CRM Go-Live Checklist
Ensure a flawless CRM launch! Our CRM Go-Live Checklist provides a step-by-step guide to data validation, user readiness, and post-launch optimization, minimizing disruption and maximizing ROI. Download now and confidently transition to your new CRM system.
This Template was installed 3 times.
Pre-Launch Activities
Tasks to complete before officially launching the CRM.
Target Go-Live Date
Number of Users Trained
Data Cleansing Strategy
Communication Plan Summary
Approved Communication Materials
Integration Points Confirmed?
Project Sponsor Approval
Data Validation & Migration
Ensuring data accuracy and successful transfer to the new CRM.
Number of Records Migrated
Number of Records with Errors
Data Cleansing Performed?
Description of Data Cleansing Steps
Sample Data Extract for Review
Data Mapping Verification Complete?
Date of Last Data Validation Run
System Configuration & Testing
Verifying all CRM settings and functionalities are working as expected.
Workflow Automation Enabled?
Number of Custom Fields Created
Email Integration Tested?
Notes on Integration Testing
Security Permissions Verified?
Date of Last Configuration Review
User Acceptance Testing (UAT)
Confirmation that users are satisfied with the CRM's performance and usability.
Tester Signature
UAT Test Case ID
Test Result
Comments/Observations
Date of Testing
Severity (if Fail)
Training & Documentation
Confirming user training is complete and necessary documentation is available.
Training Materials Prepared?
Training Modules Delivered?
Number of Users Trained
Training Completion Deadline
Training Feedback Forms (Uploaded)
Training Method
Go-Live Day Checklist
Specific steps to execute on the day of the CRM launch.
Scheduled Go-Live Time
Final System Backup Completed?
Number of Users Online (Initial)
Deployment Method
Date of First Critical Transaction
Notes/Observations During Initial Launch Phase
Key System Checks Performed (select all that apply)
Go-Live Sign Off
Post-Launch Monitoring & Support
Tasks to perform immediately after launch to address any issues and provide user support.
Go-Live Date Verification
Critical Errors Reported (first 24 hours)
Support Tickets Received (first 24 hours)
Overall System Stability (Post-Launch)
Summary of Key Issues Encountered (first 24 hours)
Areas Requiring Additional User Training
Date of First Post-Launch Review Meeting
Found this Checklist Template helpful?
Customer Relationship Management (CRM) Solution
Supercharge your customer relationships! ChecklistGuro brings powerful CRM functionality to your work, streamlining sales, marketing, and support. Learn how to build lasting customer loyalty!
Related Checklist Templates
We can do it Together
Need help with Checklists?
Have a question? We're here to help. Please submit your inquiry, and we'll respond promptly.