The Case For Implementing CRM Template Strategy Vision Objectives • Objectives • Goals Optimize Life Time Value LTV of Clients Process by jwj73017

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									The Case For Implementing
          CRM
         Template
Strategy
Vision
               Objectives
• Objectives



• Goals
Optimize Life Time Value (LTV) of
              Clients
Processes
Process Overview
Change Management
Deployment of CRM Initiative
Criteria for Success
Success Metrics
Major Milestones
  Client and Prospect
Relationship Intelligence
Client Retention
Preserving the Firm Image
    Uncovering Opportunities
• Uncovering New Opportunities




• Uncovering Cross-Marketing Opportunities
Output
             Partner Tools
• Partner reporting tools:
        Management Tools
• Management reporting tools:
          Sample Reports
• Mock-up of several sample reports
Technology
Criteria
Access
Data
        Data to be Captured
• Company information
• Individual information
Existing Records to be Transferred
• Source(s)
• Format
• Size/volume
Training
Training

								
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