IMPORTANT: Be sure to check for ALL CRM requirements! It is a serious mistake to make a CRM selection decision 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.
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:
Many CRM system or business issues must be decided on before CRM software requirements can be identified. Some examples are:
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 for CRM that are crucial for a new system to be implemented on-time and under-budget.
|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|
|Web Site Hosting||Multi-Store|
|Visitor & Traffic Analysis||Out of Stock Products|
|Training||...And Many More|
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. Be sure you mild the best CRM specifications accuratley!
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:
Many specific CRM system marketing improvements may be needed? Examples are:
Many specific Sales improvement needed could come up. Examples are:
Specific Long Sales improvement could be needed. Examples are:
Many Communication and Integrate improvement could be needed. Examples are:
Specific Intelligent Customer Support improvement needed:
AI-powered and AI-integrated CRMs
Specific improvement arriase needed:
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.
Data conversion and data migration can be very important to the succese of a new CRM software system. The correct use and availability of your existing data is critical to the benefits obtained from a new CRM. Presenting some well desined CRM software requirements in this areas is needed if you need CRM software implementation is going to be down.
This can be very confusing, and crm features about data conversion should be prsented to vendor as part of the RFP. For example, there are TWO data movement available - Data Conversion and Data Migration. There are difference between the two.
Number of CRM Requirement Fit-GAP Assessments by Degree (Size)
Percentage of Fit-GAP 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
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