<img height="1" width="1" style="display:none;" alt="" src="https://px.ads.linkedin.com/collect/?pid=108825&amp;fmt=gif">
Skip to content
Download

Scoping Your CRM Requirements

Looking for a new CRM? There are many reasons why you might be on the hunt for a new CRM platform. Sometimes we outgrow the old, and it's time for a fresh start. Navigating the CRM landscape with no plan can be a big challenge. There are many options out there, but knowing exactly what you need for your business and team and where to start in finding that out is the first step. 

Get it now
ScopingCRM_Mockup_963x431-1

By using this spreadsheet 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.

CRM scoping template slider 1
CRM Scoping template slider 2
CRM Scoping template slider 3

Download the template

Get our CRM Scoping Template sent straight to your inbox.

Download now
CRM scoping spreadsheet (1)