BA3450 Module 6 Assignment - CRM Strategy Proposal

BA 3450 MOD 6 ASSN

Module 6 Assignment: CRM Strategy Proposal

Instructions

In Module 6, we focused on steps to create a CRM strategy for a business. These eight (8) steps encapsulate everything that we have learned throughout the past six weeks of our course.

1.

1. For this assignment, prepare a CRM Strategy plan/proposal for a business in written or presentation format (you may choose whether to create a written document or a PowerPoint presentation).

2. Choose a product or service to focus on for this assignment. You may use products/services that you have utilized in previous assignments, or you may choose a different product or service. You should try not to use a product or service which was described in any of the sample CRM examples in our course.

3. The purpose of this assignment is to give you experience creating a CRM Strategy and allowing you to show what you've learned about all aspects of CRM throughout this course.

4. Downlolad the  BA 3450 Strategy Proposal Assignment.docx instructions  to prepare your CRM Strategy proposal. Be sure to refer back to previous Modules and Module Lessons to reacquaint yourself with the content needed for each part of the presentation (the Module 6 Lesson lists major topics and which module each was discussed).

 

Overview:

For this final assignment, you will prepare a CRM Strategy proposal for a business of your choice. You may choose to create a written plan, or you may create a presentation. Save your plan in written or presentation format (.doc, .docx, or .ppt or .pptx). Please follow the instructions below and be sure to follow APA formatting guidelines. 

Instructions:

1. For this assignment, prepare a CRM Strategy plan/proposal for a business in written or presentation format (you may choose whether to create a written document or a PowerPoint presentation).

2. Choose a product or service to focus on for this assignment. You may use products/services that you have utilized in previous assignments, or you may choose a different product or service.  You should try not to use a product or service which was described in any of the sample CRM examples in our course.

3. The purpose of this assignment is to give you experience creating a CRM Strategy proposal and allowing you to show what you've learned about all aspects of CRM throughout this course.

4. Your CRM Strategy proposal should include the following sections:

a. CRM Strategy and Goals - identify specific goals for your CRM program (visit the following web article for a few examples:  Top 5 Goals Your Business Can Achieve with CRM 

b. Target Customer and Buyer Persona - Describe your target customer utilizing the different segmentation models to fully describe your customer. Be sure to also create a buyer person for your target customer.

c. Customer Journey  - describe the customer journey for this product or service.

d. 360 degree Customer Experience - for this part of your presentation, we are going to focus on the data that you will need to effectively understand your customer and manage their needs. Refer to Module 5 Lesson - Data Sources to Enhance Customer Relationships. Identify the data that it is important to capture about your target customer and where you can find this data (both internally and externally).

e. The Market and Your Positioning - describe the market for your product or service. Consider the following: 

5. Where does your company fit into the market?

5. What is your unique selling proposition (i.e. what makes you different from others in your space?)

5. How do your competitors differentiate themselves?

5. What opportunities exist?

5. Can you learn anything about how your competitors handle customer relationships?

5. What are the trends in your industry right now?

f. Your Product or Service - Describe your product or service in greater detail. What are the messages you want to transmit? What are the features of the product? What benefits do you want to highlight? Why should a customer choose you over your competitors? 

g. CRM Software Platform - Discuss the features that a CRM software platform should offer and propose top options available for a CRM software. Be sure to discuss the use of dashboards, and include a sample visual of a dashboard. If possible, be sure to include cost information.

h. Metrics and Key Performance Indicators (KPIs) - Provide a list of at least 4 to 5 metrics or KPIs that the company should make sure to track as part of the CRM program.

5. Your CRM Strategy proposal should have a title page, an introduction, a section for each item above, and a conclusion, as well as any other information you think is valuable.