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CRM Checklist of Requirements

Download our FREE CRM Requirements Checklist Document – including Discovery Questions

With this checklist template for gathering CRM requirements, you will be able to make sure you have covered all your bases as you prepare for your CRM project.

CRM Implementation and Rollout ChecklistOur CRM Checklist covers the following topics:

  • Business objectiveschange motivators, current systems, etc…
  • Record and Module Analysis. Record counts and details of current systems
  • Current System details.
  • Document Management.
  • Sales. Leads, Targets, Accounts, Contacts, etc…
  • Marketing. Campaigns, Target Groups, Opportunities, etc…
  • Service. Cases, Bugs, Tracking, etc…
  • Users. Roles, Teams, Access, etc…
  • Security. Rights, Fields, Modules, Teams, etc…
  • Access. Network, Sync, Mobile, etc…
  • Integration. What systems need to be integrated?
  • Customization and Personalization
  • Workflow and Automation
  • IT Staffing options and needs
  • Hardware and Network
  • and more…

With this CRM Needs Assessment and Analysis Questionnaire, you will be able to discern what areas of your CRM project need to concentrated on in your discussions with vendors. This tool was created by CRM comparison professionals – and is now available to our readers.

Download the CRM specification template for gathering requirements

Fill out the form below, and we will send you our CRM Requirements Checklist.

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About the author

Cliff Ford Author: Cliff Ford. CRM Solution Comparison has provided CRM cloud software reviews and evaluations for several years. Our staff of CRM certified partners implements, tests and uses the various systems discussed within this blog. We have created a number of excellent CRM comparison and evaluation tools that we provide our readers. Google

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