ABSTRACT
The entry describes a methodology for implementing CRM. Elements include definition of core business processes followed by creation of a technology infrastructure to support those processes. The methodology has three phases: assess, design, and implement. Several figures list needed activities required to execute the phases. A project management activity confirms project objectives and scope. A team is mobilized and assigned to define the roles and responsibilities required to kick off the CRM effort. Ongoing activities include completing and updating the CRM project plan, developing and managing project risk management, producing status reports, holding review meetings, producing reports, and holding deliverable meetings with customers.
