CRM Implementation Checklist
Ensure a smooth CRM launch! This comprehensive CRM Implementation Checklist guides you through every step, from planning and data migration to user training and go-live. Minimize risk, maximize adoption, and unlock the full potential of your CRM system. Download now and streamline your CRM journey!
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Project Planning & Scope Definition
Define project goals, scope, team roles, budget, timeline, and success metrics.
Project Name
Total Budget
Project Start Date
Project End Date (Estimated)
Project Goals & Objectives
Project Methodology (e.g., Agile, Waterfall)
Key Stakeholders
Scope Description (Inclusions & Exclusions)
Requirements Gathering & Analysis
Document detailed business requirements, user stories, and process flows.
Describe current business processes related to sales/marketing/customer service
Which departments will be using the CRM?
Estimated number of users
What are the key features required in the CRM?
Describe any specific reporting requirements
What level of CRM customization is anticipated?
Attach any existing process documentation
CRM Selection & Vendor Evaluation
Evaluate different CRM platforms, compare features, pricing, and vendor support.
Budget Allocation for CRM Software
Deployment Preference (Cloud vs. On-Premise)
Required Features (Select all that apply)
Key Requirements & Priorities
Vendor Comparison Spreadsheet (if available)
Preferred Vendor Support Model
Data Migration Planning
Plan data cleansing, transformation, and migration strategy from legacy systems.
Describe the scope of data to be migrated.
Estimated number of records to be migrated.
Data Source Type
Identify potential data quality issues (duplicates, inaccuracies, missing data).
Data Cleansing Required (Select all that apply)
Planned Start Date of Data Migration
Describe the data transformation rules (e.g., field mapping, data formatting).
Data Migration Execution
Execute the data migration process, ensuring data integrity and accuracy.
Number of Records Migrated
Data Cleansing Notes
Migration Method Used
Migration Start Date
Migration End Date
Number of Errors Encountered
Error Details & Resolution Steps
Migration Log File
CRM Configuration & Customization
Configure CRM settings, customize fields, workflows, and dashboards.
Default Currency
Default Opportunity Stage Percentage
Default User Roles
Custom Field Descriptions (for Documentation)
Default Lead Source
Custom Logo URL
Default Dashboard Widgets
Integration with Existing Systems
Integrate the CRM with other business systems (e.g., marketing automation, accounting).
Which systems will be integrated with the CRM?
If 'Other' was selected, please specify the systems to be integrated.
Integration Method (e.g., API, Middleware, Direct)
If 'Other' was selected for Integration Method, please specify the method.
Estimated Number of API Calls per Day (approximate)
Target Completion Date for Integration
Integration Design Document (if available)
User Training & Adoption
Develop training materials and conduct user training to ensure adoption.
Number of Users to Train
Training Delivery Method
First Training Session Date
Training Content Outline
Key Training Modules Covered
Training Materials (e.g., guides, presentations)
Post-Training Survey Method
Testing & Quality Assurance
Conduct thorough testing to identify and resolve bugs and ensure functionality.
Test Environment Status
Number of Test Cases Executed
Number of Test Cases Passed
Number of Test Cases Failed
Detailed Description of Failed Test Cases
Screenshot/Error Log (if applicable)
Data Validation Status
Date of Last Test Run
Go-Live & Deployment
Plan and execute the go-live process, including data verification and user support.
Planned Go-Live Date
Scheduled Downtime Window (if applicable)
Go-Live Communication Plan Details
Deployment Environment
Number of Users Impacted
Rollback Plan Description (in case of critical issues)
Pre-Go-Live Validation Checklist (Completed)
Sign-off - Project Lead
Post-Implementation Review & Optimization
Evaluate the CRM implementation success, gather user feedback, and optimize processes.
User Adoption Rate (%)
Summary of User Feedback
Overall Project Success (Scale of 1-5)
Areas for Improvement
Date of Review
Recommendations for Future Optimization
Reviewer Signature
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