|Simplifying CRM Requirements||
CRM Software Requirements
Customized to Your Organization's Unique Needs
CRM Software Selection
Deficiencies in any of the following areas can lead to inaccurate system planning, overlooked requirements, unrealistic scheduling, and under estimating of the costs and/or time needed.
This template enables you to quickly and accurately identify the full scope of the project. It is very important to know which business process are involved, what the data elements should be, which data is generated internally and which is coming from external sources. A time-saving tool when planning an on-site or a web-based software system.
|Web Site Development Resources||Dashboards||Mobile Apps||General Reporting|
|Requirements Analysis||Drop Shipping Items||Shopping Cart||Saas/Cloud Security|
|Detail Design Plan||Product Page Creation||Web Portal||Cloud Configuration|
|Site Management Tools||Temporarily Hide Product||Document Management||Cloud Administration|
|Document Capture (Ingestion)||Web Content Management||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|
|Lead Management||Sales Analysis||Warranty Issues||CTI System|
|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|
WORK DISTRIBUTION CHART (WDC) - powerful tool permits a "Three Dimensional Analysis" of a work unit to identify the activities that comprise the process and then estimate the corresponding time and dollars expended on each of these activities. Ideal for switching to a new on-premise or SaaS software system.
Identify Internal Sources of Wasted Time & Money:
ideal for documenting the "AS-IS" state of current systems. Identify the causes of wasted time and workflow bottlenecks at critical steps in the business process areas of General Ledger (GL), Accounts Receivable (AR), Accounts Payable (AP), Purchasing (POM), Inventory Management (IM), Warehouse Management (WM), Point of Sale (POS), Quote Processing (Quote), Sales Order Entry (OE), Job Cost (JC), Time & Attendance, Payroll (PR), and Manufacturing. Automatically calculates the wasted time and average labor cost needed for accuratesystem justification.
Use this in-depth user requirements gathering checklist to gather information about user needs at each step in a given business process.
A time-saving tool when planning workflow during implementation of on-site or a web-based software system
A CUSTOM RFP for on-site or a web-based software system, or Hybrid
Use an extensive set of ratio calculations to compare vendor proposals quickly and efficiently.
Use an extensive set of CUSTOMIZABLE Weighted Grade Scoring calculations to evaluate the suitability of vendor proposals to your specific prioritized needs quickly and efficiently.
The Supportability Index is a forecast of how much software support and maintenance may be required to keep each proposed system running at full potential over it's lifetime. This score is determined by how much custom coding is required to implement the proposed software, and which business processes depend on the customized software.
FINANCIAL RATIO ANALYSIS - Calculates and illustrates Yearly Savings, Payback Period, Return on Investment (ROI), Internal Rate of Return (IRR), and other software project decision making ratios.
To begin your custom CRM System Requirements Definition Project please complete the form below:
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