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

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

What’s surprising however is that there’s so little readily available material out there to help would-be implementers of CRM go about requirements gathering.

Which is perhaps why so many specifications end up as bullet-point lists of functional requirements that do little to help would-be buyers select the right technology, or implement it in a way that makes a genuine difference to the performance of their organisations.

This free ebook gives you the tools you need to gather and document a CRM specification that helps you choose the right CRM software and gives 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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