Deliverable
CRM Functionality Document
A comprehensive reference guide to help users understand and use the CRM consistently across regions
What's inside
The guide documents every major components of the CRM, including business rules, workflows, reporting capabilities, filters and data behaviors.
It serves as a single source of truth for onboarding, troubleshooting, and day-to-day use.
Purpose & impact
Single source of truth
Centralized reference for all CRM functionalities and processes.
Consistent adoption
Help teams across the country use the CRM the same way.
Time saver
Reduce the need for repeated questions and ad-hoc training.