Preparing for CRM – Requirements
Now you know what you want to achieve (and the processes/data required to do so) you’re in a great position to draft your Requirements.
Depending on your planned approach to procuring a system and potentially selecting a partner or putting a team together to implement, ensure you share the information and background created from:
- Your Project Objectives, Goals
- Process mapping
- Looking at the data required
- Deciding the Outputs you require
- Assessing your priorities
Sharing the thinking behind your requirements really helps whoever is to implement the system assess how best to design a solution for you. They should be asking a lot of “why” questions, and the background will help to provide some answers.
Set up meetings so that all parties have the opportunity to further clarify elements or discuss options before a final proposal. This helps both parties work towards a functionally satisfactory and cost acceptable solution more effectively.
Even if you have a good technical knowledge of your intended solution, try not to make too many product-specific requirements. Technology moves at such a pace that there’s always new, sometimes more cost/time effective ways of achieving your goals. Work with your partner/ implementation team to decide the best way forward for your business now and in the near future. Being too prescriptive can lead to a less than optimal system.
You should now be well prepared to embark on a successful and beneficial implementation project – Good luck.
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