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CRM Requirements Gathering Template

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Find the best customer relationship management (CRM) software. SelectHub’s professional requirements templates give you the top criteria identified by analysts and actual buyers of the software. These practical templates allow you to save time, limit risk, and reduce the chance of missing key decision criteria.

Generate your CRM software requirements in 3 easy steps:

  1. Select
    Access your expert template. It’s like a cheat-sheet for your requirements gathering project.
  2. Prioritize
    Have your team weigh in on the most important features. Control requirements and priorities. Add custom requirements easily.
  3. Export
    Generate your RFI or RFP with all stakeholder priorities tracked and accounted for.

The SelectHub platform contains expert software analysis across key criteria and vendor data. These built-in analyst ratings are combined with subjective user ratings to create SelectHub ratings, templates, guides and recommendations.

Want help with your shortlist? Connect with SelectHub to expedite your enterprise software search with free recommendations and pricing based on our expert software evaluations and inside pricing knowledge.

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