CRM Requirements Roadmap Demand Metrics CRM Requirements Roadmap

CRM Requirements Roadmap Demand Metric’s CRM Requirements Roadmap was designed to help you map out your existing approach to various CRM elements and define your roadmap for integrating these functions/applications into your CRM platform over a three year period. For each function, determine if you have a function, what system is currently used for that function, and decide which year, if at all, you will integrate with your CRM platform.

CRM REQUIREMENTS ROADMAP Sales Customer Support MARKETING TODAY YEAR 1 YEAR 2 YEAR 3 Campaign Management Manual CRM Email Marketing Email System CRM CRM Auto-Response Emails Email System CRM CRM Search Marketing Manual PRM System SEO System Lead Management Old CRM CRM List Management Email System CRM CRM Predictive Analytics None Manual Analytics System CRM Content Production Manual Content System CRM None Digital Asset System CRM Event Management Survey System CRM CRM Surveys & Feedback Survey System CRM CRM Digital Assets Partner Relations

CRM REQUIREMENTS ROADMAP Marketing SALES TODAY YEAR 1 YEAR 2 YEAR 3 Manual CRM Opportunity Management Old CRM CRM Account/Contact Mgmt. Old CRM CRM Manual Old CRM CRM Manual CRM CRM None Manual CRM Manual Proposal System CRM Email Templates None CRM CRM Asset Management None CRM CRM Manual CRM Territory Management SALES Activity Management Lead Management Forecasting Customer Support Document Management Proposal Management Compensation Partner Relations

CRM REQUIREMENTS ROADMAP Marketing CUSTOMER SUPPORT Sales TODAY YEAR 1 YEAR 2 YEAR 3 Self-Service Portal None Community System CRM Web Forms None CRM CRM Email-to-Case Support System CRM CRM Knowledge Management Manual KM System CRM Case Management Manual CRM CRM Contact Management Old CRM CRM Contact Management None Manual CRM Contact Management Manual CRM CRM Call Scripting None Manual CRM Live Chat None Live Chat System CRM Manual CRM CRM Telephony Integration Partner Relations

CRM REQUIREMENTS ROADMAP Marketing PARTNER RELATIONS TODAY YEAR 1 YEAR 2 YEAR 3 Manual PRM System CRM None CRM CRM Manual CRM None Manual CRM CRM Deal Registration Old CRM CRM Opportunity Management Old CRM CRM None CRM CRM Manual CRM None PRM System CRM Manual PRM System CRM Recruitment Account Management Sales Training Channel Plans Lead Flow Customer Support Pricing Management Communications Performance Management PARTNER RELATIONS Reporting