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CRM Transformation Communications Best Practices


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Product Description

CRM Transformation Communications Best Practices is a customizable deliverable for enterprises to modify and use during a CRM Transformation program. Customer Relationship Management (CRM) implementation is a major transformation in any enterprise, and it is fraught with FUD (Fear, Uncertainty, and Doubt) among the affected employees. A well-crafted and well-orchestrated Communications plan will help alleviate some of the change management challenges. This CIOPages.com deliverable outlines the best practices and ideas to craft an effective communications plan.

CRM Transformation Communications Best Practices

What do I get in the CRM Transformation Communications Best Practices?

  • A PowerPoint presentation with eight pages of information rich content

What does the deliverable cover?

  • The deliverable consists of five categories of best practices and specific tips and ideas that are actionable.

What does it not include?

  • This deliverable does not contain the actual communications plan or templates. (There is a separate deliverable addressing those matters).


  • As the CRM Transformation Communications Best Practices is a digital product, there are absolutely NO Returns.
  • Depending on your industry, the type of Customer Relationship Management (CRM) solution you are implementing and the communication needs, some or all of the content may not be relevant to you.
  • If you are a consultant or a consulting company, there is a different pricing, license, and terms.
  • Sold on an as-is basis and no warranties
  • This sale does not include implementation help or support. If you need professional services assistance, please contact us.
  • Please review our standard terms of service.

How is this deliverable useful to us?

Before you embark on a major Customer Relationship Management transformation and start crafting your communications plan, it would be helpful to understand the best practices and learn about actionable tips and ideas. Reducing the change management risk enhances your odds of success a little bit. Leverage communications best practices as an integral part of the CRM Transformation Toolkit.

But, our Company is Unique – will it fit us?

Each company may be different, but at the end, CRM is a strategic function and impacts company’s sales and support teams as well as customers – perhaps the most important stakeholders. The Communications Best Practices are best practices from successful Customer Relationship Management (CRM) transformations in large companies.

CRM Transformation Communications Best Practices


Licensing Options
Product FAQs

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Licensing Options:

We keep the licensing options – clean and straightforward.

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.

Product FAQs:

Can I see a Sample Deliverable?

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.

When can I access my deliverables?

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.

Where can I access my deliverables?

Your best bet is to log in to the portal and download the products from the included links. The links do not expire.

Are there any restrictions on Downloads?

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.

Can I share or sell the deliverables with anyone?

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.

Can we talk to you on the phone?

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.

Do you offer orientation or support to understand and use your deliverables?

Yes, for a separate fee. You can hire our consultants for remote help and in some cases for onsite assistance. Please Contact Us.