CRM Initial Requirements Gathering Workshop Pack

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This is a pack that I have created recently to help a team gather initial information and requirements to support a CRM requirements gathering exercise.

This is a pack that I have created recently to help a team gather initial information and requirements to support a CRM requirements gathering exercise.

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  • 1. CRM Requirements Gathering Session 1
  • 2. • The business requirements will form the basis of future projects and will determine the eventual scope. • If a ‘need’ is not raised as a requirement, the project will not know that the system must perform an action- therefore it will not be included within the scope of the project or included within the end solution. • The requirements will be base-lined at the end of the Initiate Phase. Any requirements submitted after this date will not be accepted without a change request and associated funding (where applicable). • The identified business stakeholders are responsible for ensuring that all requirements are raised during the Initiate Requirements gathering process. The Importance of Requirement Gathering
  • 3. Understanding the Business
  • 4. • What do you sell? • How is it sold? • How much does it cost? • Who are your ‘customers’? • Who are the ‘sellers’? • Describe your ecosystem (partners, customers, competitors) General Questions- Discussion
  • 5. • What groups make up the team? What are their roles and responsibilities? Provide a brief description of the existing sales organisation. • How do the teams currently communicate and interact? • What are the strategy, goals and objectives? • What tools/ systems are currently used? How are they used? • Who currently uses these tools? • How many people use the system? • What is the experience of the user? • What projects are underway at the moment to change the current system? General Questions cont.… Discussion
  • 6. Identifying Customers
  • 7. • Describe your typical day. • How do you identify potential customers? • Who initiates relationships? • How do you contact customers? • Who manages relationships? • Do you track information about contacts? If so, what details are important? • Do you track information about companies? If so, what details are important? Identifying Customers- Discussion
  • 8. • How do you segment your customers? • What activities/ engagements do you want to track? • What information is shared between different teams? Tracking Customer Engagements- Discussion
  • 9. The Product
  • 10. • What can you sell? • What if you sell something ‘new’? • Can you sell in bulk? • Can you sell across sites? • Can you sell globally? The Sales ‘Item’- Discussion
  • 11. The Sales Process
  • 12. • How do you forecast sales? • Describe the lifecycle of a sale? • How you turn a prospect into a customer? What are the steps, what are the activities that are needed to support this? • Do you have different processes for existing and new customers? • Do you have different processes per segment? • Is any of the sales function outsourced? Are agencies used for any of the sales function? • How do you measure sales performance? The Sales Process- Discussion
  • 13. • Who can create a deal or sale? • Who needs to approve a deal or sale? • Who needs to review a deal or sale? • Who should be notified when a deal or sale is made? Sales Approvals- Discussion
  • 14. • What happens once a ‘deal’ has been agreed? • How are the terms documented? • How are contracts created? • How is finance setup? • How is the invoice paid? The Purchase Process- Discussion
  • 15. Management Information & Reporting
  • 16. • What reports do you currently get out of the system? • What information do you not get from the system? • What information is taken from the system and shared globally? Management Information & Reporting- Discussion
  • 17. Any Questions?