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Specification template : setting up a new CRM

Listing your requirements is a fundamental step for the success of your CRM project! It allows you to define your needs and have a precise project brief for your future provider or your internal project team.

 

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Fill out the form to receive your project specification template!
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The implementation of a powerful CRM will allow you to :

  • Anticipate, measure and analyse your collective or individual performance
  • Align your sales, marketing and customer support teams to strengthen collaboration
  • Improve your customer experience with highly personalized conversations

A detailed specification template to prepare your CRM project

  • The essential information to provide to present your company, your business model and your project
  • A tool to list your use cases and requirements as well as your business processes 
  • Key questions to ask yourself when preparing a data migration from your existing CRM and how to avoid the most common mistakes
  • A tool to anticipate your needs in terms of integration with other tools