CRM Requirements Template

Author(s): Hong Kwok

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Use this tool to collect CRM requirements in alignment with the major functional areas of CRM. Review the existing set of CRM requirements as a starting point to compiling your organization's requirements.

Use this template in conjunction with Phase 2: Define your EAS of the blueprint, Select an Enterprise Application.

View the Complete Blueprint:

Select an Enterprise Application

Selecting a best-fit solution requires balancing needs, cost, and vendor capability.

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