CRM Workshop Questions and Requirements Gathering Techniques

Mark Margolis's Blog

Introduction

As a follow on to my CRM Project Scoping post I wanted to provide some examples questions that I use to help me size and get an overall understanding of a CRM project. These discovery questions can help you understand not only the size or type of project but also some of the risks and issues of the project. I’m only providing a general set of template questions here, you will want to tailor your questions to the industry, company and division you are talking to. For a comprehensive set of CRM Questionnaire or question templates then Microsoft Sure Step Methodology is a great place to start. I also refer you to my previous post on Great Books for Software and Product Management.

Before I start I thought I would provide a brief overview of the requirements elicitation process and objectives. I am going to write a detailed post on this in…

View original post 1,592 more words

Author: Nishant Rana

I love working in and sharing everything about Microsoft.NET technology !

Share your thoughts

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s