How to use the "CRM" specifications template?
This template will guide you in expressing your needs and in dealing with the suppliers you consult.
Be sure to define the following elements so that the specifications correspond to your needs:
Context
-
Define your objectives: Before you begin filling out the CRM specification template, clearly identify your business objectives and the results you want to achieve through a CRM implementation. This will help guide your decisions throughout the process.
-
Assess your specific needs: Every business has unique CRM needs. Take the time to understand your company's specific customer relationship management needs. This may include features such as sales tracking, contact management, customer support, etc.
-
Provide a timeline and budget: Include in the scope of work a deadline for when you want to implement the CRM and set an approximate budget. This will help vendors assess their ability to meet your requirements.
Specifications
-
Customize the template: The CRM specifications template is a starting point, but it should be tailored to your specific needs. Add or remove sections based on your business requirements. Be sure to include details such as the size of your company, available resources and required integrations with other systems.
-
Describe the desired functionality: In the specification, describe in detail the functionality you expect from the CRM. Be specific so that CRM vendors can understand your needs.
Selection Criteria
- Define selection criteria: If you plan to evaluate multiple CRM vendors, specify selection criteria in your requirements document. This may include factors such as cost, usability, availability of technical support, scalability, etc.
Vendor Selection
-
Review and evaluate proposals: Once you have released the specification, carefully evaluate the proposals received from CRM vendors. Compare them based on how well they meet your needs, their costs and their experience.
-
If you want to save time consulting with suppliers, you can always use Poddium, a solution that will allow you to import your requirements and then consult with the sourced suppliers. Suppliers will respond directly on the platform and the tool will give you a podium of the best based on your criteria and their response.
By following these steps, you will be able to effectively use the CRM Requirements template to set up a customer relationship management system that will meet the specific needs of your company.