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TBR Process Checklist

TBR Process Checklist - Roadmap Step Technical Baseline...

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Roadmap Step – Technical Baseline Review Process Checklist General Briefing 1. Do the participants understand who we are? - Trustworthy experts dedicated to long term customer relationships - Independent - Unbiased - No interest in software/implementation companies 2. Do the participants understand what we do? - High level review of our full range of products and services - Expertise, background 3. Do the participants understand what CRM is? - Key figures are to be engaged and asked to acknowledge what CRM meant to them before and after ISM briefing. 4. Do they understand how CRM may apply to their business? - Review flow chart of an efficient and a less than efficient process (provided by client) and identify areas of possible time savings via CRM - Discuss relevant customer case studies and examples to further explain how CRM may apply to their business 5. Do they understand how CRM may benefit them? - Value proposition 6. Do they understand how long CRM takes to implement?
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