2019 - 20 Business Plan | CRM Software
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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[YEAR] Business Plan | CRM Software
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