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1. Proposal for
CRM
Implementation
Company: Company Name)
Client: Client Name
Delivered: Submission Date
Submitted by: User Submission

2. 2
Cover Letter for CRM Implementation
Dear {client_contact_first}{client_contact_last},
{Company Name/client name} is pleased to introduce our self as a leading service provider of Customer Relation
Management. We apply as an integrated approach for CRM solution. We ensure company preserves and improves customer
retention. Our approach of development helps client implement these initiatives on time and budget with the quality of sales.
In this proposal, we'll cover :
o Creating a change management plan
o Forecasting a CRM implementation budget
o Rolling out your new system
o Mention the ways to measure the success of CRM Implementation Project
We work to provide best CRM services and business to a wide range of clients and work throughout the end to end
implementation process.
Regards,
Name
{User_assigned}
{user_title}

3. Contents
CRM Objectives and Goals to Set1
CRM Problem and Solution2
Key aspects of CRM
Implementation4
Project Timeframe6
Plan of Action5
Strategy3
o Our CRM Strategy
o Benefits of CRM Strategy
Cost of Feature of CRM Implementation7
Company Introduction8
o About Us
o Our Team
Past Experience9
o Client Testimonial
o Case Study
Road Ahead10
o Implementation Agreement
o Next Step
3

4. Contents
CRM Objectives and Goals to Set
CRM Problem and Solution
01
02
4

5. 01. Improved Customer Satisfaction
02. Improve the Efficiency of your Business
03. Expand you Customer Base
04. Enhance your Sales and Support Teams
5
Objectives and Goals for CRM Implementation
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6. CRM Implementation Problem and Solution
6
Users don't understand the new system
Low frequency of use of old system
Your Text Here
01. Problem
Additional Training
Closure of old system, retraining, interviews to
understand reluctance
Your Text Here
02. Possible Solution
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7. Strategy03
o Our CRM Strategy
o Benefits of CRM
Contents
7

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Check Email
Compatibility
Review the CRM’s
Features
Determine the fastest ways
to deliver data
Check the email
compatibility
Find out the
customizing option
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Our CRM Implementation Strategy
8

9. Benefits of CRM Implementation Strategy
9
Develop a standardized approach to meet new company-wide standard.
To increase customer interaction, adapt a human driven approach for
technology development
Find out the new ways to put a personal touch on customer interaction
Analyze the customer experience
Your Text Here
Your Text Here
Our CRM strategies will benefit our client in following ways:
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10. Key Aspects of CRM Implementation04
Project Timeframe06
05 Plan of Action
07 Cost of Feature of CRM Implementation
Contents
10

11. Executive Support Even After CRM Implementation01
Proper Planning of Process02
Proper Implementation03
Effective Training04
Measure the Success of CRM System05
11
Key Aspects of CRM Implementation
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12. Plan of Action for CRM Implementation
12
4 key steps of our Process Framework:
Identify the different channel of
business for customer interaction
Discover
01
Workflow
Determine the process or the best
way to gain the interest of customer
02
Selection
Find out a appropriate CRM System
that managed in most effective way.
03
Documentation Track the record or measure the
success of CRM system
04
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13. Milestone 1
Jan 10
Milestone 2
Mar 7
Milestone 3
Mar 14
Milestone 4
June 29
Milestone 5
Oct 20
Milestone 6
Nov 30
2019 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 2020
Discover
Workflow
Selection
Documentation
Task 5
Task 6
Jan5 – Mar1
Feb2 – Mar14
Mar14 – May2
Mar25 – Oct20
Oct21 – Nov15
Nov16 – Dec20
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Project Timeframe for CRM Implementation (1/3)
13

14. Weeks 1 2 3 4 5 6 7 8 9
Discover
Workflow
Selection
Documentation
Event 5
12 Days
10 Days
10 Days
10 Days
14 Days
Milestone 1
9/1/19
Milestone 2
9/16/19
Milestone 3
9/30/19
Milestone 4
10/10/19
Milestone 5
10/28/19
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Project Timeframe for CRM Implementation (2/3)
14

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Project Timeframe for CRM Implementation (3/3)
15
Weeks# 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20
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Discover
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Workflow
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Selection
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Documentation
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Typical Timeframe

16. CRM System/ Function ETA for Implementation Cost ($)
Contact Management ASAP (Within 3 Months) 250/mo
Lead Management Within 6 Months 250/mo
Sales Force Automation Within 1 Year 500/mo
Add Text Here Add Text Here
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Social Media Management Within 6 Months 250/mo
Sales Analytics Within 1 Year 250/mo
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Add Text Here Add Text Here
Add Text Here Add Text Here
Mobile CRM 1-2 Years 250/mo
Social Media Analytics 1-3 Years 250/mo
Add Text Here Add Text Here
Add Text Here Add Text Here
Add Text Here Add Text Here
Common Features
Unique Features
New Features
Cost of Feature for CRM Implementation (1/2)
16
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*ETA –Estimated time of Arrival

