What's a Business Case?

A Business Case is the starting point for anyone thinking about a new CRM project. It is a document that defines:

1. The expected outcomes of a new CRM initiative

2. Obstacles to success

3. Your CRM success methodology

4. Project roles for the company and its CRM vendor(s)

5. A preliminary budget and ROI estimate

6. A preliminary timeline for the CRM project


Most companies walk to new CRM projects unprepared.
A good Business Case ensures that you will not. Give us 40 minutes and we will build your entire Business Case for you at no charge. Call us today at 1-877-553-0485.

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Hard Sell Policy
What will happen after
I fill out this form?

Here is what you can expect when you contact us:


1. You will immediately receive a sample Business Case sent to the email address you provide.

2. You will receive a courtesy call from a knowledgeable sales person.

3. You can expect to receive our monthly newsletter featuring free CRM advice and resources that you can opt out from at any time.

We will never sell or provide any other company with your personal information – ever.

Most companies start a new CRM project by looking at software demos and prices.

Bad idea.

In a recent real-world example, a mid-sized consulting company in Atlanta spent nearly $100K trying to migrate from Goldmine to a new CRM system. After 9 months, they scrapped the project. They thought slick technology would make up for lack of planning and flawed business processes. Unfortunately, this story is repeated everyday in companies of all sizes. Bright, well-intentioned managers jump into CRM projects that ultimately kill their careers. You don’t have to kill yours. CRM is the successful blend of business strategy and technology that enables a company to achieve business results by aligning People, Process, and Technology. At ISM, we help clients achieve this by preparing a Business Case prior to the start of any CRM project. A Business Case is a document that defines:

1. The expected outcomes of a new CRM initiative

2. Obstacles to success

3. Your CRM success methodology

4. Project roles for the company and its CRM vendor(s)

5. A preliminary budget and ROI estimate

6. A preliminary timeline for the CRM project

Most companies walk to new CRM projects unprepared. A good Business Case ensures that you will not.
Give us 40 minutes and we will build your entire Business Case for you at no charge.
Call us today at 1-877-553-0485