CRM App Marketplace Checklist
Unlock seamless app integration! Our CRM App Marketplace Checklist ensures a smooth, secure, and successful expansion of your CRM functionality. Avoid costly errors and maximize ROI with this essential guide.
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App Discovery & Selection
Initial identification and evaluation of potential CRM app marketplace solutions.
Business Requirements Document
Desired App Functionality
Estimated User Count
App Store Preference
Keywords for App Search
Security & Compliance Review
Assessment of app security protocols and adherence to compliance regulations.
App Vendor Security Certification
Data Encryption in Transit
Data Encryption at Rest
User Authentication Strength (Bit Length)
Detailed Security Audit Report Summary
Compliance with GDPR (if applicable)
Vendor Security Documentation
Technical Compatibility
Verification of app compatibility with existing CRM infrastructure and integrations.
CRM Version Compatibility
Minimum API Version Required
Supported Integrations (Select all that apply)
Detailed Compatibility Notes
Browser Compatibility
Last Compatibility Testing Date
Data Privacy & Permissions
Review of data access permissions and compliance with privacy policies.
Describe the App's Data Handling Practices
Does the App Support GDPR Compliance?
What Data Types are Accessed by the App?
Is Data Encryption Enabled?
Number of Users Granted Access
User Access & Training
Planning and execution of user onboarding and training on the new app.
Number of Users to Train
Training Delivery Method
Training Start Date
Training End Date
Training Content Outline
Key Training Topics
Training Materials (e.g., Presentations, Guides)
Testing & Validation
Thorough testing of app functionality and data integrity in a controlled environment.
Number of Test Users
Test Environments Used
Detailed Test Case Descriptions
Date of Initial Testing
Testing Phase Status
Unexpected Results/Bugs Encountered
Screenshot of Error/Issue
Deployment & Monitoring
Controlled deployment and ongoing monitoring of app performance and user feedback.
Scheduled Deployment Date
Scheduled Deployment Time
Number of Users Initially Deployed
Deployment Environment (e.g., Sandbox, Production)
Deployment Notes & Procedures
Error Count During Initial Deployment
Deployment Success Status
Post-Deployment Monitoring Plan (Key Metrics)
Vendor Management & Support
Establishing vendor agreements and ensuring ongoing support and maintenance.
Vendor Service Level Agreement (SLA) Summary
Primary Point of Contact at Vendor
Vendor Support Ticket Response Time (Hours)
SLA Expiration Date
Included Vendor Support Services
Copy of Vendor Support Agreement
Cost & ROI Analysis
Evaluation of app costs and assessment of return on investment.
App Subscription Cost (Annual)
Implementation & Setup Costs
Internal Resource Time (Hours) - Estimate
Estimated Internal Resource Cost
Projected Increase in Sales (Annual)
Estimated Increase in Efficiency (Percentage)
Projected Cost Savings (Annual)
ROI Calculation Method
Post-Implementation Review
Reviewing the app's performance and identifying areas for improvement.
Overall Satisfaction Score (1-10)
Describe User Feedback & Concerns
Number of Support Tickets Related to App
App Performance - Meets Expectations?
Date of Last Performance Review
Recommendations for Future Improvements
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Демонстрация на решението CRM - Управление на взаимоотношенията с клиентите
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