.
How does it work?
To post a review on Amazon, just log in to your account and click on the Create Your Own Review button (under Customer Reviews) of the relevant product page. You can find examples of product reviews in Amazon. If you purchased from another online store, simply follow their procedures.
What happens when I submit my review?
Once you have submitted your review, send us an email at
review@theartofservice.com with the link to your review so we can properly thank you for your feedback.
Purpose of this Self-Assessment
This Self-Assessment has been developed to improve understanding of the requirements and elements of Integrated CRM, based on best practices and standards in business process architecture, design and quality management.
It is designed to allow for a rapid Self-Assessment to determine how closely existing management practices and procedures correspond to the elements of the Self-Assessment.
The criteria of requirements and elements of Integrated CRM have been rephrased in the format of a Self-Assessment questionnaire, with a seven-criterion scoring system, as explained in this document.
In this format, even with limited background knowledge of Integrated CRM, a manager can quickly review existing operations to determine how they measure up to the standards. This in turn can serve as the starting point of a ‘gap analysis’ to identify management tools or system elements that might usefully be implemented in the organization to help improve overall performance.
How to use the Self-Assessment
On the following pages are a series of questions to identify to what extent your Integrated CRM initiative is complete in comparison to the requirements set in standards.
To facilitate answering the questions, there is a space in front of each question to enter a score on a scale of ‘1’ to ‘5’.
1 Strongly Disagree
2 Disagree
3 Neutral
4 Agree
5 Strongly Agree
Read the question and rate it with the following in front of mind:
‘In my belief,
the answer to this question is clearly defined’.
There are two ways in which you can choose to interpret this statement;
1.how aware are you that the answer to the question is clearly defined
2.for more in-depth analysis you can choose to gather evidence and confirm the answer to the question. This obviously will take more time, most Self-Assessment users opt for the first way to interpret the question and dig deeper later on based on the outcome of the overall Self-Assessment.
A score of ‘1’ would mean that the answer is not clear at all, where a ‘5’ would mean the answer is crystal clear and defined. Leave emtpy when the question is not applicable or you don’t want to answer it, you can skip it without affecting your score. Write your score in the space provided.
After you have responded to all the appropriate statements in each section, compute your average score for that section, using the formula provided, and round to the nearest tenth. Then transfer to the corresponding spoke in the Integrated CRM Scorecard on the second next page of the Self-Assessment.
Your completed Integrated CRM Scorecard will give you a clear presentation of which Integrated CRM areas need attention.
Integrated CRM
Scorecard Example
Example of how the finalized Scorecard can look like:
Integrated CRM
Scorecard
Your Scores:
BEGINNING OF THE
SELF-ASSESSMENT:
Table of Contents
About The Art of Service7
Acknowledgments8
Included Resources - how to access8
Your feedback is invaluable to us10
Purpose of this Self-Assessment10
How to use the Self-Assessment11
Integrated CRM
Scorecard Example13
Integrated CRM
Scorecard14
BEGINNING OF THE
SELF-ASSESSMENT:15
CRITERION #1: RECOGNIZE16
CRITERION #2: DEFINE:23
CRITERION #3: MEASURE:34
CRITERION #4: ANALYZE:46
CRITERION #5: IMPROVE:55
CRITERION #6: CONTROL:67
CRITERION #7: SUSTAIN:78
Integrated CRM and Managing Projects, Criteria for Project Managers:102
1.0 Initiating Process Group: Integrated CRM103
1.1 Project Charter: Integrated CRM105
1.2 Stakeholder Register: Integrated CRM107
1.3 Stakeholder Analysis Matrix: Integrated CRM108
2.0 Planning Process Group: Integrated CRM110
2.1 Project Management Plan: Integrated CRM112
2.2 Scope Management Plan: Integrated CRM114
2.3 Requirements Management Plan: Integrated CRM116
2.4 Requirements Documentation: Integrated CRM118
2.5 Requirements Traceability Matrix: Integrated CRM120
2.6 Project Scope Statement: Integrated CRM122
2.7 Assumption and Constraint Log: Integrated CRM124
2.8 Work Breakdown Structure: Integrated CRM126
2.9 WBS Dictionary: Integrated CRM128
2.10 Schedule Management Plan: Integrated CRM131
2.11 Activity List: Integrated CRM133
2.12 Activity Attributes: Integrated CRM135
2.13 Milestone List: Integrated CRM137
2.14 Network Diagram: Integrated CRM139
2.15 Activity Resource Requirements: Integrated CRM141
2.16 Resource Breakdown Structure: Integrated CRM143
2.17 Activity Duration Estimates: Integrated CRM145
2.18 Duration Estimating Worksheet: Integrated CRM147
2.19 Project Schedule: Integrated CRM149
2.20 Cost Management Plan: Integrated CRM151
2.21 Activity Cost Estimates: Integrated CRM153
2.22 Cost Estimating Worksheet: Integrated CRM155
2.23 Cost Baseline: Integrated