Plan Your CRM the Right Way Before You Buy
A FREE template to define your CRM goals, user stories, and system needs — built from real consulting engagements.
Editable. Practical. Ready to use.
For CRM Buyers 👇
You don’t get another bite at the apple. Use this to get it right the first time.
- See what complete CRM requirements look like
- Identify what really matters to users and leadership
- Get clarity before talking to vendors
- Avoid missteps that derail adoption
- Save weeks of trial and error
What’s Inside the CRM Requirements Template
Clarify your CRM goals before talking to vendors.
Scope & Objectives
Define what your CRM must achieve
User Stories
Translate user needs into actionable scenarios that drive adoption.
Requirements Matrix
Identify, group, and prioritize system capabilities.
Current State Snapshot
Document existing tools, processes, and pain points.
Business Impact Framework
Link technology choices to measurable outcomes.
Why We’re Giving It Away
Our free template reflects the structure we use in real CRM planning engagements. Every company deserves a strong foundation, and this resource helps you begin with clarity.
When you’re ready for expert support, our advisors can guide you through the CRM planning and selection process with confidence.
Who we are:
CRM Switch is an independent CRM advisory firm. We don’t sell software — we help organizations plan, evaluate, and select the right solution to fit their goals.
Experienced Help When You Need It.
Our team has helped dozens of B2B companies navigate this process dozens of times.
That breadth of experience matters. We know what good looks like, what pitfalls to avoid, and how to align people, processes, and technology so that CRM truly delivers business impact.
Trusted by Companies Like Yours
Your CRM Project. Our Expertise.
Let’s discuss how we can support your next step
