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CRM (Customer Relationship Management) Requirements Gathering Template
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CRM (Customer Relationship Management) Requirements Gathering Template

Streamline your CRM implementation with our comprehensive requirements gathering template, aiding stakeholder inclusion and ensuring successful deployment.
1
Identify Stakeholders for Data Gathering Session
2
Schedule Meeting with Identified Stakeholders
3
Prepare Questionnaire for CRM Requirements Gathering
4
Conduct CRM Requirements Gathering Session
5
Document CRM requirements
6
Approval: CRM Requirements Document
7
Organize follow-up meeting for clarifications
8
Incorporate feedback from stakeholders
9
Review Adjusted CRM requirements
10
Approval: Adjusted CRM Requirements Document
11
Prepare a High-level CRM Implementation Plan
12
Communicate the CRM Requirements to the Solution Team
13
Approval: High-level CRM Implementation Plan
14
Create a Detailed CRM Implementation Plan
15
Approval: Detailed CRM Implementation Plan
16
Begin Implementation Process
17
Monitor Progress of CRM Implementation
18
Update Stakeholders on Progress
19
Completion of CRM Requirement Gathering Process