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1. Template: Aligning Business Goals & CRM investment

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2. Template: Aligning Business Goals & CRM investment

Template: Aligning Business Goals & CRM investment

Template: Aligning Business Goals & CRM investment

Direct Download! (Pdf, Xlsx, 183 kB)

By using this template you are able to connect your business goals to a possible implementation of a CRM system. Many times it's a challenge to explain why and how a CRM implementation can assure achievement of your business goals.

This excel template is proven dozens of times by real companies of all sizes with extraordinary results. It has been improved over several years. Enjoy!

Best Regards, Stefan Johansson

 

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  • Calculates the numbers you need: strategic and operational
  • Help you elaborate what process improvements that have to done to achieve your strategic targets
  • Handles both sales processes working with existing and potential customers
  • Indicate if the investment is profitable at all
  • Help you define today’s sales process efficiency
  • Provide detailed examples of typical benefits you may get in every process stage
  • Possible to set when you need the investment to be paid (ROI)
  • Calculates your cost saving to compare to your implementation cost

 

 

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