In the ‘how to document CRM requirements’ series (part one, if you missed it, can be found HERE, part two HERE, part three HERE, part four HERE, part five HERE, and part six HERE, or all of them in an ebook HERE) noted that there were a lot of areas that people Continue Reading
Waterfall V Agile for CRM projects – why the choice of implementation approach matters
If you’re implementing a new CRM system and have been talking to potential vendors about how they would approach a project, I suspect the word ‘agile’ features strongly in their presentations. Go back a few short years though and you would have been hard-pressed to hear the word ‘agile’ being Continue Reading
A guide to phasing a CRM project
In my recent series on requirements gathering, I noted the need to document the phasing of a CRM implementation. I’ve come to the conclusion over the years that phasing is one of the most critical aspects of implementing a CRM system successfully, and so figured this might merit some further Continue Reading
How to document requirements for a CRM system – part 6
In a previous post in this series I set out my thoughts on the content and structure of a CRM requirements specification. In this post I want to cover how to go about gathering them. The starting point, if you’re not reasonably familiar with CRM technology, is to do some Continue Reading