Scoping Your CRM Requirements

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.

Scoping Your CRM Requirements

CRM scoping spreadsheet (1)

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