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Gathering requirements to start using CRM Online RRS feed

  • Question

  • I've been developing for CRM for almost a year now, I've done small scale development for plugins, workflows, imports and other simple forms. I got a task to gather requirements from a client who would like to start a CRM Online system. 

    I'm not sure where to start and what information I need to be gathering from the client in that meeting. 

    Can you provide some insights or is there a document or a guide on how to gather requirements for a CRM Online system from scratch?


    • Edited by SB User Tuesday, July 28, 2015 1:29 PM
    Tuesday, July 28, 2015 1:25 PM