As a business leader, it’s imperative to make the right investment when it comes to selecting a scalable customer relationship management (CRM) platform.
Do you know what questions to ask when weighing your options?
With numerous platforms out there, finding a CRM that meets your company’s unique needs is challenging.
This Systems & Functional Requirements Checklist provides areas to evaluate when considering an all-in-one CRM solution for marketing, sales, and customer service that can grow and evolve with your business as your needs change.
When reviewing this checklist, check only the features that are absolutely essential to your business and its operations.
It may be tempting to check the boxes of all functional and systems requirements; however, selecting a platform with features you won’t need or use leads to high software subscription costs, overly complicated user experience, and poor user adoption.
You can set yourself up for success by choosing the right CRM platform with functionality that aligns with your business goals, and the flexibility to scale as you grow.
CRM Functional Requirements
The application must be easy to use with a simple user interface and a positive user experience.
The ability to access and use the application on a mobile device.
The ability to import and export data or exchange data via an interface with other applications.
The ability to collect data within the application and report on key metrics reflective of strategic initiatives.
The ability to collect, manage, and share client, lead, or deal information.
The system must be able to gather and store digital and non-digital intelligence on leads and contacts.
The ability to associate or link lead and deal information to a company.
The system must have a way to mark the location of the client, lead, or deal.
The ability to create actions and assign tasks with a priority factor.
The ability to automate sales and marketing processes (e.g. email marketing, engagement notifications, lead routing/handoff procedures).
The ability to collect, store, and act on Voice of the Customer data.
CRM Systems Requirements
Marketing Lead Management
Demographic data capture
Behavioral data capture
Lead qualifying & scoring
Lead routing & handoff
Paid Ad management
SEO (keyword) management
Email drip/lead nurture management
Automated email triggers
Smart content (personalization)
Landing page creation
Lead-opportunity/deal conversion rate
Lead-customer conversion rate
Sales Team Management
Lead & Contact Management
Deal (Opportunity) Management
Deal likelihood to close
Territory Management & Lead Routing
Company Associations (Parent-child Relationships)
Organizational Chart Visualization
Vendor Management & Associations
Referral Management & Associations
Voice of the Customer
Net Promoter Scores
Choosing the right all-on-one CRM platform is pivotal to efficiently scale your business. You’ve defined your requirements — now what?
If you’re not sure where or how to begin your search for a CRM system, we can help.