Bring the real documents and handovers
A useful industry discussion starts with an actual engagement, job or customer request. Bring examples of the forms, documents, approvals and reports your team relies on. Identify specialist systems that must remain part of the process and explain where information currently becomes disconnected. This gives the demonstration a concrete purpose beyond showing familiar industry labels.
Assess specialist requirements explicitly
Some needs are common CRM work; others involve a regulated process, specialist operational system or particular integration. The industry pages explain that distinction and suggest questions to raise during discovery. Confirm required controls, configuration and implementation in the proposal. Where an obligation depends on professional judgement or a specialist service, assess it directly rather than inferring coverage from a module name.