CRM Logistics & Compliance Managament

Project Objectives:

  • Customer Relationship Management
  • Implement and Deploy CRM Application Appropriate for Tasty Treats
  • Integration with Microsoft Exchange Outlook Platform
  • Comprehensive Analytical Component to Provide Reporting and Analysis.

Scope:

  • Royal Foods has asked TTC to prepare a plan for increasing their operational scope to a national market.  TTC will implement an application to assist in CRM for its sales channel and manage the growing logistics chain.  For regulation reasons, TTC will provide daily reports on their customers, business operations, and financials to Royal Foods for implementation into their existing business intelligence systems. 

Assumptions: 

  • Company discount on mass purchases of hardware and software.
  • Company headquarters in located in a company warehouse.
  • Budget will be large enough to complete project.
  • Existing TTC data is backed up.
  • No previous CRM is used.
  • New SaaS system will be compliant with TTC needs.
  • TTC will not cut budget.
  • Adequate training will be given to all employees.
  • Any new software will be compatible with existing or future TTC hardware.

Cost:

  • Preliminary estimated cost for the entire project is $660,000. 
  • The initial cost estimate includes hardware and software expenditures, as well as preliminary installation and testing.

Schedule: