Technical Scope Of Work

I. Project Overview

[YOUR COMPANY NAME] is initiating a project to implement a new Customer Relationship Management (CRM) system for the Sales Department. This system will streamline sales processes, improve customer interactions, and enhance data management. The project will be led by [YOUR NAME], the Project Manager, and will involve collaboration with key stakeholders and team members.

II. Objectives

1. Define Project Scope: Conduct a thorough analysis of the current sales processes and systems to identify areas for improvement and determine the scope of the CRM implementation project.

2. Select CRM Solution: Research and evaluate CRM software options to choose the most suitable solution that aligns with the Sales Department's needs and overall business objectives.

3. Develop Implementation Plan: Create a detailed plan outlining the implementation timeline, milestones, roles, and responsibilities of team members involved in the project.

4. Train Users: Provide comprehensive training and support to ensure that Sales Department employees are proficient in using the new CRM system effectively.

5. Go-Live and Support: Implement the CRM system, monitor its performance, gather feedback from users, and provide ongoing support to address any issues that may arise.

III. Scope of Work

The scope of work for the CRM implementation project includes:

• Conducting an analysis of current sales processes and systems.

• Selecting and implementing a suitable CRM solution.

• Developing an implementation plan.

• Providing user training and support.

• Monitoring system performance and providing ongoing support.

IV. Deliverables

Document Name	Description
Project Charter	Document outlining the project's objectives, scope, timeline, budget, and key stakeholders.
CRM Software Selection Report	Report detailing the evaluation process, criteria for selecting the CRM solution, and rationale for the final decision.
Implementation Plan	Comprehensive plan outlining the project timeline, milestones, tasks, and responsibilities of team members.
Training Materials	User manuals, video tutorials, and training sessions to ensure successful adoption of the new CRM system.
Quality Assurance Plan	Plan for testing the CRM system, identifying and resolving any issues, and ensuring data accuracy.

V. Responsibilities

• Project Manager: Overall project oversight, coordination, and communication.

• Project Team: Collaborate on analysis, software evaluation, implementation planning, training development, and support provision.

• Stakeholders: Provide input, feedback, and approval throughout the project lifecycle.

• Sales Department: Participate in requirements gathering, user testing, and training sessions.

VI. Approval Process

• Project Charter: Approval required from executive management and key stakeholders.

• CRM Software Selection Report: Approval from project team and relevant stakeholders.

• Implementation Plan: Approval from project team, Sales Department representatives, and project sponsor.

• Training Materials: Approval from project team and Sales Department for accuracy and effectiveness.

• Quality Assurance Plan: Approval from project team and quality assurance stakeholders.

VII. Timeline

Task	Start Date	End Date
Define Project Scope	[MM/DD/YYYY]	[MM/DD/YYYY]
Select CRM Solution	[MM/DD/YYYY]	[MM/DD/YYYY]
Develop Implementation Plan	[MM/DD/YYYY]	[MM/DD/YYYY]
User Training	[MM/DD/YYYY]	[MM/DD/YYYY]
Go-Live and Support	[MM/DD/YYYY]	[MM/DD/YYYY]

[SIGNATURE]

[DATE]

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