Examining Preparatory Phase Activities Of CRM

preparatory phase activities

Introducing Preparatory Phase Activities in CRM


At the end of this lesson, readers should be able to:

  • Define the CRM vision as part of preparatory phase activities in CRM
  • Assess the Organisation’s readiness
  • Audit the IS/IT infrastructure.



CRM vision is the reference point to both the internal as well as external customer of the organisation. Organisation’s strategy is tightly interwoven into the CRM vision. Normally, a top management representative owns the visioning process. The CRM Visions is typically accompanied by a strategic action plan and an implementation plan.

preparatory phase activities

When we take of a vision, it is the future that you are aiming. It is what you want your organization to come in the nearest future. It is basically what your organization stands for and without it, you are clueless on the organization.

A vision must take into cons’ duration that strategic direction of an organization. It all cleanly print out what your organization set out to achieve and how they intend to achieve it. Anybody that sees it, must be able to know the direction of your organization vision must be accompanied by a strategic action and implementation. It is not all about you having a laudable plan, you must have a blueprint that shows how to intend to achieve your plan of action. Organizations should ensure that the CRM vision is kept relevant and alive.



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Examining Preparatory Phase Activities Of CRM 1

Adeniyi Salau PMP , CCNA R&S , CDMP, CEP, MOS, MCP, CSCU (Project 2016), Microsoft Certified Security and Networking Associate is a Google and Beingcert Certified Digital Marketer, Project Manager and SEO Expert of repute with about a decade of Blogging and online marketing experience. He is always ready to share his experience with others.

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