How to craft the perfect CRM specification...

A free step by step ebook explains how to gather and document a CRM business and functional requirements specification

For independent advice on CRM -

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The CRM requirements specification is the foundation of a successful CRM project. There’s no other element that has as much influence on ultimate success or failure.

Despite its importance, there’s surprisingly little information about how to go about it successfully.

Which is why so many specifications do little to help buyers select the right technology or implement it in a way that adds genuine value.

This free ebook gives you the tools you need to professionally gather and document a CRM specification. This, in turn, will help you choose the right CRM software and give you control of your CRM project.

Content includes:

  • Common mistakes
  • The five key objectives of a specification
  • The three most dangerous requirements gathering myths - including why users won’t tell you what they need from a system
  • The content and structure of a specification
  • A step by step approach
  • Why effective requirements gathering is so fundamental to success

About the Author

Richard is the founder of UK-based independent CRM consulting firm, Mareeba. He has been an independent CRM consultant since 2004 and has been in the CRM industry for 20 years, during which time he’s been involved in over 300 CRM projects.

Richard Boardman 
Founder, Mareeba CRM Consulting

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