Section 5: What data should be brought into the new CRM Implementation? For example, Customer data? Products & Price List Information? Previous client interactions, orders or support incidents? Client communications? Then through this data what reports would you want to access? What teams or users would interact with the CRM system or processes?

Section 6: Explain how the following areas would benefit from the CRM Implementation: Sales Marketing Post Sales Management Client Communications Management Reporting and Data Assessment Automation o Examples to Automation: Automatically sending out responses or surveys to customers Letting customers know when things are happening Updating customer information, etc.