Answer:
System Request:
Sponsor:
John Smith, Director of Marketing
Business Need:
The marketing department is in need of a new customer relationship management (CRM) system that will improve the efficiency and effectiveness of our sales and marketing efforts. The current system is outdated and does not have the necessary features to support our growing customer base and expanding business needs.
Business Requirements:
The new CRM system should have the capability to track customer interactions and history across all channels, including email, phone, and social media.
The system should allow for easy data entry, tracking, and reporting of sales activities and leads.
The system should be able to segment and target specific customer groups for targeted marketing campaigns.
The system should integrate with our current marketing automation software and business systems, such as our website and email marketing platform.
Potential Value:
Implementing a new CRM system will increase the efficiency and effectiveness of our sales and marketing efforts, allowing us to track better and analyze customer interactions and behavior. This will lead to improved customer retention and increased sales. Additionally, the ability to segment and target specific customer groups will enable us to create more effective marketing campaigns.
Constraints:
The budget for this project is limited and any potential solutions must be cost-effective.
The implementation of the new CRM system must not disrupt ongoing business operations and should be implemented with minimal downtime.
Data migration from the current system to the new system must be done with care to ensure that all data is accurately transferred and no data is lost.
Training and support must be provided to ensure that all employees are able to effectively use the new system.