Business Requirements Document (BRD)
Table of Contents
Introduction
The purpose of this Business Requirements Document (BRD) is to outline the requirements for Project Genesis, aimed at addressing the need for personalized follow-up emails that avoid canned or templated responses. This document provides a comprehensive overview of the project objectives, scope, stakeholder analysis, and detailed requirements.
Business Objectives
The primary objective of Project Genesis is to enhance the effectiveness of follow-up emails by ensuring they are personalized and tailored to the recipient's specific context. This will improve customer engagement and increase the success rate of sales communications.
Project Scope
In-Scope:
- Integration with customer database to access recipient's name and contact information.
- Integration with company database to understand the company's offerings.
- Access to historical interaction data with the recipient.
- Implementation of a consultative approach in the sales process.
Out-of-Scope:
- Development of email marketing campaigns.
- Integration with external CRM systems not owned by the company.
Stakeholder Analysis
Internal Stakeholders:
- Sales Team: Users of the follow-up email system.
- Marketing Team: Collaborators on email content.
- IT Department: Responsible for system integration and support.
External Stakeholders:
- Customers: Recipients of the personalized follow-up emails.
Requirements
Functional Requirements
Requirement ID: FR-001
- Description: The system must be able to retrieve the recipient's name and contact information from the customer database.
- Priority: High
- Source: Sales Team
Requirement ID: FR-002
- Description: The system must be able to access and understand the company's offerings and services.
- Priority: High
- Source: Marketing Team
Requirement ID: FR-003
- Description: The system must be able to access historical interaction data with the recipient.
- Priority: High
- Source: IT Department
- Requirement ID: FR-004
- Description: The system must enable a consultative approach to the sales process by suggesting personalized content based on recipient data.
- Priority: High
- Source: Sales Team
Non-Functional Requirements
Requirement ID: NFR-001
- Description: The system must ensure data privacy and compliance with relevant regulations (e.g., GDPR).
- Priority: High
- Source: IT Department
Requirement ID: NFR-002
- Description: The system should have a user-friendly interface for easy adoption by the sales team.
- Priority: Medium
- Source: Sales Team
Requirement ID: NFR-003
- Description: The system should be scalable to handle increasing volumes of customer data and interactions.
- Priority: Medium
- Source: IT Department
Assumptions
- The customer and company databases are regularly updated and maintained.
- The sales team will receive training on how to use the new system.
- The IT infrastructure will support the integration requirements.
Constraints
- Limited budget for system implementation.
- Timeline constraints due to existing sales cycles.
- Data privacy regulations that must be adhered to.
Risks
- Risk of data breaches and privacy issues.
- Potential resistance from sales team due to changes in workflow.
- Integration challenges with existing databases and systems.
Glossary
- CRM: Customer Relationship Management
- GDPR: General Data Protection Regulation
- Consultative Approach: A sales approach focused on understanding and addressing the customer's needs and problems.
Appendices
- Appendix A: Sample personalized follow-up email template
- Appendix B: Training plan for sales team
Approval
- Prepared by: Dave Cumberpatch
- Email: dave.cumberpatch@salesforce.com
- Date: 11/28/2024
- Approved by: [Approver's Name]
- Date: [Approval Date]