Functional Specification Document (FSD)

Table of Contents

1. Introduction
2. Purpose
3. Scope
4. Definitions, Acronyms, and Abbreviations
5. References
6. Overview
7. Functional Requirements
   • Requirement 1: Recipient Information
   • Requirement 2: Company Information
   • Requirement 3: Prior Interactions
   • Requirement 4: Consultative Sales Approach
8. Data Requirements
9. User Interface Requirements
10. Non-Functional Requirements
11. Assumptions
12. Constraints
13. Acceptance Criteria
14. Appendix
15. Approval

Introduction

This document provides a detailed specification for Project Genesis, a system designed to generate personalized follow-up emails. The aim is to move away from canned or templated responses in favor of more personalized communication.

Purpose

The purpose of this FSD is to detail the functional requirements necessary for the development and implementation of Project Genesis. This document will serve as a guide for the project team and stakeholders.

Scope

The scope of this FSD includes the functional requirements for generating personalized follow-up emails using recipient and company information, prior interactions, and a consultative sales approach.

Definitions, Acronyms, and Abbreviations

• FSD: Functional Specification Document
• Project Genesis: The project focused on creating personalized follow-up emails
• CRM: Customer Relationship Management

References

• Salesforce Documentation
• Previous Project Documentation

Overview

Project Genesis aims to create a system that generates personalized follow-up emails. The system will utilize recipient information, company details, prior interactions, and a consultative sales approach to ensure that emails are unique and tailored to the recipient.

Functional Requirements

Requirement 1: Recipient Information

• ID: FR-001
• Description: The system needs to know the recipient's name and contact information.
• Priority: High
• Source: Stakeholder Interviews
• Rationale: Personalizing emails requires accurate recipient details.
• Acceptance Criteria: The system can retrieve and utilize the recipient's name and contact information.
• Dependencies: Integration with CRM.

Requirement 2: Company Information

• ID: FR-002
• Description: The system needs to know what the company does.
• Priority: High
• Source: Stakeholder Interviews
• Rationale: Understanding the company helps tailor the email content.
• Acceptance Criteria: The system can retrieve and utilize information about the company's operations.
• Dependencies: Integration with company databases or external APIs.

Requirement 3: Prior Interactions

• ID: FR-003
• Description: The system needs to know any prior interactions with the company.
• Priority: High
• Source: Stakeholder Interviews
• Rationale: Referencing previous interactions adds context and personalization.
• Acceptance Criteria: The system can retrieve and utilize records of prior interactions.
• Dependencies: Integration with CRM.

Requirement 4: Consultative Sales Approach

• ID: FR-004
• Description: The system should use a consultative approach to the sales process.
• Priority: Medium
• Source: Sales Team Feedback
• Rationale: A consultative approach builds trust and adds value.
• Acceptance Criteria: The system generates emails that reflect a consultative sales approach.
• Dependencies: Sales team input and guidelines.

Data Requirements

The system must store and retrieve data related to recipient information, company details, and prior interactions. This data should be accurately maintained and easily accessible.

User Interface Requirements

The user interface should be intuitive and allow users to input and review recipient and company information, as well as prior interactions. Mockups or wireframes will be provided in subsequent documentation.

Non-Functional Requirements

• Performance: The system should generate emails within 5 seconds.
• Security: Data must be encrypted and securely stored.
• Usability: The system should be user-friendly and require minimal training.

Assumptions

• Recipient and company data will be available and accurate.
• Users will have access to the necessary CRM and database systems.

Constraints

• Integration with existing CRM may require additional development time.
• Data privacy regulations must be adhered to.

Acceptance Criteria

• The system generates personalized emails that meet the specified functional requirements.
• Emails are generated within the performance criteria.
• Users report satisfaction with the system's ease of use.

Appendix

• Mockups and wireframes (to be provided)
• Data flow diagrams (to be provided)

Approval

• Prepared by: Dave Cumberpatch
• Email: dave.cumberpatch@salesforce.com
• Date: 11/28/2024
• Approved by: [Approver's Name]
• Date: [Approval Date]