CRM Software Business Plan

I. Executive Summary

1.1 Introduction

Although it may seem so simple, maintaining a client relationship is difficult, especially as a business expands and its procedures get more intricate. Smart business owners are aware that expansion means it's time to select a technology solution that is cost-effective, increases efficiency, and aids in client retention.

In order to help businesses develop a relationship with their customers that fosters loyalty and customer retention, [Company Name] will offer CRM software. It's CRM software will also offer an easy-to-use user interface for data collection that will assist firms in identifying and corresponding with customers in a scalable manner.

The Company, located at [insert location here], will be a CRM software provider that will help businesses manage contacts, manage leads, automate sales force, manage sales report analytics, data sharing, and third-party integration. [Company Name] will ensure that all the clients are provided with good quality customized CRM solutions and 24/7 IT support irrespective of the size of their company. 

1.2 Founder Information

[Founder’s name] is a visionary leader, technology change agent, innovative philanthropist, and reliable advisor to business leaders around the world. He has extensive experience designing apps that helps companies to innovate the way their organizations communicate with customers and help employees get work done more effectively.  

1.3 Target Customer

The Company will develop both standard and customized software for multiple businesses according to their needs and demands. The following are the company’s major target customers-

  • Pharmaceutical Companies
  • FMCG Companies
  • Manufacturing Companies
  • Financial Institutions

1.4 Why Us

Efficient Contact Management – The significant need for adopting a CRM is tracking customer contacts and managing relationships with customers. Interactive organizational charts in the company's CRM will be used to create a hierarchy for the company's present accounts or to serve as a jumping-off point for adding contacts to a new account.

Significant Sales Insights – The businesses also need to monitor and analyze sales data to analyze their performance. The company will provide significant and actionable insights by monitoring daily actions and communications using a collection of action cards. The CRM software will also send reminders for upcoming activities, email messages, about-to-expire opportunities, and inactive contacts or accounts.

Predictive Forecasting – Managers need to predict how much a sales team can sell and plan to calculate company revenue based on deal closure probability. The Company’s AI-enabled predictive forecasting leverages both historical and pipeline data that use subjective bottom-up projections alongside objective data-driven forecasts.

Sales Improvement Recommendations – The Company's CRM platform will offer suggestions on how to advance sales based on information about customer interactions, profiles, and insights, as well as strategies for obtaining a warm introduction.

1.5 Financial Highlights

Financial Highlights
Strategic Business Plans