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Crm System Requirements

oboloo Glossary

Crm System Requirements

A CRM system requirements definition is a document that outlines the features, functions, and capabilities necessary for an organization to effectively implement and manage its customer relationship management (CRM) system. This document should include details such as user access rights and permissions, data entry fields, and custom reporting options. Additionally, it should include the organization’s desired software functionalities and integration with other existing systems. By clearly understanding the organization’s needs upfront, the CRM system requirements definition can provide the roadmap for a successful CRM implementation.

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