Process Components & Benefits Print
# Document Name Document Description
1 Readiness Evaluation This document describes the process for evaluating company readiness for CRM initiative. The quantitative criteria will reflect the ranking of company readiness in major CRM related categories. The Readiness Evaluation matrices provide an understanding of how business will satisfy CRM requirements
2 Initial Discovery This document provides initial guidance to identify business content necessary to create a business application using the CRM line of products. The Initial Discovery may include, but not limited to the first steps in technology evaluation, proof of concept, and business requirements
3 Finalizing Discovery This document provides final guidance to identify business content necessary to create a business application using the CRM line of products. The Final Discovery may include, but not limited to the next steps in technology evaluation, proof of concept, and business requirements
4 Statement of Interest The deliverables from the Statement of Interest (SOI) will include:
1. A high level project review and
2. Preliminary business and technology relationship between Client and CRM Fuse