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How to document requirements for a CRM system – part 6

January 4, 2015May 30, 2015 Richard BoardmanLeave a comment

In a previous post in this series I set out my thoughts on the content and structure of a CRM requirements specification. In this post I want to cover how to go about gathering them. The starting point, if you’re not reasonably familiar with CRM technology, is to do some Continue Reading

How to document requirements for a CRM system – part 5

December 13, 2014May 30, 2015 Richard BoardmanLeave a comment

Last time out I described what I’d expect to see in a decent CRM requirements specification. Putting this sort of document together isn’t a trivial exercise, but the payback from the time invested can be huge. Here are some of the key benefits of this sort of approach: Increased return Continue Reading

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

Last quarter’s CRM market news in 60 seconds…

July 19, 2014 Richard Boardman1 Comment

In case you missed them, here’s my 60 second bullet point round-up of the main CRM software stories last quarter: April Salesforce.com take a cue from Amazon’s ‘Mayday’ customer support feature on the Kindle Fire to add a new SOS capability to its Service Cloud which enables customers to be Continue Reading

Getting closer to the coal-face to get more out of CRM technology…

June 7, 2014 Richard BoardmanLeave a comment

I’ve been having one of those ‘I’d long known it was important, but I’d forgotten just how important’ moments in recent weeks. One of our clients has recently gone live and, in the absence of a colleague who was away on honeymoon, I found myself providing go-live support which involved Continue Reading

Are people really using your CRM system? Six ways to find out…

May 26, 2014May 26, 2014 Richard BoardmanLeave a comment

If you’re not sure how well your CRM system is being used, here are five ways to find out: Look at usage stats If people aren’t using the system, it’s not going to be adding any value, so a good starting point is to understand usage patterns. Most CRM applications Continue Reading

99 ways to get more from your CRM software – new ebook

May 17, 2014 Richard BoardmanLeave a comment

Last year I wrote  a series of posts called ’99 ways to get more from your CRM software’. They were designed to help existing users of CRM to find new ways to get value from their systems. In order to make the content a little more consumable I promised to Continue Reading

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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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