Map the customer journey
Trace the path from enquiry to payment: contacts, quotations, reminders, approvals and follow-up. Identify lost information and repeated data entry before comparing features.
Define access rights
Specify users, roles and export permissions. List connected tools, data migration requirements and hosting constraints. Document requirements before deployment.
Support adoption
Start with a useful scope, clean the data and support users. Measure follow-up quality and tasks actually simplified. Value comes from regular use rather than feature count alone.
General information to be adapted to your circumstances. Services are defined by the quotation and contract.