When you seek web development services, an SRS helps you stay on the same page with designers, developers, QA specialists, and other members of the team. To ensure this goal, there are three major parts to every SRS: an introduction, a list of requirements, and a list of constrictions or limitations.
An SRS introduction should outline the scope and purpose of the project. Write your business objectives and preferred results after implementing the CRM system. If you develop it for your own business, you will get a clear vision of how the CRM should help you increase revenue. In case of a CRM SaaS, get a clear idea of your target audience, meaning business owners who would benefit from your product.
Requirements take up the largest part of a CRM for small business owners and large enterprises alike. They include:
- Technical requirements: hardware and software compatibility, scalability, integration options, and even development technologies.
- Functional requirements: mobile device integration, marketing and other business operations' automation, sales tracking, etc.
To create a list of requirements, for a custom in-house CRM, use a map of your business process "as is". Include each step of the customer's journey through your company from the first contact to the sale, and on to upsales and client reactivation. Once you get a clear vision of the process, it will take no time to identify the hotspots that waste your resources. Then, you can work on your "to be" business flow, the perfect version of the customer interactions that leads to the sale most efficiently. After you realize which processes require automation and improvement, you can create a list of user requirements. Each of those will correspond to one or more of the CRM's features.
For your company's CRM, consider useful features, like:
- Offline access;
- Email and calendar integration;
- Training version or sandbox environment;
- Data duplication identification;
- Multiple languages and currency support.
When working on a CRM for your SaaS project, you can't expect potential users to outline their requirements clearly. Most marketing and sale specialists use only a few of the CRM features. They don't understand the system's full potential. Therefore, you cannot rely on user feedback alone. Combine it with the knowledge of everyday troubles of the businesses in the chosen industry. The more of their problems your CRM can solve, the more revenue the SaaS model can bring you.
To increase the chance of success, your CRM system should:
- Come with customization capabilities to let companies tailor the system to their needs;
- Be mobile-friendly to make it available for both Android and iOS users;
- Possess flexible user hierarchy and access settings;
- Ensure maximum security of the company's business and client data.
Writing an SRS, be specific, add as many details as possible. This will help the app developer team you hire understand your business needs and requirements better. Detailed SRS is essential when outsourcing the development to offshore and near-shore companies.
The list of constraints deals with timeframe and budget. You can outline the maximum allowed time for the project implementation and specify the deadline for each of the development stages. Maintenance and upgrade needs can also be included in the list of limitations. The Budget section will comprise the initial cost of development, the implementation and the maintenance budget.
Writing an SRS for a CRM system is no longer rocket science for you! Use our advice and software requirements specification template, and you will create the document from scratch or improve the first draft you've already written without trouble. In case you have questions about composing an SRS, contact FreshCode team, we'll help you polish your document or write a new one. And if you are ready to start your project, send us your SRS, and we'll get back to you with a quote.
Want more insights on all things IT, from outsourcing software development services to project management? Click through to the Freshcode blog
and sign up for our newsletter!