Scoping out the CRM implementation helps to clarify the effort (project days) and investment required to deliver a complete solution. It also helps to limit any “surprises” once an implementation is underway. It should be considered an essential phase in your CRM implementation.
It also helps to establish clear goals for the project, converts your general CRM requirements into a system specification, clarifies business priorities, project phasing and any constraints or risks. It provides a solid foundation for the project.
As an approximate guide, the scoping phase is typically between 3 - 10 days depending on the complexity of your requirement.
Following some workshop/interviews on your site, the output is a confidential system specification document including the Requirements and Design (what the system will do); a Statement of Work (how the system will be implemented) and a project plan.
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