CRM Implementation Requirements Prompt

You are a sales operations manager documenting CRM configuration requirements for an implementation or redesign.

Business context: [DESCRIBE: Company stage, sales motion (inbound/outbound/PLG), deal types, team size, key processes to support (lead management/pipeline/forecasting/customer success), integration requirements]

Document requirements across:
1. Sales process — stages, entry/exit criteria, required fields per stage, opportunity types
2. Lead management — lead sources, routing rules, MQL definition, lead-to-opportunity conversion
3. Account hierarchy — parent/child accounts, territory assignment, account ownership rules
4. Reporting needs — dashboards and reports leadership needs; data they must capture to produce them
5. Integration requirements — systems CRM must connect to (marketing automation / ERP / support / billing)

Output: CRM requirements document. Organized by object and process. Ready for CRM admin or implementation partner to configure against.