Customer relationship management project documentation

How do you write a customer relationship management plan?
7 steps to creating a CRM strategy
1. Define your CRM goals
2. Identify your customers
3. Understand your typical customer journey
4. Spot areas for improvement
5. Roll out strategic changes
6. Support changes with processes
7. Measure your performance
What is CRM documentation?
CRM Documentation – What Is It? Documentation is a written text that accompanies software and/or products.
The documentation acts as a guide, explaining to users how a product works and how to use it.
CRM documentation is the exact same thing, but specifically for customer relationship management software..
How To Build a CRM System From Scratch
1. Choose the CRM Type, Roles, and Platforms.
2. Deciding On CRM Features.
3. Calculating the CRM Development Budget
4. Looking For a Technical Contractor
5. Training

What is CRM protocol?

As mentioned earlier, the CRM Protocol is a set of guidelines to maintaining a long-term relationship with their customers

These guidelines stem from the ten tips of make customers friends of the organization proposed by Robert Graham-Phelps (1992, 63-66)

This documentation is intended for consultants and project team members who should know about the functional possibilities of SAP CRM in detail

It forms the planning basis for the installation, configuration, and continual optimization of SAP CRM

The documentation is not intended for business users

If you want your CRM implementation to be successful