Failure to adequately gather requirements, often seen as a simple exercise in creating a list of items to check off, is one of the primary reasons that build sees implementations fall flat. Beyond listing out what the technology must do, CRM requirements gathering should help articulate how a CRM project will help your organization evolve.
Lisa Fay Wellek, frequent build project member, recently wrote an article for The Connected Cause, CRM, Requirements Gathering – Not a Snooze-A-Palooza! did a great job articulating how requirement gathering should be approached, and how those requirements then inform moving forward.
Read the full article here. Bravo to Lisa for succinctly articulating some of the most important considerations for such an important part of a CRM project.
