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.
“Chernobyl Global” is an international travel agency actively working with tourists from different countries and using several communication channels. The project is aimed at automating the processes of receiving and processing requests through different channels.
The company “Zima-Leto”, an international tour operator with bus lines and unique routes, faced the need to organize and automate the processes of working with Ukrainian travel agents for domestic tours in Ukraine.
A small hotel in Odessa region with 10 rooms, swimming pool, restaurant and SPA complex decided to improve the level of service and speed up the processing of reservation requests by integrating Bitrix24 to manage interactions with customers through various communication channels and automate reservations.
Development of an adapted Bitrix24 mobile application for a Ukrainian dealer network engaged in regional sales.
Development of an automated system for collecting customer feedback and controlling the quality of services in a construction supermarket operating in the B2B market.
Integration of Bitrix24 system with 1C program to manage sales of building materials in B2B sector. The project is aimed at centralizing data and improving control over operations.
Automation of goods shipment processes for a supplier of children’s goods in the B2B market using Bitrix24 CRM system.
Integration of online store site with CRM-system Bitrix24 for order management and automation of the process of sending goods via Novaya Pochta.
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 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
