A good exercise for all CRM projects is to take select high-level sales and marketing organization strategies and tie those to your customer relationship management capabilities and functionality. Fill in what you consider would be good items to include in a CRM system for this type of organization:

Sales Strategy

1.

2.

3.

4.

5.

Marketing Strategy

1.

2.

3.

4.

5.

Service Strategy

1.

2.

3.

4.

5.