By using this template, you will be able to:

  • Identify the business requirements that matter when scoping your new CRM
  • Spot potential roadblocks and challenges in implementing a new CRM before they occur, minimising risk
  • Pinpoint the issues with your current CRM so you can find a fit-for-purpose CRM

After completing this template you can provide internal stakeholders and external partners with one document containing only the essential information to understand and scope the CRM project.


Considering a new CRM system for your business?

CRM systems make or break a business' marketing efforts. A CRM unsuited to its business can render your marketing efforts ineffective and create a situation where leads aren't being followed up upon.

We've spent years helping businesses utilise HubSpot for all their service and customer relationship needs. We've seen the good, the bad, and the ugly when it comes to CRM systems so we understand the importance of getting it right.

Now that all our data is in HubSpot, our next task is to make sure that there is data consistency in the way we report our activities and how we can monitor our campaigns to further optimise them. We have moved from isolated systems that were reported separately not making it easy to analyse results. Working with Gem, from BabelQuest, is making this complex task easier to accomplish as we dissect the route we need to take with a practical and efficient approach.
Silvana Tafur
Director of Demand Generation, CEG