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CRM Requirements Template: Activities General

The document outlines requirements for a CRM system, including features for activities, sales, marketing, customer service, project management, reporting, analytics, integrations, and delivery platforms. It provides a comprehensive list of over 50 specific requirements across these areas, such as contact management, sales forecasting, email list segmentation, case management, and integration with email clients, marketing automation tools, and ERP systems. Requirements are categorized and prioritized to guide development of the CRM system.

Uploaded by

Pelumi Adewoyin
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© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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295 views5 pages

CRM Requirements Template: Activities General

The document outlines requirements for a CRM system, including features for activities, sales, marketing, customer service, project management, reporting, analytics, integrations, and delivery platforms. It provides a comprehensive list of over 50 specific requirements across these areas, such as contact management, sales forecasting, email list segmentation, case management, and integration with email clients, marketing automation tools, and ERP systems. Requirements are categorized and prioritized to guide development of the CRM system.

Uploaded by

Pelumi Adewoyin
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
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CRM Requirements Template

Feature requirement Priority Timeline

Activities

General

API access

Contact management

Files sync and share

Role-based views

Workflow and approvals

Customizable fields

Mobile business card scanning

Email templates

Email scheduling

Email tracking

Sales features

Sales performance management

Sales collaboration tools

Sales forecasting

Lead management

Lead assignment rules/lead routing

Custom pipelines

Product level quotes

Sales partner management

Territory management

Route optimization

Mobile functionality

Sales automation
Email reminders

Meeting reminders

Outgoing calls

Follow-up campaigns

Marketing features

Marketing lead management

Email list management

Email list segmentation

Campaign management

Social media management

Event marketing and webinars

Website event tracking

Web to lead form builder

Lead generation tracking

Lead scoring

Marketing automation

Follow-up alerts

Meeting reminders

Customer service features

Case management

Online support environments

Call center automation

Customer support automation

Team inbox

SLA management

Scenario automation

Custom ticket status

Canned responses
Linked tickets

Parent-child ticketing

Forum moderation

Portal customization

Project management features

Time tracking

Task-record linking

Activity sets

Custom pipelines

Custom project templates

Custom milestones

Flexible project billing

Document management and collaboration

Project views

Gantt charts

Network diagram

Graph view

Pipeline

Milestone

Kanban

Calendar

Reporting and analytics

Real-time data

Customer satisfaction

Most profitable customers

Initial response time

Customer loyalty

Pipeline/deal regression
Discount effectiveness

DOA (dead on arrival)

Leads by source

Leads by offer

Contacts by lifecycle stage

Sales cycle length

Closed opportunities

New business vs upsell

Win/loss rate

Open opportunities, activities and cases

Opportunities past due

Sales by close date

System requirements

Integrations

Email client (e.g Gmail, Outlook)

Email service provider (e.g Mailchimp)

Chat (e.g Slack)

Marketing automation (e.g HubSpot, Marketo)

Social media management (e.g Hootsuite, Tweetdeck)

Customer service (e.g Freshdesk, Zendesk)

Web analytics (e.g Google Analytics, ahrefs)

Collaboration software (e.g Yammer, Slack, Basecamp)

ERP (e.g Infor, SAP)

Telephony

Mobile platform

Native iOS app

Native Android app

Native Windows Phone app


Mobile web app

Smartwatch iOS app

Smartwatch Android app

Delivery platform

Cloud

On-premise

Hybrid

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