CRM User Training Checklist
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Pre-Training Setup
Tasks to complete before the training begins, ensuring users and systems are ready.
Number of Users to be Trained
Training Start Date
Training End Date
CRM Environment (Sandbox/Production)
User Roles Included in Training
Training Objectives
CRM Platform Introduction
Overview of the CRM system, its purpose, and benefits for users.
Briefly Explain the CRM's Purpose
Describe Key Benefits for Users
User's Primary Role in CRM
CRM System Version
High-Level Overview of Core Modules
Core Functionality Training
Hands-on training on essential CRM features (e.g., contact management, opportunity tracking, reporting).
Contact Management: Adding New Contacts
Account Types Covered (Select all that apply)
Number of Opportunities Created (Practice)
Describe how to search for a contact.
Which view is used for opportunity tracking?
Date of Next Follow-up (Example)
Role-Specific Training
Training tailored to the specific tasks and responsibilities of each user role (e.g., sales, marketing, customer service).
Sales Team: Opportunity Management Workflow
Marketing Team: Campaign Tracking Integration
Customer Service: Average Handle Time Goal (minutes)
Sales Team: Quarterly Sales Forecast Training Date
Account Management: Key Account Review Process
Data Entry & Validation
Best practices for accurate and consistent data entry, including validation rules and required fields.
Minimum Phone Number Digits
Required Fields for New Contacts?
Mandatory Fields for Opportunity Stage?
Date Format for Birthdates?
Primary Address Verification Method?
Instructions for Handling Special Characters in Text Fields
Reporting & Analytics
Understanding and utilizing CRM reports and dashboards to track performance and gain insights.
Explain the purpose of key CRM reports (e.g., Sales Pipeline, Customer Acquisition Cost).
Target Report Generation Frequency (e.g., daily, weekly, monthly)
Describe how to customize reports and dashboards.
Which reports will users be expected to run regularly?
Date of next report review session
Document any limitations or known issues with current reporting capabilities.
Security & Compliance
Review of data security protocols, access permissions, and compliance requirements.
Review CRM Security Policy Document
Data Encryption Status (at Rest)
Data Encryption Status (in Transit)
User Access Review Frequency (in months)
Last User Access Review Date
Relevant Compliance Regulations (Select all that apply)
Upload Compliance Documentation (e.g., Audit Reports)
Post-Training Support & Resources
Information about available support channels, documentation, and ongoing training opportunities.
Dedicated Support Contact Name
Support Contact Information (Email/Phone)
Preferred Support Method
Date of Next Check-in/Follow-up
Quick Reference Guide (Optional)
Available Training Resources
Link to Online Help Center
User Feedback & Evaluation
Gathering user feedback to improve future training sessions and identify areas for additional support.
Overall Training Satisfaction (1-10)
Trainer Effectiveness
What did you find most valuable about the training?
What could be improved about the training?
Which topics would you like to see covered in future training?
Date of Training Session
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