Technical Features Requirements for Your CRM System

A second key result of your CRM software selection and implementation roadmap will be an initial list of technical features requirements. These features come directly from discussions with key placeholders in the development of the CRM system.

There may be confusion between technical features for your CRM system, which facilitate usage of the system, and technical platform issues, which deal more with what technical architecture will be used to support your CRM system.

Decisions concerning technical platform issues most often rest in the hands of the company's IT department. Here are some examples of technical platform issues:

  • Will your CRM system have a Web-centric architecture or is a Web-enabled ...

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