How to write a CRM business case: template and examples

Creating a great CRM business case is often the most crucial first step in transforming how your small to medium-sized business interacts with customers. If that sounds like a lot of pressure, we’ve put together a CRM business case template – complete with examples – that can help you win buy-in and ongoing executive support. 

The initial buy-in for your CRM strategy is critical, and a lack of executive sponsorship is one of the one of the top five contributing factors to CRM failure. It’s important to frontload your journey by clearly communicating how the business will benefit and getting alignment from key stakeholders. 

Whether you’re writing a business case for Salesforce or any other platform, a compelling business case will marshal early support, begin to define project scope and manage expectations upfront. Building on the steps outlined in the CRM Handbook, this free business case template will help you get started, including explanations and examples throughout. 

If you’re looking to take that all-important first step, this template is a good starting point.