DEVELOPMENT AND WRITING OF TECHNICAL SPECIFICATIONS FOR CRM-SYSTEMS

The Terms of Reference helps to define and clarify the key aspects of the CRM system. It helps to outline the important links between the various elements of the system and to formulate the main goals and objectives. We ensure the correct stages of the statement of work for each project.

Professional TOR design and its stages. Clarification of development costs to optimize your business

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DEVELOPMENT OF THE TERMS OF REFERENCE, WHY IS IT NECESSARY AND WHAT WILL IT DO FOR THE BUSINESS?

Writing the Terms of Reference (ToR) plays a key role in the success of a system implementation and development project, including CRM. It is necessary for:

Definition of development phases: The ToR clearly outlines all phases of the project, from prototyping to final testing, providing an understanding of the scope and sequence of work.

Controlling development costs: With TORs, you can estimate and control the project budget in advance, avoiding unexpected costs.

Formalization of requirements: TOR gives an idea of the functionality and requirements for the project, minimizing the risk of miscommunication between the customer and executors.

Basis for performance evaluation: Once the project is completed, the ToR serves as a basis for evaluating the work performed and whether the results meet the original requirements.

DEVELOPMENT OF PROJECT TERMS OF REFERENCE, SPECIFICS AND PECULIARITIES

When creating the terms of reference for the development of CRM-system, it is important to consider the specifics of the project and the requirements of the customer.

The purpose of creating a statement of work is to ensure an accurate understanding of the project's goals, functionality, and system requirements. Here are the key points to look out for:

1

It is necessary to determine for what business tasks CRM-system is developed and what processes it should automate.

2

It is important to consider the needs of all user groups in the system, their roles and access rights.

3

A detailed description of all functions to be performed by the system. Base management, interaction history, analytics and integration with other systems

4

Specification of requirements for integration with external systems and services such as telephony, e-mail, payment systems and others

5

Description of requirements for interface design and usability, adaptability and accessibility for different devices.

6

Consideration of future system scalability and performance requirements.

7

Plan system development, testing and implementation phases and identify key milestones and timelines.

8

Determining the preliminary project budget and resources required for project implementation

9

Plan system development, testing and implementation phases and identify key milestones and timelines.

10

The approach to creating the statement of work should be flexible so that changes can be made during the development process, but the key requirements and objectives of the project should be correctly defined from the outset.

HOW DOES D4CRM HELP IN THE DEVELOPMENT OF TS?

At D4crm, we offer a service of developing a CRM system specification that will be precisely tailored to the goals of each business.

Before we start working on a project, our manager will conduct a detailed interview to find out all key needs and preferences. This will allow us to fully understand exactly what you expect from the future system.

In the next step, our experts start collecting and analyzing information about the business and its processes. This enables informed recommendations to be made for better implementation of the project.

During the development process, we maintain continuous communication with you to ensure that the specification is fully customized to your requirements.

TOR DEVELOPMENT, COST, OUR ADVANTAGES

When you choose D4crm for project specification development, you get not just a service, but a reliable partner

We not only carefully analyze individual requirements and business processes, but also offer solutions that best meet the current objectives

Our approach to every project is a combination of deep analytics, technological expertise and a commitment to innovation.

We value our clients' trust and strive to exceed their expectations by providing quality services.

CUSTOMERS AND FEEDBACK

We're trusted:

Fazil Askerov

Former manager of the Nemo Hotel

I recommend 4Limes for implementing Bitrix24. We approached many companies with their technical specifications, and only 4Limes were able to fulfill all the requirements, efficiently and on time. Many exclusive solutions were developed for us, which had never existed in our niche before. Also, the specialists trained the staff and helped us prepare our own CRM administrator. Many thanks to the head of the company, Yuri Strunin, and the team of the integration department.

Vladimir Lygun

Head of IT department "Аттика - Деревянные дома"

We have only recently been working with D4 CRM, but the company has already managed to help us solve many problems with the Bitrix24 box that other domestic integrators simply could not do anything with. Special thanks to system administrator Stas and manager Victor for their creativity and enthusiasm in their work! We will perform the following automation tasks only through you)

Artem Datochny

ROP of the company "Human"

I can definitely recommend this company for cooperation! D4 CRM provided us with CRM customization services. We changed integrators and during the selection (consultations with 5 - 6 contractors) D4 CRM showed themselves to be the best.

Oksana Oleynik

Head of the project office of the company "Dirom"

There are quite a lot of Bitrix24 integrators. Almost everyone at the same level told us about Bitrix24. But at the time of initial communication, it was the specialists of the D4 CRM company who were already submitting ideas on how to build our business processes. Very energetic and professional guys.

READY TO LEARN HOW OUR CRM TRAINING CAN TRANSFORM ANY BUSINESS?

Let's discuss how our individual and group training programs can help your team maximize the power of CRM to drive efficiency and sales. Fill out the form below to get in touch with our manager who will prepare a proposal specifically tailored to your business needs

Leave your contact information and let's get started on the road to improving your business today!

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CONTACTS

info@d4crm.com
info@d4crm.com
+ 38 (063) 020 39 35
+ 4 (857) 356 99 65
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Ukraine, Odessa, Grecheskaya street, 5