It simplifies the choice of CRM solution
Posted: Sun May 25, 2025 6:37 am
A CRM project can represent a significant investment . If poorly defined, it can quickly generate additional unforeseen costs : specific developments, complex integrations, unplanned training, etc. By detailing expectations and constraints precisely from the start, you avoid unpleasant budgetary surprises.
Faced with a plethora of CRM software options, how can you be kenya phone number list you're choosing the right solution ? A detailed specification serves as a filter and helps eliminate unsuitable tools. You save time in the selection process and avoid being seduced by attractive but useless features.
It serves as a reference throughout the project
A well-constructed specification is a roadmap that guides all phases of the project: CRM vendor consultation : It allows for objective comparisons of offerings. Software deployment : It serves as a checklist to ensure expectations are met. Team adoption : It facilitates training by detailing use cases and objectives.
Good to know: According to Hupspot, before drafting your specifications, it's essential to precisely identify the needs of your teams and your company. A preliminary audit helps you identify processes that need optimizing and avoid adding unnecessary features.
Step 1 – Define the context and needs of the business.
Faced with a plethora of CRM software options, how can you be kenya phone number list you're choosing the right solution ? A detailed specification serves as a filter and helps eliminate unsuitable tools. You save time in the selection process and avoid being seduced by attractive but useless features.
It serves as a reference throughout the project
A well-constructed specification is a roadmap that guides all phases of the project: CRM vendor consultation : It allows for objective comparisons of offerings. Software deployment : It serves as a checklist to ensure expectations are met. Team adoption : It facilitates training by detailing use cases and objectives.
Good to know: According to Hupspot, before drafting your specifications, it's essential to precisely identify the needs of your teams and your company. A preliminary audit helps you identify processes that need optimizing and avoid adding unnecessary features.
Step 1 – Define the context and needs of the business.