CRM Software Business Plan Example | Upmetrics

CRM Software

Business Plan

A SAAS Business Plan

Prepared By

John Doe

(650) 359-3153

10200 Bolsa Ave, Westminster, CA, 92683 info@upmetrics.co

Table of Contents

EXECUTIVE SUMMARY

The Product The Competition and Panda CRM' Competitive Edge The Market Opportunity The Sales and Distribution Strategy Sales Growth and Revenue Projections The Management Team Funding Request and Use of Funds The Exit Strategy

MISSION & VISION

MISSION STATEMENT CORE PURPOSE CORE VALUES

PRODUCT & SERVICE DESCRIPTION

OVERVIEW OF PRODUCTS & SERVICES PROBLEMS, CAUSES, SOLUTIONS & BENEFITS

INDUSTRY ANALYSIS

INDUSTRY OVERVIEW Cloud Computing Industry SaaS Industry CRM Industry

SAAS AND CRM INDUSTRY SIZE AND TRENDS Industry Size Industry Trends and Key Factors

COMPETITIVE ANALYSIS

COMPETITIVE OVERVIEW Direct Competitors: Indirect Competitors:

DIRECT COMPETITORS INDIRECT COMPETITORS COMPETITIVE ADVANTAGES

Competitive Advantage MARKET SHARE ANALYSIS BARRIERS TO ENTRY

5 6 7 7 7 7 8 8 8 9 10 10 10 12 13 13 14 15 15 15 15 15 16 16 17 18 18 18 18 20 21 22 22 23

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Market Saturation Beta and Usability Testing Patents & Copyrights

MARKET ANALYSIS

Market Snapshot ADDRESSABLE MARKET

Small Businesses ? Market Size Wage and Salary Sales Workers? Market Size B2B MARKET SEGMENTATION IDEAL CUSTOMER PROFILE

SALES & MARKETING PLAN

SALES & MARKETING GOALS Online Traffic New Demos (Units) - Online Chart Active Businesses (Units) - Online Traffic Chart Sales Representatives Active Businesses - Sales Representative Chart Resellers Active Businesses (Units) - Re sellers Chart

SWOT Analysis PRICING STRATEGY BRANDING

Branding Strategy MARKETING STRATEGIES

Online Marketing

OPERATIONS PLAN

LOCATION STAFFING AND TRAINING PERSONNEL PLAN CUSTOMER SERVICE PURCHASING PROCEDURES QUALITY CONTROL MEASURES

MANAGEMENT TEAM

23 23 23 25 26 26 26 26 27 28 30 31 31 32 32 33 33 33 34 34 34 35 35 35 36 36 37 38 38 39 40 40 40 41 41 41 43

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KEY MANAGEMENT BILL JOHNSON JENNIFER THOMAS MICHAEL RUSSMAN JOHN BRYANT

BOARD OF DIRECTORS & BOARD OF ADVISORS

FINANCIAL PLAN

FINANCIAL SUMMARY Profit and Loss Chart Profit Margin Chart

MARKETING AND PERSONNEL EXPENSES Marketing Budget Chart Marketing to Revenue Ratio Chart

PROJECTED PROFIT AND LOSS PROJECTED CASH FLOW PROJECTED BALANCE SHEET CURRENT OWNERSHIP SUMMARY FUNDING REQUEST & TERMS OF INVESTMENT

Current Milestones Seed Capital Series A Capital EXIT STRATEGY

APPENDICES

PRODUCT COMPARISON

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Easy to use Business Plan Software

Get started using a business plan template is always the fastest way to write your business plan, but as you know, you can't just fill in the blanks along with a template. You will need a collaborative tool that guides you on every step of your planning.

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Do not worry about not having accounting skills. With Upmetrics, Simply enter your sales and costs figures, and we'll prepare all of your monthly/quarterly and yearly financial projections.

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[YEAR] Business Plan | CRM Software

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