Procurement of ERP and CRM – guides, requirement specs and e-book
Gathered resources for anyone procuring a new ERP system or CRM. Understand the 7 stages of the procurement journey, create a requirement specification and read our e-book on the crucial partner selection.
12 resources collected here
Tools & needs analyses (7)
ERP Requirements Specification
Create a tailored requirements specification for your ERP project.
Sales Requirements Specification
Generate a requirements specification tailored to your sales department.
Marketing Requirements Specification
Create a requirements specification for your marketing department.
Customer Service Requirements Specification
Generate a detailed requirements specification for the customer service department.
ERP Needs Assessment
Map your requirements for a new ERP system and receive an AI-driven analysis with recommendations.
Sales & Marketing Needs Assessment (CRM)
Analyse your sales and marketing requirements to find the right CRM solution.
Customer Service & Field Service Needs Assessment
Evaluate your service requirements and get matched with the right Dynamics 365 solution.
Guides (4)
The Procurement Guide
Step-by-step guide to a successful ERP or CRM procurement.
The typical procurement journey – 7 stages
Where in the system lifecycle are you? Discover the seven stages of a typical procurement journey.
E-book: The Crucial Partner Choice
20 pages of statistics, insights and a practical model for choosing the right Microsoft partner.
How to choose the right Dynamics 365 partner
A complete guide with checklists and tips for evaluating and choosing the right implementation partner.