Practical sheet | REF: FIC1812 V1

Why and how to integrate a customer relationship management solution?

Author: Jacky LASSALLE

Publication date: September 10, 2023 | Lire en français

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6. Frequently asked questions

What are CRM specifications?

A specification is a document that will help you structure your choice of CRM software. It presents your company, your organization, the elements needed to understand your needs, your requirements and the project schedule.

Why draw up specifications for your CRM project?

If you go to tender, the specifications will ensure that all suppliers have the same level of information to prepare their bids. The specifications will help you to have an objective grid for comparing different products, even if you don't organize a call for tenders. Finally, it gives you a single vision of your project, shared with your team.

How do you draw up CRM specifications?

To help you draw up your specifications, we invite you to use the tools linked to this...

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