Project Proposal

Topics: Customer relationship management, Customer service, Management Pages: 4 (510 words) Published: October 6, 2014

Project Proposal
June 30, 2014
Ann Delout

TO: All Management
FROM: Dashaneke Boxdell
DATE: June 30, 2014
SUBJECT: New Companywide Compliance System
CC: Administrator, Office Managers
The purpose of this memo is to update the management team and key stakeholders with the undertaking of updating the company’s business system to a new customer relationship management (CRM) software. A CRM will allow the company to effectively manage business relationships and pertinent data that is associated with the customers. The company has grown exponentially. With growth comes the need to improve the company’s systems in order to continue on an upward path. The opportunity to improve and create long lasting customer relationships is a major priority to the company. The system will allow the company to become technically competitive in our field, reduce cost, gain a high level of organization by updating to the new CRM system. Project Stakeholders

The key stakeholders in this project is the sales managers and employees. In order to implement the system and complete the upgrade process the sales managers will need to go through a system training. Once the managers complete their training, it will then be rolled out to the sales teams and additional users. Goals

The goal is to implement the CRM system and ensure that all managers are properly trained as well as key sales staff. The total timeframe of the training will be 10 hours. The training will be broken into four hour sessions each day, with the last consisting of 2 hours. The implementation of this new business process is an exciting and positive endeavor. The CRM system will streamline company process and goals to project and increase sales. The company can create data integrity by reducing redundant calls and creating a possibility for a bad reputation. The system will allow the creation for a customer profile. The...
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