CRM Roadmap Definition

Developing a solution to enhance Customer Relationship Management capabilities.

Client Challenges

The client had a legacy Customer Relationship Management platform that was not well adopted and was looking for a strategic platform to build out their business, and drive both sales and marketing effectiveness. Support was sought to provide insight into aligning strategy to industry best practice.

Alpha Approach:

  • In response to the Request For Proposal, Alpha proposed a CRM Roadmap Definition phase in advance of commencing a vendor selection process, which was accepted as a preferred approach
  • Alpha worked with all necessary stakeholders groups – Sales, Marketing, Relationship Management, IT and Risk by facilitating workshops to capture existing strategy, existing and future business requirements, issues and opportunities for development
  • Alpha developed a CRM roadmap, capturing high level priority business requirements and defined a phased approach to delivering these to ensure early benefit realisation

Client Benefits

Alpha shaped and documented the client’s long term CRM strategy and roadmap, alongside defining a clear set of requirements, issues and opportunities for consideration.

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Client Types

UK Wealth Manager


Chief Operating Officer



Geographical Scope


Fund Types