Free Guide: CRM Requirements Example Document

Why start your CRM requirements documentation from a blank slate?

This practical guide is designed to provide you with sample content and structure for developing your own CRM requirements document. It states, in simple terms, the most common business and technical requirements that a team will need to articulate.

View detailed examples of business requirements in the areas of:

  • Lead Generation and Lead Management
  • Customer and Prospect Management
  • Opportunity and Case Management
  • Mobile Access
  • Email and ERP Integration
  • Reporting and Dashboards

Jumpstart your requirements process by downloading the free document now!

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