By: Ciopages Staff Writer
Updated on: Feb 25, 2023
It is important to have a long-term vision for the CRM transformation. The CRM transformation is complex, costly and cumbersome, yet the rewards of successful completion are many. So having a higher level vision of what CRM means to your enterprise, articulated in a short and pithy sentence or a paragraph will help diverse teams coalesce around a common cause. Hence, we can define the CRM Transformation Vision as the encapsulation of the rationale and the rewards of embarking on and successfully completing a CRM transformation journey.
There is always a confusion between what is a Vision Statement and what is a Mission Statement. One sets the company direction and another emphasizes why you exist. There are several great places to learn about the difference between vision and mission and it is outside the scope of this exercise. And what constitutes a compelling vision statement.
The CRM Transformation Vision statement leads to the CRM transformation strategy, the CRM Transformation Roadmap, and the CRM System Implementation Roadmap.
So how do you define a CRM Vision, particularly in light of the CRM transformation program on the horizon?
The key questions to ask your leadership and the team:
You can try CIOPages.com CRM Transformation Vision – Free Template with some examples, and use it for generating ideas and creating a compelling CRM transformation vision statement. Good luck. You will need it – not just for the vision statement, but the actual CRM transformation journey.
CIOPages.com can also help in facilitating an example-led, template driven workshop to help your firm define a CRM vision Statement. Please contact our Advisory Services team. It is a low cost, light footprint, and value-added offering.
In addition, please check out CIOPages.com CRM transformation tools, templates, and deliverables.
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