In this section, we will analyze RayDoc's business and CRM requirements. The knowledge we obtain from this analysis will be used to create your own CRM requirements worksheet. This exercise will help clarify the theoretical and detailed information we have discussed up to this point. It will also give you a better understanding of the processes involved in planning your customizations.
We begin with the analysis of the RayDoc business and its CRM requirements.
To capture RayDoc's CRM needs, we will use the following CRM worksheet:
RayDoc |
Choices |
Notes |
---|---|---|
Customer model |
B2B or B2C |
RayDoc sells to both businesses and consumers, so it will want to track both accounts and contacts in its CRM. |
Revenue model |
Products or Services |
RayDoc sells both products (carpets, doors and windows) and services (installation and general contracting services). For its bigger jobs, invoices will be issued to the customer over a period of several months, so RayDoc... |