You are to play the role of a Customer Relationship Manager

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You are to play the role of a Customer Relationship Manager who will provide a proposal that details a CRM solution to a potential client.

Your proposal may focus on a specific area such as Sales, Marketing or Service or providing an all encompassing solution for all areas.

In your proposal, you will need to provide details on a specific CRM application such as:

Sales Force




Oracle (siebel)

Pivotal CRM

Infor CRM

Amdocs ClarifyCRM v.12

You can choose any other CRM application you can research and find information about, or know of personally.

This list is not all inclusive, there are many more CRM software companies available for your review.

Your proposal as a Word Report or Power Point should include:

Cover Page, Executive Summary, Description of Problem, Description of CRM, Benefits of CRM, Proposal Application, Screenshots of Application and Bibliography.

Random notes: do not pay attention to this.

In CRM (customer relationship management), CRM software is a category of software that covers a broad set of applications designed to help businesses manage many of the following business processes:

  • customer data
  • customer interaction
  • access business information
  • automate sales
  • track leads
  • contracts
  • marketing
  • customer support
  • clients and contacts
  • support vendor / partner relationships
  • employees
  • knowledge and training
  • assets or resources

While CRM software is most commonly used to manage a business-customer relationship, CRM software systems are also used in the same way to manage business contacts, employees, clients, contract wins and sales leads. Typically, CRM software is used in the enterprise, however many products scale and can be used in a business of any size.

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