Customer Relationship Management Plan Template

Improve customer satisfaction & loyalty with this strategic Customer Relationship Management Plan. Create a comprehensive plan tailored to your business.
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Customer Relationship Management Plan Template

What is a Customer Relationship Management Plan?

A customer relationship management plan outlines the goals, and objectives of an organization with the purpose of improving customer satisfaction and loyalty. This plan should focus on improving customer service and developing customer relationships. It should include details about customer segments, customer interactions, customer feedback, and customer support processes.

What's included in this Customer Relationship Management Plan template?


  • 3 focus areas
  • 6 objectives
  • 6 projects
  • 6 KPIs

Each focus area has its own objectives, projects, and KPIs to ensure that the strategy is comprehensive and effective.


Who is the Customer Relationship Management Plan template for?

This template is designed for customer success and customer service teams in organizations of all sizes and industries. It provides a clear framework for creating a comprehensive customer relationship management plan. This plan can be used to create strategies for improving customer satisfaction and loyalty, ultimately leading to increased customer retention and profits.

1. Define clear examples of your focus areas

Focus areas provide a clear structure for the customer relationship management plan. Examples of focus areas may include developing customer relationships, enhancing service quality, or enhancing customer experience. These focus areas should be tailored to the specific needs of the organization, based on customer feedback, customer interaction data, and customer service trends.

2. Think about the objectives that could fall under that focus area

Objectives are goals that the organization intends to achieve. They should be specific, measurable, achievable, relevant, and time-bound. Examples of some objectives for the focus area of Developing Customer Relationships could be: Increase Customer Retention, and Improve Customer Satisfaction.

3. Set measurable targets (KPIs) to tackle the objective

KPIs (Key Performance Indicators) are measurable targets that are set for each objective. These KPIs should be set to track progress and measure success. An example of a KPI for the focus area of Developing Customer Relationships could be: Reduce Customer Churn.

4. Implement related projects to achieve the KPIs

Projects (also known as actions) are the steps that the organization must take to achieve the KPIs. They should be specific and actionable. An example of a project related to Developing Customer Relationships could be: Establish Proactive Support Process.

5. Utilize Cascade Strategy Execution Platform to see faster results from your strategy

Cascade is an all-in-one strategy execution platform that helps organizations track, manage, and measure their customer relationship management plans. It provides real-time visibility into performance, enabling customers to make data-driven decisions and measure the impact of their strategies.

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