CRM Packages Presentation-Implementing a CRM

Assignment Content

  1. The CEO of the manufacturing company you are currently consulting for has now asked you to look into implementing a CRM. The company currently uses spreadsheets to track sales calls and a paper address book to keep customer information. The CEO has asked you to research and recommend a CRM that will meet the company’s needs.

    Research at least three CRM packages.

    Use Microsoft® Excel® to create a comparison table that compares the pros and cons of each package.

    Select one product for the manufacturing company.

    Create a 10- to 12-slide narrated, multimedia-rich Microsoft® PowerPoint® presentation for the customer on why implementing the chosen CRM is prudent. Be sure to address the following:

    • Why the chosen package is most appropriate
    • How this software will be an improvement over their current methods
    • How the chosen CRM package will fit into the overall enterprise of the organization
    • The benefits customers can expect as a result of implementing the new software
    • Notes:
      “Multimedia-rich” includes audio and video components. Multi-media aspects of the presentation examples include the following:


    •  including audio within the presentation (Insert > Audio),
    •  narration of the slide contents via detailed speaker notes,
    •  incorporating an audio component (URL, flash) with relatable content, or
    •  including an audio file that narrates the slides, which does not have to be in sync with the presentation slide arrangement
    • video
    •  including audio within the presentation (Insert > Video),
    •  incorporating an video component (URL, flash) with relatable content, or 
    •  including a video file that narrates one or two slides, which does/do not have to be in sync with the presentation slide arrangement
    • Detailed speaker notes are not required. Speaker notes are encouraged because the essence of a basic presentation is to present a snapshot of information.

      Submit your assignment.