To prepare for your role on the team, you are going to research and explore existing CRM companies to evaluate information to share at the first meeting. You will want to be prepared to discuss details, so you have decided to create:

 

The steps to select and implement the right CRM system

Including the expected timing of the various steps

 

A list of CRM system needs and wants for the sales force to be effective

 

A table that compares the 3companies on the list of needs and wants you identified

 

A supporting document to explain the previous steps to further clarify and rationalize the choices made

 

These tasks can be prepared as either PowerPoint slides, Word, or Excel documents that would be useful to the assembled stakeholder team to discuss CRM.