CRM Requirements

To ensure success of a CRM project it is essential to fully map out the business requirements and review business processes prior to starting the project.  We use sophisticated process mapping tools and techniques to rapidly produce an electronic hierarchical map of the key processes in your organisation.

We will then identify the issues with the current ways of working and agree with the team ways in which the processes could be streamlined using Salesforce. This is then turned into a set of business requirements that the project needs to deliver.

We then capture the business and information sharing rules, create a detailed data model and agree the reporting and dashboard requirements. The aim is an agreed requirements specification that will determine exactly how we will configure the solution.

The output of this workshop is:

• Detailed process map
• Data model
• Completed configuration requirements document

Not sure where to start? Get in touch today and speak to one of our team who will be able to explain how we can help your business achieve its goals.