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CRM Requirements Checklist

Detail Criteria with Fit-GAP Matrix

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Easily Identify All Customer Relationship Management (CRM) Software Requirements, including the HIDDEN ones!

All CRM user needs and requirements can be quickly identified using this detailed CRM requirements checklist. This checklist utilizes thousands of CRM criteria in conjunction with full GAP-Fit capabilities to ensure that all the hidden "exception case" requirements lurking in every organization's workflow and operating procedures are also identified.  Good examples are rules that start with "It is always done this way except when...", or that "This particular customer gets an extra 5% off".  This checklist tool is designed to help identify those important but hard-to-find requirements crucial for a new system to be implemented on-time and under-budget.  

This customer relationship management software requirements checklist covers thousands CRM criteria, tasks, and processes, and is certified to cover all industry standard requirementss.  The main Table of Contents (TOC) shown below illustrates the broad range of requirements included in this interactive tool.

The "Importance Level" column enables you to easily specify HOW IMPORTANT each requirement is to your company in a consistent and quickly sorted way.  You can choose between the Importance Level options that best fit your project needs. Use 0 - 5, with 0 being not important at all.

The next column to the right, titled "Process (Category)" below, enables you to enter user-defined codes that represent the business functions, processes or CRM software modules found in the Business Unit that is the subject of the Fit-GAP Analysis. This allows all Fit-GAP assessment results to be sorted and viewed using any special criteria needed to manage a particular CRM project.

 

The next column to the right, titled "GAP Analysis" below, enables you to designate just WHERE, WHEN, and HOW MUCH of a GAP exists between your organization's current CRM needs and the customer relationship management software system currently in use, and just as importantly, WHY. (See HOW Fit-GAP Analysis works and its benefits!)

 

The column titled "GAP Source (Location)" below, enables you to designate just WHERE a GAP exists, i.e., is it a CRM software deficiency or a customer relationship management workflow/procedural problem. This knowledge is very useful when integrating a new software system with current business processes.

The column titled "REQUIREMENTS TYPE" below, enables you to designate the TYPE of GAP that exists between your organization's current CRM needs and and the software and/or the processes currently in use.


Fit/GAP ANALYSIS - Sorting and Reporting


Quickly and Easily Sort and View Customer Relationship Management Fit/GAP assessment entries by industry standard and user-defined assessment code, as shown below. Now you can almost instantly view Fit-GAP assessments sorted by:

The "Process" column accepts user-defined codes to allow sorting of GAP assessments by any special project need that may come up, all on a mouse click.

Number of CRM Requirement Fit-GAP Assessments by Degree (Size)

Percentage of GAP-Fit Assessments by Degree (Size)

Number of Customer Relationship Management System Fit/GAP entries by Type

Percentage of CRM System GAPs by Type

RADAR Chart - CRM GAP Percentage by Type


This CRM Requirements Checklist with GAP-Fit Analysis, as shown above with thousands of CRM requirements, is available separately for immeditate download. Just click the "Add to Cart" button below.  It is also included at no extra charge as part of the CRM RFP Template Toolkit.

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