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Integrating CRM with ERP
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Integrating CRM with ERP

You have identified important business issues or opportunities within your organization, its customers and its competitive landscape, and have decided that a Customer Relationship Management (CRM) initiative will enable you to tackle them. Though you know that CRM is a strategic initiative that extends far beyond the technical solution, you are also aware that technology is an instrumental driver of your final success.


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Do you currently have a CRM system?:
If yes, what type is it?:
What type of features do you require:
 Sales Automation  Customer Service/Support
 Marketing Automation  Channel/Partner Management
 Customizable  Integration to other systems
How many people will use this system?:
How would you like users to access the CRM?:
 Through web browsers  Through company network only
 With mobile devices
Please explain why you are seeking a CRM system and any other requirements you have:
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