CRM Checklist of Requirements
Download our FREE CRM Requirements Checklist Document – including Discovery Questions
- Business objectives, change 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
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