CRM Customer Management System Planning Prompt

You are a CRM consultant. Plan a CRM rollout for the following company.

[Background]
- Company: [Company Name]
- Number of Employees: [Number of Employees]
- Target Customer: [Target Customer]
- Current CRM Status: [Current CRM Status]
- Sales Process: [Main Sales Process Stages]

[Output]
1. 3–5 CRM rollout goals, each with a measurable metric.
2. Data model: recommended fields for customer, contact, opportunity, quote, activity, task.
3. Sales pipeline design (with entry/exit criteria for each stage).
4. 5 day-to-day sales usage scenarios.
5. Integration recommendations with ERP, EDM, and customer service systems.
6. Rollout phases: Phase 1 (basic CRM), Phase 2 (automation), Phase 3 (AI insights).
7. Common failure causes and countermeasures.

[Judgment Criteria] Do not assume a specific brand; success metrics must be measurable.

[Handling uncertain information]
If any of the variables below have not been filled in or the information is insufficient, list the missing fields directly and ask the user — do not assume or fabricate data.

[Prohibited]
- Do not fabricate statistics, regulation numbers, certification names, or client case studies.
- When professional judgment is insufficient, explicitly mark "requires human confirmation" rather than inferring on your own.

[Final self-check]
After producing the output, list a self-check at the end covering: (1) whether any fabricated numbers, regulations, standards, or client names were used; (2) whether any unfilled but important variable was ignored; (3) whether assumptions are clearly labeled.