Objectives

Homogenization of all IT assets

Potentiate the capabilities of all IT applications

Select the adapted IT assets

Provides methods and tools to reach your strategy's objectives

Program

Needs Analysis: This Step will mainly focus on the sales management team's needs.

CRM analysis: In this Step will be elaborated a mapping of the most important functionalities of the future CRM platform. 

Workshop: In this Step will be provided a plan showing the value of each CRM functionality, Coach on how to get the best of each functionality, 

Context

Preliminary Questions

Actors ?

Activities ?

Inputs & outputs ?

Who does what ?

Excluded activities ?

Current IT interfaces ?

What are the problems ?

Process' Borders

Discussion

Revealed Objectives

Pain Points

Type of tools:

- Better relation or communication

- Data and Forecast management and visualization

- Team and activity control

Some tools

Salesforce

Microsoft Dynamics

SAP

Oracle on Demand

Insightly

Zoho

Zurmo

Pipe Drive

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WWH

by urenanicolas1

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Public - 2/4/16, 1:48 AM