Customer Relationship Management Implementation: ABC Corp.

Running head: CUSTOMER RELATIONSHIP MANAGEMENT IMPLEMENTATION
Customer Relationship Management Implementation: ABC Corp.
[Name of the Student]
[Name of the University]
[Author note]

1CUSTOMER RELATIONSHIP MANAGEMENT IMPLEMENTATION: ABC CORP.
Cover letter to Sponsor
To,
[Name of the Sponsor]
[Designation]
[Location]
Sub: Proposal for ERP Implementation
After analysis of the condition of ABC Corp. we have understood the fact that the
organization need a new CRM system to be implemented so as to increase their efficient and
become an efficient organization. For this reason, we are looking forward and working with a
team in order to present a proposal for implementation of a Hosted CRM in the ABC Corp.
The New CRM solution that has been proposed would be capable of helping the organization
by taking assistance from the previous experiences that has been gained while working in the
industry and by providing numerous CRM solutions to clients located all across the globe.
Below is the proposal which would be consisting of all the aspects of the project. Besides this
various option has also been analyzed like the upgrading, new or custom built.
If you could spare us with some time then we can present the proposal in details which would
help in taking the final decision.
Regards
[Name]
[Designation]
[Location]

2CUSTOMER RELATIONSHIP MANAGEMENT IMPLEMENTATION: ABC CORP.
Executive Summary
The organization ABC Corp. has thought of implementing a new CRM system which would
be helping in the storing of all the customer and sales related data in the CRM system. The
practices of the organization would not be changed even after the implementation of the new
CRM system so as to fit the vendor’s CRM. The CRM is to be implemented in a customized
way so as to suit all the existing process of the organization. The CRM that is to be used is
the Hosted CRM which is accessible by making use of the web interface. The vendors are
associated with providing training to the end-users as well as to the system engineers.
Training is also provided so as to have further customization in new CRM systems if there is
any need of doing so. CRM would be entirely responsible for providing guidelines for the
organization so as to operate in an efficient way.

3CUSTOMER RELATIONSHIP MANAGEMENT IMPLEMENTATION: ABC CORP.
Table of Contents
Introduction:...................................................................................................................4
Discussion:.....................................................................................................................4
The existing system at ABC Corp:.............................................................................4
The New CRM implementation:................................................................................5
Planning phase:......................................................................................................5
Analysis phase:.......................................................................................................6
Designing phase:....................................................................................................6
Development phase:...............................................................................................8
Implementation Phase:.........................................................................................10
Testing phase:.......................................................................................................11
Maintenance phase:..............................................................................................12
Implication of the CRM system:..................................................................................12
Challenges or risks associated with CRM implementation:........................................13
Conclusion:..................................................................................................................14
References:...................................................................................................................16