Customer Relationship Management (CRM) Exercise

Customer Relationship Management (CRM) Exercise

A good exercise for all CRM projects is to take  select high-level sales and marketing organization strategies and tie those to your customer relationship management capabilities and functionality.  Fill in what you consider would be good items to include in a CRM system for this organization:

Sales Strategy

1.

2.

3.

4.

5.

Marketing Strategy

1.

2.

3.

4.

5.

Service Strategy

1.

2.

3.

4.

5.

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