CRM Business Plan Template Introduction_ How to Use ThisCRM Business Plan Template Introduction_ How to Use ThisCRM Business Plan Template Introduction_ How to Use This
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CRM Business Plan Template
Introduction: How to Use This Template
This template will help build a living CRM business plan for the enterprise as well as document business
justifications for specific near-term CRM-related projects. The goal is to quick-start specific customer projects at the
same time that a corporate customer strategy begins to be defined. The resulting document is therefore intended
for both initial project scoping and for future reuse, as more customer projects and strategy are defined.

Guidelines for Preparation
Prior to attempting to complete each section of the business plan, review the following suggested guidelines and
recommendations.

This tool is intended for an IT and business audience. It is recommended that a small team of 2-3 people
write the business plan, preferably two business stakeholders and one person from IT. For example, if
initial projects are focused on customer service, the team might consist of a customer website owner, a call
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