Deliverable 6 - CRM Report, Assess software programs for sales

Deliverable 6 - CRM Report

MAR3592CBE Section 01CBE Strategic Sales and Sales Management (11 Weeks) - CBE Online Course - 2024 Winter Quarter

Deliverable 6 - CRM Report

Deliverable 6 - CRM Report

Assignment Content

1. Competency
   Assess software programs for sales management and customer relationship management (CRM).
   
   
   Student Success Criteria
   View the grading rubric for this deliverable by selecting the “This item is graded with a rubric” link, which is located in the Details & Information pane.
   
   
   Scenario
   You have owned a boat dealership in San Diego for the past five years and your business is booming! You've recently hired 10 additional salespeople. You had over $200 million in sales this year and are projected to do $300 million in sales next year. Your customer base is extensive and includes buyers and prospective buyers from all over the world. In order to increase sales through personalization and targeting, you've decided to introduce a CRM software program for you and your team.
   
   
   Instructions
   In a 2-3 page report, address the following and be creative in your responses.
   • Explain your business needs and priorities (i.e., personalization and targeting for customers and potential customers, pipeline management, etc.).
   • Make a list of the specific criteria you are looking for in a CRM program (i.e., price range, # of users, # of customers that can be entered, how user friendly it is, etc.).
   • Create a list of 10 questions you will use to evaluate the software systems you are considering.
   • Discuss what specifically you will request from the CRM representatives in your live demo sessions to make the demos personalized for your business and the boating industry.
   • Create a list of 5 questions you will ask your sales team regarding their feedback on the CRM systems that you will have them test.
   • NOTE - Be sure the documents contain proper grammar, spelling, punctuation, and sentence structure.
     
     
     Resources
     Library Databases:
   • Gale Virtual Reference (topic overviews & definitions)
   • Business Source Complete via EBSCO (articles)
   • Business via ProQuest (articles)
   • APA Guide
   • Grammarly is available to assist you with proofreading your work.
   • Use the Writing Lab for timely feedback to help you fine-tune your deliverable before you submit it for grading.

Submission