• We help our clients streamline, automate and centralise their business processes.
• We ensure these processes are performed effectively and consistently, enabling management information to be shared confidently.
• We aim to improve efficiency and effectiveness across your organisation, which in turn achieves significant improvement in quality, speed, service and cost.

It is important that your CRM requirements are relevant to your business needs and are defined to a level of detail sufficient for selecting the appropriate system. Hart Square's approach is to first identify your business goals for the project and then document the detailed CRM business and functional requirements to meet those goals.

The advantage of this approach is that it enables you to evaluate technologies with a full understanding of your needs, and provides a firm basis on which vendors can base their proposed offering.

Hart Square will work with key staff and users within your appropriate business areas to determine what these requirements are. Using industry-standard templates, we will provide you with a Requirements Specification, which will also include the prioritisation of these requirements.

In some instances, the requirements analysis is preceded with a Feasibility Study. This study will include the business case for the investment, CRM software options, implementation best practices, internal and external resources, initial and on-going costs, delivery timescales and any major risks. If the feasibility study suggests that the product should be implemented, then requirements analysis can begin.