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.