By: Ciopages Staff Writer
Updated on: Feb 25, 2023
CIOPages.com CRM Transformation Framework is an integrated and practical approach to planning and executing a fundamental shift in how CRM works today and evolving it to the desired target state.
Transforming CRM functions and processes is a non-trivial task, particularly if it involves changes to the operating model, the key value streams and processes, people and their roles. It is not just about implementing a system or a solution per se but evolving toward a desired future thru incremental steps.
CIOPages.com CRM Transformation Framework begins with understanding the strategic context of the proposed customer relationship management transformation. The strategic context will involve understanding the business needs and corporate objectives, the future vision of the company with regards to sales and service models, and the generational shift of the CRM functions in the digital world.
Executive Intent is about the leadership goals, objectives, and desired outcomes as well as the level of support for the CRM transformation endeavor. A stakeholder map to capture the level of interest, the influence and the intent of various stakeholders will help a great deal.
The transformation charter is a concise but a coherent summary of what problems the firm is trying to solve for and the desired outcomes from the transformation endeavor. It is not a detailed business case or a project charter, but a higher-level document. It should answer the what and why and less of how.
The next component of the CRM transformation framework is identifying and documenting the factors that are necessitating the transformation. These transformation drivers can be grouped into the following:
The candidate value streams address the scope and enormity of the transformation challenge by identifying end-to-end CRM value streams of the company. It depends on how big of a transformation your company is undertaking, but typically the prospect to customer, intent to purchase, purchase to fulfillment, incident to resolution are types of value streams that could be included.
CIOPages.com CRM Transformation Framework outlines six steps in implementing a CRM transformation program.
Needless to add no CRM transformation framework is complete without program management and governance. This includes the way the project is funded, the steering committees who are accountable, the governance framework, the PMO office, as well as projects and work streams. Should you need it, CIOPages.com offers a CRM Project Plan list.
A Change management Plan is a very important consideration in any transformation endeavor. Hence including a robust change management and adoption plan will be extremely vital in making any major transformation program a success.
You can download the CIOPages.com CRM Transformation Framework PowerPoint Slides for free (after social sharing). And of course, you modify the PowerPoint for your own needs, as long as it contains the citation “Adapted from CIOPages.com CRM Transformation Framework”.
Individual License: Where we offer an individual license, you can use the deliverable for personal use. You pay only once for using the deliverable forever. You are entitled any new updates within 12 months.
Enterprise License: If you are representing a company, irrespective of size, and intend to use the deliverables as a part of your enterprise transformation, the enterprise license is applicable in your situation. You pay only once for using the deliverable forever. You are entitled any new updates within 12 months.
Consultancy License: A consulting or professional services or IT services company that intends to use the deliverables for their client work need to pay the consultancy license fee. You pay only once for using the deliverable forever. You are entitled any new updates within 12 months.
We are sorry, but we cannot send or show sample deliverables. There are two reasons: A) The deliverables are our intellectual property, and we cannot share the same. B) While you may be a genuine buyer, our experience in the past has not been great with too many browsers and not many buyers. We believe the depth of the information in the product description and the snippets we provide are sufficient to understand the scope and quality of our products.
We process each transaction manually and hence, processing a deliverable may take anywhere from a few minutes to up to a day. The reason is to ensure appropriate licensing and also validating the deliverables.
Your best bet is to log in to the portal and download the products from the included links. The links do not expire.
Yes. You can only download the products three times. We believe that is sufficient for any genuine usage situation. Of course, once you download, you can save electronic copies to your computer or a cloud drive.
You can share the deliverables within a company for proper use. You cannot share the deliverables outside your company. Selling or giving away free is prohibited, as well.
Not generally. Compared to our professional services fee, the price of our products is a fraction of what we charge for custom work. Hence, our business model does not support pre-sales support.
Yes, for a separate fee. You can hire our consultants for remote help and in some cases for onsite assistance. Please Contact Us.