Assessment Dashboard - Customer Relationship Management (CRM) (Excel XLSX)

BENEFITS OF DOCUMENT

1. Diagnose Customer Relationship Management projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices.
2. Implement evidence-based best practice strategies aligned with overall goals.
3. Integrate recent advances in Customer Relationship Management and process design strategies into practice according to best practice guidelines.

DESCRIPTION

This product (Assessment Dashboard - Customer Relationship Management [CRM]) is an Excel template (XLSX) with a supplemental Zip archive file document, which you can download immediately upon purchase.

What is the future of CRM with regards to Customer Service five years from now, What Technologies would affect it the most and what trends in Customer Service landscape would we see at that time?

Has your organization ever had to invoke its disaster recovery plan which included the CRM solution and if so was the recovery time objective met and how long did it take to return to your primary solution?

What are 3rd party licenses integrated with the current CRM, for example Email Marketing, Travel Planner, e-newsletter, search engine, surveys, reporting/trend analysis, e-Commerce, etc.?

How to ensure high data availability in mobile computing environment where frequent disconnections may occur because the clients and server may be weakly connected?

In CRM we keep record of email addresses and phone numbers of our customers' employees. Will we now need to ask for explicit permission to store them?

Given that we simply don't have the resources to save all the data that comes into an organization, what shall be saved and what shall be lost?

The Self Assessment tool is a comprehensive dashboard built in MS Excel. It ensures you don't miss anything with 891 criteria in 7 RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain) steps with easy and quick navigating and answering for 1-10 participants.

The above preview showcases an example of a completed version. The secondary document includes a blank template, as well as a detailed 150+ page PDF guide. The guide provides a convenient way to distribute and share among the participants to prepare and discuss the Self Assessment.

Source: Best Practices in CRM, Customer Relationship Management Excel: Assessment Dashboard - Customer Relationship Management (CRM) Excel (XLSX) Spreadsheet, Gerard Blokdijk