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Month: November 2014

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How to document requirements for a CRM system – part 4

November 30, 2014May 30, 2015 Richard BoardmanLeave a comment

In the fourth of this series of posts about CRM requirements gathering, I wanted to cover content. So what needs to be included in a CRM requirements document? The following covers the main areas I’d hope to see: Approach This section sets out how the requirements were gathered, and, importantly, Continue Reading

How to document requirements for a CRM system – part 3

November 23, 2014May 30, 2015 Richard BoardmanLeave a comment

I promised in last week’s post that this week I’d set out my views on what should be included in a CRM requirements specification. However, I’m going to put that on hold for a week. I realised there were some points that merit some articulation first. So, to help set Continue Reading

How to document requirements for a CRM system – part 2

November 16, 2014May 30, 2015 Richard BoardmanLeave a comment

In last week’s post I covered some of the common problems with specifying CRM requirements. In this post I want cover purpose. In other words what are we trying to achieve with a CRM specification. In this respect, I believe there are five key objectives: 1. Identify suitable technologies – Continue Reading

How to document requirements for a CRM system – part 1

November 10, 2014May 30, 2015 Richard Boardman1 Comment

As an independent CRM consultant I get to read a lot of CRM requirements documents, and it seems to be an area that most would-be buyers of CRM technology struggle with – probably because there’s little guidance out there about how to approach the exercise successfully. This would be less Continue Reading

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  • E-mail Richard Boardman
  • www.mareeba.co.uk

About


Richard Boardman is founder of Mareeba CRM Consulting, a UK based independent CRM consultancy. He works with mid-sized organisations to help them increase efficiencies and growth through the more effective use of CRM technology.

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