Free High-Level Requirements Document

I. Overview

Project Title: Development of New Customer Relationship Management (CRM) System
Prepared By: [Your Name]
Date: August 29, 2050
Company: [Your Company Name]
Company Address: [Your Company Address]
Email: [Your Company Email]

II. Objectives

Objective 1:

To provide a comprehensive solution for managing customer relationships, including tracking interactions, sales, and support requests.

Objective 2:

To improve data accuracy and accessibility through a centralized database that integrates seamlessly with existing business systems.

Objective 3:

To enhance user experience with an intuitive interface and customizable features that meet diverse organizational needs.

III. Key Features

A. Customer Management

Feature 1:

• Customer Profiles: Detailed records of customer information including contact details, interaction history, and preferences.

Feature 2:

• Interaction Tracking: Automated logging of all customer interactions including emails, calls, and meetings.

B. Sales Management

Feature 1:

• Lead Tracking: Tools for tracking and managing sales leads through the sales pipeline.

Feature 2:

• Sales Forecasting: Analytical tools to predict future sales trends based on historical data and current pipeline status.

C. Data Management

Feature 1:

• Centralized Database: A single repository for all customer and sales data, ensuring consistency and reliability.

Feature 2:

• Data Security: Advanced security protocols to protect sensitive customer and company data.

IV. Technical Requirements

A. System Architecture

Requirement 1:

• Scalability: The system should support scaling up to accommodate increased user load and data volume.

Requirement 2:

• Integration: Must integrate with existing ERP and marketing systems to ensure data consistency.

B. Performance

Requirement 1:

• Response Time: The system should have an average response time of less than 2 seconds for all user actions.

Requirement 2:

• Uptime: The system should achieve 99.9% uptime over the course of a year.

C. Compliance

Requirement 1:

• Regulatory Compliance: The system must comply with relevant data protection regulations such as GDPR and CCPA.

Requirement 2:

• Audit Trails: Maintain detailed audit trails of user actions for compliance and security purposes.

V. Implementation Plan

A. Project Phases

B. Risk Management

Risk 1:

• Description: Potential development delays due to technical challenges.

• Mitigation Strategy: Regular progress reviews and contingency planning.

Risk 2:

• Description: User resistance to new system adoption.

• Mitigation Strategy: Comprehensive training and support during rollout.

VI. Stakeholders

Primary Stakeholders:

• Sales Team: Users who will interact with the CRM daily.

• Customer Support: Staff responsible for customer interactions and support.

Secondary Stakeholders:

• IT Department: Responsible for system maintenance and integration.

• Management: Oversight and approval of project milestones and deliverables.