CRM PROJECT SCOPE

TEMPLATE

PROJECT NAME PROJECT ID COMPANY NAME Street Address City, State and Zip webaddress.com Version 0.0.0 00/00/0000

VERSION HISTORY
VERSION	APPROVED BY	REVISION DATE	DESCRIPTION OF CHANGE	AUTHOR

PREPARED BY	TITLE	DATE
APPROVED BY	TITLE	DATE

Table of Contents

1.	EXECUTIVE SUMMARY	4

2.	CRM STRATEGIC ASSESSMENT	5

2.1	MARKET DYNAMICS	5

2.2	ORGANIZATIONAL DYNAMICS	5

3.	OPPORTUNITY ASSESSMENT	6

4.	RISK MITIGATION	6

5.	PROJECT RECOMMENDATIONS	6

5.1	BENEFITS AND RISKS	6

5.2	ESTIMATED PROJECT COSTS	6

5.3	APPROVAL PROCESSES	6

5.4	REVIEW PROCESS AND SCHEDULING	6

5.5	RECOMMENDATIONS	6

6.	FINANCIAL OVERVIEW	6

6.1	CRM SUITES	6

6.1	POINT SOLUTIONS	6

7.	ROLES AND RESPONSIBILITIES	6

8.	ATTACHMENTS	6

9.	APPROVAL	6

EXECUTIVE SUMMARY

Upon completion of the other Project Scope sections, summarize each section with a succinct collection of statements and conclusions, including a clear call to action in the form of an Executive Summary.

CRM STRATEGIC ASSESSMENT

MARKET DYNAMICS

ORGANIZATIONAL DYNAMICS

OPPORTUNITY ASSESSMENT

Detail the opportunities available to realize an ROI. Categories to discuss may include the following: Customer Interaction Complexity, Organizational Effectiveness, Persona-Based Offerings, Competitive Differentiation, Messaging and Positioning, Demand Generation, Sales Process, Customer Acquisition and Lead Generation, Customer Retention, and CRM Database Management.

RISK MITIGATION

RISK CATEGORY	PROBABILITY	RISK	MITIGATION STRATEGY

PROJECT RECOMMENDATIONS

5.1	BENEFITS AND RISKS

5.2	ESTIMATED PROJECT COSTS

5.3	APPROVAL PROCESSES

5.4	REVIEW PROCESS AND SCHEDULING

5.5	RECOMMENDATIONS

DOMAIN	OPPORTUNITY	TOOLS	DESCRIPTION

FINANCIAL OVERVIEW

6.1	CRM SUITES

CRM SUITES	TOTAL	YEAR 1	YEAR 2	YEAR 3
HARDWARE
SOFTWARE LICENSING
THIRD-PARTY SOFTWARE
APPLICATION LICENSING
DOCUMENTATION & TRAINING
MAINTENANCE
INSTALLATION
INTEGRATION
LEGACY DATA LOADING
PROJECT MANAGEMENT
APPLICATION STAFFING
MISCELLANEOUS
OTHER (specify)
TOTAL

6.1	POINT SOLUTIONS

POINT SOLUTIONS	TOTAL	YEAR 1	YEAR 2	YEAR 3
HARDWARE
SOFTWARE LICENSING
THIRD-PARTY SOFTWARE
APPLICATION LICENSING
DOCUMENTATION & TRAINING
MAINTENANCE
INSTALLATION
INTEGRATION
LEGACY DATA LOADING
PROJECT MANAGEMENT
APPLICATION STAFFING
MISCELLANEOUS
OTHER (specify)
TOTAL

ROLES AND RESPONSIBILITIES

ROLE	OWNER	ADDITIONAL CONTRIBUTORS

ATTACHMENTS

ATTACHMENT NAME	LOCATION / LINK

APPROVAL

Project Approver Name and Title (Printed)
Project Approver Signature	Date

Project Sponsor / Lead Name and Title (Printed)
Project Sponsor / Lead Signature	Date

Project Manager Name (Printed)
Project Manager Signature	Date

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