17. Title/ Description Cost ($) Unit Qty Subtotal ($)
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your audience's attention.
500.00 /Hour 11 5,500
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your audience's attention.
500.00 /Hour 22 11,000
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your audience's attention.
5,500.00 1 5,500
Grand Total 16,500
Ongoing Support
5,500/ Month
Ongoing Support
Discovery
Implementation
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Cost of Feature for CRM Implementation (2/2)
17

18. Company Introduction08
o About Us
o Our Team
18
Contents

19. About our CRM Implementation
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audience's attention.
Company’s Vision
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audience's attention.
Company’s Mission
Founded in : 1956
o Add details on company’s history
o Previous line of services
o How it all started etc.
o Other key points
Background:
We believe it's all about YOU. Our focus is on meeting and surpassing your personal short- and long-term financial
goals, creating and implementing processes for regularly reviewing and evaluating how your portfolio is doing, and
maximizing your return on investment over time
Our Focus:
o Gather and document client functional requirements
o Implement and deploy [SPECIFY CRM HERE] CRM
o Perform gap analysis between a client's requirements and the functionality
o Configure the application to meet a client's requirements using the CRM
o Customization and Workflow Tools
Our Responsibility will include:
19

20. Our Team for CRM Implementation (Template 1/2)
Dexter Turner
Designation
Ben Watts
Designation
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▪ Education Background
▪ Past Career Experience
▪ Achievements
▪ Similar Experience in this Company
▪ Education Background
▪ Past Career Experience
▪ Achievements
▪ Similar Experience in this Company
20

21. Our Team for CRM Implementation (Template 2/2)
Sam John
Designation
Isabella Owen
Designation
▪ Education Background
▪ Past Career Experience
▪ Achievements
▪ Similar Experience in this Company
John Doe
Designation
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▪ Education Background
▪ Past Career Experience
▪ Achievements
▪ Similar Experience in this Company
▪ Education Background
▪ Past Career Experience
▪ Achievements
▪ Similar Experience in this Company
21

22. Past Experience
o Client Testimonial
o Case Study
09
22
Contents

23. Client Testimonials for CRM Implementation
23
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Andera Zaga
Designation
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Alex Butter
Designation
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Ross Perez
Designation

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audience's attention.
Background
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audience's attention.
Challenges & Solution
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audience's attention.
Return
Case Study for CRM Implementation
24

25. Road Ahead10
o Implementation Agreement
o Next Step
25
Contents

26. CRM Implementation Agreement
26
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01. Background [insert outline description of the object of this Agreement
Your Text Here
Your Text Here
02. Description of the Task [Insert precise and detailed description of the task]
Your Text Here
Your Text Here
03. The Consultant’s Rights and Duties
Your Text Here
Your Text Here
04. The Client’s Contribution
Your Text Here
Your Text Here
05. Reporting
Your Text Here
Your Text Here
06. Renumeration
Your Text Here
Your Text Here

27. CRM Implementation Agreement Cont…
27
01. Intellectual Property Rights
Your Text Here
Your Text Here
02. Time Schedules and Deadlines
Your Text Here
Your Text Here
03. Liability for Trangression of Time Limits/Deadlines, Errors and Omission
Your Text Here
Your Text Here
04. Termination
Your Text Here
Your Text Here
05. Breach of Contract
Your Text Here
Your Text Here
06. Confidentiality
Your Text Here
Your Text Here
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28. Next Step for CRM Implementation
28
By signing this CRM Implementation proposal, [Client.Company] agrees to the terms laid out herein or any
changes previously agreed upon with [Sender.Company]. Work will commence immediately.
Sender. Company
Signed By:
(Sender. First Name) (Sender. Last Name)
Date:
Signature
Client. Company
Signed By:
(Client. First Name) (Client. Last Name)
Date:
Signature
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29. Contact Us for CRM Implementation
#street number , city , state
Address
Email Address
emailadress123@gmail.com
Contact Number
0123456789
29

30. IconsSlideforCRM
Implementation
30

31. Additional Slides
31

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Our Mission
Our Goal
Our Vision
Our Vision, Mission & Goal for CRM Implementation
32

33. 30 60 90 Days Plan for CRM Implementation
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DAYS
30
DAYS
60
DAYS
90
33

34. Timeline for CRM Implementation
Start
End
2020
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2016
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2017
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2018
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2019
34

35. Roadmap for CRM Implementation (Template 3/7)
35
1
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2
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36. Roadmap for CRM Implementation (Template 4/7)
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37. Roadmap for CRM Implementation (Template 5/7)
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38. Roadmap for CRM Implementation (Template 6/7)
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39. Roadmap for CRM Implementation (Template 7/7)
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