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1. Parties: Identifies the service provider and customer, including their registered addresses and company details
2. Background: Outlines the context of the agreement and the parties' intention to enter into a CRM service arrangement
3. Definitions: Defines key terms used throughout the agreement, including technical CRM terminology
4. Scope of Services: Detailed description of the CRM services to be provided, including core functionalities and features
5. Service Levels and Performance Metrics: Specifies the agreed service levels, KPIs, and performance standards
6. Service Provider Obligations: Lists the responsibilities and commitments of the CRM service provider
7. Customer Obligations: Outlines the customer's responsibilities and requirements for service delivery
8. Data Protection and Security: Specifies data handling, security measures, and compliance requirements
9. Service Monitoring and Reporting: Details the monitoring mechanisms and reporting requirements
10. Support and Maintenance: Describes support levels, maintenance schedules, and response times
11. Fee Structure and Payment Terms: Specifies pricing, payment schedule, and billing procedures
12. Term and Termination: Details the agreement duration, renewal terms, and termination conditions
13. Dispute Resolution: Outlines the process for handling disputes between parties
14. General Provisions: Standard legal clauses including notices, amendments, and governing law
1. Service Credits and Penalties: Defines compensation mechanisms for service level failures, used when specific performance penalties are required
2. Disaster Recovery and Business Continuity: Specifies procedures for system recovery and service continuation, important for critical CRM implementations
3. Third-Party Integration: Addresses integration with other systems or services, included when third-party services are part of the CRM solution
4. Training and Knowledge Transfer: Details training provisions and documentation requirements, relevant for complex CRM implementations
5. Intellectual Property Rights: Specific IP provisions for customizations and developments, needed when custom development is involved
6. Change Management: Procedures for handling service or requirement changes, important for evolving CRM needs
7. Exit Management: Details transition arrangements at contract end, crucial for complex or critical CRM services
1. Schedule 1: Service Specifications: Detailed technical specifications of the CRM system and services
2. Schedule 2: Service Level Metrics: Comprehensive list of KPIs, measurement methods, and target levels
3. Schedule 3: Fee Schedule: Detailed breakdown of fees, pricing models, and payment terms
4. Schedule 4: Support Procedures: Detailed support processes, escalation matrices, and contact information
5. Schedule 5: Data Processing Agreement: Specific terms for data processing and privacy compliance
6. Appendix A: Technical Requirements: Customer's technical infrastructure requirements and specifications
7. Appendix B: Security Standards: Detailed security protocols and compliance requirements
8. Appendix C: Report Templates: Standard formats for performance and service level reporting
Authorized Users
Business Day
Business Hours
Change Request
Confidential Information
CRM Platform
CRM Services
Critical Incident
Customer Data
Data Protection Laws
Downtime
Effective Date
Force Majeure Event
Implementation Period
Incident
Initial Term
Intellectual Property Rights
Key Performance Indicators (KPIs)
Maintenance Window
Normal Business Hours
Personal Data
Response Time
Resolution Time
Service Credits
Service Levels
Service Provider
Service Provider Software
Service Recipient
Sensitive Personal Data
Service Availability
Service Hours
Service Level Failure
Service Level Measurement Period
Service Level Requirements
Service Level Target
Service Reports
Support Services
System
Term
Third-Party Applications
Uptime
User Documentation
Working Hours
Service Levels
Performance Metrics
Service Credits
Data Protection
Data Security
Confidentiality
Intellectual Property
Service Provider Obligations
Customer Obligations
Support Services
Maintenance
Payment Terms
Liability
Indemnification
Force Majeure
Term and Termination
Transition Services
Change Management
Disaster Recovery
Business Continuity
Audit Rights
Compliance
Dispute Resolution
Governing Law
Assignment
Subcontracting
Notice
Entire Agreement
Amendments
Severability
Third Party Rights
Insurance
Warranties
Service Reports
Personnel
Non-Solicitation
Exclusivity
Exit Management
Information Technology
Financial Services
Retail
Healthcare
Telecommunications
Professional Services
Manufacturing
E-commerce
Education
Real Estate
Insurance
Banking
Legal
Information Technology
Customer Service
Sales Operations
Procurement
Compliance
Information Security
Service Delivery
Contract Management
Risk Management
Data Protection
Chief Information Officer
IT Director
Customer Service Manager
Sales Operations Manager
Legal Counsel
Procurement Manager
Data Protection Officer
Service Delivery Manager
Contract Manager
IT Operations Manager
CRM Administrator
Information Security Manager
Business Relationship Manager
Compliance Officer
Technical Project Manager
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