Plan before the demo

Your workflow.
Your CRM requirements.

Give every vendor the same brief. Define what the team needs to do, what must connect and what a useful demonstration should prove.

01 · Define the job

Build your requirements

This tool runs in your browser. It does not send or automatically save your answers. Use general workflow details; leave out client names, passwords and confidential records.

What happens from enquiry to handover?

How many people need access?Include everyone who needs to view or update the records.

Which outcomes are essential?Describe the work that must succeed, rather than a long feature wish list.

What must connect? Optional

What could prevent adoption? Optional

03 · Take it to the conversation

Your CRM requirements brief

Explore CRM buying criteria →

Downloading creates a file on your device. It does not contact TechBridge, submit a lead or send anything to a vendor. Review the file before sharing it yourself.

Your workflow.Your CRM requirements.

Build your requirements

Replace your current answers?

Your CRM requirements brief

Your workflow.
Your CRM requirements.