Demand Metrics CRM Requirements Roadmap was designed to help you map out your existing approach to various CRM elements and define your roadmap for integrating these functionsapplications into your CRM platform over a three year period ID: 795550
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CRM Requirements Roadmap
Demand Metric’s CRM Requirements Roadmap was designed to help you map out your existing approach to various CRM elements and define your roadmap for integrating these functions/applications into your CRM platform over a three year period.
For each function, determine if you have a function, what system is currently used for that function, and decide which year, if at all, you will integrate with your CRM platform.
Slide2Partner Relations
Customer Support
Sales
MARKETING
TODAY
YEAR 1
YEAR 2
YEAR 3
Manual
Email System
CRM
CRM
CRM
CRM
CRM
CRM
CRM
Manual
CRM
CRM
CRM
Old CRM
CRM
CRM
CRM
CRM
None
CRM
CRM
Manual
Manual
CRM
CRM
None
Content System
Analytics System
CRM
Digital Asset System
CRM
MARKETING
Campaign Management
Email Marketing
Auto-Response Emails
Search Marketing
Lead Management
List Management
Predictive Analytics
Content Production
Digital Assets
Event Management
Surveys & Feedback
Manual
Email System
CRM
SEO System
PRM System
SEO System
Email System
Survey System
Survey System
CRM
CRM
CRM
CRM
CRM REQUIREMENTS ROADMAP
Slide3Marketing
Partner Relations
Customer Support
SALES
CRM REQUIREMENTS ROADMAP
SALES
TODAY
YEAR 1
YEAR 2
YEAR 3
Manual
Old CRM
CRM
CRM
CRM
CRM
CRM
CRM
CRM
Manual
CRM
CRM
CRM
Old CRM
CRM
CRM
CRM
CRM
None
CRM
CRM
Manual
Manual
CRM
CRM
None
Proposal System
CRM
CRM
Territory Management
Opportunity Management
Account/Contact Mgmt.
Activity Management
Lead Management
Forecasting
Document Management
Proposal Management
Email Templates
Asset Management
Compensation
Manual
Old CRM
CRM
CRM
CRM
CRM
Manual
Manual
Manual
Manual
CRM
None
Manual
Manual
CRM
Slide4Marketing
Partner Relations
CUSTOMER SUPPORT
Sales
CRM REQUIREMENTS ROADMAP
CUSTOMER SUPPORT
TODAY
YEAR 1
YEAR 2
YEAR 3
CRM
CRM
CRM
CRM
CRM
CRM
CRM
Manual
CRM
CRM
CRM
CRM
CRM
CRM
CRM
None
CRM
CRM
Manual
Manual
CRM
CRM
None
CRM
CRM
Self-Service Portal
Web Forms
Email-to-Case
Case Management
Contact Management
Contact Management
Contact Management
Call Scripting
Live Chat
Telephony Integration
Support System
CRM
KM System
Old CRM
CRM
CRM
CRM
Knowledge Management
None
None
Community System
Manual
CRM
CRM
CRM
CRM
Manual
Live Chat System
None
Manual
Slide5PARTNER RELATIONS
Marketing
Sales
Customer Support
PARTNER RELATIONS
TODAY
YEAR 1
YEAR 2
YEAR 3
Manual
PRM System
CRM
CRM
None
CRM
CRM
CRM
Manual
Manual
CRM
CRM
None
Manual
Manual
Manual
Manual
CRM
CRM
CRM
Old CRM
CRM
CRM
CRM
Old CRM
CRM
CRM
CRM
None
CRM
CRM
CRM
Manual
Manual
CRM
CRM
None
PRM System
PRM System
CRM
Manual
PRM System
PRM System
CRM
Recruitment
Account Management
Training
Channel Plans
Lead Flow
Deal Registration
Opportunity Management
Pricing Management
Communications
Performance Management
Reporting
CRM REQUIREMENTS ROADMAP