Alternative content

Ambient CRM Effectiveness experts conduct facilitated sessions, individual interviews, and a knowledge capital review with stakeholders from your organization. The result is an action plan that supports realization of long-term, customer-facing business goals. The plan is a detailed document that outlines the target markets, identifies business-specific "critical to success" factors, establishes a governance framework, and key performance measures for the program.

Specific deliverables from the CRM Roadmap service are:

• CRM Organization Chart and Team Charter
• CRM Project Roles and Responsibilities
• Team Contract
• Recommended CRM Reading Binder
• Time Bound High-Level Implementation Plan
• Prioritized Task Plan
• CRM Business Case
• CRM Vision and Prioritized Strategy Summary