POST ACC535 All Assignment Latest 2019 September (No Week 2 Assignment)
ACC535 Customer Relationship Management (CRM) for Professional
Organizations
Week 1 Assignment
Team
Project – Networking Plan
This week
your team will turn in a networking action plan for your scenario. The site
attached here will provide you with an example of a template you can use, but
you are welcome to build your own as long as you have the key elements.
Template
for Action Plan
The last
column in the plan for results should be the results you expect the task to
give you.
There is a
second deliverable – your team should also prepare a 1 to 2 page summary
explaining the action plan and why you have chosen to do the plan you put
together, along with any other details you feel would help me in assessing the
plan.
Social
media networking should be addressed in your plan, even if it is minimal for
your situation.
ACC535 Customer Relationship Management (CRM) for Professional
Organizations
Week 2 Assignment
Team
Project – Website
This week
your team will build your brand and image by building a website. There are many
tools available on the web to build websites for free. One is:
http://www.wix.com
You can
sign up for a free account with them or use other means at your disposal. It is
not necessary for all of the content to be populated, but there should be place
holders for items that you believe should be included. Pay careful attention to
the image you are trying to portray. You will be circling back to this site
later in the course and you can fill in some of those details at that time.
Keep in
mind that part of your design should be incorporating ways to network and keep
in touch with clients.
There is a
second deliverable – a short paper that explains to me the image you believe
your site to be portraying and why you believe it portrays that image.
ACC535 Customer Relationship Management (CRM) for Professional
Organizations
Week 3 Assignment
Team
Project – CRM Design
This week
your team will define the needs for your CRM program and do some research to
determine what will work best for your situation.
You should
prepare a list of “needs” in a robust CRM system that will handle what you
believe you need to manage your clients’ needs and grow your business. The
analysis should include reasoning behind items on the list.
You should
then do a SWOT analysis of the various possible systems out there that might
meet your needs. (minimum of 3)
http://office.microsoft.com/en-us/templates/competitive-analysis-using-swot-TC006078428.aspx
The above
link will take you to a sample SWOT analysis that you can modify for product
SWOT, or you can create your own.
Finally,
you should prepare a summary with the choice you believe to be best and why.
ACC535 Customer Relationship Management (CRM) for Professional
Organizations
Week 4 Assignment
Individual
Assignment – Personal Assessment
Based upon
the readings and research to date, as well as any personal experiences and
background – please prepare a 3 to 4 page paper that assesses your personal
SWOT in regards to Client Relationship Management.
The results
and information from Personality Poker can play a role in this paper, but other
assessments are just as valid.
This should
be an honest assessment; you will not be graded down for having weaknesses.
The paper
should include a plan for moving forward to take advantage of opportunities and
to remedy any weaknesses.
ACC535 Customer Relationship Management (CRM) for Professional
Organizations
Week 5 Assignment
Team
Assignment – Managing Growth
This week
your team will prepare a brief paper that describes how your organization is
going to plan for growth, including how you will be managing that growth. Be
sure to incorporate SMART goals into the plan. Include as many aspects of the
business that you can. This will be incorporated into your final project.
ACC535 Customer Relationship Management (CRM) for Professional
Organizations
Week 6 Assignment
Team
Project – Consulting Proposal
With your
new organization you will tackle one of the cases provided and prepare a
proposal (for internal purposes) that includes how you would approach the
situation, what personnel you need, timeframe for completion and any other
relevant information someone might need to determine understanding.
In
addition, you will include a letter to the client that outlines your plan of
attack.
ACC535 Customer Relationship Management (CRM) for Professional
Organizations
Week 8 Assignment
Final Assignment
– Team Project – Complete CRM Plan
Team
Project – Complete CRM Plan
Prepare a
final complete CRM plan for your organization that includes (but is not limited
to) the following:
Branding
Image
Networking
Tools
Referral
management

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Managing
growth
Measurement
of success
The plan
should also include a page from each individual on the team that outlines their
personal plan for CRM – (Improvement/action plan)
The
presentation of the plan should be done with voice/video as though you are
presenting it to a committee. Visual Aides and Back Up documents should be
included. (most of this will come from the work already done)
Technical/Editing
issues will be overlooked and not included in the grading of this assignment
when it comes to the presentations. However, spelling on ppt’s and other such
items are part of the rubric.