The Operational CRM Toolkit

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The Operational CRM Toolkit
Customer-facing applications, such as sales force automation, call center and customer service support, and marketing automation. This toolkit provides a wide variety of resources to boost your understanding and ability to manage Operational CRM with numerous ready-to-use resources.

This toolkit is designed to provide a guiding hand to assist you in improving your knowledge and understanding of Operational CRM by offering easy to use templates, blueprints, and documents that can be adapted to your requirements.


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Put together by The Art of Service's industry experts and providing ready to use documents, this valuable kit takes the reader beyond the theoretical to focus on the real benefits and deliverables of Operational CRM and how to apply them successfully.

This innovative set of documents and ready-to-use templates will provide you with a head start for both learning and applying of a Operational CRM approach that meets today's standards. It is tailor-fit for professionals who don't have the time or resources at hand to develop the required templates and structure for implementation or management.

The Complete Operational CRM Toolkit includes numerous resources to:

Plan: Establish Operational CRM

Do: Implement and Operate Operational CRM

Check: Monitor and Review Operational CRM

Act: Maintain and Improve Operational CRM

This toolkit includes a variety of electronic documents that provide a head start for the implementation, management, education and awareness for Operational CRM.

The kit is designed for those who need or are looking for awareness or skills, but simply don't have time to develop the necessary templates and structure for the implementation.

The kit serves to act as a starting point, it will give you a clear path to travel and is designed to be a valuable source of information and activities.

The Operational CRM toolkit:

1. Contains numerous ready to use documents covering the Preparing, Planning, Designing, Implementing, Operating and Optimizing of Operational CRM

2. Is scalable to any size and type of project or organization

3. Provides blueprints, templates and documents - ready to download and apply

4. Saves you time and budget