If you’re looking for a Customer Relationship Management (CRM) Solution I suggest you consider the following questions.

  1. Are you selling B2B or B2C?
  2. What industry do you operate in?
  3. How big is your sales team?
  4. How many people will need to access the CRM?
  5. Do you need a Sales Leads Manager?
  6. Do you need to manage tasks?
  7. Do you need to manage checklists?
  8. How many customers do you have?
  9. How many leads do you need to manage?
  10. Do you need categories or groupings?
  11. Do you need to track geographical locations?
  12. Are the business users computer savvy/computer literate?
  13. How long does it take to learn the solution?
  14. What information do you need in the CRM?
  15. What information do you need to flow from the CRM into other solutions?
  16. What other solutions (accounting, project management, calendar and or marketing) do you want the CRM to integrate with?
  17. Is there anything else you think is important to note?

Working through this process allows you to think about different features you or your client may require from a CRM, and inspire further questions and clarification of requirements.


My dashboard view of the CRM solution Exsalerate | Red reflects overdue | Green reflects today | Blue reflects future | Grey reflects completed