Scope of crm ppt

Running head: PROJECT SCOPE 1

PROJECT SCOPE 2

Project Scope

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Date:

Project Scope

Project objective

To create a Salesforce Customer Relationship Management system for Affordable Quality Construction that will ensure that the company manages its employees and the customers effectively to increase business profits within a period of three months at a cost of $1000

Scope determinants for the use of Salesforce CRM

Functionality and Performance

1. Close more deals

Contact management-key contacts, internal account discussions, history of key activities, customer communications, and insights from social media.

Salesforce Inbox- streamlines the workflows, retrieve customer data when needed

Opportunity management- teams deals in terms of the stage, the products, the competition, and the quotes

Salesforce engage- able to connect the sales force to the customers, campaigns, understand the prospects (Goodey, 2013).

Sales collaboration- get experts have access to competitive information and keep tabs on the deals

2. Get more leads

Lead management- able to track the leads, optimize campaigns and make smarter decisions

Marketing automation- effectively manage online campaigns to generate more leads

Sales data – have the rightful data of sales and get connected to the best key decision makers

Partner management- build a better network of partners, share objectives, activities, and goals securely

3. Accelerate productivity

Lighting dialer- have the ability to call customers and make notes instantly

Mobile- become mobo friendly and carry your office everywhere

Workflow and approvals- enjoy flexible approvals processor that awards discounts to customers and monitor expenses (Rackham & DeVincentis, 1999).

Email integration, file Sync, and share- send emails and files to customers and employees in one click.

Requirements

Hardware and Software

The CRM project will require 10 computers and laptops, Salesforce CRM software, internet cables, data center and VPN

Resources and Time needed to implement Salesforce

Marketing manager- oversee the integration of the campaigns, the sales executive, and the system performance

10 Sales executives – for contacting and meeting the customers

Time to implement the Salesforce- 3 months

Behavioral constraints

Employees

Difficult in learning how the CRM system works

Longer time to teach the employees on how to operate the system

Feeding wrong information without noticing (Goodey, 2013).

Customers

Limited access to their emails for campaigns discounts and offers

Spamming the campaign emails when they are too frequent and a lot

References

Rackham, N., & DeVincentis, J. R. (1999). Rethinking the sales force: Redefining selling to create and capture customer value. New York: McGraw-Hill.

Goodey, P. (2013). Salesforce CRM: The Definitive Admin Handbook. Birmingham: Packt Publishing.