Review the Annual Customer Relationship Action Plan and Schedule of CRM Activities documents for your new business venture. Create a separate MS Word doc for the Annual Customer Relationship Action Plan. This is a list of the individual CRM activities you will have over the next 12 months.Create a separate MS Word doc listing Schedule of CRM Activities for each month of the year. Each month must be a different mix of CRM activities.Your grade will be based on the significance and thoughtfulness of the items you entered into the CRM Action Plan.
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