To write a technical specification (TS) plays a crucial role in the successful implementation and development of a system, including a CRM. It is necessary for:
Defining Development Stages: The project specification clearly outlines all phases of the project, from prototyping to final testing, ensuring a clear understanding of the scope and sequence of tasks.
Cost Control for Development: Using a technical specification (TS) allows for preliminary evaluation and management of the project’s budget, avoiding unexpected expenses.
Requirements formalization: The specification provides an understanding of the functionality and requirements of the project, minimizing the risk of misunderstandings between the client and the contractors.
Basis for evaluating work: After the project is completed, the technical specifications (TS) serve as the basis for assessing the work done and the conformity of the results to the initial requirements.
When creating a technical specification for developing a CRM system, it’s important to consider the project’s specifics and the client’s requirements. The goal of creating a technical specification is to ensure a clear understanding of the project’s objectives, its functionality, and the system’s requirements. Here are the key points to pay attention to:
It is necessary to determine for which business tasks the CRM system is being developed and which processes it should automate.
It’s important to consider the needs of all user groups within the system, their roles, and access rights.
A detailed description of all the functions that the system should perform. Database management, tracking interaction history, analytics, and integration with other systems.
Specification of requirements for integration with external systems and services, such as telephony, email, payment systems, and others.
Description of design requirements, usability, responsiveness, and accessibility for various devices.
Description of information security requirements, personal data protection, and mechanisms for user authentication and authorization.
Consideration of the system’s future scalability and performance requirements.
Planning the stages of system development, testing, and implementation, as well as defining key milestones and deadlines for their completion.
Determining the preliminary project budget and the resources required for its implementation.
Definition of criteria for the successful completion of the project and methods for evaluating the quality of the developed system.
In D4CRM, we offer a service for developing a technical specification for CRM systems that will precisely align with the goals of each business.
Before starting work on the project, our manager will conduct a detailed interview to determine all the key needs and preferences. This will allow us to fully understand what you expect from the future system.
In the next stage, our specialists will begin collecting and analyzing information about the business and its processes. This allows us to develop well-founded recommendations for better project implementation.
During the development process, we maintain continuous communication with you to ensure that the technical specifications fully meet your requirements.
Choosing D4CRM for developing your project’s technical specifications means you’re not just getting a service, but a reliable partner. We don’t just carefully analyze individual requirements and business processes; we also offer solutions that align perfectly with your current goals. Our approach to every project combines in-depth analysis, technological expertise, and a drive for innovation. We value the trust of our clients and strive to exceed their expectations by delivering high-quality services.
Development of an adapted Bitrix24 mobile application for a Ukrainian dealer network engaged in regional sales.
D4 CRM company is constantly testing Bitrix24 features on itself and uses this CRM for sales and marketing automation. In this case study we will tell you how Bitrix24 helps to work with the contacts of the audience who sign up for our webinars.
Implementation of a system of automatic control of overdue payments for Emea trading wholesale company, using Bitrix24 integration with 1C to improve efficiency of work with client base and increase control over accounts receivable.
We were approached by the owner of an online store who needed help in automating business processes, namely setting up and activating the ability to send birthday greetings to the store’s customers. An NDA was signed with the company, so we will omit its name.
Investment and development company GRAF-DEVELOPMENT, specializing in business-class residential real estate in Odessa and the region, approached us with the task of automating the process of creating sales contracts in Bitrix24. The goal was to speed up the work of managers and minimize the impact of the human factor.
Our client conducts all work with clients in Bitrix24: the system records enquiries from all sales channels, saves contact information about the client into a single database and records the history of communications. Managers can create new bookings directly in Bitrix24, which are displayed in PMS, and vice versa, all requests from PMS turn into deals in Bitrix24. All work with transactions is done in the portal, documents and invoices are automatically generated and sent from Bitrix24.
We were approached by our regular client, the Robocode online programming school. When the company started to actively expand and hire new employees, the HR department became overloaded due to the lack of systematization of the selection process, a large volume of routine tasks and the lack of a common platform for storing information about candidates. The company decided to automate candidate recruitment and internal HR processes with Bitrix24.
Development of an automated system for collecting customer feedback and controlling the quality of services in a construction supermarket operating in the B2B market.
Automation of goods shipment processes for a supplier of children’s goods in the B2B market using Bitrix24 CRM system.
We offer to discuss all stages of the work, from the initial analysis to the final project implementation and the cost of the technical specifications, with our specialists in person.
Please fill out the form below to start a conversation with one of our managers. Provide your contact information and preferred time for communication. We offer a personalized approach and tailored solutions that will fully meet your business needs. Don’t miss the opportunity to bring your ideas to life with the help of professionals. We look forward to hearing from you to discuss the terms of cooperation and answer any questions you may have.
info@d4crm.com
info@d4crm.com
+ 38 (063) 020 39 35
+ 4 (857) 356 99 65
Bulgaria, Burgas, ap.complex “Perla” 7, fl.7, ap.15
Ukraine, Odessa, 5 Greek Street
