 
CRM Implementation
CRM Implementation Templates
Your Document Templates
All documents are in Word 2003 format
All documents are fully editable
Cover page, headers & footers provided
Ready to use Format Styles
Ready to use boilerplate text
Instruction text highlighted blue
Your MS Project Plans
MS Project Plans in 2003 & 2010 format
All MS Project Plans have full WBS
Complete Resource List with Costs
All Tasks with Deliverables
All tasks assigned roles
Notes and tips provided
Your Excel Plans
Excel Project Plans in 2003 format
All Excel Plans have full WBS
Column headings like MS Project
Document Cover, Table of Contents, and Body pages
MS Project 2010 Partial Plan Image
Excel 2003 Partial Plan Image
Package contains all Documents
plus MS Project and Excel Plans
Documents inlude all task
deliverables listed below
Plans MS Project 2003 & 2010
format plus Excel 2003 format
CRM Implementation Business Case
Business Metrics Survey
Change Management Plan
Configuration Management Audit Report
Configuration Management Plan
Data Migration Plan
CRM Deployment Plan
Executive Survey
CRM Functional Requirements Specification
CRM Gap Analysis
Issue Management Plan
Maintenance Guide
Meeting Agenda (single page)
Memo of Intent (single page)
CRM Needs and Objectives Definition
CRM Project Organization Chart
Post-Evaluation Report
CRM Project Communication Plan
CRM Project Evaluation Report
CRM Project Funding Authorization
Purchase Order (single page)
Quality Management Plan
CRM Readiness Assessment
Resource Management Plan
Request For Information (RFI)
Request For Proposal (RFP)
RFP Response Evaluation Report
Risk Analysis
Risk Management Plan
CRM Scope Document
Service Level Agreement
Stakeholder Meeting Agenda (single page)
Stakeholder Needs Survey
Standards and Procedures Manual
CRM Strategy
CRM System Integration Plan
CRM Test Plan
CRM Training Material Index
CRM Training Plan
CRM User Guide
CRM Value Proposition
Vendor Agreement
CRM Vendor Product List
Vision and Mission Statement
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