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Challenge your CRM Processes

Business processes structure your activities.
Undefined processes cost you time and money.

Do you need to improve your processes for customer relationship management (CRM)?
Challenge your CRM processes by answering 15 questions.
1 Situation 2 Problem 3 Impact 4 Solution 5 Benefit 6 Feedback

What processes are supported by your CRM?

  • How is your sales process structured?
  • How does your marketing process work?
  • What are the features of your service process?
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How efficient are your CRM processes?

  • What is good/bad about your sales process?
  • What is good/bad about your marketing process?
  • What is good/bad about your service process?
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What impact do process shortcomings have on your CRM?

  • To what extent do prosess shortcomings hamper your sales?
  • What impact do they have on your marketing?
  • What drawbacks result for your service?
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How would you like to improve your CRM processes?

  • What would be your ideal sales process?
  • What would you like to change about your marketing process?
  • What would make your service process more efficient?
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What added value could you get from more efficient CRM processes?

  • What would be the effect of an improved sales process?
  • What would a more efficient marketing process achieve?
  • What benefits could be derived from an enhanced service process?
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Congratulations, you've made it!

  • Have you identified your process shortcomings?
  • Have you noted down your improvement ideas?
  • Do you have questions or feedback?

What would you like to tell us?

Salutation*
First name
Last name*
Title
E-mail*
Phone
Company*
Employees
Country*
Comment*
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