In the initial briefing note presented at the first meeting of the CRM Implementation team, you should include suggested project goals, couched in terms of current business processes and the manner in which they should be improved. If required, you should also suggest timelines and phases to the implementation process.
After some initial discussion, and depending on the scale of your business and the CRM implementation, one or more team members should be given the task of documenting in detail the suggested project goals. These can be presented and agreed at later meetings.
It will help to first simply agree upon the manner in which each business process can be improved, and not focus on any specific CRM technology.
This approach enables the team to first address the business requirements, and then assign one or more members to identifying a suggested shortlist of candidates for the core CRM technology to be used for the project.
That shortlist should...