FORMAT OPTIONS

The CRM System Checklist is available in Microsoft Excel 97-2003, Microsoft Windows 95-XP format:

• by immediate download or email file attachment (“.zip” file)
• on CD (Excel “.xls” file)
• or as a printed and bound paper book (A4 size) - by special request

The minimum recommended system requirements are:  Pentium 450, 64 MB RAM, 3 MB free disk space, MS Excel 97 or later version, MS Windows 95 or later version and a CD / DVD drive (if ordering a CD).

NB: (i) The Checklists work in all versions of Excel from 97 through to 2007 (SP1) and Windows from 95 through to Vista.  (ii) “.zip” files require ‘winzip’ from www.winzip.com

Return to top

WHERE CHECKLISTS ARE USED

          ... within the UK, USA, Europe and numerous countries worldwide.

Return to top

ALTERNATIVE WAYS THE CHECKLIST HAS BEEN USED 

• assisting with ‘brain storming’ - to identify user needs / system requirements
• preparing requirements documents
• as RFI / RFP schedules for prospective vendors to ‘tick’ the boxes where their software meets customer requirements
• as reference lists - to check that everything is included within the requirements specification / RFI / RFP
• to understand more about CRM systems

Return to top

TESTIMONIALS

We have used the Axia System Requirements Checklists as ‘cornerstone’ inputs into our Business Requirement and Change processes for two of our most significant IT projects in recent years. These comprehensive documents have directly saved us considerable time, effort and cost in terms of project / quality planning and external consulting activities. I would not hesitate to recommend the use of these tools for future IT and / or Business Change Projects.   (Richard Mackenzie, MRM Programme Manager, RAC Western Australia)

I bought your very useful doc on Payroll and HR system requirements last September and used it to form the basis of an ITT I prepared for the University. While I was sure it would be useful, I’ve been more than impressed with it in practice and have been extolling its virtues to one and all.   (Dr Chris Lambe, Project Manager, University of Reading)

Your CRM Checklist saved us over 44 man hours during the requirements definition phase of the project. I am very grateful for your service   (David Cannon, President, Certtest Inc)

I found the HR and Payroll checklist very comprehensive and extremely useful in forming a base document to utilise in the selection of a new HR solution. It certainly saved us a huge amount of time in compiling a list of requirements, excellent!   (Richard Buckingham, HR Systems Analyst, Mizuho Corporate Bank)

We found the Payroll Checklist so useful ... we were able to adapt the schedules and issue them as ‘questions with tick-box answers’ for suppliers to tick as to whether they could meet our requirements ...  it saved us a lot of time  (Payroll Manager, Financial Services PLC)

Your Checklist was of great use to me in preparing for vendor selection and it also saved me a great deal of time in ensuring we covered all relevant areas of the user requirements   (Dr Stephen Hutson, Director, Pharma4sight)

It’s a fantastic product - the standardised format is very useful in specifying systems requirements   (IT Manager, Business Services Group)

The Payroll and HR Checklist was extremely useful. It allowed us to focus on specific areas without having to start off with ‘blank sheets’ of paper   (Internal Services Manager, Pharmaceutical Group)

We chose the Axia Accounting Checklist because it looked from a google search on such things, to be the best value for money product of this nature. We used a spreadsheet based on an edited / personalised version to go out to suppliers in an open Euro-tender and got six responses. I am sure if we had gone out to Euro-tender with something less detailed, we would have had dozens of claimed solutions, if not hundreds. It was also very useful to our teams (eg Purchasing, Sales, Accounts) as a prompt to what sort of functionality we already had as well as what we wanted from a replacement system. We certainly think the exercise delivered us a choice between two or three quality solutions - one of which we have decided to go with.   (Andrew Haslehurst, Head of Accounts, Southampton Solent University)

A very useful and comprehensive list ... very easy to use. It stimulated our discussions, prompted thoughts and helped with our investigations   (HR Director, Construction and Management Consulting Group)

We’ve used it extensively ... its been a major benefit to creating a long list of our requirements   (Systems Accountant, Housing Association)

We recognised from the outset that a key to the success of the project would be to get the functional specification for the procurement stage absolutely clear. With the Axia Checklist, we have been able to do so much more though. It has given us a really good start with our task of discussing with key stakeholders exactly what they require from a HR / Payroll system at both a strategic and operational level, and has also given us a methodology for collecting volumetric data about the Council ...   We have also already used the Checklist to very good effect when choosing an interim Recruitment system solution when the Checklist helped no end in focusing us in on what exactly we wanted from a system ...   My only surprise is that the Checklist is so reasonably priced - we must have already had a return on our original investment several times over!   (Chris Burrows, HR Manager (eHR), Coventry City Council)

Return to top

CONTENTS

Two CRM System Checklist versions are available - SME and Corporate.

