The needs became apparent when the sales team couldn't access client data during critical calls. The VP of Sales reported that they were losing roughly $5,000 in potential deals per week due to system downtime.
The procurement manager searched online, checked trade publications, and asked peers for recommendations. They narrowed down potential vendors to three major CRM providers, including "CloudStream," which had strong reviews.
TechCorp's IT team created a technical document listing the exact requirements (API integrations, security protocols, user interface standards). This meant the CRM must integrate with their current ERP system.
