Functional Specification Document (FSD)
Table of Contents
- Introduction
- Purpose
- Scope
- Definitions, Acronyms, and Abbreviations
- References
- Overview
- Functional Requirements
- Data Requirements
- User Interface Requirements
- Non-Functional Requirements
- Assumptions
- Constraints
- Acceptance Criteria
- Appendix
- Approval
Introduction
This document provides the functional specifications for Project Genesis, aimed at generating personalized follow-up emails rather than canned or templated responses.
Purpose
The purpose of this FSD is to detail the functional requirements for Project Genesis, ensuring the solution effectively personalizes follow-up emails based on specific criteria.
Scope
The scope of Project Genesis includes the development of a system that can:
- Personalize follow-up emails using recipient’s name and contact information.
- Incorporate details about what the recipient's company does.
- Utilize historical data regarding prior interactions with the recipient's company.
- Apply a consultative approach to the sales process.
Definitions, Acronyms, and Abbreviations
- FSD: Functional Specification Document
- Recipient: The individual receiving the follow-up email
- Company: The organization the recipient is associated with
- Consultative Approach: A sales approach that focuses on understanding customer needs and offering solutions accordingly
References
Overview
Project Genesis aims to create a system that personalizes follow-up emails by leveraging recipient information, company details, and prior interaction history, while adhering to a consultative sales approach.
Functional Requirements
- ID: FR-001
- Description: The system must retrieve and utilize the recipient's name and contact information to personalize follow-up emails.
- Priority: High
- Source: Sales Team
- Rationale: Personalizing emails with the recipient’s name and contact info increases engagement.
- Acceptance Criteria: The recipient's name and contact details are accurately used in the follow-up emails.
- Dependencies: Availability of recipient data in the CRM.
- ID: FR-002
- Description: The system must retrieve and incorporate details about what the recipient's company does.
- Priority: High
- Source: Sales Team
- Rationale: Including company-specific details makes the email relevant and personalized.
- Acceptance Criteria: Follow-up emails include accurate and relevant information about the recipient’s company.
- Dependencies: Availability of company data in the CRM.
Requirement 3: Prior Interactions
- ID: FR-003
- Description: The system must be able to retrieve and use data on any prior interactions with the recipient's company.
- Priority: High
- Source: Sales Team
- Rationale: Awareness of prior interactions helps tailor the follow-up email to the current context.
- Acceptance Criteria: Follow-up emails reflect an understanding of prior interactions.
- Dependencies: Historical interaction data in the CRM.
Requirement 4: Consultative Approach
- ID: FR-004
- Description: The system must adopt a consultative approach to the sales process in the follow-up emails.
- Priority: Medium
- Source: Sales Team
- Rationale: A consultative approach builds trust and better addresses the recipient’s needs.
- Acceptance Criteria: Follow-up emails demonstrate a consultative approach.
- Dependencies: None.
Data Requirements
The system must store and retrieve data related to:
- Recipient’s name and contact information
- Company details
- Prior interactions with the company
User Interface Requirements
The user interface should:
- Allow sales representatives to input and update recipient and company information.
- Provide an intuitive interface for viewing and managing prior interactions.
- Facilitate the generation and review of personalized follow-up emails.
Non-Functional Requirements
- Performance: The system must generate personalized emails within 2 seconds.
- Security: Data must be securely stored and transmitted.
- Usability: The interface should be user-friendly and accessible.
- Scalability: The system should handle an increasing number of users and data.
Assumptions
- The CRM system already contains accurate and up-to-date recipient and company data.
- Sales representatives are trained to use the consultative approach.
Constraints
- The system must integrate with the existing CRM.
- Data privacy and compliance regulations must be adhered to.
Acceptance Criteria
- Personalized follow-up emails are generated accurately and promptly.
- The system successfully integrates with the CRM.
- Users can easily input, update, and retrieve necessary data.
Appendix
Approval