CHECKLIST:
CRM requirements overview
The goal of this checklist: By selecting the criteria, you generate the specifications and at the same time find out which CRM provider is the best fit for you
- Use the list to determine your own requirements for a CRM system
- In doing so, involve all interest groups of your company
- Research which CRM vendors meet these requirements
- Enter results of your research in the list
- Conveniently compare up to 3 CRM providers at a glance
Checklist download form
Please fill in the form & send it. After that you will receive an email with a link. Please click on it to confirm your e-mail address. Afterwards you will receive your download link.
Analyze your CRM requirements under 6 headings
As an important basis for your CRM implementation, you need a specification sheet that describes your requirements for the functional scope of your future CRM software. Our free checklist helps you analyze your specific requirements so that you can conveniently compare the different CRM providers in the next step.
Don’t forget to ask all stakeholders in your company about their specific requirements for the CRM system so that the desired functions for the CRM system are fully incorporated into the specifications.
- Applications
- Product enhancements
- Requirements
- Support for CRM implementation
- Support & Maintenance
- Provider features and qualities