Return to top

DETAILED CONTENTS

1.   Business analysis - business sector, location and employee analysis, number of system users, present CRM system, future CRM system, outline budget for new CRM system

2.   CRM system overview - of the key systems functions detailed within sections 3 to 13

3.   System wide functions - system / software quality accreditations, internet / intranet, ESS (employee self service), MSS (manager self service), employee portal, workflow, alerts, DIP (document image processing), euro / european monetary union, year 2000 compliance, multi company / currency / lingual capability, windows, system enquiry, SMS text messaging to mobile phones, reporting, e-reporting, e-documentation and forms, links to other systems 

4.   Market research - core market research, market research information, questionnaires / surveys, web based questionnaires / surveys, competitor tracking, market research analytics and reports, integrated links, statistics and volumes

5.   Marketing - core marketing, marketing campaign planning, campaign list generation, personalised campaigns, campaign execution and management, best practices, campaign project and task management, email marketing, e-marketing, telemarketing, direct mail marketing, event marketing, trade promotion marketing, budget and revenue tracking, campaign response tracking, campaign analysis and reporting, marketing analytics, integrated links, statistics and volumes

6.   Sales - core sales, sales strategy, territory management, account configuration, contact information, updating contact information, sales process and contact management automation, MS Outlook integration, prospecting, telesales, computer telephone integration, opportunity management, pipeline management, lead routing, activity management, team selling, website sales, customer portal, mobile / field sales, channel partners, automated sales alerts, sales forecasting and business planning, multi media reference library, literature requests, sales order management (proposals, quote / RFQ management, prices, cross selling, order processing, product configuration, invoicing), sales incentives and commissions, sales process scripts, sales analytics and reports, integrated links, statistics and volumes

7.   Customer support - account and contact management, activity management, customer support ticket management, escalation, contract management, product returns, defect tracking, quality and change requests, product tracking, knowledge database of common product / defect problems and resolutions plus common procedural problems and resolutions, fast search, automated workflow processes, problem / issue capture via web forms, support portal, customer support / service alerts, customer support analytics and reports, integrated links, statistics and volumes

8.   Field support - mobile field support system access, account management, contract and warranty management, service management, service call logging, schedule optimisation, despatch service requests / engineers, problem resolution and solution management, call progressing, field support workflow and escalation management, preventative maintenance, asset management, service parts and mobile parts management, parts order entry, repair management, service analytics and reports, integrated links, statistics and volumes

9.   Contact centre - multi-channel, multi-role contact centres, customer information, web application, communication and CTI, email response management, customer self-service via internet, contact centre analytics and reports, integrated links, statistics and volumes

10.  Advanced analytics and business intelligence - analytical system, self-service, analysis, forecasts, customer analysis, product and service analysis, analytics examples (marketing, sales, service, channel partner, executive, e-commerce), data warehouse, data mining, combined business intelligence and analytics, integrated links, statistics and volumes

11.  Systems operations - system reliability, operational efficiency, system performance, user productivity assistance, data processing and systems control, data volumes and quality, security, back up and recovery

12.  Technology requirements - application software, databases, database administration and monitoring tools, operating systems (mainframes, servers, clients, networks), XML, network types and cabling, wireless (LAN) networking, ASP (Application Service Provider) / hosting organisation, internet access and hosting, hardware platforms (mainframe, mid range, server, workstation, client), hardware (wireless / portable devices), other hardware requirements

13.  Software / system support - sources of support, supplier quality accreditations, vendor / support organisation expertise and reputation, implementation assistance, training, maintenance and support

14.  System selection - selection process, shortlist phase, detailed selection phase

Return to top

LINKS TO SAMPLE PAGES

Click the links to view the following sample pages.

• CRM system - marketing 
• sales
• customer support

Return to top

DIFFERENCES BETWEEN THE TWO CRM SYSTEM CHECKLIST VERSIONS

The two versions are designed for different size organisations and different CRM system functional needs.

Return to top

Plus additional charges for:

- VAT @ 17.5% on CD’s, email and downloaded copies delivered within the UK

- CD creation and book printing/binding

- postage and packing for CD’s and printed books

Return to top

ORDERING AND DELIVERY

Place your order using this order form or click the link below.  

Immediate delivery / download. Pay with credit or debit card at our online shop.

Or same day despatch, wherever possible  - for email files, CD’s and printed copies - when paying on invoice.

ORDER YOUR COPY NOW and save weeks of your time

The CRM System RFI/RFP Requirements Checklist is comprehensive and easy to use. It is completely impartial and backed by our 30-day 100% satisfaction money-back guarantee. You risk nothing by trying it out!

© 2008 Axia Consulting Ltd. All rights reserved.