CRM - User Stories

Contacts - CRM01P1US01

CRM Contact Management - CRM01P1US01

1. Problem StatementUser Roles Identified:Marketing & Operations Team (Primary): Marketing Operat...

Bulk Import contacts - CRM1.1P1US01.1

1. Problem StatementUser Roles IdentifiedPrimary Users:Marketing Operations Manager: Manages mark...

Companies ( accounts) - CRM02P1US02

Company Management System - CRM02P1US02

1. Problem StatementUser Roles Identified:Sales Manager: Responsible for managing company relatio...

RFP Management System - CRM02.1P1US02.1

1. Problem StatementUser Roles Identified:RFP Manager/Administrator - Oversees RFP creation, mana...

Segments - CRM03P1US3

CRM Segment Management - CRM03P1US3

1. Problem StatementUser Roles IdentifiedMarketing Manager: Responsible for creating targeted mar...

Templates (CRM04P1US4)

CRM Email Template Management - CRM04P1US4

1. Problem StatementUser Roles Identified:Marketing Manager - Strategic oversight of email market...

Campaigns - CRM05P1US5

CRM Campaign Management System - CRM05P1US5

1. Problem StatementCore Problem: Marketing teams struggle with fragmented campaign management pr...

Create Campaign - CRM05.1P1US5.1

1. Problem StatementUser Roles Identified:Marketing Manager: Responsible for creating and executi...

Settings - CRM06P1US6

Organization profile - CRM6.1P1US6.1

1. Problem StatementUser Roles IdentifiedSystem Administrator: Responsible for overall system con...

SMTP Settings - CRM6.2P1US6.2

1. Problem StatementUser Roles IdentifiedSystem Admin (IT Director): Responsible for IT infrastru...

Integrations Management - CRM6.3P1US6.3

1. Problem StatementUser Roles Identified:System Administrator - Technical lead responsible for C...

General settings - CRM06.4P1US6.4

1. Problem StatementUser Roles Identified:System Administrator: IT professional responsible for m...

Phase 2 Feature Roadmap - SMART360 CRM

1. Contacts ModuleImport FunctionalityGmail Contacts - Seamless import from Google WorkspaceOutlo...

CRM Login & Logout - User Story Document (CRMAU01P1US01)

1. Problem StatementIdentified User RolesBased on the authentication system screenshots, we ident...