A high-quality specification document doesn't just list generic features; it describes specific business scenarios: 'The system must automatically apply the client-specific price list when generating a quote' is verifiable; 'advanced price management' is not.
The framework below serves as a strategic starting point, adaptable to your company's specific operational complexity.
In short
- Functional Requirements - defined as verifiable business scenarios.
- Integration Requirements - systems, data flow direction, and frequency.
- Security & Access - roles, permissions, and audit logs.
- Reporting Requirements - a list of mandatory dashboards and KPIs.
- Contractual Requirements - data export, SLA, retention, and support.
Recommended Structure
A robust CRM specification should be organized into six clear sections:
- Company context and volumes (total users, active accounts, monthly quotes).
- Current commercial workflow, mapped step-by-step.
- Mandatory vs. optional requirements, clearly weighted.
- Integrations: ERP (e.g., SAP, Dynamics 365, Odoo), data types, and sync frequency.
- Security, GDPR, and regulatory compliance requirements.
- Evaluation criteria for vendor proposals, including weighted scores.
Frequently asked questions
See how it works in CRMconnect
Native modules for sales, quoting and reporting, integrated with the ERP you already run.
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