Apply: CRM Packages Presentation
Assignment Content
- 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:
audio
- 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.
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