Customer Relationship Management Requirements

Identify ALL the Customer Relationship Management Requirements specific to your CRM needs, all by using these UNBIASED CRM requirements criteria. This includes many essential needs in addition to CRM software features. The complete set of needed CRM requirements (view full list here) is provided in all important areas:

1. CRM Project Scope
2. Business Decisions
3. Workflow Enhancement
4. CRM Software Requirements (View Tools)
5. Data Conversion
6. CRM System Requirements Reports

As seen above, the CRM software requirements, #4 above, are just PART of what is needed to select the best CRM system. The CRM Project Scope (#1), Business functions (#2), and others listed above are very important in identifying What, How, and Where to correctly identify all aspects of your complete CRM system requirements list. All of the above are included in this complete CRM features template!

IMPORTANT: Be sure to check for ALL CRM requirements! It is a serious mistake to make CRM selection designs based on JUST the CRM software features, and use NOTHING about CRM Project Scope, Business Decisions, and the other requirements above. Why? Successful CRM implementation is a business process that requires more than just software!

This CRM software requirements with Fit-GAP Analysis template discussed below includes everything listed above, all based on your actual need! Lets get started with CRM system needs.

CRM Project Scope

Decide What Business Processes Need Improved or Added
It is very important to identify how your company's current CRM system requirements efforts are doing right now. If you do NOT know about HOW your company is now, then it will be very difficult to reliably plan better system functions for the future. That is why documenting your current CRM system, even if totally manuaral, is the FIRST step in CRM requirements identification!

The CRM Requirements Template and Fit-GAP tool shown below allow you to quickly review WHAT is needed in over 2,200 CRM criteria. This allows you to:

• Identify WHAT may be needed now and/or in the future.

• Importance Level (Priority) of each NEED

• Business Process, Department, Track, or Module impacted.

• WHY the GAP (problem) is occuring

• WHAT IS NEEDED TO Solve the Problem

The actions or items needed to correct each CRM deficiencies are now identified. This makes it very easy to obtain the cost of corrections from CRM vendors as needed, which allows you to obtain an accurate Payback and Return-ON-Investment (ROI) for each competing CRM system, which gives you an accurate way to determine which proposed CRM system is BEST for your company's needs.

Business Decisions

Decide What Business CRM Capabilities Are Needed
Start the Customer Relationship Management needs identification process by identification where your current CRM system either works well, or does not work, with your current or forcast needs. Then identify what should be added, if any, to make CRM more effective. This will help you look at CRM software based on your own needs, and not based just on a vendors capabilities. This is the first step in identifying the best CRM specification for your needs!

Many CRM system or business issues must be decided on before CRM software requirements can be identified. Some examples are:

• Artificial Intelligence (AI) capabilities needed.

• CRM workflows improvements needed.

• Staff location and communication need.

• CRM staff travel and work, i.e remot customer office, devices and operating systems needs.

• Replase staff modile devices and operating systems if needed.

• Position of new CRM system located.

• Prefer to have the system installed on your own servers, or would a fully managed, cloud-based system suit.

• Prefer to self-host the new CRM with owne servere, with backup help or procedures as needed.

• Using Software-as-a-Service (SaaS) CRM, with protection if the vendor goes downtime or if connectivity is lost.

These requirements are very detailed, and address 100% of CRMs industry standard needs, and more! Use this comprehencive list of requirements to accuratly identify your CRM needs, and record exactly why and how they need to be addressed by any new installation. These CRM software criteria are provided:

Artificial Intelligence	Dashboards
Mobile Apps	General Reporting
Requirements Analysis	Drop Shipping Items
Predictive Lead Scoring	Saas/Cloud Security
Virtual Assistants	Product Page Creation
Web Portal	Cloud Configuration
Intelligent Self-Service	Temporarily Hide Product
Document Management	Cloud Administration
Document Capture (Ingestion)	Detail Design Plan
Document Retrieval	Event Management
Marketing Management	Loyalty Management
Quote Processing	Customer Service
Planning & Budgeting	Resource Management
Sales Order Processing	Help Desk Functions
Marketing Tracking	Time & Expenses Tracking
Customer Order Entry	Incident Management
Email Marketing	Sales Forecasting
Backorder Processing	Incident Tracking
Warranty Issues	Call Management Features
Lead Management	Sales Analysis
Campaign Management	Sales Lead Management
Customer Relationship Mgmt	Automated Call Distribution
Trade Promotion	Sales Management
Inquiry Management	Intelligent Call Routing
Search Engine Marketing	Opportunity Management
Contact Maintenance	Interactive Voice Response
Fraud Control	Tax Settings
Workflow	Implementation
Multi-Currency	Multi-Language
Web Site Hosting	Multi-Store
Visitor & Traffic Analysis	Out of Stock Products
Training	...And Many More

Need CRM Marketing Improvement?

Many specific CRM system marketing improvements may be needed? Examples are:

• Need CRM integration with marketing automation system

• Need campaign management improvement?

• Need better CRM-based Lead scoring

• Marketing Lead management needed improvement

Need to Improve CRM-driven Sales?

Many specific Sales improvement needed could come up. Examples are:

• Can CRM-based AI be used to improve sales?

• Data / Inpormation is beecoming out of control

• Improve CRM sales, increased revenues

CRM improvements could Reduce Time spent in LONG Sales Cycle

Specific Long Sales improvement could be needed. Examples are:

• Can CRM-based AI be used to reduce the TIME needed to produce sales?

• Hard to find customer information

• Complex proposels need standardization

Improved CRM-based Communication and Integrate

Many Communication and Integrate improvement could be needed. Examples are:

• Can CRM-based AI be used to improve communication and integrate improvement?

• Need fast, efficient client communication

• Improve CRM tasks such as filling out forms, sending reports be made easily with automated

Intelligent Customer Support

Specific Intelligent Customer Support improvement needed:

• Use CRM-based AI to improve customer support?

• Much improved, more intelligent customer service

• AI is driving intelligent customer service

  AI-powered and AI-integrated CRMs

• Customer Service Is AI-Human Collaboration

CRM Reporting and Analytics

Specific improvement arriase needed:

• Use CRM-based AI to improve reporting and analytics?

• Leads by source

• Leads by offer

• Activity Report

Asking these above questions helps you look at ALL CRM software based on your own perspective, and not base vendor capabilities. This is the first step involved in selecting the BEST CRM system for your company need.