Assignment # 3- Individual Presentation – CRM as a tool for Digital

Transformation-
A customer relationship management (CRM) system is an integral part of every marketing, sales, and
business development department as well as CRM company. The CRM software selection process
requires in-depth research, analysis, and collaboration.

This assignment will give you an opportunity to demonstrate your knowledge of Customer Relationship
Management (CRM) software and the various components that can be a part of each. The assignment is
also designed to develop your individual presentation and analytical skills, as you will use the features of
MS PowerPoint to present your research

Assignment Scenario: You are the Business expert on the IT team in your organization. The organization
is embarking on acquiring and implementing a CRM solution to increase efficiency and productivity. As
the expert, you have been asked to research and recommend a suitable solution from the business
perspective.

Students may pick and choose a CRM tool of their choice and create a presentation (10-15 slides) based
on research on the chosen CRM tool/software, using various reviews and comparison tools available
online. Recommended to share the User Interface/Menu Items/Dashboard for better insights

Upload the PowerPoint file for the assignment submission.

Examples of popular CRM

1. Active Campaign
2. AppTIVO
3. Hubspot
4. Insightly
5. TOTVS
6. Freshworks
7. Nutshell
8. Monday Sales
9. Pipedrive
10. Swiftpage
11. SAGE
12. KW Command
13. OctoPOS
14. Goldmine
15. Zoho CRM
16. SCORO
17. KEAP
18. SugarCRM
19. EngageBay
20. Applause
21. 24X7officeCRM
 Group Presentation Rubric

Students can look at this rubric so they may understand what they are being graded on. The Group
Presentation Rubric will be used to determine your final grade for the project.

Trait Criteria Points

Weight 20% each 0-9 9-13 14-17 18-20
Presentation had an
Presentation had
Content Did the Presentation Presentation had a exceptional amount
moments where
presentation contained little good amount of of valuable material
valuable material
have valuable tono valuable material and and was extremely 20
was present but as
material? material. benefited the class. beneficial to the
a whole content
class.
was lacking.
Organization Was The The presentation The presentation
the presentation presentation had organizing was well organized,
There were minimal
well organizedand lacked ideas but could well prepared and
signs oforganization
easy to organization have been much easyto follow.
or preparation.
follow? and had little stronger with
evidenceof better preparation. 20
preparation.
Preliminary CRM as a topic CRM as a topic has
CRM as a topic CRM as a topic has
familiarization with has minimal required amount of
has not been required clear and
the CRM as a topic. explanation to explanation to
clearly concise amount of
relate with the relate with the 20
explained explanation to and
theme theme reinforces great
understanding
Risks and
benefits of Risks and Risks and benefits Risks and benefits Risks and benefits
using the CRM benefits have have minimal have required have been provided
platform not been analysis amount of analysis with extensive 20
analyzed analysis and
rationale
References/
Sources The student The student has The student has The student has has
has not cited cited some sources, cited all resources cited all resources 20
any sources but references are as well as working
incomplete links to online
sources when
available