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Transformation Toolkits

CRM Transformation Toolkit Enterprise Edition

$699.00
Licensing Options
Product FAQs
 
Toolkit Bundled Price : $699.00
Licensing Options
Product FAQs
If Individually Purchased :

$886

Product Description

CRM Transformation Toolkit is a comprehensive and in-depth set of deliverables which can be can be used by any enterprise embarking on a customer relationship management transformation, and customize to their unique needs.

CRM Transformation

What do I get in a CRM Transformation Toolkit?

CIOPages.com Transformation Toolkit comprises of a set of in-depth and invaluable deliverables, many of which are PowerPoint presentations, as well as Excel spreadsheets and Word documents.
The following are some of the artifacts included in the CRM Transformation Toolkit:

  • Business Case and Roadmap
  • Value Streams
  • Business Requirements
  • Change Management Plan
  • Implementation Considerations
  • Software Features
  • Vendor Scan
  • Vendor Mini Profiles
  • Project Plan
  • RACI Matrix
  • Mini Project Charter
  • Program Checklist
  • Work Streams and Roles
  • Success Metrics
  • Training Plan
  • Communication Best Practices
  • Reasons for Failure

(The CRM Business Capabilities Model is sold separately.)

What is a Transformation Toolkit?

CIOPages.com Transformation Toolkits are high-quality deliverables for any enterprise transformation of essential functions, such as finance, supply chain, human resources, marketing, CRM, and business intelligence.
Project teams can quickly customize the deliverables to reflect the unique needs of an enterprise, the CRM strategy, and transformation vision.

What is the advantage of buying a CIOPages.com Transformation Toolkit?

Transforming CRM is not easy and has many challenges.  In addition to learning from others, a pre-defined set of deliverables helps minimize the hurdles. The following are the key advantages of a CIOPages Transformation Toolkits:

The Time to Value:

Instead of spending months of time, and expending tons of effort, CIOPages.com Transformation Toolkits accelerate time to value.

Focus on Execution:

The goal is to enable project teams to focus on performance and not necessarily artifact creation.

Cost Savings:

Imagine, the amount of money you can save by using CIOPages.com transformation toolkits as a straw deliverable and a starting point. Even a lower-tier consulting firm will cost tens of thousands of dollars, whereas, for a fraction of that cost, you can get going immediately.

What if we don’t want all the items in a Transformation Toolkit?

The set of deliverables is offered at a very low bundled price to make it incredibly valuable and eminently economical for any firm interested in these deliverables. However, should you want individual items, you are welcome to purchase what you need. Please browse CIOPages.com Accelerators for all the different items. Or click on the individual items listed on the left.

Can you help us in Customizing the Transformation Toolkit?

CIOPages.com offers consulting and advisory services to take the Transformation Toolkits as a starting point and customize to a company’s unique needs. The time and cost will depend on the level of customization and the specificity you need from us.
Please Contact Us for further information and a consulting services quote.

Products included in the Transformation Toolkit:

CRM Transformation Toolkit Enterprise Edition

$699.00

Licensing Options
Product FAQs

CRM Transformation – Sample Business Case and Roadmap

CRM Transformation – Sample Business Case and Roadmap: CRM (Customer Relationship Management) transformation has become a strategic imperative for many companies, based in part due [...]

CRM Business Requirements

CIOPages CRM Business Requirements are a comprehensive and industry-agnostic list of requirements for enterprise CRM transformation projects.  The CRM transformation project teams can use the [...]

CRM Transformation Sample Project Plan Items

CIOPages.com CRM Transformation Sample Project Plan Items is a list of customizable project planning steps and activities to use while planning a complete CRM transformation [...]

CRM Transformation Change Management Plan

CIOPages.com CRM Transformation Change Management Plan is a set of two customizable deliverables outlining the concepts of change management and a specific CRM-focused change management [...]

CRM Transformation Project Checklist

CRM Transformation Project Checklist is a handy list to help project teams focus on what's important to make a CRM systems implementation program successful. Any [...]

CRM Transformation Mini Project Charter

The CIOPages.com CRM Transformation Mini Project Charter is a sample project charter for a large company CRM implementation.  Project teams can edit and modify the [...]

CRM Transformation Implementation Considerations

CRM Transformation Implementation Considerations is a handy checklist of things to be cognizant of during a CRM systems implementation. Transforming the Customer Relationship Management function [...]

CRM Transformation Software Top 25 Features

CRM Transformation Software Top 25 Features is a list of top things to look for in a CRM software. Customer Relationship Management has evolved from [...]

CRM Software Vendor Scan

CRM Software Vendor Scan is a list of software vendors and mini-profiles to help a firm in the CRM system selection process. If your enterprise [...]

CRM Transformation Project RACI Matrix

CRM Transformation Project RACI Matrix is a handy list of tasks and activities, which can be customized and assigned to your team. Is your firm [...]

CRM Transformation Project Work Streams

CRM Transformation Project Work Streams and Roles is a sample deliverable to plan and build a team for transforming CRM. One of the critical components [...]

CRM Transformation Success Metrics

CRM Transformation Success Metrics is a list of items to evaluate the effectiveness of a CRM systems implementation. The CRM (Customer Relationship Management) Systems Transformation [...]

CRM Transformation Training Plan

CRM Transformation Training Plan: CRM Systems implementation is a major transformation in any large enterprise with consequential Training and Change Management needs. This CIOPages.com  CRM [...]

CRM Transformation Failure Risks

CRM Transformation Failure Risks is a checklist of causes for failure so that a firm can try to avoid or mitigate the risks. Research has [...]

CRM Transformation Communications Best Practices

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 [...]

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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.