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CRM Program Prioritization Tool

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CRM Program Prioritization Tool

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  1. CRM Program Prioritization Tool CRM Program Prioritization Tool Strategic Fit Economic Impact Feasibility Alignment w/ Market Core Revenue Profitability & Growth Technical Resources - Resources -Projects & Intiatives Company Positioning Capabilities Potential Margin Potential Risk Financial People GoalsWeighting 15% 15% 10% 10% 15% 15% 10% 5% 5%CRM System Implementation 9 9 5 8 5 2 6 8 8Customer Satisfaction Surveys 7 5 8 7 9 7 7 10 7List Building 8 6 6 6 7 7 6 5 7CRM User Training 9 8 6 5 6 4 2 3 4Data Cleansing Software 3 4 3 6 5 4 9 7 3Quality Assurance Consulting 3 4 5 3 2 5 2 3 1Service Level Agreement 1 2 4 10 6 6 9 9 8Custom Reports 6 6 4 4 6 2 4 5 3Data De-duplication Software 4 5 2 7 4 6 9 4 1Voice of Customer Initiative 7 8 8 2 3 5 3 7 6

  2. CRM Program Prioritization Tool Customize this tool by changing the weighting scale for each selection criterion. Feel free to modify the selection criteria as required. Weighting Scale Strategic Fit Economic Impact FeasibilityAlignment w/ Total Market Core Revenue Profitability & Growth Resources - Resources - Company Technical Risk Positioning Capabilities Potential Margin Potential Financial People Goals 15% 15% 10% 10% 15% 15% 10% 5% 5% 100% Ranking Criteria & Definitions: Alignment with Company Goals - how aligned is this project to corporate goals & objectives? Market Positioning - how well does this initiative position us ahead of our competition? Core Capabilities - does this initiative leverage our internal core capabilites (technology, operations, sales & distribution? Revenue Potential - what is the anticipated revenue for this product? Profitability & Margin - how solid are the anticipated margins for this product? Growth Potential - what is the anticipated market growth rate? Technical Risk - what is the probability of overcoming the technical challenges of the project? Resources - Financial - do we have the financial resources to execute this initiative? Resources - People - do we have the skills & bandwidth to execute this initiative? CRM Program Prioritization Tool Customize this tool by changing the weighting scale for each selection criterion. Feel free to modify the selection criteria as required. Weighting Scale Strategic Fit Economic Impact FeasibilityAlignment w/ Total Market Core Revenue Profitability & Growth Resources - Resources - Company Technical Risk Positioning Capabilities Potential Margin Potential Financial People Goals 15% 15% 10% 10% 15% 15% 10% 5% 5% 100% Ranking Criteria & Definitions: Alignment with Company Goals - how aligned is this project to corporate goals & objectives? Market Positioning - how well does this initiative position us ahead of our competition? Core Capabilities - does this initiative leverage our internal core capabilites (technology, operations, sales & distribution? Revenue Potential - what is the anticipated revenue for this product? Profitability & Margin - how solid are the anticipated margins for this product? Growth Potential - what is the anticipated market growth rate? Technical Risk - what is the probability of overcoming the technical challenges of the project? Resources - Financial - do we have the financial resources to execute this initiative? Resources - People - do we have the skills & bandwidth to execute this initiative?

  3. CRM Program Prioritization ToolNote: Sort by selecting all cells then click "Data"in the navigation menu and "Sort". You can sort by Project Score (Largest to Smallest). Project Project Score Strategic Fit Economic Impact Feasibility Customer Satisfaction Surveys 7.3 2.6 3.1 1.6 List Building 6.6 2.7 2.7 1.2 CRM System Implementation 6.5 3.2 1.9 1.4 CRM User Training 5.7 3.2 2.0 0.6 Service Level Agreement 5.4 0.9 2.8 1.8 Voice of Customer Initiative 5.4 3.1 1.4 1.0 Data De-duplication Software 4.9 1.6 2.2 1.2 Data Cleansing Software 4.7 1.4 2.0 1.4 Custom Reports 4.6 2.2 1.6 0.8 Quality Assurance Consulting 3.3 1.6 1.4 0.4 CRM Program Prioritization ToolNote: Sort by selecting all cells then click "Data"in the navigation menu and "Sort". You can sort by Project Score (Largest to Smallest). Project Project Score Strategic Fit Economic Impact Feasibility Customer Satisfaction Surveys 7.3 2.6 3.1 1.6 List Building 6.6 2.7 2.7 1.2 CRM System Implementation 6.5 3.2 1.9 1.4 CRM User Training 5.7 3.2 2.0 0.6 Service Level Agreement 5.4 0.9 2.8 1.8 Voice of Customer Initiative 5.4 3.1 1.4 1.0 Data De-duplication Software 4.9 1.6 2.2 1.2 Data Cleansing Software 4.7 1.4 2.0 1.4 Custom Reports 4.6 2.2 1.6 0.8 Quality Assurance Consulting 3.3 1.6 1.4 0.4

  4. Future Potentials Top PrioritiesHigh Service Level Agreement Customer Satisfaction Surveys Data Cleansing Software CRM System ImplementationFeasibility List Building Data De-duplication Software Bubble Size = Economic Impact Voice of Customer Initiative Custom Reports CRM User Training Quality Assurance ConsultingLow Potential Cuts Back Burners Low High Strategic Fit Future Potentials Top PrioritiesHigh Service Level Agreement Customer Satisfaction Surveys Data Cleansing Software CRM System ImplementationFeasibility List Building Data De-duplication Software Bubble Size = Economic Impact Voice of Customer Initiative Custom Reports CRM User Training Quality Assurance ConsultingLow Potential Cuts Back Burners Low High Strategic Fit

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