CRM Strategy & Implementation Roadmap

Use ISM’s Structured Methodology to Drive Your CRM Initiative's Success

Whether your company is planning a CRM initiative for the first time, extending your CRM efforts or starting a CRM program all over again, ISM's team of experts have been there before. ISM’s CRM Strategy Roadmap, which best-in-class companies have been applying since 1985, consists of a highly-structured, logical progression of steps that guide you through an in-depth examination of your company’s CRM needs.  We’ve been working for the past 28 years to fine-tune our CRM Strategy & Implementation Road map process, which is built on our philosophy that CRM is 50% People…30% Process…20% Technology.

ISM’s CRM Strategy & Implementation Roadmap employs a “Top-Down/ Bottom-Up” approach that blends management vision with prioritized operational needs and consistently delivers highly successful CRM initiatives. ISM’s Roadmap creates your CRM strategy and vision, assesses your customer-facing business processes, your readiness for change, and your technical environment, prioritizes your CRM business functional needs, guides your CRM software vendor and recommends CRM implementation alternatives.

Here are the specific components of our CRM Strategy & Implementation Roadmap, many of which ISM also offers as stand-alone services:

  • One-Day CRM Executive Briefing
  • CRM Strategy Design & Implementation
  • Business Process Assessment, Design & Implementation
  • Change Readiness Assessment, Design & Implementation
  • Technical Assessments, Design & Implementation
  • CRM Software Vendor & Implementation Partner Selection
  • CRM Business Case Development
  • Pre & Post-Launch Assessments

Deliverables

  • A CRM strategy & vision that is tightly linked to your organization’s strategic direction
  • Business process assessment findings, including identification of quick-wins
  • Operational assessment findings, including identification of quick-wins
  • Technical baseline review findings, including identification of quick-wins
  • Prioritized CRM business functionality, democratically-driven
  • CRM software recommendations coming from our objective Testing Lab
  • Assistance selecting and negotiating with your CRM software vendors/partners
  • A CRM Business Case that includes metrics to judge success, including ROI
  • Implementation oversight so your CRM initiative gets delivered on time, on budget

Benefits

  • Expert guidance to create a CRM strategy & vision that is tightly linked to your organization's strategic direction
  • Experts who help you to pro-actively drive your CRM initiative’s success
  • Get your people, process and technology mix right
  • Select CRM software based on your specific needs
  • Secure significant cost savings on your CRM software purchase
  • Creation of a metrics-based CRM Business Case based on best practices
  • Objective CRM implementation guidance

For additional information about ISM's CRM Strategy & Implementation Roadmap, call (301) 656-8448, or e-mail us at This e-mail address is being protected from spambots. You need JavaScript enabled to view it

About ISM

Since 1985, ISM has specialized in creating and implementing Customer-Centric Business Strategies that leverage CRM, Social CRM, and Social Media tools and techniques.  Clients includes the American Automobile Association (AAA), Amtrak, Armstrong, Giorgio Armani, ExxonMobil, IBM, Johnson & Johnson, Johnson Controls, Kraft Foods, Macmillian, Marriott, McGraw Hill, Nike, PepsiCo, Roche, Samsung, Sara Lee, T. Rowe Price, United Way, US Department of Defense, Xerox, and many others. For a full client list, please click here.