Business Requirements Document (BRD)

Table of Contents

1. Introduction
2. Business Objectives
3. Project Scope
4. Stakeholder Analysis
5. Requirements
   • Functional Requirements
   • Non-Functional Requirements
6. Assumptions
7. Constraints
8. Risks
9. Glossary
10. Appendices
11. Approval

Introduction

This Business Requirements Document (BRD) outlines the requirements for the project "Custom SaaS Development for Outbound Sales Teams." The purpose of this document is to provide a comprehensive overview of the business objectives, project scope, stakeholder analysis, and detailed requirements to guide the development of the SaaS platform.

Business Objectives

The primary business objectives for this project are:

• To develop a scalable, secure, and user-friendly SaaS platform designed for outbound sales teams.
• To integrate the platform with various CRM systems and tools like Airtable.
• To improve team productivity, provide insights into performance, and enhance data management efficiency by centralizing key data.

Project Scope

In-Scope

• Integration with popular CRMs (e.g., HubSpot, Salesforce, Zoho) and tools like Airtable.
• Development of web and mobile interfaces for the platform.
• Customizable dashboards for tracking metrics.
• Real-time outbound sales tracking.
• Automated reporting and visual analytics.
• Collaboration tools for team management.
• Role-based access controls.

Out-of-Scope

• Development of CRM systems and tools themselves.
• Any non-sales-related functionalities.

Stakeholder Analysis

Internal Stakeholders

• Project Manager
• Development Team
• Quality Assurance Team
• Product Owner

External Stakeholders

• Outbound Sales Teams (End Users)
• Sales Managers
• CRM System Providers
• Airtable Users

Requirements

Functional Requirements

1. Requirement ID: FR-001

   • Description: Integrate the platform with popular CRMs (e.g., HubSpot, Salesforce, Zoho) and tools like Airtable.
   • Priority: High
   • Source: RFP

2. Requirement ID: FR-002

   • Description: Provide customizable dashboards for tracking metrics such as outreach volume, conversion rates, and team productivity.
   • Priority: High
   • Source: RFP

3. Requirement ID: FR-003

• Description: Enable real-time tracking of outbound sales activities (calls, emails, meetings).
• Priority: High
• Source: RFP

4. Requirement ID: FR-004

   • Description: Generate automated reports and visual analytics to offer insights into team performance.
   • Priority: Medium
   • Source: RFP

5. Requirement ID: FR-005

   • Description: Develop a responsive mobile application with core functionalities available on both iOS and Android.
   • Priority: High
   • Source: RFP

6. Requirement ID: FR-006

• Description: Support team collaboration, allowing managers to assign tasks, set goals, and track progress.
• Priority: Medium
• Source: RFP

7. Requirement ID: FR-007
   • Description: Implement role-based access controls with customized permissions for different user roles (e.g., sales rep, manager, admin).
   • Priority: High
   • Source: RFP

Non-Functional Requirements

1. Requirement ID: NFR-001

   • Description: Support API connections to different CRMs and other outbound sales tools.
   • Priority: High
   • Source: RFP

2. Requirement ID: NFR-002

   • Description: Adhere to best practices in cybersecurity, including data encryption and secure authentication (OAuth2).
   • Priority: High
   • Source: RFP

3. Requirement ID: NFR-003

• Description: Ensure the platform complies with GDPR and other relevant regulations.
• Priority: High
• Source: RFP

4. Requirement ID: NFR-004

   • Description: The platform must be built to scale easily to accommodate a growing number of users, data sources, and features.
   • Priority: High
   • Source: RFP

5. Requirement ID: NFR-005

   • Description: Design an intuitive, clean, and user-friendly interface.
   • Priority: Medium
   • Source: RFP

6. Requirement ID: NFR-006

• Description: Ensure the platform can handle large volumes of data while maintaining optimal performance.
• Priority: High
• Source: RFP

Assumptions

• The integration with CRMs and other tools will be supported by available APIs.
• The project team has adequate resources and expertise to meet the project deadlines.

Constraints

• Compliance with GDPR and other relevant regulations.
• Adherence to the proposed timeline and budget.

Risks

• Potential delays in API integration with CRM systems.
• Security vulnerabilities that could compromise user data.
• Scalability issues that might arise with increasing user demand.

Glossary

• CRM: Customer Relationship Management
• SaaS: Software as a Service
• API: Application Programming Interface
• OAuth2: Open Authorization 2.0
• GDPR: General Data Protection Regulation
• MVP: Minimum Viable Product

Appendices

• Detailed project timeline with key milestones and deliverables.
• Cost breakdown and payment structure.
• Proposal submission requirements.

Approval

• Prepared by: Alex Hogan
• Date: 10/21/2024
• Approved by: [Approver's Name]
• Date: [Approval Date]