Choosing a CRM · ASRR Tech
Which CRM requirements are essential?
Connect every requirement to a task and the consequence of its absence. Separate essential daily capabilities from wishes that may become useful later.
A practical example
Shared contact history is needed for handovers; an additional dashboard can wait.
This is an illustrative situation for assessing your own process.
Checklist for your team
- Describe core tasks.
- Assess consequences of absence.
- Rank requirements.
What does success look like?
Every essential requirement has an owner and a testable example.
Test this with a recognisable record and have a colleague review the outcome. Note missing information or decisions. Use that finding to improve a working agreement before applying the process more broadly.
Choosing a CRM: the wider process
Choose a CRM around the work your team performs each day. Take a real enquiry and follow it through to the next appointment or quotation. Record missing information, handovers and exceptions. Use that journey as the same demonstration script for different vendors. Ask each vendor to show the configuration, integrations and support it requires. Assess the complete workflow, including manual work that remains. A feature becomes useful when an employee can use it to carry out the process you have agreed.